Rohan Patel's Contact Details

Rohan Patel's Company Details

Wealth First

Mumbai, Maharashtra, India • 11 - 50 Employees
Financial Services

Wealth First, promoted in 2000, is an independent Investment Advisory Firm focused on "Treasury and Wealth Solutions". We advise/manage assets in excess of Rs.8,000 Crores across corporates, family offices, Provident Funds, Trusts & HNIsWe are a team of 25 client-focused investment professionals with relevant experience of 300+ years. Our core team has been unchanged since our inception: -10 Professionals with 25+ years experience each in Capital Markets-Team strength of over 70Recognition:- Winner of the prestigious CNBC – TV 18 award for India's Best Investment Advisor in the IFA segment- Wealth First is a SEBI registered Investment Advisor and considers Ethics and Compliance to be the cornerstones of its investments services businessMANAGEMENT TEAM:Premal MehtaFounderExperience – 30 years; MBA, NMIMSEx-Head, Fixed Income-Sales, Merrill Lynch Ashish ShahFounderExperience – 30 years; B. TechGujarat's Leading Investment AdvisorRamana GuptaFounderExperience – 35 years; FRM, BSc.Ex – Treasurer, Reliance Industries Ltd.Rakesh MehtaPartnerExperience – 30 years, MBA, JBIMSExperience across ProductsNimesh KeniaPartnerExperience – 20 years; CA, MBA, IIMBEx-Merrill LynchD. Sampat KumarPartnerExperience – 35 years; BEEx- VP (Treasury) IndusInd BankCONTACT:Hyderabad 040 - 2355 2396Mumbai 022 - 3028 7272 Ahmedabad 079 - 4020 0000