RM
Rakesh Mehta
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Work Experience
Director
Jan 2001 - Present · 23 years and 11 months
Company Details
Wealth First is a boutique Investment Advisory firm focused on providing “Wealth Management Solutions” to High Networth Individuals, Family Offices, Corporates and Institutions. Founded in 2001, by Mr. Premal Mehta and Mr. Ashish Shah, Wealth First offers senior level engagement to help clients visualize and achieve their long term goals.The leadership team comprising of seasoned professionals from well-known financial institutions and prestigious corporates, provides extensive wealth management expertise, thereby becoming invaluable partners to clients. Our investment advice is based on customer’s financial health, pragmatic data analysis and detailed in-house research. We are amongst the most experienced Wealth Management Teams in India. Our objective is to generate financial awareness through inducing a habit of savings, setting financial goals and investing regularly to achieve these goals. With a strong team having relevant experience of over 300+ years, we help our clients in maximizing their wealth and also provide a secure financial future to clients.
Year Founded
2001
Social Media
Linkedin
Industry
Financial Services
HQ Location
204, Regent Chambers Nariman Point Mumbai , Maharashtra 400021, IN
Keywords
Wealth ManagementInvestment AdvisoryCorporate TreasuryFamily Officeand Portfolio Management Services
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