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Wealth First Portfolio Managers was incorporated as “DSFS Securities and Broking Private Limited” on April 16, 2002 in Ahmedabad. On May 14, 2003, the name of the company was changed to Wealth First Portfolio Managers Private Limited. Further, the company was converted into a Public Limited on September 30, 2015. The company is a one stop financial services provider for various types of financial products available in Indian market. Its product portfolio provides right mix of financial assets that suits financial goal in short and long term depending on client’s perception and need. It offers in depth research for products that delivers compatible performance in terms of yield as well as it make sure that investments stays secure over the period, though market risk is always there which are beyond its control.
The company is registered members of BSE Limited and National Stock Exchange of India Limited. The company is also registered with CDSL as Depositary Participants. For its mutual fund business it is registered with AMFI and is among top 100 AMFI mutual fund distributors. Major part of its revenue comes from sale & purchase of taxable & tax-free bonds and brokerages & Commission from Mutual fund distribution business. It provides focused endeavor and create an investment strategy tailored to specific client needs. The company’s tailor-made customized solutions are perfect match to financial objectives of client. Its distribution network is backed by in-house back office support to serve its customers promptly.
Business area of the company
The company offers various financial instruments according to risk appetite and holding period of client that includes Government Bonds & Securities, Direct Equity, Cash Management Services, Derivative products, Mutual Funds, Insurance products, Commodities, REITS and Market Making Services. The company is one of top 100 AMFI distributers of Mutual funds. The company is driven by the emphasis it places on building long-term relationships with its clients. The company works closely with its clients to equip them with the ability to address large, fast growing market opportunities.
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