Nishil Pandya

He has over 7 Years of Experience in Wealth Management - Mutual funds, PMS, Retail Debt Market and Equity market. He has extensive education knowledge and experience in the fields of investment and financial management for both corporate and individual arenas. He has a thorough understanding of the complex and ever evolving regulations and laws in relation to investment and asset management.

Mansi Parikh

Being a part of Fixed Income team of Wealth First for 7 years she specializes in dealing in various instruments which include Government Securities, PSU and Corporate Bonds. Preparing and adopting strategies considering risk and reward for investment with an objective of profit maximization taking care of liquidity, tax efficiency and credibility of an asset. She strongly believes that managing client's trust is equally important along with managing wealth of client.

Mittal Shah

He has over 10 years of experience in Wealth Management services to clients. He analyzes financial information obtained from clients to determine strategies for meeting clients' financial objectives. He investigates available investment opportunities to determine compatibility with client financial plans and monitor financial market trends to ensure that client plans are responsive.

Rahul Shah

He has over 10 years of experience in providing clients with the advice that best suits their needs for today and the future. He understands the importance of building wealth, tax effectively and protecting his clients’ lifestyles & plays a pivotal role in deciding the best investment plan for an individual, HNI, Corporate.

Rehsar Mansuri

With 10 years of Experience in Wealth Management- Mutual funds, Retail Debt Market and Equity market. Specializes in understanding of different Financial Products and accommodating the same into client’s portfolio as per the risk appetite of the client. Help in building and reviewing client’s portfolio with proper asset allocation to cater to client’s current needs and future requirements.

Sajni Patel

She has a decade of experience in private wealth management and strategic financial planning with the company. She personalizes a client’s portfolio while patiently understanding their needs, risk profile, and return requirements, all the while building a close client relationship spanning years and often even across generations of the same family. Caters to HNIs, Ultra-HNIs, and Corporates by giving them a holistic Investment Advice.

Vaidehi Parikh

With 10 years of Experience in Wealth Management she is Proficient in managing all types of Investment portfolios of HNI and Ultra HNI clients. Her competence is to maintain Long term relationship with the client by designing a portfolio taking care of individual Risk Management, Liquidity and Cash flow. She is proficient in taking decision for the client by identifying appropriate low-cost products to enhance wealth of the client.