About – Wealth First

Your Goals. Our Expertise. Shared Success.

Being an independent wealth management firm, we provide personalized financial solutions designed around your unique goals and aspirations. Our focus is on helping you build, manage, and protect long-term wealth with confidence

The Story
Behind Our Success

Building enduring relationships and helping clients preserve, grow, and transfer wealth with confidence.

Founded in 2001 by the Late Shri Premal Mehta and Mr. Ashish Shah, Wealth First Advisors was built on the belief that wealth management should be driven by trust, objectivity, and long-term thinking. As an independent investment advisory firm serving individuals, family offices, corporates, and institutions, we focus on building enduring relationships through thoughtful financial stewardship and a client-first approach.

With over three decades of experience and ₹10,000+ crores AUM, we bring institutional expertise with personalized attention to every client relationship. A key differentiator is our independent and unbiased approach — with no proprietary products of our own, every recommendation is guided solely by what best aligns with our clients’ financial goals, risk profile, and long-term interests.

Meet Our Leaders

Our experienced wealth advisors are driven by expertise, trust, and vision..

Rakesh Mehta

Director

Rakesh is a SEBI registered investment advisor with over 30+ years of experience in Indian debt & equity markets. Prior to joining Wealth First in 2001, he served some of the leading brokerage houses namely Asit C Mehta, Pranav Securities, Mata Securities and Motilal Oswal in various capacities. Education: MBA, JBIMS, Mumbai.

Nimesh Kenia

Director

Nimesh is a seasoned investment manager and advisor with over 25+ years of experience in Indian Capital Markets. Prior to joining Wealth First in 2001, he worked with DSP Merrill Lynch. His key strengths include strong analytics and a knack fordetail. Education: IIM Bangalore , Chartered Accountant.

Mr. Ashish Shah

Director

Ashish is a veteran investment professional with over 30+ years of experience in the Indian capital market. He is also a promoter of Wealth First Portfolio Managers Limited. He pioneered various investment concepts in Gujarat and also assisted in the development of Indian capital markets. Ashish is instrumental for pioneering Systematic Investment Plan (SIP) concept as early as 1998 & development of G-Sec, Tax-Free and Taxable Bonds cult in Gujarat. Education: BE (Mechanical), Gujarat.

Mr. Ramana Gupta

Director

Ramana is an astute Corporate Treasury Professional with 30+ years of experience working with the companies like Reliance Industries and State Bank of Hyderabad. Ramana, was instrumental in expanding scope and running the largest Corporate Treasury in India. Implemented integrated Global Best Risk Management policies and systems across asset, liability and derivative segments spanning all financial risks. His key strengths include impeccable market reputation, attention to detail and strong fundamentals of risk management. Education: B.Sc., Financial Risk Manager (FRM).

Mr. D Sampat Kumar

Director

Sampat has more than 27 yrs of banking experience, of which 20 years in Treasury field. Started his career with State Bank of India and later moved to IndusInd Bank. Has wide experience in Forex and Money markets. Instrumental in setting up the dealing and risk management procedures for treasury in IndusInd Bank. Actively participated in market development being a active member of Management Committee – Foreign Exchange Dealers Association of India. Was a regular contributor on currency forecasting to various news services like Bloomberg, CNBC, Business Line. Participated as a delegate in the prestigious 39th Annual Meet of the Board of Governors, Asian Development Bank held at Hyderabad – May 2006. Education: B.E. – Civil (Distinction) Osmania University, Hyderabad.

Mrs. Smeeta Neogi

Director

Smeeta Neogi is a veteran management professional with 30+ years of experience. Prior to joining Wealth First Smeeta has handled various management positions at large corporates like Mahindra, Tata Group, Times. Education: MBA, University of Mumbai.

Mr. Purav Mehta

Director

Purav, with experience of 25+ Years, is amongst the early adopters of Financial Planning Community and completed his Certificate in Financial Planning (CFPCM) in 2005. He is one of the Senior member of Wealth First since 2003; providing comprehensive financial planning services. Earlier worked with ATCO group. His key strengths include Product Identification and Research. Education: BE, MBA, NMIMS, Mumbai.

Why People Trust Us

I write this letter of recommendation for Mr. Ashish Shah – Wealth First.
I have known him for more than a decade now and he has been an investment advisor for my family and company since 8 years.
It is great to work with someone who is truly interested in his clients need, circumstances and preferences.
His professional, ethical and caring demeanors elicit my trust and respect and I gladly recommend his services whenever possible.

-Director
A leading Engineering Company

I have known the Wealth First team for many years and have great comfort and trust in the manner they deal with all my financial matters.

-Ex-CMD
Public Sector Bank

Wealth First has a dedicated experienced team of investment experts with integrity, honesty and consistency for providing these services.

-MD
Private Bank

WFA takes care of all my financial worries, competently and professionally. Being looked after by the same professionals for over a decade is a great comfort.

-Ex-CMD
MNC Pharmaceutical Company

Ashish and Premal have played pioneering roles in spreading awareness of Mutual Funds when the industry was in its nascent stage. They are very transparent and they always keep the interest of the client in mind.

-CEO
Leading Asset Management Company

I have known them, first as my Investors and then as my Wealth Managers, our relationship has matured and solidified by their constant innovation and personal interest in managing my wealth, my interests, my well-being and my peace-of-mind.

-Entrepreneur

Wealth first has been advising on my portfolio for over 10 years. I have found their advice to be insightful, balanced and pragmatic. The team is experienced and responsive.

-Head
Multinational Investment Bank

We would like ot express our apreciation and recommendation for Wealth First Advisors and their team for managing our family office.
They have worked with us from grass root level. They have done a fantastic job for us
Hope this journey continues for a long term

-Director
Family Office