About Company
Wealth First Portfolio Managers Limited
Wealth First Portfolio Managers Limited is an India-based investment management and financial services firm offering portfolio management services (PMS), wealth advisory, and distribution solutions. The firm primarily caters to high-net-worth individuals and family offices, focusing on equity-driven strategies for long-term wealth creation. With a strong emphasis on research, client alignment, and disciplined execution, Wealth First has built a reputation for delivering consistent performance through focused portfolios. Its approach blends market expertise with a deep understanding of investor needs, aiming to create sustainable value across market cycles.
Investment Philosophy
Wealth First follows a focused, growth-oriented investment philosophy centered on high-conviction equity investing and long-term compounding:
- High-Conviction Portfolio Strategy
Maintains a concentrated portfolio of best ideas to drive meaningful alpha generation. - Quality Growth Investing
Focus on companies with strong fundamentals, scalable business models, and consistent earnings growth. - Bottom-Up Stock Selection
Investment decisions are driven by detailed company-level research rather than macro speculation. - Valuation Discipline
Ensures investments are made at reasonable valuations to maintain a favorable risk-reward balance. - Focused Mid & Small Cap Exposure
Actively explores emerging companies with high growth potential in under-researched segments. - Active Portfolio Management
Continuous monitoring and timely rebalancing based on evolving business performance and market conditions. - Risk Management Framework
Emphasis on downside protection through disciplined exits and portfolio oversight. - Long-Term Wealth Creation Approach
Focus on compounding returns over time, staying invested through market cycles and avoiding short-term noise.
Track how the fund has performed against its benchmark over time through a comparative line graph analysis.
Wealth First Nifty 100 Index Strategy
Benchmark: Nifty 50 TRI
Compare fund returns and benchmark performance across multiple investment periods using a visual bar graph.
Review and compare fund returns against benchmark performance across different investment periods in a detailed tabular format.
Wealth First Portfolio Managers Limited
| AUM(Cr.) | 1M | 3M | 6M | 1Y | 2Y | 3Y | 4Y | 5Y | Ince. | |
| Performance | ₹7.29 | -1.04 | -4.94 | -8.75 | NA | NA | NA | NA | NA | -6.37 |
| Benchmark | NA | -1.72 | -6.30 | -9.87 | NA | NA | NA | NA | NA | -6.56 |
Learn about the experienced fund managers responsible for investment decisions, portfolio strategy, and long-term fund performance.
Ashish Shah
Ashish Shah is the Managing Director of Wealth First Portfolio Managers Limited, where he leads the firm's mission to provide specialized wealth management and portfolio advisory services. With an extensive career spanning over 25 years in the financial services sector, Ashish is the driving force behind the company’s research-centric and growth-oriented investment approach. He specializes in bottom-up stock selection and managing high-conviction portfolios tailored for high-net-worth individuals and family offices. Under his leadership, Wealth First has established a reputation for disciplined execution and long-term compounding, focusing on identifying emerging businesses with scalable models and strong fundamentals. His strategic oversight ensures that the firm remains a boutique partner for clients, prioritizing absolute returns and transparency across various market cycles.
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Disclaimer: Investing in AIF, PMS, Gift City or Mutual Fund is subject to market risk. Please read the related documents carefully. Past performance does not guarantee future results and there is no assurance that the managed accounts will necessarily achieve their objectives. Actual portfolios may differ as a result of account size, client-imposed investment restrictions, the timing of client investments and market, economic, and individual company factors. We at ALTPORT do not guarantee any returns in the hands of investors, nor do we take any sort of accountability for the performance of the scheme.