We’re Not Your Typical Wealth Partner
While most push products for commissions, we provide tailor made solutions for fees. While others speak jargon, we explain in plain English. Here’s exactly how we’re different.
The Real Difference
What Sets Wealth First Apart:
Understanding why a client-focused approach matters for your financial future
General Approach
Wealth First Approach
01. Commission-Driven Model
Earn more when you invest in products with higher distributor payouts.
01. Research-Backed Recommendations
Solutions selected through unbiased research, not commission influence.
02. Product-Pushed Recommendations
Advice often influenced by which product pays better commissions.
02. Pan-Market Access
We evaluate products across AMCs, PMS, and AIFs to ensure you get the best fit.
03. Opaque Cost Structure
Embedded commissions and trail fees rarely explained clearly to investors.
03. Transparent Fee & Commission Disclosure
All commissions and charges openly explained — no hidden surprises.
04. Alignment Challenges
Their incentive is tied to product sales, not necessarily to your long-term goals.
04. Client-First Philosophy
Your goals, risk profile, and time horizon drive every recommendation.
Our Credentials & Registrations
Experience You Can Trust
AMFI Registered
Mutual Fund Distributor
ARN: 122642
AMFI Registered
SIF Distributor
ARN: 122642
APMI Registered
PMS Distributor
APRN: 00590
Investment Research Expertise
Our Team Includes Professionals Who Have Cleared All Three CFA Levels
Risk Management Expertise
Our Team Includes FRM-Qualified Professionals
Our Leadership
Decades of leadership experience in India’s most respected financial institutions — across Corporate Treasury, Banking, Capital Markets and Distribution.
Ramana Gupta
Education: B.Sc., Financial Risk Manager (FRM)**
Ramana is a seasoned treasury professional with 30+ years of experience.
Before founding WealthFirst, he served as Head of Treasury at Reliance Industries, where he helped build and run India’s largest corporate treasury and played a key role in setting up the Jio Treasury function.
He has deep expertise across liquidity, currency, interest rate and derivative risk, and is widely respected for his strong fundamentals and disciplined approach to risk management.
D. Sampat Kumar
Education: B.E. (Civil), Osmania University**
Sampat brings 27+ years of banking and treasury experience.
He retired as Vice President – Treasury at IndusInd Bank, where he was instrumental in developing dealing systems and treasury risk processes. Prior to IndusInd, he began his career with State Bank of India and has extensive experience across Forex and Money Markets.
He has served on the Management Committee of FEDAI and contributed currency insights to Bloomberg, CNBC and Business Line.
Meet Our Team
Gagan Vijan
Business Associate
Gagan brings 10+ years of experience across wealth management, asset management, and corporate treasury. An FRM (US GARP) and CFA Program Level III qualified, he advises HNIs, family offices, and corporates on investment strategy, fixed income, alternative assets, and risk management, combining rigorous research with prudent risk assessment to build enduring wealth.
Arun Kumar
Head – Business Development
An accomplished professional who began his career as an Aeronautical Engineer in the Indian Air Force, he brings over two decades of leadership in the insurance industry. Now heading Business Development at Wealth First, he drives growth across diverse financial products.
Gideon Gurrala
Senior Wealth Strategist
With 8+ years of experience in wealth management, Gideon helps investors make informed decisions aligned with their financial goals. He focuses on building long-term client relationships while enhancing the client experience through technology-driven solutions, process innovation, and investment research, that strengthen the firm’s wealth management capabilities.
Prashanthi Duvvuri
Senior Wealth Strategist
With 7+ years of experience, Prashanthi works closely with HNIs and individual investors to build and manage portfolios aligned with their long-term financial goals. Known for her thoughtful, client-first approach and strong research expertise, she delivers personalised investment strategies while fostering lasting relationships built on trust and clarity.
Our Business Model
Simple. Transparent. Built Around Your Convenience.
No Advisory Fees
We do not charge any advisory or planning fees. Our services are provided without any additional cost to you.
No Hidden Charges
There are no separate charges for consultations, reviews, reports, or portfolio discussions. Everything we do is included as part of our relationship with you.
Regulated Distributor Model
We operate strictly under the AMFI & SEBI–regulated Mutual Fund Distributor framework. Any commissions are fully disclosed and already built into the mutual fund expense ratios - you don’t pay anything extra.
What’s Included?
Everything you need for a smooth, informed, and worry-free investment experience
Our Proven Methodology
Transparent process, goal-aligned outcomes. Here’s how we help you invest wisely and confidently.
Proven Track Record
Numbers don’t lie. Here’s our transparent performance and client satisfaction data.
Awards & Recognition
Industry recognition for our commitment to client-first financial advice
Best Financial Advisor (West Region)
by CNBC – TV 18
All India Top Performer 2019-20
by HDFC Life Insurance
Top Volume Performer BSE Debt Segment 2017-18
by BSE