- SEBI reg.
- INP000006332
- Services
- Discretionary
- Reported
- 30 Sep 2026
Wealth First Portfolio Managers
₹12.86 Cr
Assets under management
5 clients · 1 strategy · 30 Sep 2026
Wealth First Portfolio Managers managed ₹12.86 crore for 5 clients at 30 Sep 2026, across 1 strategy, most of it for domestic individuals and others.
Key numbers
- SEBI registration
- INP000006332
- Discretionary AUM
- ₹12.86 Cr
- Min. investment
- ₹50 lakh (SEBI)
- Complaints pending
- 0
Strategies
| Strategy | Asset class | AUM | 1 year | Benchmark 1Y |
|---|---|---|---|---|
| Wealth First Nifty 100 Index | Equity | ₹12.86 Cr | −7.86% | −7.09% |
Time-weighted returns (TWRR) as the managers report them to SEBI, after fees and expenses; periods over a year are annualised. Reported for 30 Sep 2026.
Who it manages money for
| Client type | Service | Clients | AUM |
|---|---|---|---|
| Domestic individuals and others | Discretionary | 3 | ₹8.07 Cr |
| Non-resident Indians | Discretionary | 2 | ₹4.79 Cr |
Flows
- Inflow, Sep 2026
- ₹0
- Outflow, Sep 2026
- ₹0
- Net, Sep 2026
- ₹0
- Inflow, FY to date
- ₹7.10 Cr
- Outflow, FY to date
- ₹0.01 Cr
- Net, FY to date
- ₹7.09 Cr
Discretionary service. The financial year runs from 1 April.
Complaints
- Pending at start of month
- 0
- Received
- 0
- Resolved
- 0
- Pending at end of month
- 0
FAQs
How much does Wealth First Portfolio Managers manage?
₹12.86 crore for 5 clients at 30 Sep 2026, as reported to SEBI.
How many clients does Wealth First Portfolio Managers have?
5 clients at 30 Sep 2026, mainly domestic individuals and others, non-resident indians.
Which PMS strategies does Wealth First Portfolio Managers offer?
It reported 1 to SEBI for 30 Sep 2026: Wealth First Nifty 100 Index.
Is Wealth First Portfolio Managers registered with SEBI?
Yes. It is registered with SEBI as a portfolio manager, registration number INP000006332.
Has Wealth First Portfolio Managers had investor complaints?
In September it received 0 and resolved 0; 0 were pending at the end of the month.
What is the minimum investment in a PMS?
SEBI sets the minimum at ₹50 lakh per client, in cash or securities. A manager can ask for more.
For information only. Not investment advice or a research report. Past performance does not guarantee future returns. PMS investments carry higher minimums and risks; read the disclosure document.
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