Wealth First Portfolio Managers

In my 25+ years of experience in finance & investment, I have witnessed major financial turbulences shaking the very roots of the global economy - the Tech Crisis (2000), Financial Crisis of USA and collapse of Lehman Brothers (2008-09), Demonization (2016), and the current Covid-19 pandemic (2020). Throughout these raging storms across the globe, I have successfully led multiple projects including HNIs, Ultra HNIs, and corporates, with the highest level of wealth protection guaranteed and achieved despite the external upheavals. An expansive experience in Direct Equity and large-scale Mutual Funds have enabled me to build and render highly client-centric investment offerings that focus deeply on the specific needs of each client and forge strong bonds with them.

I am here to help build investment portfolios and solutions for you, through a highly client-centric approach. In my years of experience with WealthFirst, I have been an integral part of the in-house wealth management team for WealthFirst's Ultra large institutions and HNIs, bringing in my core expertise of deep data analysis & fundamental understanding of financial markets & products. My knack for forging and maintaining strong advisor-client relationships has enabled me to transform into an integral part of the WealthFirst family and responsible for key management decisions within the organization. Be it augmenting the efficiency of systems & operations or creating a work environment that drives and inspires team members, my contributions as a part of WealthFirst Steer Team have been many. I look forward to more years at this deemed organization, protecting our esteemed clients wealth and assets over generations.

My key area of expertise is building each client's individual investment portfolio, understanding their own needs, risk profile, and return requirements all the way to nurturing client relationships spanning years and even generations within the same family. I come with more than 12 years of experience in the field of wealth management & strategic financial planning, serving the needs of a widespread clientele through forging strong and long lasting relationships with them. From holistic investment advice to corporates, HNIs, Ultra-HNIs to being at the forefront of media, branding, and brand management of WealthFirst, my duty as a member of the Steer Team entails developing robust & customized investment solutions to the clients that follows our mantra of a highly client centric approach. This role has also bestowed me with the opportunity to develop such strong ties with our clients that they often refer to me as their lifestyle advisor in addition to being their investment expert. With this client-centric approach and years of experience I aim to work towards safeguarding your wealth from any financial turbulence. It gives me immense pleasure in bringing new ideas, methods, & best practices to the domain of wealth management that magnifies the value we bestow to our clients.

From pitching ideas to renowned prospective clients to RIA model introductions to presenting tax planning to internal and external stakeholders, my responsibilities at WealthFirst have helped me fine-tune my keen understanding of the financial markets. I have also played an active role in listing the of the organization along with other companies on recognized stock exchanges. Each day at WealthFirst, I bring in my unique combination of dedication, determination, and diligence in ensuring the utmost safety and guaranteed growth of your financial assets through careful investment planning. My skills as a senior wealth manager have been lauded by our top tier clientele not to mention numerous other HNIs and trust clients, and I continue to strive towards rendering expert services in the domain of wealth management, where I possess more than 10 years of experience.

I feel honored to be at the helm of establishing and sustaining an HR agenda that supports our overall organizational aim and journey. My role entails me to work in close collaboration with the internal stakeholders, identifying issues and designing HR solutions that drive our commercial success. I have also been instrumental in strategizing and establishing various HR processes & systems in tandem with the management for achieving business targets and high levels of employee satisfaction. My stint in HR spans over 10 years and it has greatly enhanced my skill set - from Talent Management to Development, Team Building to Leadership, and Organization Effectiveness. I am also a proud recipient of the Super Woman Achiever Award by HRD Congress, 2016. As the HR Head, it's my duty to ensure that the organization and its members are at their best when it comes to taking critical decisions on client's wealth management.

With over 18 years of experience in wealth management, my career has been built on one principle: helping clients create, preserve, and grow their wealth through disciplined investing and long-term financial planning. Since 2008, my approach has stayed client-focused, listening closely to each client's needs, staying transparent in every decision, and understanding their goals, risk appetite, and life circumstances. Across varying market cycles, my focus has been on delivering sustainable long-term wealth creation while emphasizing prudent risk management and capital preservation. Every investment decision is made from the client's perspective, with an emphasis on aligning strategies to their long-term objectives rather than chasing short-term returns. As the Principal Officer of the firm's Portfolio Management Services (PMS), I oversee portfolio management, investment processes, and client servicing, ensuring the highest standards of diligence, governance, and regulatory compliance. This role enables me to stay closely connected with both our clients and the investment process, ensuring that every decision is guided by discipline, transparency, and a steady focus on clients' long-term financial well-being.

Mr. Saurabh Sonthalia has experience of over three decades in Financial Services in India. During his career, he has been a Managing Director and India Head of Capital Markets for debt & equity at Bank of America Merrill Lynch and the CEO of AIG Asset Management in India.

Total work experience of 32 years in Financial market trainer, educator and author of several books. Primarily involved in training and content development in securities markets, financial planning and wealth management.

Overall 40 years work experience ranging from labour laws, business set up to finance, Banking and various investment

Binal Gandhi, esteemed board member of Wealth First, is the Founder & CEO of "The Learning Curve Academy", with more than 20 years of experience in core finance subdomains, including Corporate Finance and Mergers & Acquisitions. She has also served as the Senior Vice President at Wells Fargo (Merger & Acquisitions) and led teams responsible for acquisitions worth $1 billion. In addition to finance, teaching is one of her core passions, and she also dons the cap of visiting faculty at NMIMS and SP Jain University, where she teaches courses in Corporate Finance and Wealth Management. She holds a Master's Degree in Electrical Engineering and is a proud alumnus of Purdue University (MBA). Her role as a Wealth First board member is to bring her years of experience as a finance expert in ensuring the safety & growth of your wealth.