Wealth First Portfolio Managers Ltd. · NSE:WEALTH
Wealth First Portfolio Managers — Investor Presentation (June 2018)
19 slides from Wealth First Portfolio Managers's investor presentation, Jun 12, 2018
Slide 1: Wealth First Portfolio Managers Limited
Se — ae —— WEALTH FIRST PORTFOLIO MANAGERS LIMITED Simple process. Expert wea'th Date: June 12, 2018 To, National Stock Exchange of India Limited Listing and Compliance Department Exchange Plaza, 5"" Floor, Plot No. C/I, G block, Bandra Kurla Complex, Bandra East, Mumbai — 400051 Script Code: Wealth
Slide 2: Simple Process. Expert Wealth
Siz = — —— WEALTH FIRST PORTFOLIO MANAGERS LIMITED Simple Process. Expert Wealth
Slide 3: About us: Inclusive Services, Exclusive Advisory
About us Inclusive Services, Exclusive Advisory Rome wasn't built in a day and so wasn't our all-round investment expertise and knack for market analysis. Wealth First Portfolio Managers Ltd incorporated and founded in April 1992, by Ashish Shah, is an independent Investment Advisory Firm focused on
Slide 4: One-Stop-Destination for All Financial Assets - Investment Management
Wealth First - One-Stop-Destination for All Financial Assets -Investment Management Client Categories Product Services Bouquet Serviced Range Investment Strategizing Individuals Fixed Deposit – CD Asset Research NRIs Treasury Bonds Asset Allocation Corporate Direct Bonds Trade-Execution– Broking + +
Slide 5: Our Team-Our Strength
Our Team-Our Strength Board Founder & Promoter Core Team Core Team Unchanged Since Inception 5 Professionals with 25+ years each in Financial Markets Sr. Wealth Management Team 8 Member team with Combined Experience of 100+ years in the financial Markets Relationship Managers We have an enthusiastic
Slide 6: Ashish Shah
Ashish Shah Founder & Managing Director Mr. Ashish Shah is a wellspring of knowledge with more than 25 years of rich experience in finance and investment management. He ventured into financial advisory right after the Harshad Mehta scam in 1992. Coming from an engineering background, he had to learn
Slide 7: Rajan Mehta
Rajan Mehta Independent Director He has experience of more than 25 years in this field and has been associated with DSP Merrill Lynch (10 years), Merrill Lynch London (4years). He has been co-founder of Benchmark Asset Management Company Pvt Ltd. He joined the AMC in 2001 and has over 16 years of ex
Slide 8: WF Associates
WF Associates Premal Mehta A veteran finance professional with over 30+ years of experience in the capital markets. Prior to founding Wealth First Advisors(Mumbai) in 2001, he was business head for Fixed Income and Corporate Advisory at DSP Merrill Lynch. He has built and led one of the best Investm
Slide 9: Personal Firsts – Achievements
PERSONAL FIRSTS – Achievements 1st 1 Crore Bond Franklin Templeton 1st Distributor to Though we don’t All India CNBC TV - Bagged the role of An IFA’s practice Deal struck in Launched its promote the ETFs – sell insurance, we 18 Financial an Appointed was not only Secondary market. Scheme-Templeton B
Slide 10: Acquiring & Retaining Clients
Acquiring & Retaining Clients • Our clients are our strongest sales team. • 100% trust, transparency & satisfaction leads to strong Warren Buffet references. RULES • We generally don’t need to do any cold calling & fishing for clients. Rule 1: Never lose Money • Recently we leveraged our existing co
Slide 11: Wealth First Differentiators
Wealth First Differentiators, We always act what we preach Irrespective of any situation, there are some things we have always stayed away from and protected our clients interest. No CRB – no defaults No F&O – believe it’s a weapon of mass destructions No Intraday Trading No Real Estate “To
Slide 12: Asset Under Management (MF+PMS)
Asset Under Management (MF+PMS) 1,600.00 1,400.00 1,200.00 1,000.00 In Rs. Crs 800.00 600.00 400.00 200.00 0.00 2013-14 2014-15 2015-16 2016-17 2017-18
Slide 13: Portfolio Mix
Portfolio Mix 2000.00 1800.00 1600.00 1400.00 1200.00 In Rs. Lacs 1000.00 800.00 600.00 400.00 200.00 0.00 13-14 14-15 15-16 16-17 17-18 Financial Year Primary Bond / FD Brokerage PMS Commission MF Commission Retail Equity Brokerage Institutional Equity Brokerage Advisory Fees FIG & Treasury
Slide 14: Future Plan
Future Plan NBFC- For Registered Investment Wealth First Advisor (RIA) Clients FUTURE STRATEGY RETAIL- Through IAP's Empanelment- & Online Model Institutional Broking
Slide 15: Model Portfolio
Model Portfolio B4un-18 Investment Summary Report Sr.No. Investments Cost Value (INR) Market Value (INR) Gain/Loss (INR) XIRR (%) 1 Equity Mutual Funds 31,82,83,876 37,49,28,408 5,66,44,532| 19.00% 2 Equity PMS 32,55,26,952 36,24,39,006 3,69,12,054[ 20.39% 3 Tax Free Bonds 64,10,02,224 71,33,24,347
Slide 16: WF Client Family
WF Client Family Total Client 7205 Institutional 110 Corporate 202 Ultra HNI 5 Super HNI 35 HNI 135 Retail 6639 * Ultra HNI - Portfolio Above ₹ 100Cr ** Super HNI - Average Portfolio between - ₹ 10Cr - ₹ 100Cr NRI 189 ***HNI - Average Portfolio between - ₹ 1Cr - ₹ 10Cr
Slide 17: Wealth First Family Extends to...
Wealth First Family Extends to...
Slide 18: Awards speak louder than words
Awards speak louder than words
Slide 19: Thank You
Thank You Capitol House, 10, Paras-II, Nr. Prahladnagar Garden, Prahladnagar, Ahmedabad - 380 015 | +91 79 40240000 info@wealthfirst.biz | www.wealth-firstonline.com Disclaimer: Historical performance indications and financial market scenarios are not the reliable indicator for current or future per
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