About us
AMFI Registered Mutual Fund Distributor
Investor First is an independent financial planning and distribution firm led by some of the most experienced people in the Indian Private Asset Management and Banking Sector, with a motive to serve and empower private clients as per their needs and provide best products and direction to build their wealth. Our leaders help customers in wealth creation and its response to a dynamic market and a fast-changing world, with personal touch through door step services and there by seeking long term relationship.
Investor First was founded by two partners who share a common vision: to put clients’ interests above everything else.
Our mission is to help clients achieve their financial goals through a perfect blend of personalized guidance and technology-driven research.
Date of Initial registration:- 02-OCTOBER- 2018
AMFI Registration number:- ARN154582
Current Validity of ARN:- 01-October-2027
The Association of Mutual Funds in India (AMFI) headquarters are located at C-701 Naman Corporate Link, Plot Nos. C-31 / C-32, G Block, Bandra Kurla Complex, Bandra East, Mumbai – 400 051.
Addresses of Offices of SEBI
Plot No.C4-A,’G’ Block, Bandra Kurla Complex, Bandra (East), Mumbai 400051
WE ARE INVESTOR FIRST
Why are we different?
- High-skilled team with over 20 years of experience in management
- Strong partnerships with international agencies
- Focused on delivering results
- Helping individual and local small business reaching their goals
- Complete service including fundamental analysis, market analysis, sector analysis, stock selecting and portfolio management.
- Helping you define your financial goal and steps to achieve them
Some Facts
Mr. Adesh Shukla has 20 years of professional experience in Banking and Finance and has worked with top most financial companies and leading Indian Private Banks at a very senior level position.
Mr. Uttam Kumar on the other hand has 16 years of portfolio planning and has worked with various Asset Management and finance companies with few names Franklin Templeton, Larsen & Tubro, Reliance Asset Management, Mahindra Mutual Fund. With a vision to serve customers as per there actual financial requirement by providing right business solutions with a sence of responsibility and personal touch, both of them left the job and founded Investor First.
Our Expertise
Our Team
Adesh Shukla
CEO & Co-Founder
Uttam Kumar
COO & Co-Founder