Leading Financial Product Distributour

Investor First Private Wealth Management 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 Private Wealth Management’s two founding partners have a common vision: To serve it’s clients by putting there interests first so that clients meet all their financial goals through personal touch and technology enabled research analysis with detailed portfolio monitoring according to the client’s expectations.

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 Private Wealth Management

Our Expertise

Mutual Funds 93 %
Retirement Solutions 90 %
Home Insurance 90 %
Education Loan 90 %

Our Team