Company Description Wealth First Portfolio Managers Ltd, located in Ahmedabad, is a leading provider of smart investment solutions and comprehensive financial advisory services. With over 32 years of industry experience, we are dedicated to empowering individuals and businesses to achieve their financial goals through tailored strategies, expert advice, and personalized wealth management solutions. Role Description This is a full-time on-site role for an Personal Executive Assistant at Wealth First Portfolio Managers Ltd. The Executive Assistant will be responsible for providing administrative support to executives, managing expense reports, and offering executive-level support. This role will require Good Presentable personalle with effective communication skills, Analytical Skills, Thriving into Wealth Management Industry and get succeeded with the Direction and help of CXO assistance and the ability to handle various administrative tasks. Qualifications Executive Administrative Assistance and Administrative Assistance skills Experience in managing expense reports Ability to provide executive support Strong communication skills, both written and verbal Excellent organizational and time management skills Proficiency in Microsoft Office Suite, Bloomberg Attention to detail and problem-solving abilities Ability to prioritize tasks and handle confidential information Previous experience in the financial industry is a plus Bachelor's degree in Business Administration or related field Show more Show less

Company Description With over 30 years of industry experience, Wealth First Portfolio Managers Ltd is a leading name in providing smart investment solutions and comprehensive financial advisory services. We are committed to empowering individuals and businesses to achieve their financial goals through tailored strategies, expert advice, and personalized wealth management solutions. Our expertise allows us to serve clients effectively, helping them navigate the complexities of financial planning and investments. Role Description This is a full-time on-site role for an Executive Personal Assistant, located in Ahmedabad. The Executive Personal Assistant will be responsible for providing high-level administrative support to senior executives, managing diaries and schedules, organizing meetings, and handling clerical tasks. The role involves coordinating communications, managing appointments, and ensuring efficient office operations. Qualifications Personal Assistance and Executive Administrative Assistance skills Strong Communication and Diary Management skills Proficient Clerical Skills Excellent organizational and multitasking abilities Ability to work independently and manage time effectively Bachelor's degree in Business Administration, Office Management, or related field Experience in the financial services industry is a plus Show more Show less

Role & responsibilities 1) Handling all operations related work of your immediate supervisor 2) New Client Registrations To Fill and submit printed white form copy only for new clients &DMAT. 3) Form Filling Filling up of Forms (MF, DRF, Demat modification forms, Insurance, FD, PMS) 4) MF transactions (Demat & Physical) To submit daily transactions as per stipulated timeline. Emailing the DMAT & Physical AOF transactions to the concerned. Check Demat transaction mail before transaction time ends. Checking the DMAT MF transactions in ledger>holding>MF statement> in softwares report on weekly basis. Checking MF Physical Transactions 5) Transactions Other than MF(PMS,Insurance,FD,Equity,Debt) Do the Transactions related to PMS,Insuarance, FD, Equity, Debt) Checking of all other transactions (FD, Debt, Equity,PMS,Insurance) Client follow up for medical check-up (incase of insurance). 6) Monthly Portfolio Reporting to clients & Preparation of reports Emailing clients their report on monthly basis & also as and when required. Preparing the reports of clients as per requirement of immediate supervisor 7) Client's Documents Maintenance Clients' documents file maintenance 8) Query Management To solve client queries & also visit the client as and when required. To raise query related to any mismatch in client portfolio, either financial transaction or non-financial (MF, Equity, Debt, PMS, FD, Insurance) To maintain a separate sheet for Query and update on regular basis. 9) Demat Related Work other than MF Transaction Checking the Demat ledger CR-DR balance on daily basis, for equity/mutual fund transaction. (T+5 compliance) Do the Client's Trade Do follow-up with clients for payment, Checking Delivery of shares/Bonds To submit the Buy-Back form in case of buyback. Checking of Dormant account and getting it activated before any Demat transaction. Update the purchase of any stock details when transferred from other Dp to ours in tech excel. Requirement: 0.6 - 2 Years GRADUATE/ POST GRADUATE

We’re Hiring: Social Media Marketer & Content Creator Location: Ahmedabad | Full-Time, On-Site About Us : With over 30 years of experience, the greatest strength for WEALTH FIRST PORTFOLIO MANAGERS LTD has been the clients. Turning every challenge into an opportunity, we continue to deliver smart, steady, and client-centric investment solutions — even during tough market conditions. Our continuous efforts to create meaningful wealth management strategies have helped hundreds of clients grow their wealth purposefully. Our success lies in building, growing, and preserving wealth while helping our clients achieve their financial goals. We take pride in being trusted partners on their financial journey. The Role: As we expand our digital presence, we are seeking a Social Media Marketer & Content Creator to help communicate our expertise and strengthen our connection with clients across various digital platforms. Key Responsibilities: Content Creation : Develop high-quality video content, including interviews, team insights, and educational reels, ensuring alignment with our brand messaging. Social Media Management : Plan, create, and manage content across Instagram, Facebook, and LinkedIn to enhance engagement and grow our digital presence. Visual Storytelling : Design static content such as infographics, carousel posts, and promotional materials, maintaining consistency in visual identity. Website Suppor t: Collaborate with the team to refine and enhance website content, ensuring a user-friendly experience. Collaboration : Work closely with various teams to align content with broader marketing and communication strategies. Trend Analysis : Stay informed on industry trends and best practices to continually refine and improve our digital strategies. Pre – Requisite: Education : Bachelor’s degree in Marketing, Communications, Journalism, Business, Design, or a related field. Additional certifications in digital marketing, social media, or content creation are a plus. Experience : Minimum 1 year of experience in social media management, content creation, video production, or digital marketing. Freshers with a strong portfolio or demonstrated creativity are also welcome to apply. Technical Skills: Proficiency in content creation tools such as Canva, Adobe Creative Suite (Photoshop, Premiere Pro, After Effects), CapCut, or similar. Familiarity with social media management tools like Meta Business Suite, Hootsuite, or Buffer. Understanding of analytics tools to track performance (e.g., Instagram Insights, Facebook Analytics, LinkedIn Analytics). Basic knowledge of website content management systems (e.g., WordPress, Wix) is an advantage. Content Creation Skills: Strong video creation and editing skills, especially for Reels, interviews, and behind-the-scenes content. Ability to design static content like infographics, carousel posts, and promotional creatives. Excellent storytelling skills with a focus on simplifying complex financial topics for a broader audience. Social Media Expertise: In-depth knowledge of Instagram, Facebook, LinkedIn, and their algorithms. Awareness of current social media trends and the creativity to implement them in a professional setting. Soft Skills: Exceptional communication skills, both written and verbal. Strong organizational and time-management skills to handle multiple projects simultaneously. Ability to work independently, take initiative, and collaborate with cross-functional teams. A proactive mindset with a keen eye for aesthetics and attention to detail. Mindset and Values: Interest in finance and wealth management, with a desire to make financial topics more accessible and engaging. Eagerness to grow with the company and contribute ideas to enhance its digital presence. Experience in the financial services industry or creating content for finance-related topics. Understanding of basic SEO practices for social media and web content. Why Join Us: Work on exciting projects while gaining insights into wealth management. Enhance your skills in a dynamic and supportive environment that values creativity and innovation. Be part of a team that values creativity and fresh ideas.

Company Description With over 30 years of industry experience, Wealth First Portfolio Mangers limited is a leading name in providing smart investment solutions and comprehensive financial advisory services. We are committed to empowering individuals and businesses to achieve their financial goals through tailored strategies, expert advice, and personalized wealth management solutions. Role Description This is a full-time on-site role for a Front Desk Receptionist cum semi bakc office located in Surat. The Front Desk Receptionist will be responsible for managing incoming calls, welcoming visitors, performing various clerical duties, and providing excellent customer service. The role involves ensuring the smooth operation of the front desk by maintaining a professional and friendly environment for clients and staff. And back office work Qualifications Excellent Phone Etiquette and Receptionist Duties skills Strong Clerical Skills and administrative abilities Effective Communication and Customer Service skills Ability to handle multi-tasking and prioritize tasks effectively Bechlor digree or equivalent; additional qualifications in office administration are a plus Punctuality and reliability are essential