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
Job Title: Compliance Officer (SEBI, BSE, NSE & Trading Compliance) Location : Ahmedabad Employment Type : Full-Time Job Summary: We are seeking an experienced Compliance Officer with extensive knowledge of Securities and Exchange Board of India (SEBI) regulations, as well as compliance requirements for the Bombay Stock Exchange (BSE), National Stock Exchange (NSE), and trading activities. The ideal candidate will play a critical role in ensuring that the organization adheres to all regulatory requirements, maintaining the integrity of trading operations, and managing risk within the compliance framework. Key Responsibilities: 1. Regulatory Compliance: Ensure full compliance with all relevant SEBI regulations, BSE, NSE, and other applicable financial markets laws. Monitor changes in relevant laws, rules, and regulations related to securities, trading, and corporate governance to ensure the company remains compliant. Interpret, analyze, and advise internal stakeholders on regulatory guidelines and changes. 2. Trading Compliance: Ensure compliance with all trading activities, including monitoring of trading systems, orders, and transactions to prevent market manipulation, insider trading, and other non-compliant actions. Oversee compliance related to the monitoring of trading patterns and report suspicious activities to regulatory authorities. 3. Policy Development & Implementation: Develop, implement, and maintain internal compliance policies and procedures related to SEBI, BSE, NSE, and trading activities. Conduct regular training programs to ensure employees understand and follow compliance protocols. 4. Reporting & Documentation: Prepare and submit necessary compliance reports to regulatory bodies (SEBI, BSE, NSE) within the prescribed timelines. Maintain detailed records of compliance activities and audits for internal and external reviews. Liaise with external auditors and regulators during audits and inspections. 5. Risk Management: Identify compliance risks and provide recommendations to mitigate those risks. Coordinate with relevant departments to address and resolve any compliance issues related to trading, securities, or market activities. 6. Internal Audits and Investigations: Conduct periodic internal audits and reviews to ensure adherence to compliance standards. Investigate potential compliance breaches and propose corrective actions. 7. Stakeholder Communication: Act as the main point of contact for regulatory authorities, including SEBI, BSE, NSE, and other relevant bodies. Collaborate with senior management to ensure the company’s operations align with regulatory requirements. Qualifications and Experience: Bachelor's or Master’s degree in Law, Finance, or a related field (preferably with a focus on securities and trading laws) Qualified CS Preferred. Proven years of experience in compliance roles, specifically within the Indian financial markets, with strong expertise in SEBI regulations, BSE, NSE, and trading compliance. In-depth knowledge of securities law, trading practices, and market regulation in India. Familiarity with the rules, guidelines, and reporting requirements of SEBI, BSE, NSE, and other financial regulatory authorities. Proven experience in identifying compliance risks, implementing controls, and managing internal and external audits. Strong analytical, communication, and interpersonal skills. Skills: Expertise in SEBI regulations, stock exchange guidelines (BSE, NSE), and trading compliance. Ability to interpret and apply legal and regulatory requirements in a practical manner. Excellent attention to detail with strong organizational and time-management skills. Personal Attributes: Strong ethical standards and integrity. High level of discretion and confidentiality. Proactive problem-solving and critical thinking abilities. Ability to work independently and in a team environment.
Company Description With over 30 years of industry experience, Wealth First Online 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 commitment to excellence has made us a trusted partner in wealth management. Role Description This is a full-time on-site role located in Ahmedabad for an Executive Assistant to CXO in Wealth Management. The Executive Assistant will be responsible for organizing and managing the CXO’s schedule, handling phone calls, providing administrative support, and ensuring efficient clerical operations. The Assistant will support the CXO in day-to-day tasks and must exhibit a high level of professionalism and confidentiality. Qualifications \n Expertise in Administrative Assistance and Executive Administrative Assistance Proficiency in Phone Etiquette and effective Communication skills Strong Clerical Skills for efficient office management Excellent written and verbal communication skills Ability to work independently and handle multiple tasks Experience in the financial or wealth management industry is a plus Bachelor's degree in Business Administration, Management, or related field
Company Description With over 30 years of industry experience, Wealth First Online 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 cul back office executive .. located in Surat. The Front Desk Receptionist will be responsible for performing receptionist duties, managing phone calls, greeting clients, scheduling appointments, and providing administrative support. The role also includes handling clerical tasks, ensuring the front desk runs smoothly, and offering excellent customer service to all visitors and callers. Qualifications Proficiency in Phone Etiquette and Receptionist Duties Strong Clerical Skills Excellent Communication skills, both written and verbal Exceptional Customer Service skills Ability to multitask and manage time efficiently High school diploma or equivalent; additional qualifications in office administration are a plus
Company Description With over 30 years of industry experience, Wealth First Online is a leading provider of 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 an Executive Assistant to the CXO at Wealth First Portfolio Managers Ltd, located in Ahmedabad. The Executive Assistant will be responsible for providing administrative and clerical support, managing phone communications, and assisting in executive administrative tasks. Duties include managing schedules, organizing meetings, and ensuring effective communication within the executive team. Qualifications Administrative Assistance and Executive Administrative Assistance skills Phone Etiquette and Communication skills Clerical skills Excellent organizational and time-management capabilities Proven ability to handle confidential information with discretion Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook) Bachelor's degree in Business Administration, Management or related field is preferred Prior experience in the financial services industry is a plus
About the Role Wealth First Portfolio Managers Ltd. is seeking an Equity Trader with strong experience in Institutional trades with the clients like Mutual Funds & Corporates. The role involvesexecuting trades via Bloomberg, ODIN & Saral, creating index baskets (NIFTY 750, NIFTY100, synthetic indices), and handling ETF basket executions for market-making. Key Responsibilities Execute institutional client trades (equity, index, ETF) on Bloomberg, ODIN & Saral. Create & manage index baskets (NIFTY 750, NIFTY 100, synthetic indices, sectoral baskets). Develop & execute ETF baskets for market-making & liquidity management. Coordinate with fund managers, brokers, custodians & exchanges for smooth execution & settlement. Monitor trade execution efficiency, costs & market microstructure. Ensure compliance with SEBI, AMFI & internal risk guidelines. Contribute to automation & integration of trading systems. Candidate Profile 5–10 years of experience as an Equity Dealer with institutions like Mutual Funds. Strong knowledge of basket trading, ETFs & index construction. Hands-on expertise with Bloomberg, ODIN & Saral. Strong analytical, compliance, and communication skills. Why Wealth First? Opportunity to work with a leading Ahmedabad-based Wealth Management firm in top 50 dealing in multi-product. Dynamic & growth-oriented environment. About Wealth First Portfolio Managers Ltd. Wealth First Portfolio Managers Ltd. is a trusted name in financial asset management with over 30 years of experience in delivering consistent growth for our clients. We provide a one-stop solution for investment management, offering a comprehensive suite of services that includes: - Investment Strategizing & Asset Research - Asset Allocation & Tax Planning - Broking & Treasury Management - Risk Management & Retirement Planning Our diverse product basket covers Direct Bonds (taxable & tax-free), Government Securities, Mutual Funds, Fixed Deposits, PMS, Direct Equity, and Pension Products. With a strong presence across Ahmedabad, Mumbai, Hyderabad, Pune and Surat, Wealth First has built a reputation as one of India’s most trusted client-centric financial advisors, focused on delivering long-term value and financial security to our clients.
As an Executive Personal Assistant at Wealth First Portfolio Managers Ltd, you will play a crucial role in providing high-level administrative support to senior executives. Your responsibilities will include managing diaries, scheduling meetings, and handling various clerical tasks to ensure smooth office operations. Your strong communication skills will be essential in coordinating communications and managing appointments effectively. To excel in this role, you should possess personal assistance and executive administrative assistance skills, along with proficient clerical abilities. Your excellent organizational and multitasking capabilities will enable you to work independently and manage your time effectively. A Bachelor's degree in Business Administration, Office Management, or a related field is required for this full-time on-site position in Ahmedabad. If you have experience in the financial services industry, it will be considered a plus. Join our team at Wealth First Portfolio Managers Ltd and contribute to empowering individuals and businesses to achieve their financial goals through tailored strategies and expert advice.,
We are seeking a detail-oriented and proactive Executive Assistant – Operations to support the operational backbone of our Mutual Fund / ETF business. The candidate will work closely with senior leadership to ensure smooth functioning of daily operations, compliance with SEBI regulations, and coordination with ecosystem partners (RTA, Custodian, Fund Accounting, Exchanges, Trustees, etc.). This is a high-visibility role that requires a blend of operations knowledge, process discipline, and stakeholder management. Key Responsibilities Operations & Process Management • Assist in end-to-end ETF / Mutual Fund operations, including creation/redemption, settlement, NAV reconciliation, and reporting. • Coordinate with RTA (CAMS/KFintech), Custodian, Fund Accountant, and Stock Exchanges (NSE/BSE) for seamless trade and settlement flows. • Track operational KPIs, error logs, reconciliations, and ensure adherence to TATs and regulatory timelines. • Support automation initiatives (OMS/EMS, workflow systems, RTA integrations, dashboards). Compliance & Governance Support • Maintain operational documentation as per SEBI, AMFI, and internal audit requirements. • Support in SEBI/Trustee reporting, compliance certifications, and periodic filings. • Monitor regulatory circulars impacting ETFs / Mutual Funds and highlight operational implications. Executive Assistance • Provide direct support to COO / Operations Head on daily priorities, follow-ups, and project execution. • Manage schedules, prepare meeting notes, and track action items with internal teams and external partners. • Create MIS, dashboards, and presentations for senior management and board meetings. Cross-Functional Coordination • Liaise with Product, Compliance, Technology, and Risk teams to ensure smooth fund operations. • Act as first point of contact for operational escalations and resolution tracking. • Assist in vendor due-diligence, RFPs, and service provider management. ⸻ Qualifications & Skills • Graduate/Post-Graduate in Finance, Commerce, or related field; MBA/CFA/CA (preferred). • 3–7 years of experience in Mutual Fund / ETF operations, RTA, Custodian, or AMC back-office. • Strong knowledge of SEBI regulations, MF/ETF processes, and settlement cycles. • Proficiency in MS Excel, PowerPoint; exposure to fund accounting / OMS platforms desirable. • Excellent organizational, documentation, and follow-up skills. • Ability to work under pressure, multitask, and interact with CXO-level stakeholders. What We Offer • Opportunity to work directly with senior leadership in shaping a fast-growing AMC/ETF platform. • Exposure to cutting-edge products, technology integrations, and the future of wealth-tech in India. • A culture of meritocracy, learning, and innovation.