Wealth First Portfolio Managers

Binal Gandhi, our esteemed board member is the Founder & CEO of "The Learning Curve Academy", with more than 20 years of experience in core finance subdomains, including Corporate Finance and Mergers & Acquisitions. She has also served as the Senior Vice President at Wells Fargo (Merger & Acquisitions) and led teams responsible for acquisitions worth $1 billion. In addition to finance, teaching is one of her core passions, and she also dons the cap of visiting faculty at NMIMS and SP Jain University, where she teaches courses in Corporate Finance and Wealth Management. She holds a Master's Degree in Electrical Engineering and is a proud alumnus of Purdue University (MBA).

With over 28 years of experience in Project Finance, Management Consultancy, System Audit, GST, Statutory Bank Audit, Financial Consultancy, Accounting Audit, and Tax Audit, Dhiren Parikh brings extensive expertise to the organization. As a Chartered Accountant, he oversees finance, accounting, and company secretarial functions, ensuring compliance and financial integrity across all operations. His focus is on balancing financial growth, optimizing resource allocation, and mitigating risk. He also has significant experience in fund management, financial planning, and collaborating with government agencies to craft strategic financial solutions. With a strong background in System Audit (DISA), he is dedicated to enhancing internal controls, prioritizing precision, transparency, and timely execution.

In his nearly three-decade-long tenure at Wealth First, Manish Kansara has developed extensive expertise in areas such as equity, debt, mutual funds, and compliance, which has empowered him to drive operational excellence and safeguard clients' wealth. He has led key initiatives including the launch of the company's first-ever IPO, and played an essential role in acquiring NSE, BSE, and DP memberships while streamlining the related processes for greater efficiency. He is driven by a commitment to perfection and punctuality, and his vision is to transform the organization from a portfolio management company into a fully-fledged asset management firm.

Being an instrumental player in the growth of WealthFirst for more than 28 years, Rakesh Shah has led large-scale deals for the Bonds Market along with mentoring and training young minds in the intricacies of Bond Market and Mutual Funds. He has successfully helped clientele protect capital through precise and dedicated investment planning in the face of global financial crises. A keen follower of broad interest rate markets, he has a knack for developing accurate insights on the impact of macro markets along with interest rate risk management and liquidity position. His biggest strengths include formidable knowledge of financial and capital markets, and strong quantitative skills coupled with deep understanding of MF/DEBT income products.

In his 25+ years of experience in finance & investment, Bhadresh Shah has witnessed major financial turbulences shaking the very roots of the global economy — the Tech Crisis (2000), the Financial Crisis and collapse of Lehman Brothers (2008-09), Demonetisation (2016), and the Covid-19 pandemic (2020). Throughout these upheavals, he has successfully led multiple projects including HNIs, Ultra HNIs, and corporates, with the highest level of wealth protection guaranteed. An expansive experience in Direct Equity and large-scale Mutual Funds has enabled him to build and render highly client-centric investment offerings that focus deeply on the specific needs of each client.