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Wealth First Portfolio Managers Limited — Investor Relations & Filings

Ticker · WEALTH ISIN · INE658T01017 LEI · 335800JEJ5CVATL8JB18 BSE.NS Financial and insurance activities
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Filings indexed 480 across all filing types
Latest filing 2023-10-05 Regulatory Filings
Country IN India
Listing BSE.NS WEALTH

About Wealth First Portfolio Managers Limited

https://www.wealth-firstonline.com

Wealth First Portfolio Managers Limited provides comprehensive wealth management and investment advisory services. The firm specializes in portfolio management services and the distribution of a wide range of financial products, including mutual funds, direct bonds, and government securities. It caters to a diverse clientele comprising high-net-worth individuals, corporate entities, and retail investors. The company focuses on delivering customized investment strategies tailored to specific risk profiles and financial goals. Key service areas include fixed income research, tax-efficient investment planning, and structured product offerings. By leveraging market insights and a disciplined research-driven approach, the firm aims to facilitate long-term capital appreciation and income generation for its clients. Its expertise in the debt market and commitment to transparent advisory services distinguish its market position.

Recent filings

Filing Released Lang Actions
Price movement
Regulatory Filings Classification · 95% confidence The document is a letter addressed to the National Stock Exchange of India regarding a clarification on the movement in the price of the company's equity shares. It references compliance with SEBI (Listing Obligation and Disclosure Requirements) Regulations, 2015, and states that the price movement is market-driven with no specific reason from the company. The document is short (1865 characters) and serves as a regulatory communication clarifying market price movement rather than a financial report or announcement of results. It does not contain financial data, management changes, voting results, or other report types. Therefore, it fits best under Regulatory Filings (RNS) as a general regulatory announcement and compliance communication.
2023-10-05 English
Trading Window
Regulatory Filings Classification · 95% confidence The document is a formal notification addressed to the stock exchange regarding the closure of the trading window for insiders ahead of the announcement of the company's unaudited half-year financial results. It references the upcoming declaration of unaudited standalone and consolidated financial results for the half year ended 30th September 2023 but does not contain any financial data or the results themselves. The document is short (1696 characters) and serves as an announcement related to trading restrictions rather than a financial report or detailed filing. Therefore, it fits best under Regulatory Filings (RNS), which covers general regulatory announcements and compliance documents that do not fit other categories.
2023-09-29 English
Shareholders meeting
Declaration of Voting Results & Voting Rights Announcements Classification · 95% confidence The document is an intimation letter addressed to the stock exchange listing department, reporting the outcomes of the 21st Annual General Meeting (AGM) held on 15th September 2023. It lists resolutions passed including adoption of annual audited financial statements, dividend declaration, re-appointment of directors, remuneration revisions, related party transactions, and amendment of the Memorandum of Association. The document is a notification of the transactions approved at the AGM rather than the AGM materials themselves or the full annual report. It is also relatively short (2933 characters) and serves as an official announcement of voting results and approvals from the AGM. Therefore, the document fits best under the category "Declaration of Voting Results & Voting Rights Announcements (DVA)" which covers official results from shareholder votes at any general meeting.
2023-09-16 English
Shareholders meeting
Regulatory Filings
2023-09-16 English
Shareholders meeting
AGM Information Classification · 95% confidence The document is a detailed summary of the proceedings of the 21st Annual General Meeting (AGM) of Wealth First Portfolio Managers Limited held on 15th September 2023. It includes information about the meeting's conduct, quorum, voting procedures, resolutions passed (both ordinary and special business), and mentions the upcoming submission of voting results and scrutinizer's report. The content focuses on the AGM event itself rather than the full annual report or financial statements. The document is not the full Annual Report (10-K) but a summary of the AGM proceedings. Therefore, the appropriate classification is AGM Information (AGM-R). The document length (6440 characters) supports it being a detailed summary rather than a brief announcement or a full report.
2023-09-15 English
Copy of Newspaper Publication
AGM Information Classification · 95% confidence The document is a notice addressed to the National Stock Exchange of India regarding a newspaper advertisement for the 21st Annual General Meeting (AGM) of Wealth First Portfolio Managers Limited. It mentions the publication of the AGM notice, record date, and e-voting information as per SEBI regulations. The document does not contain the full Annual Report or detailed financial statements but rather announces the dispatch and availability of the AGM notice and related information. The length is under 10,000 characters and the content is primarily an announcement of the AGM and related voting information, not the AGM materials themselves. Therefore, this fits the category of AGM Information (AGM-R).
2023-08-24 English

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