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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 2023-08-02 Board/Management Inform…
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
Board Meeting — Financial Results/Other business matters
Board/Management Information Classification · 95% confidence The document is a formal letter addressed to the stock exchange's listing department, notifying about an upcoming Board Meeting scheduled for August 10, 2023. The letter references Regulation 29(1)(a) of SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015, which pertains to disclosure of events or information by listed entities. The letter states that the Board Meeting will consider approving the unaudited financial results for the quarter ended June 30, 2023, and also fix the date for the Annual General Meeting. The document does not contain any financial data or results itself, but is an announcement of the Board Meeting where such results will be approved. The document length is short (2093 characters), and it is clearly an intimation or notice of a Board Meeting rather than the meeting materials or financial results. Therefore, it fits best under the category of Board/Management Information (MANG), which covers announcements of board meetings and related management information disclosures.
2023-08-02 English
Certificate under SEBI (Depositories and Participants) Regulations, 2018
Regulatory Filings
2023-07-14 English
Outcome of Board Meeting
Board/Management Information Classification · 95% confidence The document is a formal communication addressed to the National Stock Exchange of India regarding the outcome of a board meeting held on July 4, 2023. It discloses the approval of incorporation of a new wholly-owned subsidiary and alteration in the company's Memorandum of Association. The document references compliance with SEBI Listing Regulations, specifically Regulation 30, which pertains to disclosure of material events. The content is an announcement of board decisions and disclosures under regulatory requirements, not a full report or financial statement. It does not contain financial data or detailed analysis but rather informs about corporate actions and approvals. Therefore, it fits the category of Board/Management Information (MANG), which covers announcements of changes or decisions by the board of directors.
2023-07-04 English
Trading Window
Regulatory Filings Classification · 95% confidence The document is a short notice informing the stock exchange about the closure of the trading window for insiders ahead of the announcement of the company's unaudited quarterly financial results for the quarter ended June 30, 2023. It does not contain any financial data or results itself, nor does it provide detailed financial analysis or presentations. It is essentially an announcement related to compliance with insider trading regulations and the timing of the upcoming financial results announcement. Given the short length (1682 characters) and the nature of the content, this is not a financial report or earnings release but a regulatory announcement. Therefore, it fits best under Regulatory Filings (RNS), which is the fallback category for miscellaneous regulatory announcements that do not fit other specific categories.
2023-06-30 English
Annual Secretarial Compliance Report
Regulatory Filings Classification · 95% confidence The document is titled 'Annual Secretarial Compliance Report for the Financial Year Ended on 31st March, 2023' and is issued by a Practicing Company Secretary. It is addressed to the stock exchange and discusses compliance with SEBI regulations, listing obligations, and secretarial standards for the financial year ended March 31, 2023. The content includes detailed compliance observations, regulatory references, and confirmations of adherence to various SEBI regulations. The document is 15,000 characters long, indicating it is a full report rather than a brief announcement. It is not an annual financial report (10-K), audit report (AR), or earnings release (ER), but a compliance report related to secretarial and regulatory adherence. This type of document fits best under Regulatory Filings (RNS) as it is a regulatory compliance report submitted to the stock exchange, not a financial report or management report. Therefore, the classification is Regulatory Filings (RNS) with high confidence.
2023-05-30 English
Copy of Newspaper Publication
Regulatory Filings Classification · 95% confidence The document is a newspaper advertisement published under Regulation 30 and 47 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015. It discloses an extract of audited standalone and consolidated financial results for the fourth quarter and the financial year ended 31 March 2023. The document explicitly states it is an extract and refers to the full detailed quarterly and annual financial results filed with the stock exchanges and available on the company website. The document is about disclosure of financial results in a summarized form via newspaper advertisement, not the full financial report itself. It is a regulatory announcement of financial results rather than the full report. Therefore, it fits best under Regulatory Filings (RNS) as a general regulatory announcement and disclosure under SEBI regulations, rather than a full Annual Report (10-K) or Interim Report (IR). The document length (12,076 characters) is sufficient for a detailed announcement but it is clearly an extract and advertisement, not the full report.
2023-05-01 English

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