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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 2023-03-29 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
Trading Window
Regulatory Filings Classification · 95% confidence The document is a formal notification addressed to the stock exchange's listing department. It informs about the closure of the trading window for insiders and designated persons in compliance with the company's code of conduct and NSE circular. The closure period is linked to the upcoming declaration of audited financial results for the quarter and year ended March 31, 2023. The document does not contain any financial data, results, or detailed report but is an announcement related to trading restrictions ahead of financial results disclosure. It is not a financial report, earnings release, or management discussion but a regulatory compliance notification. Therefore, it fits best under Regulatory Filings (RNS), which covers general regulatory announcements and compliance documents that do not fit other categories.
2023-03-29 English
Copy of Newspaper Publication
Regulatory Filings Classification · 95% confidence The document is a letter addressed to the National Stock Exchange of India regarding a newspaper advertisement disclosure under SEBI regulations. It mentions the dispatch of a Postal Ballot Notice and compliance with regulatory circulars. The content is primarily an announcement about the publication of a notice and does not contain financial data, management discussion, or detailed report content. The document length is about 12,917 characters, but the text is mostly a regulatory announcement about a notice dispatch and newspaper advertisement. There is no indication of it being an actual report like an Annual Report, Interim Report, or Earnings Release. It is not a certification or insider dealing report. The document fits best as a Regulatory Filing (RNS) because it is a regulatory announcement that does not fit other specific categories and is not a full report itself.
2023-03-14 English
Shareholders meeting
Declaration of Voting Results & Voting Rights Announcements Classification · 95% confidence The document is a detailed notice regarding a postal ballot process for shareholders of Wealth First Portfolio Managers Limited. It includes information about the postal ballot notice, e-voting dates, cut-off dates, appointment of scrutinizer, and the special resolution proposed for alteration in the main object clause of the Memorandum of Association. The document is not a report itself but a formal announcement and notice to shareholders about the voting process and the resolution to be passed. It does not contain financial statements or management discussion but is related to shareholder voting procedures and corporate governance matters. Therefore, it fits the category of Declaration of Voting Results & Voting Rights Announcements (DVA), as it pertains to the postal ballot notice and voting process for shareholder approval.
2023-03-13 English
Outcome of Board Meeting
Board/Management Information Classification · 95% confidence The document is a formal communication addressed to the stock exchange's listing department, reporting the outcome of a board meeting held on March 9, 2023. It details approvals related to a postal ballot notice, appointment of a scrutinizer, compliance officer, and e-voting service provider. There is no financial data, earnings information, or detailed report content. The document is an announcement of board decisions and procedural steps for a postal ballot, not a full report or financial filing. It fits best under Board/Management Information (MANG) as it relates to board meeting outcomes and appointments. The document length is short and does not contain financial statements or detailed analysis, so it is not an Annual Report or Interim Report. Therefore, the classification is MANG with high confidence.
2023-03-09 English
Board Meeting — Other business matters
Board/Management Information Classification · 100% confidence The document is a formal notification addressed to the stock exchange about an upcoming Board Meeting scheduled for March 9, 2023. It references Regulation 29(1) of SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015, which pertains to disclosure of board meetings. The content focuses on informing about the meeting agenda items such as approval of postal ballot notice, appointment of scrutinizer, compliance officer, and e-voting arrangements. There is no financial data, audit information, or report content. This is a clear announcement of a board meeting, which fits the category of Board/Management Information (MANG). The document length is short and it is not a report or presentation but an official intimation of a board meeting.
2023-02-25 English
Copy of Newspaper Publication
Interim / Quarterly Report Classification · 95% confidence The document is a filing to the National Stock Exchange of India regarding the financial results for the quarter and nine months ended 31st December 2022. It includes references to unaudited financial results, newspaper advertisements of financial results, and detailed financial data for the period April 1, 2022 to December 31, 2022. The document contains actual financial statements and analysis for a period shorter than a full fiscal year (quarter and nine months). It is not merely an announcement or a certification but includes substantive financial data. Therefore, it fits the definition of an Interim / Quarterly Report (IR). 9M 2023
2023-01-28 English

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