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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 2020-10-09 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
Certificate under SEBI (Depositories and Participants) Regulations, 2018
Regulatory Filings Classification · 100% confidence The document is a short letter addressed to the stock exchange listing department, referencing a certificate pursuant to a specific regulation (Regulation 74(5) of SEBI Depositories and Participants Regulation, 2018). It mentions an attached certificate from the Registrar and Share Transfer Agent for the quarter ended 30th September 2020. The document is only 1264 characters long and does not contain any financial statements or substantive financial data. It is primarily a certification letter confirming compliance with a regulatory requirement. According to the rules, such officer certifications or attestations should be classified as Regulatory Filings (RNS), not as the report it references. Therefore, the correct classification is Regulatory Filings (RNS).
2020-10-09 English
Appointment
Board/Management Information Classification · 95% confidence The document is an official communication to the stock exchange regarding the re-appointment of a director, Mr. Rajan Babubhai Mehta, as a Non-Executive Independent Director. It references compliance with SEBI regulations and includes a brief profile of the director. There is no financial data, earnings information, or report attached. The content focuses on board/management changes, specifically the re-appointment of a director. Therefore, it fits the category of Board/Management Information (MANG). The document length is 4415 characters, which is sufficient for a detailed announcement but not a full report. Hence, the classification is MANG with high confidence.
2020-10-01 English
Allotment of Securities
Share Issue/Capital Change Classification · 100% confidence The document is a formal letter addressed to the stock exchange listing department, notifying them about the allotment of bonus equity shares by the company's Board of Directors. It specifies the number of shares allotted, the ratio of bonus shares, the increase in paid-up share capital, and the relevant dates. There is no financial statement or detailed financial analysis present, only an announcement of a capital change event. The key phrase 'INTIMATION OF ALLOTMENT OF BONUS EQUITY SHARES' and references to SEBI regulations indicate this is a capital change notification. The document length is short (1841 characters), and it is not a report but an announcement. Therefore, the appropriate classification is Share Issue/Capital Change (SHA).
2020-10-01 English
Outcome of Board Meeting
Board/Management Information Classification · 95% confidence The document is a formal communication addressed to the stock exchange listing department, reporting the outcome of a board meeting held on October 1, 2020. It details decisions made by the board, including the allotment of bonus shares, re-appointment of a non-executive independent director, and migration of the company from the SME platform to the main board, subject to shareholder approval. The document includes a brief profile of the director being re-appointed. There are no financial statements or detailed financial performance data present. The document is an announcement of board meeting outcomes and management decisions rather than a full report or financial filing. Therefore, it fits best under the category of Board/Management Information (MANG), which covers announcements of changes in the company's board or senior management.
2020-10-01 English
Trading Window
Regulatory Filings Classification · 95% confidence The document is a formal letter addressed to the stock exchange's listing department, informing about the closure of the trading window in relation to the upcoming announcement of unaudited financial results for the half year ended 30th September 2020. It references the company's code of conduct for insider trading and a specific NSE circular. The document does not contain any financial data or results itself, nor does it present a report. It is a regulatory announcement related to trading restrictions ahead of financial results disclosure. The document length is short (1184 characters), and it serves as a notification rather than a report or detailed filing. Therefore, it fits best under Regulatory Filings (RNS), which is the fallback category for such compliance and procedural announcements.
2020-09-30 English
Board Meeting — Other business matters
Board/Management Information Classification · 95% confidence The document is a notice from the company to the stock exchange about an upcoming Board Meeting. The purpose of the meeting is to consider and approve the issue and allotment of bonus equity shares. This is an announcement related to a board decision or activity, specifically about share issuance approval. The document is short (1644 characters) and does not contain financial statements or detailed financial data. It is not a report but a notification of a board meeting and its agenda. Therefore, it fits best under 'Board/Management Information' (MANG), which covers announcements of changes or decisions by the board, including share allotment approvals.
2020-09-19 English

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