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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 2020-08-21 AGM Information
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
Copy of Newspaper Publication
AGM Information Classification · 95% confidence The document is a public notice regarding the 18th Annual General Meeting (AGM) of Wealth First Portfolio Managers Limited, including details about the meeting date, mode (VC/OAVM), and compliance with Ministry of Corporate Affairs circular. It also contains demand notices and e-auction sale notices related to loan accounts under the SARFAESI Act. The primary focus is on the AGM notice and related compliance announcements, not the full AGM materials or presentations. The document is about informing shareholders and the public about the AGM and related notices, which fits the category of AGM Information (AGM-R). The length and content indicate it is not a brief announcement but a detailed notice, consistent with AGM Information rather than a simple report publication announcement or regulatory filing. Therefore, the classification is AGM Information (AGM-R) with high confidence.
2020-08-21 English
Appointment
Regulatory Filings
2020-08-20 English
Appointment
Regulatory Filings
2020-08-20 English
Bonus
Regulatory Filings
2020-08-20 English
Bonus
Board/Management Information Classification · 95% confidence The document is a detailed announcement from the company Wealth First Portfolio Managers Limited regarding the outcome of a board meeting held on August 20, 2020. It includes approvals for holding the 18th Annual General Meeting, approval of the Notice of AGM, Directors Report, and Annual Report, as well as approval for a bonus equity share issue, re-appointment of directors, and other corporate governance matters. The document references regulatory compliance under SEBI Listing Obligations and Disclosure Requirements. It is not the Annual Report itself but an announcement of decisions made by the Board, including the approval of reports to be presented at the AGM. The document also includes attachments with director profiles and details about the bonus issue. The content is consistent with a Board/Management Information filing, as it announces board meeting outcomes, director re-appointments, and corporate actions requiring shareholder approval. It is not a full financial report, earnings release, or proxy solicitation. Therefore, the appropriate classification is Board/Management Information (MANG).
2020-08-20 English
Board Meeting — Bonus/Other business matters
Board/Management Information Classification · 95% confidence The document is a notice of a Board Meeting scheduled for August 20, 2020, sent to the stock exchange listing department. It references Regulation 29(1) of SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015, which mandates disclosure of board meeting notices. The content includes agenda items such as recommending a bonus equity share issue and fixing the date for the Annual General Meeting. There is no financial data, report, or detailed analysis present. The document is an announcement of a board meeting, not a report or financial filing. Therefore, it fits best under Board/Management Information (MANG), which covers announcements of changes or meetings of the board of directors or senior management.
2020-08-13 English

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