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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 2019-08-21 Notice of Dividend Amou…
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
Record Date
Notice of Dividend Amount Classification · 95% confidence The document is a short letter addressed to the stock exchange listing department, informing about the record date fixed for determining members eligible for the final dividend for the financial year ended 31 March 2019. It also mentions the cut-off date for voting rights for the upcoming Annual General Meeting. The document is an announcement related to dividend record date and voting rights, not a full report or detailed financial statement. It is brief (1468 characters) and serves as an official notification to the exchange. Therefore, it fits the category of Notice of Dividend Amount (DIV), as it announces the record date for dividend eligibility and voting rights related to the AGM.
2019-08-21 English
Outcome of Board Meeting
Board/Management Information Classification · 95% confidence The document is a letter addressed to the stock exchange listing department reporting the outcome of a board meeting held on August 21, 2019. It details decisions such as the scheduling of the 17th Annual General Meeting (AGM), approval of the AGM notice, directors report, and annual report, record dates for dividend and voting rights, and approval of certain transactions subject to member approval at the AGM. The document does not contain the actual annual report or financial statements but rather announces decisions made by the board related to the AGM and associated filings. The document length is short (2571 characters) and it serves as an announcement of board meeting outcomes and upcoming AGM details. Therefore, it fits best under Board/Management Information (MANG) as it announces board meeting outcomes and management decisions, rather than the actual AGM materials or annual report itself.
2019-08-21 English
Updates
Regulatory Filings Classification · 95% confidence The document is a certificate pursuant to Regulation 74(5) of SEBI Depositories and Participants Regulation, 2018, issued by the Registrar and Share Transfer Agent (RTA) for the quarter ended 30th June 2019. It confirms the dematerialisation process and related compliance for securities. The document is a regulatory compliance certificate rather than a financial report or announcement of financial results. It is also relatively short (3173 characters) and serves as a formal attestation to the stock exchange. This fits the category of Regulatory Filings (RNS), which includes officer certifications and compliance confirmations that do not contain substantive financial data or constitute a full report.
2019-07-06 English
Dividend Updates
Regulatory Filings
2019-05-03 English
Dividend
Interim / Quarterly Report Classification · 95% confidence The document is a detailed announcement from the Board of Directors of Wealth First Portfolio Managers Limited regarding the approval of audited standalone and consolidated financial results for the half year and year ended 31 March 2019. It includes the auditor's report on these financial results, prepared pursuant to SEBI Listing Obligations and Disclosure Requirements Regulations, 2015. The document contains substantive financial data, including revenue, expenses, and profit figures for the periods mentioned. The presence of audited financial statements and the auditor's opinion indicates this is a comprehensive financial report for a fiscal year, not merely an announcement or summary. Therefore, this document fits the definition of an Interim / Quarterly Report (IR) because it covers half-year and year-end financial results with detailed financial statements and audit opinion, but it is not a full Annual Report (10-K) which would be more extensive and cover the entire fiscal year comprehensively. The document is not a short announcement or certification, so it is not RPA or RNS. Hence, the classification is IR with high confidence.
2019-05-03 English
Outcome of Board Meeting
Annual Report Classification · 95% confidence The document is a detailed communication from the company to the stock exchange listing department, dated May 3, 2019. It reports the outcome of a board meeting held on the same day, including approval of audited standalone and consolidated financial results for the half year and full year ended March 31, 2019. The document includes the auditor's report on these financial results, referencing compliance with SEBI Listing Obligations and Disclosure Requirements Regulations, 2015, and Indian Accounting Standards for interim financial reporting. It also contains detailed financial tables with revenue, expenses, and profit figures for the periods mentioned. The presence of audited financial statements and the auditor's opinion indicates this is a comprehensive financial report for the fiscal year ending March 31, 2019. The document is not merely an announcement or a brief summary but contains substantive financial data and analysis. Therefore, it fits the definition of an Annual Report (10-K equivalent) or a comprehensive financial report for the fiscal year. Given the Indian context and the half-year and full-year audited results, this aligns best with an Annual Report (10-K) classification rather than an Interim Report (IR) or Earnings Release (ER). FY 2019
2019-05-03 English

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