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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 482 across all filing types
Latest filing 2018-10-31 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 notice of a Board Meeting scheduled to consider and approve unaudited standalone and consolidated financial results for the half year ended 30th September 2018, along with limited review reports. It is addressed to the stock exchange listing department and references SEBI regulations. The document does not contain the financial results themselves but announces the upcoming board meeting where these results will be approved. The document length is short (2290 characters) and it serves as an announcement rather than the actual financial report. Therefore, it fits the category of a Regulatory Filing (RNS) as a general regulatory announcement about an upcoming board meeting and financial results approval, not the Interim/Quarterly Report (IR) itself.
2018-10-31 English
Board Meeting — Financial Results/Other business matters
Board/Management Information Classification · 95% confidence The document is a notice of a Board Meeting scheduled for November 12, 2018, to consider and approve unaudited standalone and consolidated financial results for the half year ended September 30, 2018, along with limited review reports. It is addressed to the stock exchange listing department and references SEBI regulations. The document is short (2291 characters) and serves as an announcement of the upcoming board meeting and the agenda items, not the financial results or reports themselves. Therefore, it is not an Interim/Quarterly Report (IR) or Annual Report (10-K), but rather a Board/Management Information announcement about the meeting and agenda. Hence, the correct classification is MANG (Board/Management Information).
2018-10-31 English
Investor Presentation
Investor Presentation Classification · 95% confidence The document is titled 'Wealth First Portfolio Managers Ltd Investor Presentation' dated September 2018. It contains sections such as Corporate Overview, Board Members, Industry & Business Outlook, and Financials with detailed content including company history, services, client spread, business outlook, and financial highlights. The presence of slides, charts, and structured content typical of a presentation aimed at investors is evident. There is no indication that this is a formal regulatory filing like an annual report or earnings release, nor is it a transcript or legal proceeding. The document is a detailed presentation focusing on company financials, strategy, market position, and outlook, which fits the definition of an Investor Presentation (IP). The document length is substantial (15,000 characters), supporting that it is the full presentation rather than a brief announcement or summary.
2018-09-28 English
Analysts/Institutional Investor Meet/Con. Call Updates
Regulatory Filings Classification · 95% confidence The document is a short notice informing the stock exchange about the schedule of an analyst/institutional investors meeting under SEBI regulations. It does not contain any financial data, detailed presentation, or report content. It is essentially an announcement of a meeting schedule, not the meeting materials or transcript itself. The document length is only 1620 characters, which is quite short and fits the pattern of a Regulatory Filing (RNS) rather than a full Investor Presentation (IP) or Call Transcript (CT). Therefore, the most appropriate classification is Regulatory Filings (RNS).
2018-09-27 English
Shareholders meeting
Declaration of Voting Results & Voting Rights Announcements Classification · 95% confidence The document is a letter addressed to the National Stock Exchange of India Limited, dated 22nd September 2018, reporting the outcomes of the 16th Annual General Meeting (AGM) held on 21st September 2018. It lists shareholder approvals including adoption of audited financial statements, dividend declaration, reappointment of a director, and increase in authorized share capital. The document is an official announcement of the voting results and decisions made at the AGM, not the full AGM materials or the full annual report itself. The document length is short (2099 characters) and it summarizes the resolutions passed at the AGM. Therefore, it fits the category of Declaration of Voting Results & Voting Rights Announcements (DVA).
2018-09-22 English
Shareholders meeting
Declaration of Voting Results & Voting Rights Announcements Classification · 100% confidence The document is a detailed declaration of voting results from the 16th Annual General Meeting (AGM) of Wealth First Portfolio Managers Limited held on 21st September 2018. It includes the voting percentages for ordinary and special resolutions, the appointment of a scrutinizer, and the official communication to the stock exchange. The content focuses on the official results of shareholder votes at the AGM, including resolutions on financial statements, dividend approval, director reappointment, and capital increase. There is no indication that this is the full AGM presentation or materials, nor is it a report publication announcement or a proxy solicitation. The document fits the definition of 'Declaration of Voting Results & Voting Rights Announcements' (DVA) as it officially reports the voting outcomes from the AGM.
2018-09-22 English

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