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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 478 across all filing types
Latest filing 2025-09-05 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
Shareholders meeting
AGM Information Classification · 100% confidence The document is a detailed summary of the proceedings of the 23rd Annual General Meeting (AGM) of Wealth First Portfolio Managers Limited held on 5th September 2025. It includes information about the meeting's conduct, quorum, voting procedures, resolutions passed (both ordinary and special business), and mentions that voting results and the scrutinizer's report will be submitted later. The document is not the full Annual Report or financial statements but a formal record of the AGM proceedings. It also references the AGM notice and financial statements as already circulated, indicating this document is specifically the AGM proceedings summary. Therefore, the document fits the category of AGM Information (AGM-R).
2025-09-05 English
Retirement
Board/Management Information Classification · 95% confidence The document is a formal disclosure submitted to the stock exchange under Regulation 30 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015. It announces the retirement of an Independent Director upon completion of his term. The content focuses on management/board changes, specifically the cessation of a director's role due to term completion. There are no financial statements, earnings data, or other report contents. The document is not a report itself but a regulatory announcement about board/management changes. Therefore, the appropriate classification is Board/Management Information (MANG). The document length is 3845 characters, which is consistent with a detailed announcement rather than a full report.
2025-09-02 English
General Updates
Regulatory Filings Classification · 95% confidence The document is a short formal letter addressed to the stock exchange's listing department, informing about the receipt of an In-Principle Approval from BSE for listing the company's shares on the BSE Main Board. It references compliance with SEBI Listing Obligations and Disclosure Requirements Regulation 30, which pertains to continuous disclosure obligations. The document does not contain any financial data, detailed report, or analysis. It is an announcement of a regulatory event related to capital markets listing approval. The document length is only 1524 characters, indicating it is a brief announcement rather than a full report. Therefore, it fits best under Regulatory Filings (RNS), which covers general regulatory announcements and compliance disclosures that do not fit other categories.
2025-08-21 English
Copy of Newspaper Publication
AGM Information Classification · 95% confidence The document is a newspaper advertisement related to the 23rd Annual General Meeting (AGM) of Wealth First Portfolio Managers Limited. It mentions the dispatch of the Notice of the AGM along with the Annual Report for the fiscal year 2024-25, record date, and e-voting information. The document is addressed to the National Stock Exchange of India and references compliance with SEBI regulations. The content is primarily an announcement about the AGM and related voting information, not the full AGM materials or the Annual Report itself. The document length is about 15,000 characters, but the text is an announcement and includes a newspaper advertisement rather than the full report or presentation. According to the "Menu vs Meal" rule, this is an announcement of the report and meeting details, not the report itself. Therefore, the appropriate classification is AGM Information (AGM-R), as it relates to the AGM notice and voting information.
2025-08-14 English
Shareholders meeting
AGM Information Classification · 100% confidence The document is a detailed notice of the 23rd Annual General Meeting (AGM) of Wealth First Portfolio Managers Limited, including the date, time, venue (video conference), agenda items such as adoption of annual audited financial statements, dividend declarations, and appointments/re-appointments of directors and managing director. It also includes information about record dates, e-voting, and other procedural details related to the AGM. The presence of the full AGM notice and detailed agenda indicates this is the official AGM Information document, not just an announcement or proxy solicitation. The document length (15,000 characters) and content confirm it is not a brief announcement or a proxy statement but the actual AGM notice and related information.
2025-08-13 English
Record Date
AGM Information Classification · 100% confidence The document is a detailed notice of the 23rd Annual General Meeting (AGM) of Wealth First Portfolio Managers Limited, including the date, time, venue (video conference), agenda items such as adoption of annual audited financial statements, dividend declarations, and appointments/re-appointments of directors and managing director. It also includes e-voting information and record dates for dividend eligibility. The content is typical of an AGM notice and related materials, not the actual annual report or financial statements themselves. The document length is substantial (15,000 characters), but the content is clearly a notice and agenda for the AGM, not the full report or financial data. Therefore, the correct classification is AGM Information (AGM-R).
2025-08-13 English

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