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Wealth First Portfolio Managers Ltd
Phone: +91 7940240000p:+91 7940240000 AHMEDABAD, 380051  India Ticker: WEALTHWEALTH
Business Summary
Wealth First Portfolio Managers Limited is an India-based financial services provider. The Company is engaged in the business of providing share and stock broking services, portfolio management, mutual funds distribution, depository participant services and to invest, buy, sell or otherwise deal in all kinds of securities and other related activities. It is engaged in broking services, distributor of mutual fund, govt. securities trading, pension products, fixed deposit, portfolio management service (PMS), direct bonds, taxable and tax free bonds. The Company is also engaged in providing demat services as a depository participant of Central Depository Services (India) Ltd (CDSL). Its portfolio of services covers investment strategy, asset allocation, tax planning, broking services, treasury management, risk management and retirement planning. Its subsidiary is Wealth First Investment Advisers Private Limited.

Scores and Ratings
FRISK®
Score		 Z''
Score		 PAYCE®
Score		 DBT
Index		 Moody's
Rating		 Fitch
Rating		 DBRS
Rating
-Yes-----

Financials, News and Filings
Latest
Statement		 Last
Audit
News		 SEC
Filings		 Bankruptcy
Filings		 Suit &
Judgment
Filings		 Tax
Lien
Filings
9/30/20153/31/2015Yes----

Industries
SIC Code Description
6282 Investment advice
6799 Investors, not elsewhere classified

Officers and Directors

Title
Name
Age		 Title
Date		 Start
Date
Chief Financial Officer Manish D.Kansara 48
Compliance Officer, Company Secretary Aayush K.Shah 29 1/1/2022 10/19/2015
Managing Director, Executive Director Ashish N.Shah 58 9/10/2015 4/16/2002
5 additional Officers and Directors records available in full report.

General Information
Outstanding Shares: 10,655,000 (As of 10/1/2020)
Stock Exchange: NSE


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Tuesday, August 29, 2023