About
Basic Data Updated:
28 days agoWealth First Portfolio Managers Limited, previously known as DSFS Securities and Broking Private Limited, is a financial service provider that specializes in the sale of bonds and equity. A wide range of services are offered by the company, including wealth management, cash management, stock broking, third-party portfolio management, investment planning, mutual fund distribution, depository, and proprietary trading. The company deals with various financial products such as mutual funds, government bonds, fixed income securities, derivatives, debt, debentures, insurance products, commodities, currency, and interest rate futures. WFPML was established in 2002 and its registered office is situated in Ahmedabad, Gujarat.
Industry
Company Details
- Location
Ahmedabad, Gujarat, India
- Website12224421
- Telephone12224421
- Email Address12224421
- Social Media12224421
| CIN/LLPIN/FCRN | L67120GJ2002PLC040636 |
| Company No. | 040636 |
| Stock Symbol | NSE : WEALTH |
| Company Classification | Public Limited Indian Non-Government Company |
| Incorporation Date | 16 Apr 2002 |
| Date of AGM | 15 Sep 2023 |
| Date of Balance Sheet | 31 Mar 2023 |
| Listing Status | Listed |
| ROC Code | Roc Ahmedabad |
Financials of Wealth First Portfolio Managers Limited
Wealth First Portfolio Managers Limited, for the financial year ended 2023, experienced significant reduction in revenue, with a 12.71% decrease. The company also saw a substantial fall in profitability, with a 27.99% decrease in profit. The company's net worth Soared by an impressive increase of 16.41%.
Corporate Structure
Unlock access to Wealth First Portfolio Managers's control and ownership data, Corporate Shareholding Patterns, Funding (security allotment) details, Foreign Institutional Investor information, Directors and Key Management Personnel (KMP) Remuneration, Group Structure, Overseas Direct Investment and other pertinent data.
People in Wealth First Portfolio Managers Limited
Unlock and access historical data on people associated with Wealth First Portfolio Managers, such as employment history, contributions to the Employees' Provident Fund Organization (EPFO), and related information.
Executive Team (3)
Ashish Shah
Managing DirectorAppointment Date: 16-Apr-2002
Status: Current
MK
Manish Kansara CFOAppointment Date: 10-Sep-2015
Status: Current
AS
Aayush Shah Company SecretaryAppointment Date: 19-Oct-2015
Status: Current
Board Members(5)
Charges (Loans)
| Lender | Amount | Status |
|---|---|---|
Others Creation Date: 07 Jul 2021 | ₹7.50 Cr | Open |
Hdfc Bank Limited Creation Date: 30 Mar 2015 | ₹8.15 M | Open |
Kotak Mahindra Bank Limited Creation Date: 18 Jul 2012 | ₹6.50 Cr | Satisfied |
Deals i
Gain comprehensive insights into the Deals and Valuation data of Wealth First Portfolio Managers, offering detailed information on various transactions, including security allotment data. Explore the intricate details of financial agreements, mergers, acquisitions, divestitures, and strategic partnerships that have shaped Wealth First Portfolio Managers's trajectory.
Rating
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Alert
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Related Corporates (Common Directorship)
Simplified Financial Solutions Private Limited
Active
19 years 5 months Sanjiv Shah is a mutual person
Recent activity within the organization
Annual General Meeting
Wealth First Portfolio Managers Limited last Annual general meeting of members was held on 15 Sep 2023 as per latest MCA records.
15 Sep 2023Balance Sheet
Wealth First Portfolio Managers Limited has filed its annual Financial statements for the year ended 31 Mar 2023 with Roc Ahmedabad.
31 Mar 2023Charges
A charge with Others amounted to Rs. 7.50 cr with Charge ID 100472194 was registered on 07 Jul 2021.
07 Jul 2021Director Appointment
Sanjiv Harshad Shah was appointed as a Director was appointed as a Director on 29 Dec 2020 & has been associated with this company since 3 years 4 months .
29 Dec 2020Charges
A charge registered on 18 Jul 2012 via Charge ID 10372940 with Kotak Mahindra Bank Limited was fully satisfied on 01 Oct 2020.
01 Oct 2020
Frequently asked questions
What is the Incorporation or founding date of Wealth First Portfolio Managers Limited?
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