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Wealth First Portfolio Managers Limited - Company Profile

It is a financial services public limited company based in Ahmedabad, Gujarat, India, established in 2002.

2002 | Ahmedabad, Gujarat, India | Active
Last Updated:

About Wealth First Portfolio Managers Limited

Wealth First Portfolio Managers Limited, a active public limited company, was established on 16 April 2002 in Ahmedabad, Gujarat, India. Engaging in brokerage & trading services within the financial and insurance service sector, it holds CIN: L67120GJ2002PLC040636. Registered under ROC Roc Ahmedabad. it is listed on NSE: WEALTH. It has an authorized capital of ₹11.00 Cr and a paid-up capital of ₹10.66 Cr.

Formerly known as Wealth First Portfolio Managers Private Limited, Dsfs Securities And Broking Private Limited. It upholds a compliant status. In 2024, it reported revenue of ₹66.48 Cr and a net worth of ₹117.41 Cr. Employing 68 professional, Its leadership includes Binal Bhukhanwala Gandhi (Director), Hena Ashish Shah (Whole-Time Director), Ashish Navnitlal Shah (Managing Director). Past directors included Harish Virendra Gandhi, Manish Dhirajlal Kansara, Devanshu Rashmikant Mehta. It holds ₹8.31 Cr open charges and ₹16.50 Cr settled loans. Its latest AGM occurred on 05 September 2025, with the balance sheet filed on 31 March 2025. It is based at Capitol House, 10 Paras-Ii, Near Campus Cornor, Prahaladnagar, Anand Nagar, Ahmedabad, Gujarat, 380051.

Company Details

  • CIN/LLPIN

    L67120GJ2002PLC040636

  • Registration Number

    040636

  • Incorporation Date

    16 April 2002

  • Authorized Capital

    ₹11.00 Cr

  • Paid-Up Capital

    ₹10.66 Cr

  • ROC Code

    Roc Ahmedabad

  • Listing Status

    Listed (NSE: WEALTH)

  • Company Status

    Active

Key Indicators

  • Authorised Capital ₹ 11.00 Cr
  • Paid Up Capital ₹ 10.66 Cr
  • Company Age 23 Year, 8 Months
  • Last Filing with ROC 31 Mar 2025
  • Open Charges ₹ 8.31 Cr
  • Satisfied Charges ₹ 16.50 Cr
  • Revenue Growth 129.32%
  • Profit Growth 213.57%
  • Ebitda 126.82%
  • Net Worth 54.13%
  • Total Assets 56.63%
Company report

Wealth First Portfolio Managers Limited

Company Report FY 2025-2026

Explore comprehensive insights into Wealth First Portfolio Managers Limited — covering financial performance, compliance records, Competitor, shareholding patterns, directors, key metrics, and litigation history. Unlock to see detailed insights and stay informed.

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Who are the key members and board of directors at Wealth First Portfolio Managers Limited?

Current Directors

NameDesignationAppointment DateStatus
Binal Bhukhanwala GandhiDirector28 Aug 2017Current
Hena Ashish ShahWhole-Time Director12 Nov 2010Current
Ashish Navnitlal ShahManaging Director16 Apr 2002Current
Amit Maheshkumar TrivediDirector04 Aug 2025Current
Siddharth Arvindkumar ShahDirector04 Aug 2025Current
Saurabh SonthaliaDirector04 Aug 2025Current

Past Directors

NameDesignationCessationStatus
Pramod AbcsddDirector28 Aug 2017Past
Pramod AbcsddCfo13 Feb 2025Past
Pramod AbcsddDirector01 Sep 2020Past
Pramod AbcsddAdditional Director27 Sep 2017Past
Pramod AbcsddDirector27 Sep 2017Past
Pramod AbcsddDirector11 Mar 2015Past

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Financial Performance of Wealth First Portfolio Managers.

Wealth First Portfolio Managers Limited, for the financial year ended 2024, experienced significant growth in revenue, with a 129.32% increase. The company also saw a substantial improvement in profitability, with a 213.57% increase in profit. The company's net worth Soared by an impressive increase of 54.13%.

Wealth First Portfolio Managers revenue growth over time
Wealth First Portfolio Managers profit and loss trends over time
  • Key Matrics
  • Balance Sheet
  • Profit and Loss
  • Cash Flow
  • Ratios
Metrics
(FY 2023)YOY Growth
(FY 2022)(FY 2021)(FY 2020)(FY 2019)
Total Revenue
129.32%
Revenue from Operations
85.40%
Total Assets
56.63%
Profit or Loss
213.57%
Net Worth
54.13%
EBITDA
126.82%

What is the Ownership and Shareholding Structure of Wealth First Portfolio Managers?

In 2024, Wealth First Portfolio Managers had a promoter holding of 74.01% and a public holding of 25.98%. The company had 2 Subsidiaries. Access key insights, ownership, including shareholding patterns, funding, foreign investors, KMP remuneration, group structure, and overseas investments.

Shareholding Indicator graph

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Charges (Loans)

Open Charges

₹83,146,000.00

Satisfied Charges

₹165,000,000.00

Charges Breakdown by Lending Institutions

  • Others : 7.50 Cr
  • Hdfc Bank Limited : 0.81 Cr

Latest Charge Details

DateLenderAmountStatus
07 Jul 2021Others₹7.50 CrOpen
30 Mar 2015Hdfc Bank Limited₹8.15 MOpen
24 Apr 2024Others₹10.00 CrSatisfied
18 Jul 2012Kotak Mahindra Bank Limited₹6.50 CrSatisfied

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How Many Employees Work at Wealth First Portfolio Managers?

Wealth First Portfolio Managers has a workforce of 68 employees as of Apr 06, 2024. Unlock access to detailed historical data on individuals associated with the company, including employment records, contributions to the Employees' Provident Fund Organization (EPFO), and other related insights.

Employee growth trends for Wealth First Portfolio Managers Limited

Deals i

Graph showing company valuation over time

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

Graph displaying rating trends over time

Access the credit rating data, providing valuable insights into the company's creditworthiness and financial stability. Explore assessments from leading credit rating agencies, evaluating factors such as debt obligations, liquidity, profitability, and overall financial health.

Alerts

Alert Indicator

Stay informed about regulatory alerts and litigation involving and associated companies. Receive timely updates on legal proceedings, regulatory changes, and compliance issues that may impact the company's operations, reputation, and financial performance. Monitor litigation involving subsidiaries, joint ventures, and other affiliated entities to assess potential risks and liabilities.

Latest Updates, News, and FAQs on Wealth First Portfolio Managers

Recent Activity within the Organization

  • Annual General Meeting

    The activity Wealth First Portfolio Managers Limited last Annual general meeting of members was held on 05 Sep 2025 as per latest MCA records. was completed.

  • Director Appointment

    Amit Maheshkumar Trivedi was appointed as a Director was appointed as a Director on 04 Aug 2025 & has been associated with this company since 4 months 21 days . was recorded as a recent event.

  • Director Appointment

    Siddharth Arvindkumar Shah was appointed as a Director was appointed as a Director on 04 Aug 2025 & has been associated with this company since 4 months 21 days . was recorded as a recent event.

  • Director Appointment

    Saurabh Sonthalia was appointed as a Director was appointed as a Director on 04 Aug 2025 & has been associated with this company since 4 months 21 days . was recorded as a recent event.

  • Balance Sheet

    The activity Wealth First Portfolio Managers Limited has filed its annual Financial statements for the year ended 31 Mar 2025 with Roc Ahmedabad. was completed.

  • Director Appointment

    The activity Dhiren Narendrakumar Parikh was appointed as a Cfo was appointed as a Cfo on 27 Feb 2025 & has been associated with this company since 9 months 26 days . was completed.

Frequently Asked Questions

  • What is the CIN of Wealth First Portfolio Managers Limited?

    The CIN of Wealth First Portfolio Managers Limited is L67120GJ2002PLC040636.

  • Where is Wealth First Portfolio Managers Limited headquartered?

    Wealth First Portfolio Managers Limited is headquartered at Capitol House, 10 Paras-Ii, Near Campus Cornor, Prahaladnagar, Anand Nagar, Ahmedabad, Gujarat, 380051.

  • When was Wealth First Portfolio Managers Limited incorporated?

    Wealth First Portfolio Managers Limited was incorporated on 16 April 2002.

  • Who are the current directors of Wealth First Portfolio Managers Limited?

    The current directors of Wealth First Portfolio Managers Limited are

  • What is the primary industry of Wealth First Portfolio Managers Limited?

    The primary industry of Wealth First Portfolio Managers Limited is Financial And Insurance Service.

  • Is Wealth First Portfolio Managers Limited a listed company?

    Wealth First Portfolio Managers Limited is listed. It is listed on NSE: WEALTH.

  • What is the capital structure of Wealth First Portfolio Managers Limited?

    The authorized capital of Wealth First Portfolio Managers Limited is ₹11.00 Cr, and the paid-up capital is ₹10.66 Cr.

  • What is the compliance status of Wealth First Portfolio Managers Limited?

    The compliance status of Wealth First Portfolio Managers Limited is Compliant.

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