Wealth First Portfolio Managers Profile
Key Indicators
- Authorised Capital ₹ 11.00 Cr
- Paid Up Capital ₹ 10.66 Cr
- Company Age 22 Year, 11 Months
- Last Filing with ROC 31 Mar 2024
- Open Charges ₹ 18.31 Cr
- Satisfied Charges ₹ 6.50 Cr
- Revenue Growth -12.71%
- Profit Growth -27.99%
- Ebitda -17.92%
- Net Worth 16.41%
- Total Assets 11.53%
About Wealth First Portfolio Managers
Wealth First Portfolio Managers Limited (WFPML) is a leading Public Limited Indian Non-Government Company incorporated in India on 16 April 2002 and has a history of 22 years and 11 months. Its registered office is in Ahmedabad, Gujarat, India.
It is listed on the National Stock Exchange(NSE) under the ticker symbol WEALTH.
The Corporate was formerly known as Wealth First Portfolio Managers Private Limited. The Company is engaged in the Financial Services Industry.
The Company's status is Active, and it has filed its Annual Returns and Financial Statements up until 31 March 2024. It's a company limited by shares with an authorized capital of Rs 11.00 Cr and a paid-up capital of Rs 10.66 Cr.
The company currently has active open charges totaling ₹18.31 Cr. The company has closed loans amounting to ₹6.50 Cr, as per Ministry of Corporate Affairs (MCA) records.
The Key Managerial Personnel (KMP) at Wealth First Portfolio Managers Limited India are Aayush Shah as COMPANY SECRETARY and Dhiren Parikh as Cfo. Ashish Shah, Hena Shah, Rajan Mehta, and Three other members serve as directors at the Company.
Company Details
- Location
Ahmedabad, Gujarat, India
- Telephone
+91-XXXXXXXXXX
- Email Address
- Website
- Social Media
Corporate Identity Details
- CIN/LLPIN
L67120GJ2002PLC040636
- Company No.
040636
- Stock Symbol
NSE : WEALTH
- Company Classification
Public Limited Indian Non-Government Company
- Incorporation Date
16 Apr 2002
- Date of AGM
27 Aug 2024
- Date of Balance Sheet
31 Mar 2024
- Listing Status
Listed
- ROC Code
Roc Ahmedabad
Industry
Financial Services
Wealth First Portfolio Managers Limited
Explore comprehensive data for Wealth First Portfolio Managers Limited, including financials, compliance details, shareholding patterns, and litigation history.
Who are the key members and board of directors at Wealth First Portfolio Managers?
Executive Team (3)
| Name | Designation | Appointment Date | Status |
|---|---|---|---|
Ashish Shah  | Managing Director | 16-Apr-2002 | Current |
| Aayush Shah | Company Secretary | 19-Oct-2015 | Current |
| Dhiren Parikh | CFO | 27-Feb-2025 | Current |
Board Members (5)
| Name | Designation | Appointment Date | Status |
|---|---|---|---|
| Sanjiv Shah | Director | 29-Dec-2020 | Current |
| Rajan Mehta | Director | 19-Oct-2015 | Current |
| Hena Shah | Whole-Time Director | 12-Nov-2010 | Current |
| Devanshu Mehta | Director | 02-Sep-2015 | Current |
Binal Gandhi  | Director | 28-Aug-2017 | Current |
Financial Performance of Wealth First Portfolio Managers.
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%.
- Key Matrics
- Balance Sheet
- Profit and Loss
- Cash Flow
- Ratios
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What is the Ownership and Shareholding Structure of Wealth First Portfolio Managers?
In 2023, Wealth First Portfolio Managers had a promoter holding of 74.00% and a public holding of 25.99%. The company had 1 Subsidiary. Access key insights, ownership, including shareholding patterns, funding, foreign investors, KMP remuneration, group structure, and overseas investments.
Related Corporates (Common Directorship)
Shaival Reality LimitedAshish Shah is a mutual person
Optionalysis Private LimitedRajan Mehta is a mutual person
Mycare Health Solutions Private LimitedRajan Mehta is a mutual person
Servito Services Private LimitedRajan Mehta is a mutual person
Ahimsa Industries LimitedAshish Shah is a mutual person
Simplified Financial Solutions Private LimitedSanjiv Shah is a mutual person
Charges (Loans)
Open Charges
₹18.31 Cr
Satisfied Charges
₹6.50 Cr
Charges Breakdown by Lending Institutions
- Others : 17.50 Cr
- Hdfc Bank Limited : 0.81 Cr
Latest Charge Details
| Date | Lender | Amount | Status |
|---|---|---|---|
| 24 Apr 2024 | Others | ₹10.00 Cr | Open |
| 07 Jul 2021 | Others | ₹7.50 Cr | Open |
| 30 Mar 2015 | Hdfc Bank Limited | ₹8.15 M | Open |
| 18 Jul 2012 | Kotak Mahindra Bank Limited | ₹6.50 Cr | Satisfied |
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.
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
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
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
- Director Appointment
Dhiren Narendrakumar Parikh was appointed as a Cfo was appointed as a Cfo on 27 Feb 2025 & has been associated with this company since 1 month 15 days .
- Annual General Meeting
Wealth First Portfolio Managers Limited last Annual general meeting of members was held on 27 Aug 2024 as per latest MCA records.
- Charges
A charge with Others amounted to Rs. 10.00 Cr with Charge ID 100920040 was registered on 24 Apr 2024.
- Balance Sheet
Wealth First Portfolio Managers Limited has filed its annual Financial statements for the year ended 31 Mar 2024 with Roc Ahmedabad.
- Charges
A charge with Others amounted to Rs. 7.50 Cr with Charge ID 100472194 was registered on 07 Jul 2021.
- Director 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 4 years 3 months .
Frequently asked questions
What is the Incorporation or founding date of Wealth First Portfolio Managers Limited?
Wealth First Portfolio Managers Limited was incorporated on 16 Apr 2002.
What is authorized share capital and paid-up capital of Wealth First Portfolio Managers Limited?
The authorized share capital of Wealth First Portfolio Managers Limited is ₹ 11.00 Cr and paid-up capital is ₹ 10.66 Cr.
Who are the current board members & directors of Wealth First Portfolio Managers Limited?
Currently 8 directors are associated with Wealth First Portfolio Managers Limited.
- Ashish Navnitlal Shah
- Hena Ashish Shah
- Rajan Babubhai Mehta
- Sanjiv Harshad Shah
- Devanshu Rashmikant Mehta
- Aayush Kamleshbhai Shah
- Dhiren Narendrakumar Parikh
- Binal Bhukhanwala Gandhi
What is the registered address of Wealth First Portfolio Managers Limited?
As per Ministry of Corporate Affairs (Mca), the registered address of Wealth First Portfolio Managers Limited is Capitol House 10 Paras-Ii Near Campus Cornor Prahaladnagar, Anand Nagar India, Ahmedabad, Gujarat, 380051.
What is the corporate identification number (CIN) and company number of Wealth First Portfolio Managers Limited?
The corporate identification number (CIN) of Wealth First Portfolio Managers Limited is L67120GJ2002PLC040636 and the company number is 040636 as per Ministry of Corporate Affairs (MCA).
Is Wealth First Portfolio Managers Limited registered with any stock exchange in India?
Yes, Wealth First Portfolio Managers Limited is registered on National Stock Exchange (NSE).
What is the official website of Wealth First Portfolio Managers Limited?
The Official website of Wealth First Portfolio Managers Limited is https://www.wealth-firstonline.com
What has been the recent revenue trend for Wealth First Portfolio Managers Limited?
According to the financial reports for the fiscal year 2023, the revenue trend for Wealth First Portfolio Managers Limited has fallen by -12.71%.
How many employees does Wealth First Portfolio Managers Limited currently have?
As Per 2023 financial reports, 68 employees are currently employed by Wealth First Portfolio Managers Limited.
What change has been observed in the net worth of Wealth First Portfolio Managers Limited, and by what percentage?
The financial reports for the fiscal year 2023 indicates that The net worth of Wealth First Portfolio Managers Limited has experienced an upsurge of 16.41%.
What are the total open charges for Wealth First Portfolio Managers Limited?
As per the financial statements for fiscal Year 2023, The total open charges for Wealth First Portfolio Managers Limited amount to ₹ 18.31 Cr.
When was the last Balance Sheet of Wealth First Portfolio Managers Limited filed with the ROC?
The most recent Balance Sheet for Wealth First Portfolio Managers Limited was filed with the ROC on 31 Mar 2024.
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