Wealth First Portfolio Managers Profile
Key Indicators
- Authorised Capital ₹ 11.00 Cr
as on 30-06-2024
- Paid Up Capital ₹ 10.66 Cr
as on 30-06-2024
- Company Age 22 Year, 8 Months
- Last Filing with ROC 31 Mar 2023
- Open Charges ₹ 8.31 Cr
as on 30-06-2024
- Satisfied Charges ₹ 6.50 Cr
as on 30-06-2024
- Revenue -12.71%
(FY 2023)
- Profit -27.99%
(FY 2023)
- Ebitda -17.92%
(FY 2023)
- Net Worth 16.41%
(FY 2023)
- Total Assets 11.53%
(FY 2023)
About Wealth First Portfolio Managers
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 2023. 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 ₹8.31 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 Manish Kansara as CFO and Aayush Shah as Company Secretary. Ashish Shah, Hena Shah, Binal Gandhi, and Three other members serve as directors at the Company.
- 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
15 Sep 2023
- Date of Balance Sheet
31 Mar 2023
- Listing Status
Listed
- ROC Code
Roc Ahmedabad
Industry
Company Details
- Location
Ahmedabad, Gujarat, India
- Telephone
- Email Address
- Website
- Social Media
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 |
| Manish Kansara | CFO | 10-Sep-2015 | Current |
| Aayush Shah | Company Secretary | 19-Oct-2015 | 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 |
Binal Gandhi  | Director | 28-Aug-2017 | Current |
| Devanshu Mehta | Director | 02-Sep-2015 | Current |
Financial Performance and Corporate Structure Insights 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
| Metric |
| (FY 2022) | (FY 2021) | (FY 2020) | (FY 2019) | ||
|---|---|---|---|---|---|---|---|
| Total Revenue |
| ||||||
| Revenue from Operations |
| ||||||
| Total Assets |
| ||||||
| Profit or Loss |
| ||||||
| Net Worth |
| ||||||
| EBITDA |
|
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)
Simplified Financial Solutions Private LimitedActive 20 years 25 daysSanjiv Shah is a mutual person
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 |
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.
