Company Wealth First Portfolio Managers Limited

Equities

WEALTH

INE658T01017

Diversified Investment Services

Business Summary

Sales per Business

Sales per region

Managers

Members of the board

Share class

Shareholders

Company contact information

Sector

Sector Diversified Investment Services

Market Closed - NSE India S.E. Other stock markets 07:43:54 2024-05-06 am EDT			5-day change	1st Jan Change
856.2 ^INR	+12.76%		+14.57%	+98.46%

Jan. 24	Wealth First Portfolio Managers Limited Reports Earnings Results for the Third Quarter and Nine Months Ended December 31, 2023	CI
2023	Wealth First Portfolio Managers Limited Reports Earnings Results for the Second Quarter and Six Months Ended September 30, 2023	CI

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.

Number of employees: 69

INR in Million	2022	Weight	2023	Weight	Delta
Investment and Related Activities 100.0 %	333	100.0 %	294	100.0 %	-11.67%

INR in Million	2022	Weight	2023	Weight	Delta
India 100.0 %	333	100.0 %	294	100.0 %	-11.67%

Managers	Title	Age	Since
Ashish Navnitlal Shah FOU	Founder	61	02-04-15
Manish Dhirajlal Kansara DFI	Director of Finance/CFO	52	02-04-15
Rakesh Shah CIO	Chief Investment Officer	-	-
Swapneel Shah COO	Chief Operating Officer	-	17-12-31
Aayush Kamleshbhai Shah CMP	Compliance Officer	32	15-10-18
Roshan Shah PRN	Corporate Officer/Principal	-	07-07-31
Payal Shah HRO	Human Resources Officer	-	17-12-31
Nirad Shah SAM	Sales & Marketing	-	-

Members of the board	Title	Age	Since
Rajan Babubhai Mehta BRD	Director/Board Member	60	15-10-18
Binal Gandhi BRD	Director/Board Member	53	17-08-27
Ashish Navnitlal Shah FOU	Founder	61	02-04-15
Hena Ashish Shah FOU	Founder	59	02-04-15
Devanshu Rashmikant Mehta BRD	Director/Board Member	61	15-09-01
Sanjiv Harshad Shah BRD	Director/Board Member	58	20-12-28

	Vote	Quantity	Free-Float	Company-owned shares	Total Float
Stock A	1	10,655,000	10,548,471 ( 99.00 %)	0	99.00 %

Name	Equities	%	Valuation
Ashish Navnitlal Shah 32.16 %	3,426,416	32.16 %	26 M ₹
Hena Ashish Shah 31.72 %	3,380,000	31.72 %	25 M ₹
Wealth First Commodities Pvt Ltd. 3.754 %	400,000	3.754 %	3 M ₹
Gaurang Parmanand Shah 3.343 %	356,182	3.343 %	3 M ₹
Waao Partners LLP 2.468 %	263,000	2.468 %	2 M ₹
Pratul Krishnakant Shroff 2.224 %	237,000	2.224 %	2 M ₹
Nitinbhai Madhukarbhai Pandya 1.305 %	139,060	1.305 %	1 M ₹
Dsfs Shares & Stock Broking Pvt Ltd. 1.251 %	133,333	1.251 %	1 M ₹
Dalal & Shah Fiscal Services Ltd. 0.4693 %	50,000	0.4693 %	375 019 ₹
Shah Navnit Popatlal Family 0.4380 %	46,666	0.4380 %	350 012 ₹

Wealth First Portfolio Managers Ltd.

Capitol House 10 Paras-II, Near Campus Cornor

380015, Ahmedabad

+91 79 4024 0000

http://www.wealth-firstonline.com

address Wealth First Portfolio Managers Limited(WEALTH)

Financials

Banking & Investment Services

Investment Banking & Investment Services

Diversified Investment Services

Diversified Investment Services

	1st Jan change	Capi.
WEALTH FIRST PORTFOLIO MANAGERS LIMITED	+98.46%	97.02M
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Diversified Investment Services