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Wealth First Portfolio Managers Limited Location T. Score Charges People Network Registered Details
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WEALTH FIRST PORTFOLIO MANAGERS LIMITED

www.wealth-firstonline.com
Active
Updated: 23 Oct 2024

The company provides life insurance, mutual funds and wealth management services.

Wealth First Portfolio Managers Limited, is an unlisted public company incorporated on 16 April, 2002. It is classified as a public limited company and is located in Ahmedabad, Gujarat. It's authorized share capital is INR 11.00 cr and the total paid-up capital is INR 10.65 cr.

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Industry

Finance
Products
  • Financial, Investment and Investment advisory services
Key Metrics

** All rupee values in INR crores. Based on March 2023 numbers.

Sales
-6.79%
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EBITDA
-17.92%
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Net Profit
-27.99%
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Networth
16.41%
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Borrowings
-98.09%
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Assets
11.53%
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Gross Margin
-
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Operating Margin
-8.79
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Net Profit Margin
-9.89
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Return on Equity
-10.94
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ROCE
2.61
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Debt to Equity
-0.03
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Sales
Mar 2023
Net worth
Mar 2023

Locations

indian flag India (2)
State Type Address

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Tofler Score

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Poor
Fair
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Very Good
Excellent

Risk

Severe Risk
  • No risks identified
Moderate Risk
  • No risks identified
Low Risk
  • No risks identified
About Tofler Score
Tofler Score measures the quality of performance and integrity of a company. It is dependent on three key factors - Sustainability, Governance, and Growth.

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Financial Highlights

** All numbers in INR crores
Mar 2019 Mar 2020 Mar 2021 Mar 2022 Mar 2023
Sales GET PRO GET PRO GET PRO GET PRO GET PRO
Operating profit GET PRO GET PRO GET PRO GET PRO GET PRO
Net profit GET PRO GET PRO GET PRO GET PRO GET PRO
Gross margin GET PRO GET PRO GET PRO GET PRO GET PRO
Operating margin GET PRO GET PRO GET PRO GET PRO GET PRO
Net margin GET PRO GET PRO GET PRO GET PRO GET PRO
Networth
Borrowings GET PRO GET PRO GET PRO GET PRO GET PRO
Assets GET PRO GET PRO GET PRO GET PRO GET PRO
Debt to equity GET PRO GET PRO GET PRO GET PRO GET PRO
Current ratio GET PRO GET PRO GET PRO GET PRO GET PRO
ROE GET PRO GET PRO GET PRO GET PRO GET PRO
Days payable GET PRO GET PRO GET PRO GET PRO GET PRO
WC days GET PRO GET PRO GET PRO GET PRO GET PRO
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Margins

Gross margin
Operating margin
Net margin

Balance Sheet

%
** All numbers in INR crores
Mar 2019 Mar 2020 Mar 2021 Mar 2022 Mar 2023
Equity Capital GET PRO GET PRO GET PRO GET PRO GET PRO
Reserves GET PRO GET PRO GET PRO GET PRO GET PRO
Borrowings + GET PRO GET PRO GET PRO GET PRO GET PRO
Long term borrowings GET PRO GET PRO GET PRO GET PRO GET PRO
Short term borrowings GET PRO GET PRO GET PRO GET PRO GET PRO
Trade payables + GET PRO GET PRO GET PRO GET PRO GET PRO
Days payable GET PRO GET PRO GET PRO GET PRO GET PRO
Other liabilities + GET PRO GET PRO GET PRO GET PRO GET PRO
Other non-current liabilities GET PRO GET PRO GET PRO GET PRO GET PRO
Other current liabilities GET PRO GET PRO GET PRO GET PRO GET PRO
Total liabilities GET PRO GET PRO GET PRO GET PRO GET PRO
Fixed Assets + GET PRO GET PRO GET PRO GET PRO GET PRO
Tangible assets GET PRO GET PRO GET PRO GET PRO GET PRO
CWIP GET PRO GET PRO GET PRO GET PRO GET PRO
Intangible assets GET PRO GET PRO GET PRO GET PRO GET PRO
LT loans and advances GET PRO GET PRO GET PRO GET PRO GET PRO
Other non-current assets GET PRO GET PRO GET PRO GET PRO GET PRO
Current assets + GET PRO GET PRO GET PRO GET PRO GET PRO
Inventories GET PRO GET PRO GET PRO GET PRO GET PRO
Trade receivables GET PRO GET PRO GET PRO GET PRO GET PRO
Cash and cash equivalents GET PRO GET PRO GET PRO GET PRO GET PRO
ST loans and advances GET PRO GET PRO GET PRO GET PRO GET PRO
Other current assets GET PRO GET PRO GET PRO GET PRO GET PRO
Total assets GET PRO GET PRO GET PRO GET PRO GET PRO
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Total assets

Profit & Loss

%
** All numbers in INR crores
Mar 2019 Mar 2020 Mar 2021 Mar 2022 Mar 2023
Sales + GET PRO GET PRO GET PRO GET PRO GET PRO
Sales growth % GET PRO GET PRO GET PRO GET PRO GET PRO
Expenses + GET PRO GET PRO GET PRO GET PRO GET PRO
Cost of goods GET PRO GET PRO GET PRO GET PRO GET PRO
Employee cost GET PRO GET PRO GET PRO GET PRO GET PRO
Other costs GET PRO GET PRO GET PRO GET PRO GET PRO
Operating profit + GET PRO GET PRO GET PRO GET PRO GET PRO
Operating margin % GET PRO GET PRO GET PRO GET PRO GET PRO
Other income GET PRO GET PRO GET PRO GET PRO GET PRO
Interest GET PRO GET PRO GET PRO GET PRO GET PRO
Depreciation GET PRO GET PRO GET PRO GET PRO GET PRO
Exceptional items GET PRO GET PRO GET PRO GET PRO GET PRO
Profit before tax GET PRO GET PRO GET PRO GET PRO GET PRO
Tax GET PRO GET PRO GET PRO GET PRO GET PRO
Profit - disc. ops GET PRO GET PRO GET PRO GET PRO GET PRO
Net profit GET PRO GET PRO GET PRO GET PRO GET PRO
Net margin % GET PRO GET PRO GET PRO GET PRO GET PRO
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Revenue from operations

Ratios

Mar 2019 Mar 2020 Mar 2021 Mar 2022 Mar 2023
Solvency +
Total Debt/Equity GET PRO GET PRO GET PRO GET PRO GET PRO
Net Debt/Equity GET PRO GET PRO GET PRO GET PRO GET PRO
Total Debt/Assets GET PRO GET PRO GET PRO GET PRO GET PRO
Total Assets/Equity GET PRO GET PRO GET PRO GET PRO GET PRO
Liquidity +
Current Ratio GET PRO GET PRO GET PRO GET PRO GET PRO
Quick Ratio GET PRO GET PRO GET PRO GET PRO GET PRO
Interest Coverage GET PRO GET PRO GET PRO GET PRO GET PRO
Performance
Gross Margin GET PRO GET PRO GET PRO GET PRO GET PRO
Operating Margin GET PRO GET PRO GET PRO GET PRO GET PRO
Net Margin GET PRO GET PRO GET PRO GET PRO GET PRO
Return +
Return on Equity GET PRO GET PRO GET PRO GET PRO GET PRO
Pre-tax ROCE GET PRO GET PRO GET PRO GET PRO GET PRO
Return on Assets GET PRO GET PRO GET PRO GET PRO GET PRO
Pre-tax ROIC GET PRO GET PRO GET PRO GET PRO GET PRO
Efficiency +
Days Payable GET PRO GET PRO GET PRO GET PRO GET PRO
Days Inventory GET PRO GET PRO GET PRO GET PRO GET PRO
Days Receivable GET PRO GET PRO GET PRO GET PRO GET PRO
Fixed Asset Turnover GET PRO GET PRO GET PRO GET PRO GET PRO
Total Asset Turnover GET PRO GET PRO GET PRO GET PRO GET PRO
Working Capital
Cash Conversion Cycle GET PRO GET PRO GET PRO GET PRO GET PRO
Working Capital Days GET PRO GET PRO GET PRO GET PRO GET PRO
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Ratios

Current ratio
Debt/equity ratio

Charges on assets

Bank wise
Charges
1

ICICI Bank Limited

No. of Loans: 1

Total Amount : 10.0 cr

2

Kotak Mahindra Bank Limited

No. of Loans: 1

Total Amount : 7.5 cr

3

HDFC Bank Limited

No. of Loans: 1

Total Amount : 0.8 cr

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Charges

ICICI Bank Limited
Kotak Mahindra Bank Limited
HDFC Bank Limited

People

Designation Name DIN/PAN Tenure
Managing Director Ashish Navnitlal Shah
Shareholder
00089075 23 years
Whole-time Director Hena Ashish Shah
Shareholder
00089161 14 years
CFO Manish Dhirajlal Kansara
Shareholder
<HIDDEN> 9 years
Director Binal Bhukhanwala Gandhi 02740504 7 years
Director Rajan Babubhai Mehta 03548180 9 years
Director Sanjiv Harshad Shah 03561723 4 years
Director Devanshu Rashmikant Mehta 07265777 9 years
CS Aayush Kamleshbhai Shah <HIDDEN> 9 years

Company Network

Companies connected through Directors

Name Status Paid up Capital Common Directors Address
WEALTH FIRST INVESTMENT ADVISERS PRIVATE LIMITED
Active
60.0 L 2 Gujarat
DSFS INSURANCE SERVICES PRIVATE LIMITED
Strike Off
1.0 L 2 Gujarat
DSFS SHARES AND STOCKBROKING PRIVATE LIMITED
Active
1.0 L 2 Gujarat
WEALTH FIRST COMMODITIES PRIVATE LIMITED
Active
30.0 L 2 Gujarat
JINDAL WORLDWIDE LIMITED
Active
20.1 Cr 1 Gujarat
GARDENIA APARTMENT PRIVATE LIMITED
Active
1.0 L 2 Gujarat
DALAL AND SHAH FISCAL SERVICES LIMITED
Active
23.0 L 2 Gujarat
AHIMSA INDUSTRIES LIMITED
Active
5.5 Cr 1 Gujarat
SHAIVAL REALITY LIMITED
Active
11.6 Cr 1 Gujarat
DALAL AND SHAH SECURITIES PRIVATE LIMITE D
Strike Off
4.0 L 2 Gujarat
CVAL TECHNOLOGY INDIA PRIVATE LIMITED
Active
1.0 L 1 Gujarat
AON RESEARCH PRIVATE LIMITED
Active
2.3 L 1 Maharashtra
NAVIGATOR CAPITAL ADVISOR PRIVATE LIMITED
Active
1.0 L 1 Maharashtra
MYCARE HEALTH SOLUTIONS PRIVATE LIMITED
Active
8.9 Cr 1 Maharashtra
BRAINWORKS ODYSSEY PRIVATE LIMITED
Active
4.3 L 1 Maharashtra
JIVA HEALTH INSURANCE LIMITED
Active
5.0 L 1 Telangana
NAKUL ARUN JAGJIVAN FOUNDATION
Active
59.1 L 1 Maharashtra
JIVA BUSINESS VENTURES PRIVATE LIMITED
Active
1.0 L 1 Telangana
CREDITNET PRIVATE LIMITED
Active
8.0 L 1 Maharashtra
OPTIONALYSIS PRIVATE LIMITED
Active
7.5 L 1 Maharashtra
SERVITO SERVICES PRIVATE LIMITED
Active
11.7 L 1 Maharashtra
SERVITO SERVICES LLP
Active
1.0 L 1 Maharashtra
BENCHMARK ASSET MANAGEMENT COMPANY PRIVA TE LIMITED
Amalgamated
16.5 Cr 1 Maharashtra
BENCHMARK TRUSTEE COMPANY PRIVATE LIMITE D
Amalgamated
10.0 L 1 Maharashtra
SIMPLIFIED FINANCIAL SOLUTIONS PRIVATE LIMITED
Active
50.0 L 1 Maharashtra
1PAY MOBILEWARE PRIVATE LIMITED
Active
3.7 Cr 1 Maharashtra

Subsidiary Companies

Name State / Country Incorporation Year Paidup Capital
WEALTH FIRST INVESTMENT ADVISERS PRIVATE LIMITED Gujarat 2016 ₹ 60.0 L

Registered Details

CIN

L67120GJ2002PLC040636

PAN

AABCD4580C

Incorporation

2002, 22.6 years

Company Email

manish@wealthfirst.biz

Paid up Capital

₹ 10.7 Cr

Authorised Capital

₹ 11.0 Cr

AGM

31 Jun 2024

Type

Public
Non-government Company

Last Balance Sheet Date
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Mar 2024 Updated on : 23 Oct 2024
* There is the date provided by MCA, but availability for this year is not guaranteed.

FAQ - WEALTH FIRST PORTFOLIO MANAGERS LIMITED

What is the incorporation date of WEALTH FIRST PORTFOLIO MANAGERS LIMITED?

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The incorporation date of WEALTH FIRST PORTFOLIO MANAGERS LIMITED is 16 April, 2002

What is the authorized share capital of WEALTH FIRST PORTFOLIO MANAGERS LIMITED?

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The authorized share capital of WEALTH FIRST PORTFOLIO MANAGERS LIMITED is INR ₹ 11.0 Cr.

What is the paid-up capital of WEALTH FIRST PORTFOLIO MANAGERS LIMITED?

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The paid-up capital of WEALTH FIRST PORTFOLIO MANAGERS LIMITED is INR ₹ 10.7 Cr.

What is the registered address of WEALTH FIRST PORTFOLIO MANAGERS LIMITED?

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The registered address of WEALTH FIRST PORTFOLIO MANAGERS LIMITED is Capitol House, 10 Paras-II, Near Campus Cornor Prahaladnagar, Anand Nagar Ahmedabad Gujarat - 380051

What is the CIN number of WEALTH FIRST PORTFOLIO MANAGERS LIMITED?

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The CIN number of WEALTH FIRST PORTFOLIO MANAGERS LIMITED is L67120GJ2002PLC040636.

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