Wealth First Portfolio Managers Limited

NSE WEALTH.NS

Wealth First Portfolio Managers Limited Cash and Short-Term Investments for the year ending March 31, 2024: USD 575.68 K

Wealth First Portfolio Managers Limited Cash and Short-Term Investments is USD 575.68 K for the year ending March 31, 2024, a 84.08% change year over year. Cash and short-term investments are the sum of cash and short-term investments, representing the company's liquid assets.

Wealth First Portfolio Managers Limited Cash and Short-Term Investments for the year ending March 31, 2023 was USD 312.73 K, a -56.35% change year over year.
Wealth First Portfolio Managers Limited Cash and Short-Term Investments for the year ending March 31, 2022 was USD 716.39 K.
Wealth First Portfolio Managers Limited Cash and Short-Term Investments for the year ending March 31, 2020 was USD 192.12 K, a -76.43% change year over year.

Key data

Date	Cash and Short-Term Investments	Receivables	Inventory	Goodwill

NSE: WEALTH.NS

Wealth First Portfolio Managers Limited

CEO	Mr. Ashish Navnitlal Shah
IPO Date	March 21, 2017
Location	India
Headquarters	Capitol House
Employees	73
Sector	Finance
Industries Investment Banking & Asset Management Banking & Lending Hedge Funds Insurance Pension Funds Stock Exchanges & Brokers

Description

Wealth First Portfolio Managers Limited provides financial assets investment management solutions in India. The company offers portfolio management, mutual fund distribution, and depository participant services. It also provides demat services and share and stock broking services. Its products include fixed deposits, treasury bonds, taxable and tax free bonds, direct equity, government securities, mutual funds, PMS, and pension and insurance products. In addition, it offers investment strategy, asset research and allocation, tax and retirement planning, treasury management, risk management, and broking services. Wealth First Portfolio Managers Limited was founded in 1990 and is headquartered in Ahmedabad, India.

Key trends

Past 5 years