What is Wealth First Portfolio Managers Limited?

Wealth First Portfolio Managers Limited is a leading wealth management firm that provides customized financial solutions, including portfolio management, investment advisory, and trading services. We focus on helping clients achieve long-term financial growth and security.

What services do you offer?

We offer a range of services to meet diverse financial needs: - Broking and Depository Services: For clients looking to trade in various financial instruments, including stocks and securities, we offer comprehensive broking and depository solutions. - Family & Office Services: Our family office services provide holistic financial planning and wealth management tailored for family-owned businesses and high-net-worth individuals. - NRI Investment: We assist non-resident Indians (NRIs) with investment opportunities and portfolio management tailored to their specific financial goals. - Retirement Planning: Our retirement planning services help clients secure a financially stable future by creating strategies aligned with their retirement goals.

How does your broking service work?

Our broking service offers clients a secure platform for trading in stocks and securities with real-time access to market data and performance tracking.

Can I view my trades in real-time?

Yes, our Wave First platform provides real-time monitoring of trades and portfolio performance, ensuring transparency and ease of tracking.

Are there any additional fees for trading?

We maintain transparency regarding fees. Our trading services include transaction fees, but there are no hidden charges. Detailed information about fees is available in our fee schedule.

What are Family & Office Services?

Our Family & Office Services cater to high-net-worth individuals and family-owned businesses, offering comprehensive wealth management and planning tailored to multi-generational wealth preservation.

How are family assets managed?

Our team provides dedicated support and expertise to manage family assets, including investment planning, tax advisory, and financial succession strategies.

Do you assist with NRI investment planning?

Yes, we specialize in NRI investment planning, helping clients outside India build and manage a portfolio suited to their financial goals.

What documents are required for NRI investments?

NRIs generally need to provide passport copies, proof of residence, and bank statements, among other documents. We guide clients through the process to make it as seamless as possible.

How does retirement planning work with Wealth First?

Our retirement planning services are designed to provide clients with a secure and sustainable retirement strategy. We assess your financial needs, retirement goals, and risk tolerance to develop a tailored plan.

Can I modify my retirement plan?

Yes, retirement plans are regularly reviewed and can be adjusted to accommodate changing financial goals or market conditions.

Notice & Other Information - Wealth First Portfolio Managers Ltd

Documents

Notice & Other Information

BM_Notice_14.11.16

BM_Notice_04.05.17

AGM Notice_27.09.17

BM_Notice_27.10.17

Notice_BM_28.08.17_WFPML

Notice_BM_29.05.18_WFPML

Notice_BM_12.11.18_WFPML

Notice of Board Meeting_03.05.19_WFPML

AGM Notice_24.09.19_WFPML

Notice of BM_09.11.19_WFPML

BM Notice_27.06.20_WFPML

Notice of BM_20.08.20_WFPML

18th AGM Notice_14.09.20_WFPML

Notice of BM_01.10.20_WFPML

Notice of BM_11.11.20_WFPML

Notice of BM_13.02.21_WFPML

Notice of BM_15.06.21_WFPML

Notice of BM_10.08.21_WFPML

Notice of BM_13.10.21_WFPML

19th AGM Notice_24.09.21_WFPML

Notice of BM_02.02.22_WFPML

Notice of BM_10.05.22_WFPML

Notice of BM_09.08.2022_WFPML

Notice of BM_04.11.22_WFPML

Notice of BM_09.01.23_WFPML

Notice of BM_27.01.23_WFPML

Postal Ballot Notice_09.03.23_WFPML

Notice of BM_29.04.23_WFPML

Reschedule Notice of BM_10.08.23_WFPML

Notice of BM_10.08.23_WFPML

Notice of BM_25.10.23_WFPML

Notice of BM_24.01.24_WFPML

Notice of BM_08.05.24_WFPML

22nd AGM Notice_27.08.24_WFPML

Notice of BM_11.07.24_WFPML

Notice of BM_14.10.24_WFPML

Date of AGM,Book Closure & Cut-off Date

Revised Notice of 16th AGM_Wealth First

Announcement_Notice of 16th AGM_Wealth First

Notice_BM_WealthFirst

21st Notice of AGM

Notice of BM_12.05.2025_WFPML

22nd Notice of AGM

Notice of BM_04.08.2025_WFPML

23rd Notice of AGM

Notice & Other Information

BM_Notice_14.11.16

BM_Notice_04.05.17

AGM Notice_27.09.17

BM_Notice_27.10.17

Notice_BM_28.08.17_WFPML

Notice_BM_29.05.18_WFPML

Notice_BM_12.11.18_WFPML

Notice of Board Meeting_03.05.19_WFPML

AGM Notice_24.09.19_WFPML

Notice of BM_09.11.19_WFPML

BM Notice_27.06.20_WFPML

Notice of BM_20.08.20_WFPML

18th AGM Notice_14.09.20_WFPML

Notice of BM_01.10.20_WFPML

Notice of BM_11.11.20_WFPML

Notice of BM_13.02.21_WFPML

Notice of BM_15.06.21_WFPML

Notice of BM_10.08.21_WFPML

Notice of BM_13.10.21_WFPML

19th AGM Notice_24.09.21_WFPML

Notice of BM_02.02.22_WFPML

Notice of BM_10.05.22_WFPML

Notice of BM_09.08.2022_WFPML

Notice of BM_04.11.22_WFPML

Notice of BM_09.01.23_WFPML

Notice of BM_27.01.23_WFPML

Postal Ballot Notice_09.03.23_WFPML

Notice of BM_29.04.23_WFPML

Reschedule Notice of BM_10.08.23_WFPML

Notice of BM_10.08.23_WFPML

Notice of BM_25.10.23_WFPML

Notice of BM_24.01.24_WFPML

Notice of BM_08.05.24_WFPML

22nd AGM Notice_27.08.24_WFPML

Notice of BM_11.07.24_WFPML

Notice of BM_14.10.24_WFPML

Date of AGM,Book Closure & Cut-off Date

Revised Notice of 16th AGM_Wealth First

Announcement_Notice of 16th AGM_Wealth First

Notice_BM_WealthFirst

21st Notice of AGM

Notice of BM_12.05.2025_WFPML

22nd Notice of AGM

Notice of BM_04.08.2025_WFPML

23rd Notice of AGM

Contact Us

Notice & Other Information

Notice & Other Information

BM_Notice_14.11.16

BM_Notice_04.05.17

AGM Notice_27.09.17

BM_Notice_27.10.17

Notice_BM_28.08.17_WFPML

Notice_BM_29.05.18_WFPML

Notice_BM_12.11.18_WFPML

Notice of Board Meeting_03.05.19_WFPML

AGM Notice_24.09.19_WFPML

Notice of BM_09.11.19_WFPML

BM Notice_27.06.20_WFPML

Notice of BM_20.08.20_WFPML

18th AGM Notice_14.09.20_WFPML

Notice of BM_01.10.20_WFPML

Notice of BM_11.11.20_WFPML

Notice of BM_13.02.21_WFPML

Notice of BM_15.06.21_WFPML

Notice of BM_10.08.21_WFPML

Notice of BM_13.10.21_WFPML

19th AGM Notice_24.09.21_WFPML

Notice of BM_02.02.22_WFPML

Notice of BM_10.05.22_WFPML

Notice of BM_09.08.2022_WFPML

Notice of BM_04.11.22_WFPML

Notice of BM_09.01.23_WFPML

Notice of BM_27.01.23_WFPML

Postal Ballot Notice_09.03.23_WFPML

Notice of BM_29.04.23_WFPML

Reschedule Notice of BM_10.08.23_WFPML

Notice of BM_10.08.23_WFPML

Notice of BM_25.10.23_WFPML

Notice of BM_24.01.24_WFPML

Notice of BM_08.05.24_WFPML

22nd AGM Notice_27.08.24_WFPML

Notice of BM_11.07.24_WFPML

Notice of BM_14.10.24_WFPML

Date of AGM,Book Closure & Cut-off Date

Revised Notice of 16th AGM_Wealth First

Announcement_Notice of 16th AGM_Wealth First

Notice_BM_WealthFirst

21st Notice of AGM

Notice of BM_12.05.2025_WFPML

22nd Notice of AGM

Notice of BM_04.08.2025_WFPML

23rd Notice of AGM

Notice & Other Information

BM_Notice_14.11.16

BM_Notice_04.05.17

AGM Notice_27.09.17

BM_Notice_27.10.17

Notice_BM_28.08.17_WFPML

Notice_BM_29.05.18_WFPML

Notice_BM_12.11.18_WFPML

Notice of Board Meeting_03.05.19_WFPML

AGM Notice_24.09.19_WFPML

Notice of BM_09.11.19_WFPML

BM Notice_27.06.20_WFPML

Notice of BM_20.08.20_WFPML

18th AGM Notice_14.09.20_WFPML

Notice of BM_01.10.20_WFPML

Notice of BM_11.11.20_WFPML

Notice of BM_13.02.21_WFPML

Notice of BM_15.06.21_WFPML

Notice of BM_10.08.21_WFPML

Notice of BM_13.10.21_WFPML

19th AGM Notice_24.09.21_WFPML

Notice of BM_02.02.22_WFPML

Notice of BM_10.05.22_WFPML

Notice of BM_09.08.2022_WFPML

Notice of BM_04.11.22_WFPML

Notice of BM_09.01.23_WFPML

Notice of BM_27.01.23_WFPML

Postal Ballot Notice_09.03.23_WFPML

Notice of BM_29.04.23_WFPML

Reschedule Notice of BM_10.08.23_WFPML

Notice of BM_10.08.23_WFPML

Notice of BM_25.10.23_WFPML