Wealth first portfolio managers Limited has formally notified stock exchanges that it does not qualify as a Large Corporate under SEBI's regulatory framework for the financial year ended March 31, 2026. The company submitted its undertaking to both NSE and BSE on April 7, 2026, in compliance with SEBI circular SEBI/HO/DDHS/CIR/P/2018/144 dated November 26, 2018.

Regulatory Compliance Declaration

The company's declaration confirms its non-classification under the Large Corporate criteria as specified in the SEBI circular requiring Large Entities to submit Initial Disclosure. This regulatory framework mandates certain disclosures from companies that meet specific criteria related to borrowing thresholds and credit ratings.

Financial Position Details

The company's financial disclosure reveals its current borrowing status and regulatory standing:

The zero outstanding borrowings position indicates the company's debt-free status as of the financial year-end, which likely contributes to its non-classification under the Large Corporate framework.

Official Submission Process

The undertaking was officially submitted to both major stock exchanges with proper authorization. Company Secretary and Compliance Officer Aayush Shah and Chief Financial Officer Dhiren Parikh digitally signed the documents, ensuring regulatory compliance and proper corporate governance protocols.

The submission included Annexure A containing the format of initial disclosure required for entities identified as Large Corporates, even though the company confirmed its non-applicability under this category. This demonstrates the company's commitment to transparency and regulatory adherence.

Corporate Information

Wealth First Portfolio Managers Limited, headquartered in Ahmedabad, operates from Capitol House in the Prahladnagar area. The company maintains its corporate identity with CIN L67120GJ2002PLC040636 and continues its portfolio management services while ensuring full regulatory compliance with SEBI requirements.

Wealth First Portfolio Managers Limited has filed its quarterly compliance certificate with the National Stock Exchange and BSE Limited for the quarter ended March 31, 2026. The submission fulfills the company's regulatory obligations under SEBI Depositories and Participants Regulation, 2018.

Regulatory Compliance Filing

The certificate was submitted on April 6, 2026, by Managing Director Ashish Shah to both stock exchanges where the company is listed. The filing addresses the requirements of Regulation 74(5) of SEBI Depositories and Participants Regulation, 2018, which mandates quarterly reporting on dematerialization activities.

Certificate Details

The certificate was issued by Bigshare Services Private Limited, the company's registered Registrar and Share Transfer Agent (RTA). Bigshare Services holds SEBI Registration Number INR000001385 and is authorized to provide registrar and transfer agent services.

According to the certificate dated March 31, 2026, no securities were received from depository participants for dematerialization during the reporting quarter. The RTA confirmed that since no securities were processed for dematerialization, no certificates were mutilated and cancelled, and consequently, no substitution of depository names occurred in the register of members.

Dematerialization Activity Summary

Corporate Information

Wealth First Portfolio Managers Limited operates from its registered office at Capitol House, Ahmedabad, and maintains its corporate identity number L67120GJ2002PLC040636. The company's registrar services are handled by Bigshare Services Private Limited from their Ahmedabad office.

This quarterly filing represents standard regulatory compliance for listed companies, ensuring transparency in share transfer and dematerialization processes as mandated by SEBI regulations.