Wealth First Portfolio Managers Ltd.

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Wealth First Portfolio Managers Ltd. Shareholding Pattern for Dec 2023 - Promoter, FII, DII, Mutual Fund holding

Wealth First Portfolio Managers Ltd. shareholding pattern - Promoter holding and pledges, FII, DII, Mutual Fund holding change for the Dec 2023 quarter.

SHAREHOLDING SUMMARY

HISTORICAL PROMOTOR HOLDING

HISTORICAL MF HOLDING

HISTORICAL FII HOLDING

Promoters holding remains unchanged at 74.04% in Mar 2025 qtr

Institutional Investors holding remains unchanged at 0.04% in Mar 2025 qtr

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Quarter Ending

Summary	Mar 2025	Dec 2024	Sep 2024	Jun 2024	Mar 2024	Dec 2023	Sep 2023	Jun 2023	Mar 2023	Dec 2022	Sep 2022	Jun 2022
Promoter	74.0%	74.0%	74.0%	74.0%	74.0%	74.0%	74.0%	74%	74%	74%	74%	74%
Holding	74.0%	74.0%	74.0%	74.0%	74.0%	74.0%	74.0%	74%	74%	74%	74%	74%
Pledged	0.0%	0.0%	0.0%	0.0%	0.0%	0.0%	0.0%	0.0%	0.0%	0.0%	0.0%	0.0%
Locked	0.0%	0.0%	0.0%	0.0%	0.0%	0.0%	0.0%	0.0%	0.0%	0.0%	0.0%	0.0%
FII	0%	0%	0%	0%	0%	0%	0%	0%	0%	0%	0%	0%
DII	0.0%	0.0%	0%	0%	0%	0%	0%	0%	0%	0%	0%	0%
Mutual Funds	0.0%	0.0%	0.0%	0.0%	0.0%	0.0%	0.0%	0.0%	0.0%	0.0%	0.0%	0.0%
Banks	0.0%	0.0%	0.0%	0.0%	0.0%	0.0%	0.0%	0.0%	0.0%	0.0%	0.0%	0.0%
Insurance	0.0%	0.0%	0.0%	0.0%	0.0%	0.0%	0.0%	0.0%	0.0%	0.0%	0.0%	0.0%
Others	0.04%	0.04%	0.0%	0.0%	0.0%	0.0%	0.0%	0.0%	0.0%	0.0%	0.0%	0.0%
Public	25.9%	25.9%	26.0%	26.0%	26.0%	26%	26.0%	26.0%	26.0%	26.0%	0%	26%
Others	0.0%	0.0%	0%	0%	0.0%	0%	0.0%	0.0%	0.0%	0.0%	26%	0%

Holding Dec 2023		Holding Sep 2023		Holding Dec 2022		History
%	shares	%	shares	%	shares	History
74.01	7,886,047	74.01	7,886,047	74.00	7,884,747

Name	Holding Dec 2023		No of holders	Indian/Foreign	History
Name	%	shares	No of holders	Indian/Foreign	History
Individuals/Hindu undivided Family	65.08	6,934,748	5	Indian
Ashish navnitlal shah	32.16	3,426,416	-	Indian
Hena ashish shah	31.72	3,380,000	-	Indian
Shah navnitlal popatlal huf	0.44	46,666	-	Indian
Shah vipin parshottam huf	0.44	46,666	-	Indian
Viren vipinchandra shah	0.33	35,000	-	Indian
Any Other (specify)	8.93	951,299	5	Indian
Bodies corporate	8.92	951,299	-	Indian
Wealth first commodities private limited	3.75	400,000	-	Indian
Oraculo stockbrokers private limited	3.44	366,666	-	Indian
Dsfs shares and stock broking private limited	1.25	133,333	-	Indian
Dalal and shah fiscal services limited	0.47	50,000	-	Indian
Wealth first advisors private limited	0.01	1,300	-	Indian

No Holding for this category

Holding Dec 2023		Holding Sep 2023		Holding Dec 2022		History
%	shares	%	shares	%	shares	History
26.00	2,768,953	25.98	2,768,953	25.99	2,770,243

Name	Holding Dec 2023		No of holders	History
Name	%	shares	No of holders	History
Resident Individuals holding nominal share capital in excess of Rs. 2 lakhs	10.47	1,115,193	13
Gaurang parmanand shah	3.34	356,182	-
Pratul krishnakant shroff	2.22	237,000	-
Nitinbhai madhukarbhai pandya	1.31	139,060	-
Individual share capital upto Rs. 2 Lacs	10.72	1,141,877	1,081
Any Other (specify)	1.08	114,723	43
Huf	1.03	109,523	-
Clearing members	0.05	5,200	-
Bodies Corporate	2.52	268,261	6
Waao partners	2.47	263,000	-
Non Resident Indians (NRIs)	1.12	118,899	24

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