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WEALTH
WEALTH

Wealth First Portfolio Managers Ltd.

NSE: WEALTH
Industry Group: Finance
842.90+4.0 (+0.48%)
23 Oct, 2:59 PM

Stock Scores

Quality Score

99.9 / 100

Value Score

46.6 / 100

Price Momentum Score

24.0 / 100

QVM Score

62.0 / 100

Key Metrics

Market Cap
893.85
P/E (TTM)
23.12
P/B
5.94
P/S (TTM)
14.29
EV/EBITDA
18.08
CAPE (5Y)
30.16
ROE (TTM)
27.72
ROCE (TTM)
32.81
ROA (TTM)
24.46
Avg 3Y ROE
33.06
Earnings 3Y CAGR
17.22
Sales 3Y CAGR
19.09
Sales 5Y CAGR
-
Debt/Equity
0.00
Consensus TP
-
Strong Buy %
-
Promoter Holding
74.04
Pledged %
0.00

Share Price

Track Wealth First Portfolio Managers Ltd.'s current share price, historical price chart, 52-week high/low, and performance across different time periods.

842.904.0 (0.48%) D
-29.52% in past 1 year
1 Week returns: -4.51 %
Low
815.0
High
901.6
1 Month returns: 0.29 %
Low
815.0
High
949.8
1 Year returns: -29.82 %
Low
690.2
High
1,440.0
3 Year CAGR: 27.68 %
Low
381.1
High
1,720.0
5 Year CAGR: 28.07 %
Low
214.3
High
1,720.0
Note: Prices may be delayed by a few minutes. For historical calculations, prices are adjusted for splits, bonus and rights issue. Percentage change shown is absolute irrespective of the period.

Stock Analysis

Fundamental analysis overview of Wealth First Portfolio Managers Ltd. covering key investment insights, growth drivers, risk factors, and potential red flags.

Views
Red Flags
Positive
Consistently pays dividend

The company has not missed dividend payments once in the last 5 financial years

What is Dividend streak?

Negative
Expensive and at a premium to industry median P/B

PB of 5.94 indicates that the stock is expensive on a standalone basis and is at a 346.62% premium to industry median P/B

What is P/B Ratio?

Median: 1.33
Value 5.94
01211.89
Weak price momentum

Price Momentum score of 24.0 indicates that the stock has weak price momentum. Research has shown that stocks with lower momentum continue to underperform in the near term

What is Price Momentum score?

24.0 / 100

Neutral
Moderate dividend yield

The company has a moderate dividend yield of 1.55%

What is Dividend yield?

No red flags found!
No significant red flags found in the stock.

Financial Snapshot

See detailed analysis

Multi-year trends for Wealth First Portfolio Managers Ltd. covering revenue, net profit, ROE, and EBITDA for a quick view of financial health over time.

Net Revenue FY
00k0k0k0k29.5 CrMar 202354.3 CrMar 202453.2 CrMar 202568.4 CrMar 2026
Profit After Tax FY
00k0k0k13.8 CrMar 202342.7 CrMar 202434.1 CrMar 202538.7 CrMar 2026
ROE FY
0%20%40%60%19.4%Mar 202343.8%Mar 202427.7%Mar 202527.7%Mar 2026
ROA FY
0%20%40%60%18.2%Mar 202341.6%Mar 202426.2%Mar 202524.5%Mar 2026

Wealth First Portfolio Managers Ltd. Shareholding Pattern

Quarterly breakdown of Wealth First Portfolio Managers Ltd. ownership including promoter, FII, DII, mutual fund, and public holdings as disclosed to NSE/BSE.

Sep 2019Mar 2020Sep 2020Dec 2020Mar 2021Jun 2021Sep 2021Dec 2021Mar 2022Jun 2022Sep 2022Dec 2022Mar 2023Jun 2023Sep 2023Dec 2023Mar 2024Jun 2024Sep 2024Dec 2024Mar 2025Jun 2025Sep 2025Dec 2025Mar 2026Jun 2026Sep 2026
Total Promoter
73.67
73.68
73.68
74.00
74.00
74.00
74.00
74.00
74.00
74.00
74.00
74.00
74.00
74.01
74.01
74.01
74.01
74.01
74.04
74.04
74.04
74.04
74.04
74.04
74.04
74.04
74.04
Indian Promoter
73.67
73.68
73.68
74.00
74.00
74.00
74.00
74.00
74.00
74.00
74.00
74.00
74.00
74.01
74.01
74.01
74.01
74.01
74.04
74.04
74.04
74.04
74.04
74.04
74.04
74.04
74.04
Foreign Promoter
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
Institutions
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
-
-
-
-
0.00
0.00
0.00
0.00
0.04
0.04
0.09
0.12
0.10
0.11
0.10
0.11
Mutual Funds / UTI
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
FI/Bank/Insurance
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
Govt
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
FII
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
Other Institutions
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.04
0.04
0.09
0.12
0.10
0.11
0.10
0.11
Non-Institution
26.33
26.33
26.33
26.00
26.01
26.00
25.99
26.00
26.00
26.00
26.00
25.99
26.00
25.98
25.99
25.99
25.99
25.99
25.96
25.92
25.91
25.87
25.83
25.85
25.84
25.85
25.84
Bodies Corporate
0.14
0.14
1.74
1.74
0.78
0.78
1.24
1.55
1.68
2.08
2.10
2.34
2.51
2.51
2.52
2.52
2.53
2.56
2.61
2.65
2.57
2.57
2.59
2.65
2.67
2.64
2.68
Others (incl. Retail)
No. of shareholders
26.19
225
26.19
223
24.59
221
24.26
221
25.23
358
25.22
389
24.75
454
24.45
447
24.32
486
23.92
498
23.90
527
23.65
660
23.49
812
23.47
784
23.47
961
23.47
1,162
23.46
2,153
23.43
4,207
23.35
8,490
23.27
10,111
23.34
9,755
23.30
9,493
23.24
9,059
23.20
8,746
23.17
8,089
23.21
7,889
23.16
7,616

Bulk, Block and Insider Trades

Recent bulk deals, block deals, and insider trading activity in Wealth First Portfolio Managers Ltd. shares as reported to NSE and BSE.

NameDateTypePriceQty.Value
SHAH GAURANG PARMANAND13 Nov 2025buy₹ 1,149.584.51 k₹ 51.82 lac
SHAH GAURANG PARMANAND13 Nov 2025sell₹ 1,151.4157.01 k₹ 6.56 cr

Corporate Actions

History of Wealth First Portfolio Managers Ltd. dividends, bonus issues, stock splits, rights issues, and other corporate events.

  1. Dividend₹ 1/share
    Record date: 17th Sep 2026Ex-date: 17th Sep 2026
    Announced on: 29th May 2026
  2. Dividend₹ 4/share
    Record date: 10th Feb 2026Ex-date: 10th Feb 2026
    Announced on: 4th Feb 2026
  3. Dividend₹ 4/share
    Record date: 19th Nov 2025Ex-date: 19th Nov 2025
    Announced on: 6th Nov 2025
  4. Dividend₹ 4/share
    Record date: 29th Aug 2025Ex-date: 29th Aug 2025
    Announced on: 12th May 2025
  5. Dividend₹ 4/share
    Record date: 8th Aug 2025Ex-date: 8th Aug 2025
    Announced on: 4th Aug 2025

Company Profile

Overview of Wealth First Portfolio Managers Ltd. covering business description, industry classification, key management, financial ratios, and listed exchange details.

Wealth First Portfolio Managers Limited is an India-based financial services provider, which is engaged in the business of providing share and stockbroking services, portfolio management, mutual funds distribution, government securities trading, depository participant services, and to invest, buy, s...
Key personnel
Mr. Dhiren Narendrakumar Parikh
Chief Financial Officer
Mr. Aayush Kamleshbhai Shah
Compliance Officer, Company Secretary
Mr. Ashish Navnitlal ShahD
Managing Director, Whole-Time Director
Ms. Hena Ashish ShahD
Whole-Time Director
Ms. Binal Bhukhanwala GandhiD
Non-Executive Non-Independent Director
Mr. Devanshu Rashmikant MehtaD
Non-Executive Independent Director
Mr. Siddharth Arvindkumar ShahD
Non-Executive Independent Director
Mr. Saurabh SonthaliaD
Non-Executive Independent Director
View all
Incorporated on
16 Apr 2002
Last Annual
31 Mar 2026
Last Interim
30 Jun 2026
No. of Employees
81
IPO date
30 Mar 2016
Free Float
25,32,646
Phone no.
+917940240000
Address
Capitol House,10, Paras-Ii,, Nr. Prahladnagar Garden,, Off S.G. High Way,, AHMEDABAD, 380051, India

Frequently Asked Questions

What is the current share price of Wealth First Portfolio Managers Ltd.?
The current share price of Wealth First Portfolio Managers Ltd. is ₹ 842.90 as of 23 Oct 2026.
What is the market capitalisation of Wealth First Portfolio Managers Ltd.?
The market capitalisation of Wealth First Portfolio Managers Ltd. stands at ₹ 893.85 Cr.
What is the PE ratio of Wealth First Portfolio Managers Ltd.?
The Price-to-Earnings (PE) ratio of Wealth First Portfolio Managers Ltd. is 23.12 as of the latest trailing twelve months data.
What is the ROE and ROCE of Wealth First Portfolio Managers Ltd.?
Wealth First Portfolio Managers Ltd. has a Return on Equity (ROE) of 27.72% and a Return on Capital Employed (ROCE) of 32.81% as per the latest financial reports.
What is the 52-week high and low of Wealth First Portfolio Managers Ltd.?
The 52-week high of Wealth First Portfolio Managers Ltd. is - and the 52-week low is -.
What is the dividend yield of Wealth First Portfolio Managers Ltd.?
The dividend yield of Wealth First Portfolio Managers Ltd. is 1.55% based on the current market price.
What is the FII and DII holding in Wealth First Portfolio Managers Ltd.?
Foreign Institutional Investors (FII) hold 0.00%, Domestic Institutional Investors (DII) hold 0.00% and retail/public investors hold 23.16% of Wealth First Portfolio Managers Ltd. shares.
What sector does Wealth First Portfolio Managers Ltd. belong to?
Wealth First Portfolio Managers Ltd. operates in the Financial Services sector.
What is the beta of Wealth First Portfolio Managers Ltd.?
The beta of Wealth First Portfolio Managers Ltd. is 0.79, indicating its price volatility relative to the broader market. Over the past 1 year, Wealth First Portfolio Managers Ltd. has delivered an absolute return of -29.65%.
What is the RSI of Wealth First Portfolio Managers Ltd.?
The 14-day Relative Strength Index (RSI) of Wealth First Portfolio Managers Ltd. is 43.97, placing it in the neutral zone. An RSI above 70 is considered overbought and below 30 is considered oversold.