WEALTH

Wealth First Portfolio Managers Ltd.

NSE: WEALTH

Sector: Financial Services

Industry Group: Finance

Industry: Other Financial Services

846.00+12.6 (+1.51%)

8 Oct, 12:59 PM

Overview

Analysis Statements Technicals Forecast Peers Resources News

Stock Scores

Quality Score

99.9 / 100

Value Score

49.1 / 100

Price Momentum Score

22.8 / 100

QVM Score

62.3 / 100

Key Metrics

Market Cap

888.04

P/E (TTM)

22.97

P/B

5.90

P/S (TTM)

14.20

EV/EBITDA

17.96

CAPE (5Y)

29.97

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

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

High and stable ROE

The company reported strong ROE of 27.72% for 12-month ended 30 Jun 2026 and ROE improved marginally by 5 bps from 1 year ago

What is ROE (FY)?

Low Debt to Equity, not much change from last year

The company has low Debt to Equity of 0.0 as on 30 Jun 2026 and Debt to Equity remained same in the last 1 year

What is Debt to Equity?

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 5.9 indicates that the stock is expensive on a standalone basis and is at a 343.61% premium to industry median P/B

What is P/B Ratio?

Median: 1.33

Value 5.9

01224.13

Weak price momentum

Price Momentum score of 22.8 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?

22.8 / 100

Low revenue growth and in line with median growth of industry

The company delivered low revenue growth of 9.14% for 12-month ended 30 Jun 2026 and the growth was 0.24 percentage points lower than median growth of industry

What is Sales growth (1Y)?

Median: 9.38

Value 9.14

-137.743928.1

Neutral

High operating margin but declining trend

The company reported strong operating margin of 71.63% for 12-month ended 30 Jun 2026 but operating margin declined by -386 bps from 1 year ago

What is Operating profit margin?

Low EPS growth but above median growth of industry

The company delivered low EPS growth of -8.49% for 12-month ended 30 Jun 2026 but the growth was 15.49 percentage points higher than median growth of industry

What is EPS growth (1Y)?

Moderate dividend yield

The company has a moderate dividend yield of 1.56%

What is Dividend yield?

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

Profit After Tax FY

ROE FY

ROA FY

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 2019	Mar 2020	Sep 2020	Dec 2020	Mar 2021	Jun 2021	Sep 2021	Dec 2021	Mar 2022	Jun 2022	Sep 2022	Dec 2022	Mar 2023	Jun 2023	Sep 2023	Dec 2023	Mar 2024	Jun 2024	Sep 2024	Dec 2024	Mar 2025	Jun 2025	Sep 2025	Dec 2025	Mar 2026	Jun 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
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
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
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
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
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
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
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
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

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.

Name	Date	Type	Price	Qty.	Value
SHAH GAURANG PARMANAND	13 Nov 2025	buy	₹ 1,149.58	4.51 k	₹ 51.82 lac
SHAH GAURANG PARMANAND	13 Nov 2025	sell	₹ 1,151.41	57.01 k	₹ 6.56 cr

Corporate Actions

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

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

IPO date

30 Mar 2016

Free Float

25,32,646

Website

https://www.wealth-firstonline.com/

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 ₹ 846.00 as of 8 Oct 2026.

What is the market capitalisation of Wealth First Portfolio Managers Ltd.?

The market capitalisation of Wealth First Portfolio Managers Ltd. stands at ₹ 888.04 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 22.97 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 1.56% 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 23.21% 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 0.73, 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 -28.56%.

What is the RSI of Wealth First Portfolio Managers Ltd.?

The 14-day Relative Strength Index (RSI) of Wealth First Portfolio Managers Ltd. is 42.92, placing it in the neutral zone. An RSI above 70 is considered overbought and below 30 is considered oversold.

Wealth First Portfolio Managers Ltd.

Stock Scores

Key Metrics

Share Price

Stock Analysis

Financial Snapshot

Wealth First Portfolio Managers Ltd. Shareholding Pattern

Bulk, Block and Insider Trades

Corporate Actions

Company Profile

Frequently Asked Questions

Stock Analysis

Corporate Actions

Company Profile