Wealth First Portfolio Managers Limited WEALTH NSEFINANCIAL
Wealth First Portfolio Managers Limited provides share and stock broking services in India. It engages in the distribution of mutual funds; trades in government securities; and offers demat, portfolio management, and depository participant services. The company's products include fixed deposits, treasury and direct bonds, taxable and tax-free bonds, direct equities, PMS, unlisted securities, AIFs, and insurance and pension products. In addition, it offers investment strategizing asset research, asset allocation, trade-execution-broking, tax and retirement planning, treasury management, portfolio review and accounting, and inheritance planning services. Further, the company invests in, buys, sells, and deals in various securities and other related activities. The company was founded in 1990 and is based in Ahmedabad, India.
READ MORE ›Market & Price
Valuation
Profitability & Returns
Balance Sheet & Liquidity
Ownership
Financial Snapshot
Growth (CAGR)
PROS
- Strong return on equity of 25.6%.
- Healthy ROCE of 35.0%.
- Excellent profit margin of 54.4%.
- Profit CAGR of 21.9% over 5 years.
CONS
- Trading 26.9% below its 52-week high.
- In a downtrend (50-DMA below 200-DMA).
* The pros and cons are auto-generated from financial metrics.
Price Chart
Technical Trend
Computed from daily close history using EMA cross, slope, and RSI signals.
Note: intraday data is not stored locally. “Hourly” uses the most recent 10 daily candles as a short-term proxy.
Fundamental Growth
No fundamental data available for this stock.
Figures from the latest reported periods. CAGR is computed across the displayed window (quarterly CAGR is annualised assuming 4 quarters per year).
Peer comparison
Peer companies in the same sector (Financial Services).
| # | Name | CMP ₹ | P/E | Mkt Cap | Div Yld % | ROCE % | ROE % | Rev CAGR 5Y % | Profit CAGR 5Y % |
|---|---|---|---|---|---|---|---|---|---|
| 1 | WEALTH Wealth First Portfolio Managers Limited NSEFINANCIAL | 987.40 | 44.06 | ₹1,052.07 Cr | 1.62% | 34.98% | 25.64% | 9.77% | 21.90% |
| 2 | HDFCBANK HDFC Bank Limited NIFTY50NSEAIFINANCIAL | 744.55 | 16.61 | ₹11.46 L Cr | 1.75% | - | 13.82% | 32.50% | 20.39% |
| 3 | ICICIBANK ICICI Bank Limited NIFTY50NSEAIFINANCIAL | 1,256.40 | 16.81 | ₹9.01 L Cr | 0.88% | - | 16.36% | 19.65% | 16.78% |
| 4 | SBIN State Bank of India NIFTY50NSEAIFINANCIALPSU | 964.40 | 10.58 | ₹8.90 L Cr | 1.80% | - | 15.48% | 12.19% | 14.39% |
| 5 | KOTAKBANK Kotak Mahindra Bank Limited NIFTY50NSEAIFINANCIAL | 384.20 | 19.80 | ₹3.82 L Cr | 0.13% | - | 11.39% | 14.58% | 8.92% |
| 6 | LICI Life Insurance Corporation of India NIFTY_MIDNSEFINANCIALPSU | 411.35 | 9.06 | ₹2.60 L Cr | 2.43% | - | 42.36% | 7.61% | 16.86% |
| 7 | SHRIRAMFIN Shriram Finance Limited NIFTY50NSEFINANCIAL | 947.15 | 17.79 | ₹2.23 L Cr | 1.46% | - | 16.38% | 15.48% | 18.59% |
| 8 | SBILIFE SBI Life Insurance Company Limited NIFTY50NSEFINANCIAL | 1,830.10 | 74.06 | ₹1.84 L Cr | 0.15% | - | 13.70% | 11.67% | 12.81% |
| 9 | ICICIAMC ICICI PRUDENTIAL AMC LTD NIFTY_MIDNSEFINANCIAL | 3,538.50 | 53.19 | ₹1.75 L Cr | 0.70% | 98.30% | 85.80% | 28.94% | 29.58% |
Quarterly Results
Figures in INR.
| Metric | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 |
|---|---|---|---|---|---|---|
| Revenue | - | 16.25 Cr | 286.35 Cr | 24.81 Cr | 20.57 Cr | 6.49 Cr |
| Cost of Revenue | - | 2.18 Cr | 276.21 Cr | 1.90 Cr | 4.23 Cr | 3.09 Cr |
| Gross Profit | - | 14.07 Cr | 10.14 Cr | 22.91 Cr | 16.35 Cr | 3.40 Cr |
| Operating Expenses | - | 1.27 Cr | 19.02 Cr | 1.49 Cr | 1.27 Cr | 2.51 Cr |
| Operating Income | - | 12.80 Cr | -8.88 Cr | 21.42 Cr | 15.08 Cr | 89.35 L |
| EBITDA | - | 12.35 Cr | -5.29 Cr | 21.57 Cr | 15.36 Cr | 1.29 Cr |
| Interest Expense | - | 3.24 L | 90,110 | 1,000 | 43,000 | 1.93 L |
| Pretax Income | - | 12.23 Cr | -5.41 Cr | 21.49 Cr | 15.26 Cr | 1.17 Cr |
| Tax Provision | - | 2.96 Cr | -1.11 Cr | 5.53 Cr | 4.20 Cr | 40.11 L |
| Net Income | - | 9.27 Cr | -4.29 Cr | 15.96 Cr | 11.07 Cr | 1.12 Cr |
| Diluted EPS | 14.23 | 8.70 | - | 14.98 | 10.39 | 1.05 |
Profit & Loss (Annual)
Figures in INR.
| Metric | Mar 2022 | Mar 2023 | Mar 2024 | Mar 2025 |
|---|---|---|---|---|
| Revenue | 1,479.83 Cr | 389.58 Cr | 847.33 Cr | 1,957.21 Cr |
| Cost of Revenue | 1,453.85 Cr | 359.02 Cr | 834.78 Cr | 1,929.68 Cr |
| Gross Profit | 25.98 Cr | 30.56 Cr | 12.55 Cr | 27.52 Cr |
| Operating Expenses | 3.76 Cr | 12.49 Cr | -29.14 Cr | -9.74 Cr |
| Operating Income | 22.22 Cr | 18.07 Cr | 41.69 Cr | 37.26 Cr |
| EBITDA | 25.08 Cr | 19.17 Cr | 55.80 Cr | 45.55 Cr |
| Interest Expense | 1.92 L | 1.13 L | 1.40 L | 6.49 L |
| Pretax Income | 24.74 Cr | 18.68 Cr | 55.42 Cr | 45.12 Cr |
| Tax Provision | 5.89 Cr | 4.84 Cr | 12.74 Cr | 10.98 Cr |
| Net Income | 18.85 Cr | 13.83 Cr | 42.68 Cr | 34.15 Cr |
| Diluted EPS | 17.69 | 12.98 | 40.06 | 32.05 |
Compounded Sales Growth
| 5 Years: | 9.77% |
| 1 Year: | - |
Compounded Profit Growth
| 5 Years: | 21.90% |
| 1 Year: | - |
Stock Price Performance
| 1 Year: | +12.18% |
| 6 Months: | -1.96% |
| 3 Months: | +3.73% |
| 1 Month: | +6.01% |
Balance Sheet (Annual)
Figures in INR.
| Metric | Mar 2022 | Mar 2023 | Mar 2024 | Mar 2025 |
|---|---|---|---|---|
| Total Assets | 71.70 Cr | 80.29 Cr | 124.85 Cr | 136.20 Cr |
| Current Assets | 40.92 Cr | 31.12 Cr | 67.88 Cr | 87.88 Cr |
| Cash & Equivalents | 5.44 Cr | 2.57 Cr | 4.80 Cr | 2.71 Cr |
| Inventory | 31.68 Cr | 23.77 Cr | 56.99 Cr | 71.45 Cr |
| Receivables | 3.35 Cr | 3.36 Cr | 4.80 Cr | 12.16 Cr |
| Total Liabilities | 6.10 Cr | 3.63 Cr | 6.58 Cr | 7.68 Cr |
| Current Liabilities | 5.41 Cr | 2.95 Cr | 5.90 Cr | 7.01 Cr |
| Long Term Debt | - | - | - | - |
| Total Debt | 1.87 Cr | 3.57 L | 0 | 0 |
| Total Equity | 65.60 Cr | 76.65 Cr | 118.27 Cr | 128.52 Cr |
| Shares Outstanding | 1.07 Cr | 1.07 Cr | 1.07 Cr | 1.07 Cr |
Cash Flows (Annual)
Figures in INR.
| Metric | Mar 2022 | Mar 2023 | Mar 2024 | Mar 2025 |
|---|---|---|---|---|
| Operating Cash Flow | 20.95 Cr | 20.42 Cr | 15.51 Cr | 10.43 Cr |
| Investing Cash Flow | -17.65 Cr | -18.95 Cr | -9.58 Cr | 8.47 Cr |
| Financing Cash Flow | 57.19 L | -4.34 Cr | -3.70 Cr | -21.00 Cr |
| Capital Expenditure | -1.15 Cr | -16.34 L | -29.48 L | -32.79 L |
| Free Cash Flow | 19.80 Cr | 20.25 Cr | 15.22 Cr | 10.11 Cr |
| Net Change in Cash | 3.87 Cr | -2.87 Cr | 2.23 Cr | -2.09 Cr |
Ratios (Annual)
Figures in %.
| Metric | Mar 2022 | Mar 2023 | Mar 2024 | Mar 2025 |
|---|---|---|---|---|
| Gross Margin % | 1.8% | 7.8% | 1.5% | 1.4% |
| Operating Margin % | 1.5% | 4.6% | 4.9% | 1.9% |
| Net Margin % | 1.3% | 3.6% | 5.0% | 1.7% |
| ROE % | 28.7% | 18.0% | 36.1% | 26.6% |
| ROCE % | 33.5% | 23.4% | 35.1% | 28.8% |
Shareholding Pattern
Analyst View
Analyst aggregate. Targets and ratings update periodically; not investment advice.
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