WEALTH · NSE
Wealth First Portfolio Managers Limited
₹841.55
-0.07% (-₹0.55)
Prev. close
₹842.1
Volume
2,275
Delivery %
80.3%
As of
18 Sept 2026
Price history
No analyst calls on this stock in the last 90 days yet.
Explore by date range →Analyst opinions
Fundamentals
About Wealth First Portfolio Managers Limited
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.
Details
Sector
Financial Services
Industry
Capital Markets
CEO
Mr. Ashish Navnitlal Shah
Headquarters
Ahmedabad
Employees
81
Website
wealth-firstonline.comExchange
View on NSE ↗Key stats
Market cap
₹896.67 Cr
P/E ratio (TTM)
27.2
Dividend yield
1.07%
EPS (TTM)
₹30.97
Beta (1Y · daily vs NIFTY 50)
0.84
Beta (5Y · monthly vs NIFTY 50)
0.56
Shares float
18.86 L
EPS · quarter ended Jun 2026
₹9.69
Financial Performance
01 · Financials
FY23 growth needs FY22 filings, which the data source doesn't provide.
02 · Earnings Per Share (EPS)
03 · Dividend Profile
Growth compares completed fiscal-year dividend totals on the company's own calendar: April–March (Indian FY), taken from its reported period-ends. Payout ledger: NSE corporate actions.
04 · Operating Efficiency (Growth Rates)
Balance-sheet-based · pre-FY23 not filed in verifiable form
05 · Capital Structure & Asset Utilization
Pre-FY23 not filed in verifiable form
Asset turnover needs a prior year of assets — omitted for the earliest available year.
06 · Asset Base Composition
Pre-FY23 not filed in verifiable form
07 · Debt Level & Coverage
Pre-FY23 not filed in verifiable form
08 · Profit & Loss
Annual
| Line item | FY23 | FY24 | FY25 | FY26 |
|---|---|---|---|---|
| ₹389.58 Cr | ₹847.33 Cr | ₹50.70 Cr | ₹68.39 Cr | |
| EBITDA | ₹19.17 Cr | ₹55.80 Cr | ₹45.55 Cr | ₹52.11 Cr |
| ₹13.83 Cr | ₹42.68 Cr | ₹34.15 Cr | ₹38.28 Cr | |
| Diluted EPS | ₹12.98 | ₹40.06 | ₹32.05 | ₹36.29 |
Total expenses (as filed), Employee benefit expense, Other expenses have filed figures for only some of the years shown — the missing years are left blank rather than estimated.
09 · Balance Sheet
Annual
| Line item | FY23 | FY24 | FY25 | FY26 |
|---|---|---|---|---|
| ₹80.29 Cr | ₹124.85 Cr | ₹136.20 Cr | ₹179.94 Cr | |
| ₹3.57 L | ₹0 | ₹0 | ₹0 | |
| Stockholders' equity | ₹76.65 Cr | ₹118.27 Cr | ₹128.52 Cr | ₹150.48 Cr |
Annual only — the data source doesn’t publish quarterly balance-sheet detail for most NSE-listed companies.
10 · Cash Flow Statement
Annual
| Line item | FY23 | FY24 | FY25 | FY26 |
|---|---|---|---|---|
| ₹20.42 Cr | ₹15.51 Cr | ₹12.33 Cr | ₹75.41 Cr | |
| Investing cash flow | ₹-18.95 Cr | ₹-9.58 Cr | ₹6.57 Cr | ₹-78.96 Cr |
| ₹-4.34 Cr | ₹-3.70 Cr | ₹-21.00 Cr | ₹2.13 Cr | |
| Capital expenditure | ₹-16.34 L | ₹-29.48 L | ₹-32.79 L | ₹-2.02 Cr |
| End cash position | ₹2.57 Cr | ₹4.80 Cr | ₹2.71 Cr | ₹1.30 Cr |
Annual only — the data source has no quarterly cash-flow-statement coverage.
11 · Shareholding Pattern
NSE, quarterly
| Line item | Sep 21 | Dec 21–Sep 22(4Q) | Dec 22 | Mar 23 | Jun 23–Jun 24(5Q) | Sep 24–Jun 26(8Q) |
|---|---|---|---|---|---|---|
| Promoter | 74.00% | 74.00% | 74.00% | 74.00% | 74.01% | 74.04% |
| Public | 25.99% | 26.00% | 25.99% | 26.00% | 25.99% | 25.96% |
| Employee trusts | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Source: NSE quarterly shareholding-pattern filings, collapsed to periods where the reported percentages held steady — a column spanning several quarters means no change was filed across them. No FII/DII sub-split available from this source — Public includes all non-promoter, non-employee-trust holders.
12 · Peer Comparison
Financial Services
| Company | ||||||||
|---|---|---|---|---|---|---|---|---|
| HDFC Bank Limited | ₹11.27 L Cr | ₹731 | 16.2 | 1.38 | 8.6% | 0.81 | +4.7% | -25.2% |
| ICICI Bank Limited | ₹9.75 L Cr | ₹1,347.6 | 17.6 | 2.69 | 14.9% | 0.57 | +9.1% | -5.0% |
| State Bank of India | ₹9.16 L Cr | ₹996.2 | 10.6 | 1.54 | 14.0% | 1.22 | +9.2% | +16.6% |
| Bajaj Finance Limited | ₹6.31 L Cr | ₹1,040.3 | 31.1 | 5.54 | 16.7% | 3.10 | +19.7% | +4.4% |
| Life Insurance Corporation Of India | ₹5.06 L Cr | ₹407.7 | 8.4 | 2.87 | 32.5% | — | +8.7% | -54.2% |
| Kotak Mahindra Bank Limited | ₹4.08 L Cr | ₹415 | 20.5 | 2.25 | 10.6% | 0.53 | -0.3% | -79.5% |
| Axis Bank Limited | ₹3.86 L Cr | ₹1,240 | 14.0 | 1.80 | 12.3% | 1.30 | +4.0% | +10.1% |
| Bajaj Finserv Limited | ₹2.98 L Cr | ₹1,852.5 | 29.4 | 3.82 | 12.6% | 4.64 | +13.6% | -10.5% |
| Shriram Finance Limited | ₹2.34 L Cr | ₹1,010 | 17.6 | 3.55 | 15.2% | 2.76 | +13.9% | +61.1% |
| SBI Life Insurance Company Limited | ₹1.77 L Cr | ₹1,731 | 68.0 | 9.29 | 12.9% | — | -4.3% | -5.0% |
| ICICI Prudential Asset Management Company Limited | ₹1.53 L Cr | ₹3,098 | 43.8 | 36.57 | 79.1% | — | +23.1% | — |
| Wealth First Portfolio Managers Limited | ₹897.26 Cr | ₹841.55 | 27.2 | 5.96 | 25.7% | 0.00 | +30.3% | -32.1% |
Ranked by market cap within Financial Services, same metrics as the Fundamentals screener. Click a column to sort.
Documents
Annual reports
Concall transcripts
Official documents linked from their sources — offer documents as filed with SEBI (sebi.gov.in), annual reports and earnings-call transcripts as published on BSE (bseindia.com) and NSE (nseindia.com). Links open the source's own hosting; nothing is re-hosted here.
Wealth First Portfolio Managers Limited (NSE:WEALTH) Looks Like A Good Stock, And It's Going Ex-Dividend Soon
simplywall.st · 8 days ago
Wealth First Portfolio Managers Ltd Reports Flat Quarterly Performance Amid Margin Pressures
Wealth First Portfolio Managers Ltd reported flat financial performance for the quarter ended June 2026, with net sales down 42.28% and profit before tax falling 57.61% compared to the previous quarter. This contrasts with strong half-year growth but raises concerns about margin pressures and declining cash reserves. The stock closed down 2.25% at ₹901.00, and MarketsMOJO upgraded its rating to 'Hold'.