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WEALTH FRST PORT MG

WEALTH FRST PORT MG Latest Share Price (WEALTH)

TechnicalsTV Chart
846.60
7.60−0.89%
Overall Score38/100
Day range829
₹846.60
853
52-week775
₹846.60
1,295
Above low+9.2%
Below high34.6%
Range position14%
Open853.00
Prev Close854.20
Bid846.56100
Ask846.64100

TODAY IN ONE LINE

WEALTH slipped 0.9% on average volume, in line with Nifty's -0.6% move.

With a market cap of ₹887.56 Cr., it trades at a P/E of 28.35. Track live valuations, technical indicators, and peers comparison below. Check delivery conviction and recent filings to build your view.

Volume2.4K+25%vs 20D avg
Market Cap₹887.56 Cr.
PromoterNot applicable
Face Value₹10
Fwd P/E
PEG1.24
EV/EBITDA16.8
P/S14.42
ROA24.22%
Beta0.62
Div Payout21.89%
THE STOCK SCORE
Overall Score38/100
Updated 29 Aug

How good is this company?

Overall performance across 5 key dimensions.

Each card tappable → shows formula + inputs
FLAGS & NEWS

WEALTH FRST PORT MG flags & news 

Key strengths, potential risks, and recent updates.

6 green flags🚩 2 red flags

Green Flags

  • High Capital EfficiencyROCE of 26.9% indicating pricing power
  • Strong Return on EquityHealthy ROE of 26.7%
  • Healthy Operating MarginsOPM is structurally strong at 82.8%
  • Virtually Debt-FreeVery low Debt-to-Equity of 0.00x
  • Positive Free Cash FlowFCF has been positive for 3 consecutive years
  • Zero Pledge RiskNo recent active promoter pledging found

Red Flags

  • Promoter SellingPromoter holding decreased by 74.04% QoQ
  • Rising Receivables vs SalesReceivables grew 150.8% outpacing sales growth of -2.2%

Latest WEALTH FRST PORT MG News

THE CHANGELOG

What changed recently?

Recent events, corporate actions, and announcements.

29 AUG 2026
corporate
Copy of Newspaper Publication - Wealth First Portfolio Managers Limited has informed the Exchange about Copy of Newspaper Publicatio...
View PDF
28 AUG 2026
corporate
Outcome of Board Meeting - Wealth First Portfolio Managers Limited has informed the Exchange regarding Outcome of Board Meeting...
View PDF
🔒Prime: full history + alerts on this stock
Valuation

WEALTH FRST PORT. MG. valuation: P/E, P/B and sector benchmarks.

Twelve years of multiples investors have paid for WEALTH FRST PORT. MG., framed against the sector median so the premium or discount is obvious at a glance.

WEALTH FRST PORT. MG. trades at a P/E of 28.35× and P/B of 6.22×.

Key MetricsMarket + reported · 02 Sept 2026Consolidated

Market-priced ratios use the latest available quote; accounting metrics use the latest reported filing. Compare values with matched peers and the company's own history.

Valuation

Valuation

Market Cap
₹887.56 Cr.
P/E Ratio
28.35
P/B Ratio
6.22
EPS
₹9.69
Profitability

Profitability

ROE
26.68%
ROCE
26.88%
Net Margin
56.54%
Op Margin
82.8%
Growth

Growth

EPS YoY
Revenue YoY
Qtr Sales
1.74%
Qtr Profit
0.74%
Financial Health

Financial Health

Book Value
₹159.64
Div Yield
0.96%
Promoter Holding
Not applicable
Technicals

WEALTH FRST PORT. MG. technical analysis: indicators, pivots and CPR.

Latest RSI, MACD and moving-average signals plus the latest pivot and Central Pivot Range levels for WEALTH FRST PORT. MG. — derived from the latest tape, not yesterday's close.

WEALTH FRST PORT. MG. last traded at ₹846.6 with an intraday range of ₹828.75–₹853 — latest indicator, pivot and CPR signals below.

Last updated: 2 September 2026, 4:08 pm IST

Pivot points

Standard pivot — most widely referenced.

Pivot levels · Classic

Last: ₹846.60
LevelPrice (₹)Distance% Δ
R4905.32+58.72+6.94%
R3881.07+34.47+4.07%
R2867.03+20.43+2.41%
R1856.82+10.22+1.21%
PIVOT842.78-3.82-0.45%
CURRENT846.60
S1832.57-14.03-1.66%
S2818.53-28.07-3.32%
S3808.32-38.28-4.52%
S4784.07-62.53-7.39%
CPR Levels
Support
Resistance
S4
S3
S2
S1
| CPR |
BC: 840.88P: 842.78TC: 844.69
R1
R2
R3
R4
indicator
LTP: 846.60
PDH: 859.90
PDL: 846.00
● Market Sentiment

WEALTH is trading Above CPR, indicating Bullishness

● CPR Width

CPR is Average

● Opening Range

Day's range: 828.75853

● Price Position

Trading Inside opening range

Financials

WEALTH FRST PORT. MG. financials: P&L, balance sheet, cash flow, ratios.

Reported annual and quarterly results for WEALTH FRST PORT. MG. — consolidated or standalone — with margins, YoY growth and key ratios inline.

WEALTH FRST PORT. MG. reports its full P&L, balance sheet, cash flow and ratios on this page — current market capitalisation of ₹887.56 Cr. and reported EPS of ₹9.69.

iTap any row for a plain-English meaningChange vs a year ago — green means the move is healthy for that line, red means it isn’tDerivedCalculated by us, not reported directly
Mobile view
Latest vs previous year
MetricMar 2025Mar 2026
Revenue from Operations53
68
28.7%
Sales Growth YoY %Derived-2.17%
28.65%
Other Income7
3
60.9%
Total Income60
71
18.3%
Gross ProfitDerived53
68
28.7%
Gross Margin %Derived100.00%
100.00%
13
19
46.2%
EBITDA (Operating Profit)Derived40
49
23.0%
OPM %Derived75.57%
72.24%
-1
0
140.1%
Profit Before Tax (PBT)45
52
14.5%
11
13
22.1%
Effective Tax %Derived24.33%
25.93%
Total Profit for Period34
38
12.1%
Less: Non-controlling Interests
-0
Net Profit (Owner's PAT)Derived34
39
13.2%
Net Profit Margin %Derived64.24%
56.54%
PAT Growth YoY %Derived-20.00%
13.23%
Earnings Per Share (EPS ₹)32.05
36.29
13.2%
Diluted Shares Outstanding (Cr)1
1
0.0%
Share of Profit from Associates/JVs
Other Comprehensive Income (Net of Tax)-2
-0
82.1%
Total Expenses (incl. D&A & Interest)15
19
29.8%
Material Cost % of RevenueDerived
Employee Cost % of RevenueDerived16.94%
17.30%
Other Cost % of RevenueDerived7.49%
10.46%
Interest Coverage (x)Derived423.06x
1,437.42x
Sales CAGR · 3Y
+32.4%
Sales CAGR · 5Y
+23.6%
PAT CAGR · 3Y
+39.8%
PAT CAGR · 5Y
+24.4%
all values in ₹ Cr unless marked % / x / ₹ · fiscal-period end shown · reported figures via Stockezee financials API · annual results may be audited; quarterly results may be unaudited or limited-review
Segment Analysis

WEALTH FRST PORT MG segment analysis : revenue and profit mix.

Disclosed business segments at WEALTH FRST PORT MG with their share of revenue and profit, switchable between consolidated and standalone reporting.

WEALTH FRST PORT MG discloses revenue and profit across multiple business segments — toggle between consolidated and standalone views to see the mix.

Segment-wise Financial Analysis

Thesis

The Bull, Bear, and Flip case for WEALTH FRST PORT. MG..

Our AI distills the core fundamental drivers supporting WEALTH FRST PORT. MG., the risks that threaten it, and the quantitative conditions that could weaken the thesis.

WEALTH FRST PORT. MG.'s investment case rests on 10 positive markers and 10 flagged concerns drawn from the latest reported filings.

bull case

What you're getting.

  • Operating margin 71.68% substantially exceeds peer CRISIL 26.2% and CENTRUM 21.8%.

  • Zero debt-to-equity ratio ensures exceptional financial flexibility and stability.

  • ROE 27.70% and ROCE 34.60% outperform sector averages and peer benchmarks.

  • Promoter holding 74% signals strong long-term commitment and governance alignment.

  • Net profit margin 56.54% substantially outperforms CRISIL 21.24% and CENTRUM -3.95%.

bear case

Key Risks.

  • Price-to-book ratio 6.66x elevated, limiting upside potential for value investors.

  • Institutional ownership 0.04% extremely low, raising liquidity and market depth concerns.

  • P/E ratio 27.28x suggests moderate valuation pressure relative to growth prospects.

  • Latest quarterly EPS declined 12.6% YoY despite strong revenue growth momentum.

  • 52-week price return flat at 0%, indicating weak price momentum and investor interest.

flip conditions

Flip Conditions.

  • Valuation risk. a P/E above 37 would leave less room for earnings disappointment.

  • Reassess if Net Interest Margin (NIM) contracts for two consecutive quarters.

  • Watch for asset quality deterioration if Gross NPA trends upward.

  • Return-quality risk. ROE below 22% would indicate weaker capital compounding.

Shareholding

WEALTH FRST PORT MG shareholding pattern: promoters, FII, DII and public.

Quarter-on-quarter ownership shifts in WEALTH FRST PORT MG — who is buying, who is exiting, and which institutions hold the largest positions.

Shareholding Pattern

AnnualJun 2026

Promoters74.04%
Public25.85%0.01%
DII0.10%

Ownership Distribution

Promoters
74.04%
Retail & Public
25.85%
Domestic Institutions
0.10%

Category Trends

Foreign Institutions Breakdown
Total Holding: %
Net Change: undefined%
Category Total0.00%
Total Holding0.00%
Net Change+0.00%
Aggregate Data
Institution Name
Trend (Last 6)
Holding %
QoQ Change
YoY ChangePeriod

No detailed foreign institutions data disclosed

Detailed institutional breakdown is not disclosed by the company for foreign institutions

Peers

WEALTH FRST PORT. MG. peer comparison — same-sector benchmarks.

Same-sector listed peers ranked on P/E, market cap, dividend yield and growth — WEALTH FRST PORT. MG. is highlighted for quick read-across.

Quick Compare

Largest by Market Cap
TATA CAPITAL
₹1.54 Lakh Cr
Best Profit Growth
BALMER LAWRIE INVSTS. L
4290.11 %
Highest Dividend Yield
BALMER LAWRIE INVSTS. L
8.76 %

Peer Comparison

Company Name
09 · Chart Patterns

WEALTH FRST PORT. MG. chart patterns: breakouts, tops and bottoms.

Auto-detected classical chart patterns for WEALTH FRST PORT. MG. — Double Top/Bottom, Head & Shoulders, Triple Bottom and more — with break levels, targets and quality scores across Intraday, Daily and Weekly timeframes.

Delivery Conviction

WEALTH FRST PORT. MG. delivery volume — last 20 sessions of conviction.

Daily traded volume and delivery percentage for WEALTH FRST PORT. MG. over 20 sessions — the gap between intraday flipping and genuine accumulation.

Latest session delivery in WEALTH FRST PORT. MG. stood at 85.7% of traded volume, against a 20-day average of 79.6%.

Avg Delivery (20D)79.6%+6.1 ppt latest vs avg
Highest Delivery92.3%on 10 Aug
Avg Volume (20D)1.9 K20-day run-rate
Conviction Trend↓ Weakening+6.1 ppt latest read
Volume & Delivery · last 20 sessions
Exchange Filings & Investor Updates

WEALTH FRST PORT MG announcements: results, concalls, ratings, M&A.

Filings WEALTH FRST PORT MG sent to the exchanges, sequenced as they hit the tape — concall transcripts, results, credit ratings and presentations.

WEALTH FRST PORT MG files concall transcripts, results, credit ratings and corporate-action notices on the NSE and BSE exchange portals — latest 88 documents below.

  1. 29 Aug 2026Copy of Newspaper PublicationView PDF

    Copy of Newspaper Publication

    Wealth First Portfolio Managers Limited has informed the Exchange about Copy of Newspaper Publication

  2. 28 Aug 2026Outcome of Board MeetingView PDF

    Outcome of Board Meeting

    Wealth First Portfolio Managers Limited has informed the Exchange regarding Outcome of Board Meeting held on August 28, 2026.

  3. 14 Aug 2026Copy of Newspaper PublicationView PDF

    Copy of Newspaper Publication

    Wealth First Portfolio Managers Limited has informed the Exchange about Copy of Newspaper Publication

  4. 14 Aug 2026Investor PresentationView PDF

    Investor Presentation

    Wealth First Portfolio Managers Limited has informed the Exchange about Investor Presentation

  5. 13 Aug 2026Investor PresentationView PDF

    Investor Presentation

    Wealth First Portfolio Managers Limited has informed the Exchange about Investor Presentation

Corporate Actions

WEALTH FRST PORT MG dividend history, splits and bonus issues.

Every dividend, stock split and bonus issue WEALTH FRST PORT MG has declared, sequenced by announce and record date.

WEALTH FRST PORT MG corporate-action history below covers all declared dividends, stock splits and bonus issues recorded with NSE and BSE.

About the Company

About WEALTH FRST PORT. MG.: business, sector, key facts.

What WEALTH FRST PORT. MG. does, where it operates, the people running it, and the numbers that describe the entity behind the ticker.

WEALTH FRST PORT. MG. operates in the Other Financial Services industry under the Financial Services sector, listed as NSE: WEALTH.

WEALTH
Financial Services

WEALTH FRST PORT. MG.

Wealth First Portfolio Managers Limited is a financial services company based in Ahmedabad, India, established in 1990. Its core business revolves around providing a comprehensive suite of investment and wealth management solutions to its clients in the Indian market. This includes a broad spectrum of services designed to cater to diverse investment needs and risk profiles.

A significant part of Wealth First's business involves share and stock broking, facilitating the buying and selling of equities for individual and institutional investors. This is complemented by the distribution of mutual funds, offering clients access to professionally managed investment portfolios diversified across various asset classes. The company also actively participates in the trading of government securities, a key component of the Indian fixed-income market.

Beyond trading and brokerage, Wealth First offers a range of supporting services aimed at enhancing the client investment experience and overall financial well-being. These include demat (dematerialized) account services, simplifying the process of holding and trading securities electronically. Portfolio management services provide personalized investment strategies tailored to individual client goals and risk tolerance, while depository participant services ensure the safekeeping and efficient transfer of securities.

Wealth First's product offerings encompass a wide array of investment options. This includes traditional instruments like fixed deposits, treasury and direct bonds (both taxable and tax-free), and direct equities. More sophisticated products such as portfolio management services (PMS) and pension products are also available, catering to long-term investment and retirement planning needs. This broad product range enables the company to address the varying financial objectives of a diverse clientele.

To further support its clients, Wealth First provides a comprehensive range of value-added services. This includes investment strategizing, asset research and allocation, trade execution and broking, tax and retirement planning, treasury management, portfolio review and accounting, inheritance planning, and risk management. This holistic approach ensures clients receive expert guidance and support at every stage of their financial journey, fostering long-term relationships built on trust and expertise.

company facts
Employees
SectorFinancial Services
HeadquartersAhmedabad, India
Market Cap₹887.56 Cr.
Listed OnNSE
leadership18 on record
Bhadresh Shah
Senior Vice President - Equity
Mr. Aayush Kamleshbhai Shah C.S.
Compliance Officer & Company Secretary
Mr. Aayush Shah
Compliance Officer, Company Secretary
Mr. Amit Trivedi
Non-Executive Independent Director
Mr. Ashish Navnitlal Shah
Founder, MD & Director
Mr. Ashish Shah
Managing Director, Executive Director
Mr. Devanshu Mehta
Non-Executive Independent Director
Mr. Dhiren Narendrakumar Parikh
Chief Financial Officer
Mr. Manish Dhirajlal Kansara
Chief Operations Officer
Mr. Manish Kansara
Chief Financial Officer
Mr. Saurabh Sonthalia
Additional Non-Executive Independent Director
Mr. Siddharth Shah
Additional Non-Executive Independent Director
§ ∞ · Plainly Answered

Questions investors ask about WEALTH FRST PORT. MG. (WEALTH).

Quick answers grounded in this page's data — price action, fundamentals, ratios and ownership.

01What is the current share price of WEALTH FRST PORT. MG. (WEALTH)?

The current share price of WEALTH FRST PORT. MG. (WEALTH) is ₹846.60. Today, the stock has declined by ₹7.60 (0.89%), trading in a range of ₹828.75 to ₹853.00. The stock opened at ₹853.00 with a trading volume of 2,362 shares.

02Is WEALTH FRST PORT. MG. stock a good investment for long-term?

WEALTH FRST PORT. MG. can be considered for long-term investment based on several factors. The company has a market capitalization of ₹887.56 Cr., P/E ratio of 28.35, ROE of 26.68%, and ROCE of 26.88%. The dividend yield stands at 0.96%. However, investment decisions should be based on your financial goals, risk appetite, and thorough research. It's recommended to consult with a SEBI-registered financial advisor before making investment decisions.

03What is the 52-week high and low price of WEALTH FRST PORT. MG. stock?

The 52-week high price of WEALTH FRST PORT. MG. (WEALTH) is ₹1,294.80, while the 52-week low is ₹774.95. Currently trading at ₹846.60, the stock is 9.25% above its 52-week low and 34.62% below its 52-week high. These levels help investors understand the stock's price volatility and trading range over the past year.

04Should I buy WEALTH FRST PORT. MG. stock at the current price?

Whether to buy WEALTH FRST PORT. MG. stock at ₹846.60 depends on multiple factors. The stock is currently trading with a P/E ratio of 28.35 and P/B ratio of 6.22. Today's performance shows a loss of 0.89%. Consider analyzing the company's fundamentals, technical indicators, industry trends, and your investment horizon. Compare these metrics with industry peers and consult a financial advisor for personalized advice.

05What is the dividend yield of WEALTH FRST PORT. MG. and when is the next dividend?

WEALTH FRST PORT. MG. offers a dividend yield of 0.96%, which means for every ₹100 invested at the current price of ₹846.60, you can expect to receive approximately ₹0.96 annually as dividends. The face value of the stock is ₹10.00. For information about the next dividend announcement and ex-dividend date, please check the company's official announcements or visit the BSE/NSE websites.

06What are the key financial ratios and metrics of WEALTH FRST PORT. MG.?

WEALTH FRST PORT. MG.'s key financial metrics include: P/E Ratio: 28.35, P/B Ratio: 6.22, ROE: 26.68%, ROCE: 26.88%, Dividend Yield: 0.96%, EPS: ₹9.69, Book Value: ₹159.64, and Debt-to-Equity: 0. The company's market cap stands at ₹887.56 Cr.. These metrics help evaluate the company's valuation, profitability, and financial health.

07How is WEALTH FRST PORT. MG. stock performing today in the market?

WEALTH FRST PORT. MG. stock opened at ₹853.00 and is currently trading at ₹846.60, showing a decline of ₹7.60 (0.89%). The intraday high is ₹853.00 and low is ₹828.75. The trading volume stands at 2,362 shares, indicating moderate market participation today.

08What is the P/E ratio of WEALTH FRST PORT. MG. and what does it indicate?

WEALTH FRST PORT. MG. has a Price-to-Earnings (P/E) ratio of 28.35, which means investors are willing to pay 28.35 for every ₹1 of earnings. With an EPS of ₹9.69, this P/E ratio suggests the stock may be trading at a premium, possibly due to high growth expectations. Compare this with industry peers and historical P/E ratios for better context.

Disclaimer

The data, ratios and commentary about WEALTH FRST PORT. MG. (WEALTH) on this page are published for educational and informational purposes only and are not investment, legal or tax advice. StockeZee is not a SEBI-registered investment adviser, research analyst or portfolio manager, and no content here should be construed as a recommendation to buy, hold or sell any security. Live and historical market data may be delayed, revised by the exchanges, or contain errors; figures sourced from third-party feeds and corporate disclosures may not always be current. Past performance is not indicative of future results, and equity investments carry the risk of capital loss. Before acting on anything you read here, please consult a SEBI-registered financial advisor and read all scheme-related documents carefully.