Market closedLast updated 15 JUL 2026, 16:08 ISTData NSENot investment advice
Wealth First Portfolio Managers

Wealth First Portfolio Managers Share Price Today (WEALTH)

TechnicalsTV Chart
952.15
9.45+1.00%
Overall Score37/100
Today's 942
₹952.15
964
52-Week 775
₹952.15
1,387
Open942.00
Prev Close942.70
Bid952.10100
Ask952.20100

TODAY IN ONE LINE

WEALTH rose 1.0% on light volume, in line with Nifty's 0.1% move, supported by recent strong earnings.

With a market cap of ₹1,016.27 Cr., it trades at a P/E of 27.28. Track live valuations, technical indicators, and peers comparison below. Check delivery conviction and recent filings to build your view.

Volume90360%vs 20D avg
Market Cap₹1,016.27 Cr.
Promoter Hold.74.04%
Face Value₹10
Fwd P/E
PEG1.24
EV/EBITDA16.8
P/S14.42
ROA24.22%
Beta0.62
Div Payout21.89%
THE STOCK SCORE

How good is this company?

Overall performance across 5 key dimensions.

Overall Score37/100
Updated 14 Jul
Each card tappable → shows formula + inputs
FLAGS

Wealth First Portfolio Managers flags 

Key strengths and potential risks.

8 green flags🚩 1 red flag

Green Flags

  • Quarterly OutperformanceLatest quarter Sales up 606.0% and Profit up 345.0%
  • High Capital EfficiencyROCE of 34.6% indicating pricing power
  • Strong Return on EquityHealthy ROE of 25.6%
  • Healthy Operating MarginsOPM is structurally strong at 71.7%
  • High Promoter HoldingPromoters hold 74.0% skin-in-the-game
  • 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

  • Rising Receivables vs SalesReceivables grew 150.8% outpacing sales growth of -2.2%
THE CHANGELOG

What changed recently?

Recent events, corporate actions, and announcements.

No recent changes found for this period.
🔒Prime: full history + alerts on this stock
Valuation

Wealth First Portfolio Managers Limited valuation: P/E, P/B and sector benchmarks.

Twelve years of multiples investors have paid for Wealth First Portfolio Managers Limited, framed against the sector median so the premium or discount is obvious at a glance.

Wealth First Portfolio Managers Limited trades at a P/E of 27.28× and P/B of 7.01×.

Key MetricsLive · as of 15 Jul 2026
Valuation

Valuation

Market Cap
₹1,016.27 Cr.
P/E Ratio
Neutral
Near threshold of 25
27.28
P/B Ratio
Watch
Above quality threshold of 5
7.01
EPS
₹36.55
Profitability

Profitability

ROE
Good
Better than threshold of 15%
25.64%
ROCE
Good
Better than threshold of 15%
34.6%
Net Margin
Good
Better than threshold of 10%
56.54%
Op Margin
Good
Better than threshold of 15%
71.68%
Growth

Growth

EPS YoY
Revenue YoY
Qtr Sales
Good
Better than threshold of 10%
606%
Qtr Profit
Good
Better than threshold of 10%
345%
Financial Health

Financial Health

Book Value
₹141.23
Div Yield
Neutral
Near threshold of 2%
0.83%
Promoter Holding
Good
Better than threshold of 50%
74.04%
Technicals

Wealth First Portfolio Managers Limited technical analysis: indicators, pivots and CPR.

Live RSI, MACD and moving-average signals plus today's pivot and Central Pivot Range levels for Wealth First Portfolio Managers Limited — derived from the live tape, not yesterday's close.

Wealth First Portfolio Managers Limited last traded at ₹952.15 with an intraday range of ₹942–₹963.85 — live indicator, pivot and CPR signals below.

Last updated: 16:08:00 IST

Pivot points

Standard pivot — most widely referenced.

Pivot levels · Classic

Live: ₹952.15
LevelPrice (₹)Distance% Δ
R41007.03+54.88+5.76%
R3985.18+33.03+3.47%
R2974.52+22.37+2.35%
R1963.33+11.18+1.17%
PIVOT952.670.520.05%
CURRENT952.15
S1941.48-10.67-1.12%
S2930.82-21.33-2.24%
S3919.63-32.52-3.42%
S4897.78-54.37-5.71%
CPR Levels
Support
Resistance
S4
S3
S2
S1
| CPR |
BC: 952.41P: 952.67TC: 952.92
R1
R2
R3
R4
indicator
LTP: 952.15
PDH: 969.50
PDL: 935.00
● Market Sentiment

WEALTH is trading Below CPR, indicating Bearishness

● CPR Width

CPR is Narrower, suggesting likely for trending moves

● Opening Range

Day's range: 942963.85

● Price Position

Trading Inside opening range

Financials

Wealth First Portfolio Managers Limited financials: P&L, balance sheet, cash flow, ratios.

Twelve years of audited numbers for Wealth First Portfolio Managers Limited, switchable between annual and quarterly views, consolidated or standalone.

Wealth First Portfolio Managers Limited reports its full P&L, balance sheet, cash flow and ratios on this page — current market capitalisation of ₹1,016.27 Cr. and reported EPS of ₹36.55.

Period202120222023202420252026
Revenue from Operations
24
31
29
54
53
68
Other Income
1
2
-0
13
7
3
Total Income
25
33
29
67
60
71
Gross Profit
24
31
29
54
53
68
+Operating Expenses
6
8
10
11
13
19
EBITDA
17
23
19
43
40
49
+Non-Operating Expenses
0
0
1
0
-1
0
Profit Before Tax (PBT)
18
25
19
55
45
52
+Tax Expense
5
6
5
13
11
13
Total Profit for Period
13
19
14
43
34
38
Less: Non-controlling Interests
-0
Net Profit (Owner's PAT)
13
19
14
43
34
39
Earnings Per Share (EPS)
12.16
17.77
13.28
40.06
32.05
36.29
Diluted Shares Outstanding (Nos.)
1
1
1
1
1
1
+Additional Disclosures
7
9
11
14
13
19
Sales Growth %
31.35
-5.37
84.22
-2.17
28.65
YoY Sales Growth %
31.35
-5.37
84.22
-2.17
28.65
Employee Cost %
18
17
23
15
17
17
Other Cost %
9
9
12
6
7
10
OPM %
74
74
65
80
76
72
Tax %
29
24
26
23
24
26
Profit Growth %
46.09
-25.25
201.60
-20.00
13.23
Gross Margin %
100.00
100.00
100.00
100.00
100.00
100.00
EBITDA Margin %
73.57
73.70
65.40
79.51
75.57
72.24
Interest Coverage Ratio
288.87
341.54
252.78
890.53
423.06
1,437.42
Ebit
17
23
19
43
40
49
all values in ₹ Cr unless suffixed · source: company filings
Segment Analysis

Wealth First Portfolio Managers segment analysis: revenue and profit mix.

Disclosed business segments at Wealth First Portfolio Managers with their share of revenue and profit, switchable between consolidated and standalone reporting.

Wealth First Portfolio Managers 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 First Portfolio Managers Limited.

Our AI distills the core fundamental drivers supporting Wealth First Portfolio Managers Limited, the risks that threaten it, and the exact valuation or growth triggers that should make you re-evaluate.

Wealth First Portfolio Managers Limited'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% far exceeds peer CRISIL's 26.2% and CENTRUM's 21.8%.

  • Zero debt-to-equity ratio (0.0000) ensures exceptional financial flexibility and stability.

  • ROE 25.64% and ROCE 34.60% substantially outperform sector averages and peer benchmarks.

  • Promoter holding 74.04% signals strong long-term commitment and governance alignment.

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

bear case

Key Risks.

  • Price-to-book ratio 6.81x elevated, limiting upside potential for value-focused 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.

  • Trim if P/E re-rates above 35. The valuation cushion thins from there.

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

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

  • Exit if ROE slips below 21%. The operating engine is no longer compounding capital efficiently.

Shareholding

Wealth First Portfolio Managers shareholding pattern: promoters, FII, DII and public.

Quarter-on-quarter ownership shifts in Wealth First Portfolio Managers — who is buying, who is exiting, and which institutions hold the largest positions.

Shareholding Pattern

AnnualMar 2026

Promoters74.04%
Public25.84%0.01%
DII0.11%

Ownership Distribution

Promoters
74.04%
Retail & Public
25.84%
Domestic Institutions
0.11%

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 First Portfolio Managers Limited peer comparison — same-sector benchmarks.

Same-sector listed peers ranked on P/E, market cap, dividend yield and growth — Wealth First Portfolio Managers Limited is highlighted for quick read-across.

Quick Compare

Largest by Market Cap
ICICI Prudential Asset Management Co Ltd
₹1.56 Lakh Cr
Best Profit Growth
Algoquant Fintech Ltd
2654.00 %
Highest Dividend Yield
Balmer Lawrie Investment Ltd
8.96 %

Peer Comparison

Company Name
09 · Chart Patterns

Wealth First Portfolio Managers Limited chart patterns: breakouts, tops and bottoms.

Auto-detected classical chart patterns for Wealth First Portfolio Managers Limited — Double Top/Bottom, Head & Shoulders, Triple Bottom and more — with break levels, targets and quality scores across Intraday, Daily and Weekly timeframes.

  1. 1Pick how to scan. Detection sets sensitivity — Daily (standard) → Weekly (big swings). History sets how far back to look.
  2. 2Read the summary. The tiles at the top give the current read: net bias, the strongest pattern, and the one nearest to triggering.
  3. 3Scan the list. Use the Actionable, Watchlist, and History tabs to browse patterns. Click a pattern card to focus it.
  4. 4Inspect on the chart. Focusing draws the pattern’s pivots plus its break (blue), target (amber) and invalidation lines.
  5. 5Filter to what matters. Use the status controls (Confirmed, Forming, Invalidated) to hide noise and find exactly what you are looking for.
Detection
History
Click a pattern card to draw the pattern shape on the candles — labeled pivots (Head, Shoulders, Bottoms), neckline, breakout point, projection and invalidation. Click again to clear.
0 patterns
Historical accuracy
0 of 0 confirmed patterns reached projection
Avg move when projection reached
measured from break level
Avg sessions to projection
after confirmation
Best pattern on WEALTH
needs ≥3 completions

Pattern history — every completed pattern and its outcome

No completed patterns yet.
View full WEALTH pattern history & scanner →
Delivery Conviction

Wealth First Portfolio Managers Limited delivery volume — last 20 sessions of conviction.

Daily traded volume and delivery percentage for Wealth First Portfolio Managers Limited over 20 sessions — the gap between intraday flipping and genuine accumulation.

Latest session delivery in Wealth First Portfolio Managers Limited stood at 53.2% of traded volume, against a 20-day average of 67.6%.

Avg Delivery (20D)67.6%-14.4 ppt latest vs avg
Highest Delivery86.9%on 06 Jul
Avg Volume (20D)2.2 K20-day run-rate
Conviction Trend↑ Strengthening-14.4 ppt latest read
Volume & Delivery · last 20 sessions
Exchange Filings & Investor Updates

Wealth First Portfolio Managers announcements: results, concalls, ratings, M&A.

Filings Wealth First Portfolio Managers sent to the exchanges, sequenced as they hit the tape — concall transcripts, results, credit ratings and presentations.

Wealth First Portfolio Managers files concall transcripts, results, credit ratings and corporate-action notices on the NSE and BSE exchange portals — latest 79 documents below.

  1. 07 Jul 2026Certificate under SEBI (Depositories and Participants) Regulations, 2018View PDF

    Certificate under SEBI (Depositories and Participants) Regulations, 2018

    Wealth First Portfolio Managers Limited has informed the Exchange about Certificate under SEBI (Depositories and Participants) Regulations, 2018

  2. 01 Jul 2026Press ReleaseView PDF

    Press Release

    Wealth First Portfolio Managers Limited has informed the Exchange regarding a press release dated July 01, 2026, titled "WEALTH FIRST ANNOUNCES…

  3. 01 Jul 2026Investor PresentationView PDF

    Investor Presentation

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

  4. 30 Jun 2026Memorandum of Understanding/AgreementsView PDF

    Memorandum of Understanding/Agreements

    Wealth First Portfolio Managers Limited has informed the Exchange about Memorandum of Understanding/Agreements

  5. 30 Jun 2026AcquisitionView PDF

    Acquisition

    Wealth First Portfolio Managers Limited has informed the Exchange about Acquisition

Corporate Actions

Wealth First Portfolio Managers dividend history, splits and bonus issues.

Every dividend, stock split and bonus issue Wealth First Portfolio Managers has declared, sequenced by announce and record date.

Wealth First Portfolio Managers corporate-action history below covers all declared dividends, stock splits and bonus issues recorded with NSE and BSE.

About the Company

About Wealth First Portfolio Managers Limited: business, sector, key facts.

What Wealth First Portfolio Managers Limited does, where it operates, the people running it, and the numbers that describe the entity behind the ticker.

Wealth First Portfolio Managers Limited operates in the Other Financial Services industry under the Financial Services sector, listed as NSE: WEALTH.

WEALTH
Financial Services

Wealth First Portfolio Managers Limited

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₹1,016.27 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 First Portfolio Managers Limited (WEALTH).

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

01What is the current share price of Wealth First Portfolio Managers Limited (WEALTH)?

The current share price of Wealth First Portfolio Managers Limited (WEALTH) is ₹952.15. Today, the stock has gained by ₹9.45 (1.00%), trading in a range of ₹942 to ₹963.85. The stock opened at ₹942 with a trading volume of 903 shares.

02Is Wealth First Portfolio Managers Limited stock a good investment for long-term?

Wealth First Portfolio Managers Limited can be considered for long-term investment based on several factors. The company has a market capitalization of ₹1,016.27 crores, P/E ratio of 27.28, ROE of 25.64%, and ROCE of 34.60%. The dividend yield stands at 0.83%. 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 First Portfolio Managers Limited stock?

The 52-week high price of Wealth First Portfolio Managers Limited (WEALTH) is ₹1,386.7, while the 52-week low is ₹774.95. Currently trading at ₹952.15, the stock is 29.0% away from its 52-week low and 31.3% 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 First Portfolio Managers Limited stock at the current price?

Whether to buy Wealth First Portfolio Managers Limited stock at ₹952.15 depends on multiple factors. The stock is currently trading with a P/E ratio of 27.28 and P/B ratio of 7.01. Today's performance shows a gain of 1.00%. 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 First Portfolio Managers Limited and when is the next dividend?

Wealth First Portfolio Managers Limited offers a dividend yield of 0.83%, which means for every ₹100 invested at the current price of ₹952.15, you can expect to receive approximately ₹0.83 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 First Portfolio Managers Limited?

Wealth First Portfolio Managers Limited's key financial metrics include: P/E Ratio: 27.28, P/B Ratio: 7.01, ROE: 25.64%, ROCE: 34.60%, Dividend Yield: 0.83%, EPS: ₹36.55, Book Value: ₹141.23, and Debt-to-Equity: 0.00. The company's market cap stands at ₹1,016.27 crores. These metrics help evaluate the company's valuation, profitability, and financial health.

07How is Wealth First Portfolio Managers Limited stock performing today in the market?

Wealth First Portfolio Managers Limited stock opened at ₹942 and is currently trading at ₹952.15, showing a gain of ₹9.45 (1.00%). The intraday high is ₹963.85 and low is ₹942. The trading volume stands at 903 shares, indicating moderate market participation today.

08What is the P/E ratio of Wealth First Portfolio Managers Limited and what does it indicate?

Wealth First Portfolio Managers Limited has a Price-to-Earnings (P/E) ratio of 27.28, which means investors are willing to pay ₹27.28 for every ₹1 of earnings. With an EPS of ₹36.55, 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 First Portfolio Managers Limited (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.