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Wealth First Portfolio Managers
Small Cap•73 Employees•IPO 2016
Current Price
₹958.95
-2.6 (-0.27%)Updated
Valuation vs Sector
P/E Ratio
43.97vs 19.00
P/B Ratio
6.96vs 2.14
Div Yield
2.37%vs 0.57%
Today's Range
950
₹958.95
988
52 Week Range
52W Low₹774.95
52W High₹1410.00
₹958.95
Downside23.74%
Upside47.04%
Price Chart
Compare with Peers
Historical Ratios
Track top 12 most important financial ratios
P/E Ratio: Price to Earnings - Most used valuation metric
Loading chart...
Analyzing Investment Quality
Processing 9 key metrics...
Key Metrics
Hover for details
Valuation
Market Cap
₹914.37 Cr
Market Cap
Total market value of companyP/E Ratio
38.34
P/E Ratio
Price to Earnings. Lower is generally better (<25 is good)P/B Ratio
8.39
P/B Ratio
Price to Book Value. <3 may indicate undervaluationEPS
₹22.39
EPS
Earnings Per Share. Higher and growing is positiveProfitability
ROE
4.85%
ROE
Return on Equity. >15% is good, >20% is excellentROCE
37.90%
ROCE
Return on Capital Employed. >15% is goodNet Margin
45.02%
Net Margin
Net profit as % of revenue. >10% is goodOperating Margin
-%
Operating Margin
Operating profit margin. >15% is goodGrowth
EPS Growth (5Y)
200.49%
EPS Growth (5Y)
5-year EPS growth. >15% is strongRevenue Growth (5Y)
60.00%
Revenue Growth (5Y)
5-year revenue growth. >10% is goodQtr Sales Growth
20.20%
Qtr Sales Growth
Quarter-over-quarter sales growthQtr Profit Growth
13.90%
Qtr Profit Growth
Quarter-over-quarter profit growthFinancial Health
Debt/Equity
-
Debt/Equity
Financial leverage. <1 is good, <0.5 is excellentBook Value
₹120.61
Book Value
Net asset value per shareDividend Yield
2.37%
Dividend Yield
Annual dividend as % of price. >2% is goodPromoter Holding
74.00%
Promoter Holding
Promoter stake. >50% shows confidenceGood
Average
Needs Attention
SWOT Analysis
Strengths
5 points- •Robust profitability: ROE 28.60%, ROCE 37.90% indicate efficient capital utilization.
- •Exceptional operating profit margin of 79.23% reflects strong operational efficiency.
Weaknesses
5 points- •High Price-to-Book Value (8.83) suggests potential overvaluation, limiting upside.
- •Significant price volatility: current price 1136.00 well below 52-week high 1720.00.
Opportunities
5 points- •Growing 'Other Financial Services' sector in developing economies offers expansion potential.
- •Strong financials enable aggressive market share expansion within fragmented industry.
Threats
4 points- •Highly competitive financial services sector threatens market share and pricing power.
- •Evolving regulatory frameworks in financial services could impact profitability and operations.
Segment-wise Financial Analysis
Fetching Financials...
Fetching Balance Sheet...
Fetching Cash Flow...
Shareholding Pattern
Loading shareholding data...
Company Insider Trading Activity
No insider trading data available
Corporate Action
Company Announcements
Technical Analysis & Indicators
Standard pivot points - most widely used
Pivot Points (CLASSIC)
| Level | Price | Distance | % Change |
|---|---|---|---|
| R4 | ₹1057.30 | +₹98.35 | +10.26% |
| R3 | ₹1019.30 | +₹60.35 | +6.29% |
| R2 | ₹1003.65 | +₹44.70 | +4.66% |
| R1 | ₹981.30 | +₹22.35 | +2.33% |
| PIVOT | ₹965.65 | 6.70 | 0.70% |
| CURRENT | ₹958.95 | - | - |
| S1 | ₹867.30 | -₹91.65 | -9.56% |
| S2 | ₹905.30 | -₹53.65 | -5.59% |
| S3 | ₹927.65 | -₹31.30 | -3.26% |
| S4 | ₹943.30 | -₹15.65 | -1.63% |
CPR Levels
Support
Resistance
S4
N/A
S3
N/A
S2
N/A
S1
N/A
| CPR |
BC: N/AP: N/ATC: N/A
R1
N/A
R2
N/A
R3
N/A
R4
N/A
LTP: N/A
PDH: N/A
PDL: N/A
● Market Sentiment
is trading CPR, indicating
● CPR Width
CPR is
● Opening Range
Day's range: ~
● Price Position
Trading Inside opening range
Delivery Volume Analysis & Trading Activity
Latest Volume-80.6% vs avg
0.01L
(12 Mar 2026)Delivery %-29.3% vs avg
39.0%
(12 Mar 2026)Avg Volume (20D)20-day average
0.06L
(12 Feb - 12 Mar)Avg Delivery %Trend ↓
68.3%
(12 Feb - 12 Mar)Delivery % indicates the percentage of traded volume that resulted in actual delivery. Higher delivery % (>50%) suggests genuine buying interest and stronger hands.
Peer Comparison & Industry Benchmarking
Quick Compare
Largest by Market Cap
Billionbrains Garage Ventures Ltd
1.03L ₹ Cr
Best Profit Growth
Centrum Capital Ltd
84.70 %
Highest Dividend Yield
Emkay Global Financial Services Ltd
1.68 %
Peer Comparison
| Company Name |
|---|
 5paisa Capital Ltd |
 Arihant Capital Markets Ltd |
 Aditya Birla Money Ltd |
 Centrum Capital Ltd |
 Dolat Algotech Ltd |
 Emkay Global Financial Services Ltd |
 Billionbrains Garage Ventures Ltd |
 Jindal Photo Ltd |
 Master Trust Ltd |
 Prime Securities Ltd |
 SMC Global Securities Ltd |
 VLS Finance Ltd |
About
Wealth First Portfolio Managers Ltd
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 - WEALTH
Registered Address
Capitol House,10, Paras-Ii,, Nr. Prahladnagar Garden,, Off S.G. High Way,
Ahmedabad
GUJARAT
IN
Tel: 917940240000
Website:https://www.wealth-firstonline.com/
Investor Relations:http://www.wealth-firstonline.com/investor-relations
Company Details
Group: Financial Services
Sector: Financials
Industry: Capital Markets
Exchange: NATIONAL STOCK EXCHANGE OF INDIA
Employees: 73
IPO Date: 30/03/2016
MANAGEMENT - WEALTH
Mr. Manish Kansara
Chief Financial Officer
Mr. Aayush Shah
Compliance Officer, Company Secretary
Mr. Ashish Shah
Managing Director, Executive Director
Ms. Hena Shah
Executive Director
Ms. Binal Gandhi
Independent Director
Mr. Devanshu Mehta
Non-Executive Independent Director
Mr. Siddharth Shah
Additional Non-Executive Independent Director
Mr. Saurabh Sonthalia
Additional Non-Executive Independent Director
Mr. Amit Trivedi
Non-Executive Independent Director
Investor Questions Answered
Wealth First Portfolio Managers Ltd (WEALTH) Stock FAQs
Get answers to the most common questions about Wealth First Portfolio Managers Ltd stock price, fundamentals, financial metrics, and investment analysis
The current share price of Wealth First Portfolio Managers Ltd (WEALTH) is ₹958.95. Today, the stock has declined by ₹2.60 (0.27%), trading in a range of ₹950 to ₹988. The stock opened at ₹956.75 with a trading volume of 1,247 shares.
Wealth First Portfolio Managers Ltd can be considered for long-term investment based on several factors. The company has a market capitalization of ₹914.37 crores, P/E ratio of 38.34, ROE of 4.85%, and ROCE of 37.90%. The dividend yield stands at 2.37%. 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.
The 52-week high price of Wealth First Portfolio Managers Ltd (WEALTH) is ₹1,410, while the 52-week low is ₹774.95. Currently trading at ₹958.95, the stock is 29.0% away from its 52-week low and 32.0% below its 52-week high. These levels help investors understand the stock's price volatility and trading range over the past year.
Whether to buy Wealth First Portfolio Managers Ltd stock at ₹958.95 depends on multiple factors. The stock is currently trading with a P/E ratio of 38.34 and P/B ratio of N/A. Today's performance shows a loss of 0.27%. 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.
Wealth First Portfolio Managers Ltd offers a dividend yield of 2.37%, which means for every ₹100 invested at the current price of ₹958.95, you can expect to receive approximately ₹2.37 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.
Wealth First Portfolio Managers Ltd's key financial metrics include: P/E Ratio: 38.34, P/B Ratio: N/A, ROE: 4.85%, ROCE: 37.90%, Dividend Yield: 2.37%, EPS: ₹22.39, Book Value: ₹120.61, Debt-to-Equity: 0.00, and Current Ratio: N/A. The company's market cap stands at ₹914.37 crores. These metrics help evaluate the company's valuation, profitability, and financial health.
Wealth First Portfolio Managers Ltd stock opened at ₹956.75 and is currently trading at ₹958.95, showing a decline of ₹2.60 (0.27%). The intraday high is ₹988 and low is ₹950. The trading volume stands at 1,247 shares, indicating moderate market participation today.
Wealth First Portfolio Managers Ltd has a Price-to-Earnings (P/E) ratio of 38.34, which means investors are willing to pay ₹38.34 for every ₹1 of earnings. With an EPS of ₹22.39, 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.
Wealth First Portfolio Managers Ltd has a market capitalization of ₹914.37 crores, making it a small-cap company. Market cap is calculated by multiplying the current stock price (₹958.95) by the total number of outstanding shares. This metric helps investors understand the company's size, stability, and investment risk profile.
Wealth First Portfolio Managers Ltd has a book value of ₹120.61 per share and a Price-to-Book (P/B) ratio of N/A. The current market price is ₹958.95, which is 695.1% above the book value. A P/B ratio below 1 may indicate undervaluation or asset quality concerns.
Wealth First Portfolio Managers Ltd has a Return on Equity (ROE) of 4.85% and Return on Capital Employed (ROCE) of 37.90%. ROE measures how efficiently the company generates profits from shareholders' equity, while ROCE indicates how well the company uses its capital to generate profits. These returns may need improvement for better profitability. Higher percentages generally indicate better financial performance.
Wealth First Portfolio Managers Ltd operates in the diversified sector and belongs to the general industry. The company competes with other players in this space and its performance is influenced by sector-specific trends, regulatory changes, and market dynamics. Understanding the sector helps investors assess growth potential, cyclical patterns, and industry-specific risks that may impact the stock's performance.
Wealth First Portfolio Managers Ltd has a debt-to-equity ratio of 0.00, which measures the company's financial leverage by comparing total debt to shareholders' equity. A low ratio suggests conservative financing with minimal debt. Lower ratios generally indicate lower financial risk, but optimal levels vary by industry.
Wealth First Portfolio Managers Ltd has an Earnings Per Share (EPS) of ₹22.39, which represents the company's profit allocated to each outstanding share. With a current stock price of ₹958.95 and P/E ratio of 38.34, investors are paying 38.34 times the annual earnings per share. This moderate EPS suggests decent earnings generation. Track EPS growth over quarters to assess earnings momentum.
Wealth First Portfolio Managers Ltd has reported a sales growth of N/A% and profit growth of N/A%. The company may be facing growth challenges or operating in a mature market. Consistent growth over multiple quarters is a positive indicator for long-term investors. Compare these growth rates with industry peers for better perspective.
Wealth First Portfolio Managers Ltd has a current ratio of N/A, which measures the company's ability to pay short-term obligations with current assets. A ratio below 1 may indicate potential liquidity concerns. This metric is crucial for assessing the company's working capital management and financial safety.
To analyze Wealth First Portfolio Managers Ltd stock, consider: 1) Fundamental Analysis - Review P/E (38.34), ROE (4.85%), debt-to-equity (0.00), and growth rates. 2) Technical Analysis - Check 52-week range (₹774.95 - ₹1410.00), moving averages, and chart patterns. 3) Valuation - Compare current price (₹958.95) with book value (₹120.61) and industry peers. 4) Financial Health - Assess current ratio (N/A) and cash flows. 5) Growth Prospects - Evaluate sales growth (N/A%) and profit growth (N/A%). Always diversify and consult a financial advisor.
The face value (or par value) of Wealth First Portfolio Managers Ltd share is ₹10.00. Face value is the nominal value of a share as stated in the company's charter and is used for accounting purposes and calculating dividends. The current market price of ₹958.95 is 9490x the face value. Face value remains constant unless the company undergoes a stock split or bonus issue, while market price fluctuates based on demand and supply.
Investing in Wealth First Portfolio Managers Ltd carries several risks: 1) Market Risk - Stock price volatility (52-week range: ₹774.95 - ₹1410.00). 2) Business Risk - Industry-specific challenges in the sector. 3) Financial Risk - Debt-to-equity ratio of 0.00 indicates leverage. 4) Liquidity Risk - Based on trading volume of 1,247 shares. 5) Valuation Risk - P/E of 38.34 may indicate over/undervaluation. 6) Economic Risk - Macroeconomic factors affecting the industry. Diversify your portfolio and invest only what you can afford to lose.
Wealth First Portfolio Managers Ltd operates in the industry with key metrics: P/E ratio of 38.34, ROE of 4.85%, market cap of ₹914.37 crores, and dividend yield of 2.37%. To make an informed comparison, analyze these metrics against industry peers considering factors like revenue growth (N/A%), profit margins, debt levels (D/E: 0.00), and market position. Use our peer comparison tool on this page to see detailed side-by-side analysis with competitors.
Target prices for Wealth First Portfolio Managers Ltd vary among analysts and depend on multiple factors including earnings projections, industry trends, and market conditions. The stock is currently trading at ₹958.95, with a 52-week range of ₹774.95 to ₹1410.00. Based on fundamentals like P/E (38.34), ROE (4.85%), and growth rates, analysts may have different target prices. Always refer to recent research reports from reputed brokerages and make decisions based on your own analysis and risk appetite.
Consider selling Wealth First Portfolio Managers Ltd stock when: 1) Target Price Achieved - If the stock reaches your predetermined target from current ₹958.95. 2) Fundamental Deterioration - Declining ROE (currently 4.85%), increasing debt (D/E: 0.00), or falling growth rates. 3) Better Opportunities - Finding stocks with superior risk-reward ratios. 4) Portfolio Rebalancing - When the stock becomes overweight in your portfolio. 5) Changed Investment Thesis - If reasons for buying no longer hold. 6) Stop Loss - If price falls below your risk threshold. Always base decisions on thorough analysis rather than emotions.
Tax implications for Wealth First Portfolio Managers Ltd stock investments: 1) Short-term Capital Gains (STCG) - If sold within 1 year, gains taxed at 15% plus cess. 2) Long-term Capital Gains (LTCG) - If held over 1 year, gains above ₹1 lakh taxed at 10% without indexation. 3) Dividend Income - Dividends (current yield: 2.37%) are taxable as per your income tax slab. 4) Securities Transaction Tax (STT) - Applicable on both buy and sell transactions. 5) Intraday Trading - Treated as speculative income, taxed as per slab. Tax laws change periodically, so consult a tax advisor for personalized guidance and latest regulations.
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