WEALTHFinancial Services

Wealth First Portfolio Managers Limited

Other Financial Services · ISIN INE658T01017 · BSE 544536 · NSE EQ · FV ₹10
Last price
₹842
+0.56%today
What this company does

Wealth First Portfolio Managers Limited operates in Other Financial Services, part of the Financial Services sector. It booked ₹14 cr of revenue in its latest quarter (Q1 FY27) and kept 72.1% of sales as profit. It is the 6th largest of 9 Other Financial Services companies we track, by market value.

STEP INTO OUR STORY STATUTORY REPORTS FINANCIAL STATEMENTS Beyond the prosperous gateway, our story unfolds- a deep-rooted journey that has been cultivated over decades. Like ancient trees in a thriving forest, our legacy stands firm, built on profound wisdom. This rich experience now guides our innovative AMC vertical, promising abundant growth.
In the report:
75out of 100
Equitytale Health Score
Solid

Healthier than 75% of companies in Financial Services, on the 5 of 6 measures we could read for it. Each measure is ranked against the 54–250 companies that reported it.

Measures financial condition, not whether to buy. Learn what this score means · How this is calculated

Price momentum
neutral
RSI (14)
41

At close. Not part of the score.

Profitability & returns87

How much profit it earns on the money it employs

Cash quality92

Whether reported profit actually arrives as cash

Growth & consistency89

Whether sales and profit have grown, and how steadily

Valuation11

What today's price implies, against our models or its peers

Governance & risk100

How much of the promoters' stake is pledged, and how much they hold · highest in its sector on what we could measure

Not measurable for this company: balance sheet. Those pillars are left out of the score rather than counted as zero.

Is this company doing well?
not investment advice
Strengths
Makes a profit
Strong 72% net margin
Promoters hold 74%
No promoter shares pledged
Strong 27% return on equity
Virtually debt-free
Turns profit into real cash
Watch-outs
! Sales down 42% vs last year
! Profit down 35% vs last year

What if I invest in WEALTH?

Set a growth rate and see what a monthly SIP would add up to. Your assumption, our arithmetic.

You would put in
₹12.00 lakh
120 instalments
At 10% a year, it would become
₹20.15 lakh

The starting rate is a round number, not a view on this company — this is your assumption, and the figure above is arithmetic on it. Returns are not steady year to year, and a real holding would not grow in a straight line. We do not publish price targets or predict returns.

Key ratios · latest quarter + price
₹842 +0.56%
latest close · 2026-09-17
1-year return
+283.9%
52-wk low ₹20052-wk high ₹996
Is it cheap or expensive?
What you pay for the profits, book value and cash flow. Higher isn't automatically worse — it can signal faster growth.
P/E ratio21.7Average
LowAverageHigh
P/B ratio5.96High
Below bookModerateHigh
How good is the business?
How much profit it earns from its money and its sales.
Return on equity27.4%Strong
WeakFairStrong ▸15%
Return on capital32.2%Strong
WeakFairStrong
Net margin72.1%Strong
ThinDecentStrong
Is it financially safe?
How much it owes, and whether it can comfortably cover it.
Debt to equity0.00Comfortable
LowModerateHigh ▸1
Current ratio5.79Ample
Tight ◂1HealthyAmple
More figures
Market cap
₹897 cr
Book value
₹141
EPS
₹9.69
latest quarter
Net debt
Enterprise value
EBITDA
EBIT
Operating margin
Return on assets
23.0%
Earnings yield
4.60%
P/S
15.66
Sales / share
₹53.8
Tax rate
24.1%
Face value
₹10
Shares
1.1 cr
Working capital
₹44 cr
Current assets
₹53 cr
Current liabilities
₹9 cr
Delivery %
78.5%
Strong / safeFairWeak / riskyValuation — a level, not good/badBands are general rules of thumb, not advice.

P/E, ROE, ROCE and margins are annualised from the latest quarter; per-share and balance-sheet ratios use the most recent balance sheet on file · prices as of 2026-09-17.

Worth vs price · from the FY 2025 report & filings
not investment advice
Looks overpricedMedium confidence
Median of 2 models ₹363 vs market price ₹842 — price is 132% above it
Safety cushion-132.1%(target ≥ +20%)
Models span ₹359₹366, midpoint ₹363
Model ₹363
Price ₹842
Cheap sideExpensive side

An educational model from the company's own filings, every assumption shown — not investment advice or a price target. Prices can stay above or below any model for years.

P&L · Q1 FY27 (consolidated)
Revenue from Operations₹14 cr
Other Income₹5 cr
Total Income₹19 cr
Cost of Materials₹0 cr
Purchases of Stock-in-Trade₹0 cr
Employee Benefit Expense₹3 cr
Finance Costs₹0.64 L
Depreciation & Amortisation₹21.4 L
Other Expenses₹2 cr
Total Expenses₹5 cr
Profit before Tax₹14 cr
Tax Expense₹3 cr
Net Profit₹10 cr
Net margin on total income54.9%
Where the money goes · Q1 FY27
% of total income
Employee benefit expense₹3 cr15.5%
Finance costs₹0.64 L0.0%
Depreciation & amortisation₹21.4 L1.1%
Other expenses₹2 cr11.0%
Tax expense₹3 cr17.5%
Profit for the period₹10 cr54.9%
Total income ₹19 cradds up to ₹100 ✓
Quarterly results · consolidated (₹ cr)
MetricQ3 FY26Q4 FY26Q1 FY27
Revenue6 cr17 cr14 cr
Total income7 cr19 cr19 cr
Expenses6 cr5 cr5 cr
Profit before tax1 cr14 cr14 cr
Tax40.1 L3 cr3 cr
Net profit (owners' share)1 cr11 cr10 cr
Net margin (owners' share, on revenue)17.2%63.7%72.1%
EPS (₹)1.059.879.69
YoY (latest quarter): total income -23.7% · net profit -35.3%
Balance sheet & cash flow · as of Mar 2026
Debt-free
Total assets
₹180 cr
Shareholder equity
₹150 cr
parent shareholders
Total debt
₹0 cr
Cash
₹1 cr
Cash flow · H1 FY26
Operating
₹10 cr
Investing
₹-37.6 L
Financing
₹-9 cr
Peer comparison
Other Financial Services · by market value
CompanyPriceMarket capP/E
Crisil Limited₹4,560₹33,334 cr38.5
OnEMI Technology Solutions Limited₹360₹6,064 cr14.0
Gyftr Limited₹176₹1,353 cr63.8
Centrum Capital Limited₹22₹1,083 cr
Prime Securities Limited₹294₹998 cr105.0
Wealth First Portfolio Managers Limitedthis company₹842₹897 cr21.7
The Investment Trust Of India Limited₹96₹499 cr10.1
NDL Ventures Limited₹120₹404 cr
Maha Rashtra Apex Corporation Limited₹55₹156 cr11.2
Same industry · latest reported numbers · not a recommendation.
Corporate actions
Dividend yield
1.07%
trailing 12 months
Dividend / share (TTM)
₹9
Last dividend
₹1
ex 17 Sep 2026
ActionDetailEx-date
Dividend₹1 / share17 Sep 2026
Dividend₹4 / share10 Feb 2026
Dividend₹4 / share19 Nov 2025
Dividend₹4 / share29 Aug 2025
Dividend₹4 / share8 Aug 2025
Dividend₹4 / share31 Jan 2025
Who owns it · 2026-06-30
No pledge
Promoter
74.0%
FII / Foreign
0.0%
DII / Domestic
0.1%
Retail / others
25.9%
Smart-money activity
Insider trades
BoughtWealth First Advisors Private Limited · Promoter Group3,279 · ₹27.0 L15 Jul 24
BoughtAshish N. Shah · Promoters56,00012 Dec 18
BoughtMANISH DHIRAJLAL KANSARA · Key Managerial Personnel3,000 · ₹1.5 L29 Apr 16
Bulk / block deals
SoldSHAH GAURANG PARMANAND · NSE57,013 @ ₹1,151.4113 Nov 25
BoughtSHAH GAURANG PARMANAND · NSE4,508 @ ₹1,149.5813 Nov 25
SoldWAAO PARTNERS LLP · NSE1.02 L @ ₹96.721 Jan 21
Stake changes
BoughtPRATUL KRISHNAKANT SHROFF→ 5.14% · 42,87312 Feb 26
What shareholders were asked to approve

A company cannot decide everything on its own. Things like a top executive’s pay, issuing new shares, or re-appointing a director have to be put to the people who own the company, and they vote — one vote per share. So whoever owns the most shares has the most say.

Yearly shareholder meeting · 5 Sep 2025
See the official result
1
Adoption of Annual Audited Standalone and Consolidated Financial Statements as at 31st March, 2025 with reports of Directors and Auditors thereon
Backed by 100% of shareholders other than promotersneeded 50%
8.97 L votes for, 0 against
2
Confirmation of Interim Dividend for the F.Y. 2024-25
Backed by 100% of shareholders other than promotersneeded 50%
8.97 L votes for, 0 against
3
Declaration of Final Dividend of Rs. 4.00/- per equity share (@ 40%) for the F.Y 2024-25.
Backed by 100% of shareholders other than promotersneeded 50%
8.97 L votes for, 0 against
4
Re-appointment of Ms. Hena Ashish Shah, as a Whole- Time Director of the Company who retires by rotation
Promoters had a personal stake in this
Backed by 100% of shareholders other than promotersneeded 50%
8.97 L votes for, 0 against

Every vote count above is taken from the result the company filed with the stock exchange, certified by an independent counter. To work out what would have happened without the promoters, we simply remove their votes and re-apply the same legal bar the proposal had to clear. Nothing here is an estimate or an opinion.

Who controls this company, and what it pays them

Most Indian companies are controlled by a family or group — the promoters. The exchange requires them to be listed by name, including members who own no shares at all, and requires the company to disclose any business it does with them.

The promoter group — 16 named members
owning 74.0% between them · as of 2026-06-30
ASHISH NAVNITLAL SHAH32.16%
HENA ASHISH SHAH31.72%
WEALTH FIRST COMMODITIES PRIVATE LIMITED3.75%
ORACULO STOCKBROKERS PRIVATE LIMITED3.44%
DSFS SHARES AND STOCK BROKING PRIVATE LIMITED1.25%
DALAL AND SHAH FISCAL SERVICES LIMITED0.47%
SHAH NAVNITLAL POPATLAL HUF0.44%
SHAH VIPIN PARSHOTTAM HUF0.44%

Names and holdings from the company’s shareholding pattern filed with the exchange; transactions from the related-party note in its annual report. Every figure is as filed — these are legal, disclosed dealings, and what to make of them is your call.

How the stock has moved · adjusted for splits & bonuses
Data from primary exchange filings · analysis tool, not investment advice.