| Quarterly Financials | Dec 2019 | Mar 2020 | Jun 2020 | Sept 2020 | Dec 2020 | Mar 2021 | Jun 2021 | Sept 2021 | Dec 2021 | Mar 2022 | Jun 2022 | Sept 2022 | Dec 2022 | Mar 2023 | Jun 2023 | Sept 2023 | Dec 2023 | Mar 2024 | Jun 2024 | Sept 2024 | Dec 2024 | Mar 2025 | Jun 2025 |
Revenue  | 4 | 6 | 8 | 6 | 7 | 5 | 11 | 8 | 6 | 9 | 4 | 12 | 9 | 5 | 14 | 16 | 16 | 21 | 22 | 24 | 17 | -2 | 25 |
| Expenses | 2 | 5 | 1 | 2 | 2 | 2 | 2 | 2 | 2 | 3 | 2 | 3 | 3 | 3 | 3 | 3 | 3 | 3 | 3 | 4 | 5 | 3 | 3 |
| EBITDA | 2 | 1 | 7 | 4 | 5 | 3 | 10 | 6 | 4 | 6 | 3 | 9 | 6 | 2 | 11 | 13 | 14 | 18 | 19 | 20 | 12 | -5 | 22 |
| Operating Profit % | 43 % | 16 % | 87 % | 71 % | 75 % | 59 % | 87 % | 72 % | 65 % | 68 % | 59 % | 73 % | 65 % | 53 % | 77 % | 76 % | 81 % | 83 % | 87 % | 80 % | 70 % | 191 % | 87 % |
| Depreciation | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Interest | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Profit Before Tax | 1 | 0 | 7 | 4 | 5 | 3 | 10 | 5 | 4 | 6 | 2 | 9 | 6 | 2 | 11 | 13 | 13 | 18 | 19 | 20 | 12 | -5 | 22 |
| Tax | 0 | 1 | 0 | 0 | 0 | 5 | 2 | 1 | 1 | 1 | 1 | 2 | 1 | 1 | 3 | 3 | 3 | 4 | 5 | 4 | 3 | -1 | 6 |
| Net Profit | 1 | -0 | 7 | 4 | 5 | -3 | 7 | 4 | 3 | 5 | 2 | 7 | 4 | 1 | 8 | 10 | 10 | 14 | 14 | 15 | 9 | -4 | 16 |
| EPS in ₹ | 2.16 | -0.16 | 10.19 | 6.18 | 4.63 | -2.38 | 6.76 | 3.80 | 2.65 | 5.23 | 1.65 | 6.27 | 3.84 | 1.20 | 7.93 | 9.63 | 9.48 | 13.02 | 13.15 | 14.23 | 8.70 | -4.03 | 14.98 |
Wealth First Portfolio Managers
Wealth First Portfolio Managers
1,200.40
-1.00
(-0.08%)
There are new updates from the company18 hours ago
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Key Fundamentals
Market Cap
1,280.10 Cr
EPS
32.05
PE Ratio
33.95
Dividend Yield
1.35 %
Industry
Financial Services 52 Week High
1,720.00
52 Week Low
801.20
PB Ratio
9.84
Debt to Equity
0.00
Sector
Other Financial Services Actual
Company News
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Wealth First Portfolio Managers reported net profit of 162 million rupees in Q1, representing growth from 138 million rupees in the same period last year. The company's revenue increased to 248 million rupees compared to 203 million rupees year-over-year. Both key financial metrics showed positive growth trajectories for the portfolio management company.
Wealth First Portfolio Managers has obtained approval from the Insurance Regulatory and Development Authority of India (IRDAI) to operate as a direct insurance broker.
Wealth First Portfolio Managers Limited: Recovers 24% of Cyber Fraud AmountDec 31, 2024
Wealth First Portfolio Managers Limited has recovered ₹47.41 lakh through a court order, about 24% of the ₹1.98 crore lost in a recent cyber fraud. The company is working with the Cyber Cell to recover the remaining ₹1.50 crore. The fraud occurred on November 27, 2024, and did not impact daily operations or client data.
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Peer Comparison Compare Peers on Screener
Competitors | LTP | Market Cap (₹ Cr.) | P/E Ratio | Revenue (₹ Cr.) | YoY Revenue Growth % | Net Profit (₹ Cr.) | YoY Profit Growth % | RSI |
|---|---|---|---|---|---|---|---|---|
7,931.00 | #1 10,385.60 | 493.78 | 32.00 | #1 7,900.00 | 9 | -117.65 | 100.00 | |
138.10 | 2,708.10 | 496.94 | 70.10 | 2,947.83 | 3 | 200.00 | 99.76 | |
36.86 | 2,674.90 | 493.38 | 106.40 | - | 6 | -1.20 | 35.29 | |
68.15 | 1,972.20 | 85.19 | 234.70 | 49.81 | 32 | -68.35 | 47.94 | |
1,200.40 | #5 1,280.10 | #3 33.95 | #7 60.10 | #6 -10.30 | #3 34 | #3 14.29 | 48.61 | |
293.25 | 973.20 | 26.68 | 89.40 | 34.23 | 39 | -13.22 | 67.97 | |
616.90 | 946.20 | 252.64 | 14.40 | -84.02 | 2 | -283.00 | 64.86 | |
337.40 | 856.50 | 46.47 | #1 923.40 | -11.81 | 20 | -11.11 | 50.13 | |
145.57 | 760.80 | #1 19.45 | 365.00 | 19.40 | #1 46 | -20.93 | 43.12 | |
88.33 | 433.00 | 85.76 | 0.50 | -70.59 | -0 | #1 5,400.00 | 99.36 |
Growth Rate
Revenue Growth
-10.30 %
Net Income Growth
-20.14 %
Cash Flow Change
-32.75 %
ROE
-26.38 %
ROCE
-24.94 %
EBITDA Margin (Avg.)
-6.00 %
Quarterly Financial Results
Balance Sheet
| Balance Sheet | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
| Total Assets | 45 | 41 | 38 | 40 | 40 | 50 | 72 | 80 | 125 | 136 |
| Fixed Assets | 0 | 0 | 0 | 1 | 1 | 1 | 1 | 1 | 1 | 1 |
| Current Assets | 39 | 38 | 33 | 35 | 37 | 37 | 41 | 31 | 68 | 88 |
| Capital Work in Progress | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Investments | 0 | 0 | 0 | 0 | 0 | 2 | 17 | 39 | 48 | 31 |
| Other Assets | 45 | 41 | 38 | 39 | 39 | 47 | 53 | 41 | 76 | 104 |
| Total Liabilities | 45 | 41 | 38 | 40 | 40 | 50 | 72 | 80 | 125 | 136 |
| Current Liabilities | 29 | 22 | 10 | 5 | 5 | 3 | 5 | 3 | 6 | 7 |
| Non Current Liabilities | 0 | 0 | 1 | 1 | 1 | 1 | 1 | 1 | 1 | 1 |
| Total Equity | 16 | 20 | 28 | 34 | 35 | 46 | 66 | 77 | 118 | 129 |
| Reserve & Surplus | 9 | 13 | 22 | 28 | 28 | 36 | 55 | 66 | 108 | 118 |
| Share Capital | 6 | 6 | 6 | 6 | 6 | 11 | 11 | 11 | 11 | 11 |
Cash Flow
| Cash Flow | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
| Net Cash Flow | 2 | 3 | 2 | -6 | 1 | 4 | -3 | 2 | -2 |
| Investing Activities | 3 | 1 | -0 | 2 | -2 | -18 | -19 | -10 | 9 |
| Operating Activities | 0 | 16 | 8 | -8 | 7 | 21 | 20 | 16 | 10 |
| Financing Activities | -2 | -14 | -6 | 0 | -4 | 1 | -4 | -4 | -21 |
Share Holding
| % Holding | Oct 2015 | Feb 2016 | Jan 2020 | Mar 2021 | Jun 2021 | Sept 2021 | Dec 2021 | Mar 2022 | Jun 2022 | Sept 2022 | Dec 2022 | Mar 2023 | Jun 2023 | Sept 2023 | Dec 2023 | Mar 2024 | Jun 2024 | Sept 2024 | Dec 2024 | Mar 2025 | Jun 2025 |
| Promoter | 0.00 % | 100.00 % | 74.00 % | 74.00 % | 74.00 % | 74.00 % | 74.00 % | 74.00 % | 74.00 % | 74.00 % | 74.00 % | 74.00 % | 74.00 % | 74.01 % | 74.01 % | 74.01 % | 74.01 % | 74.04 % | 74.04 % | 74.04 % | 74.04 % |
| FIIs | 0.00 % | 0.00 % | 0.00 % | 0.00 % | 0.00 % | 0.00 % | 0.00 % | 0.00 % | 0.00 % | 0.00 % | 0.00 % | 0.00 % | 0.00 % | 0.00 % | 0.00 % | 0.00 % | 0.00 % | 0.00 % | 0.00 % | 0.00 % | 0.00 % |
| DIIs | 0.00 % | 0.00 % | 0.00 % | 0.00 % | 0.00 % | 0.00 % | 0.00 % | 0.00 % | 0.00 % | 0.00 % | 0.00 % | 0.00 % | 0.00 % | 0.00 % | 0.00 % | 0.00 % | 0.00 % | 0.00 % | 0.00 % | 0.00 % | 0.09 % |
| Government | 0.00 % | 0.00 % | 0.00 % | 0.00 % | 0.00 % | 0.00 % | 0.00 % | 0.00 % | 0.00 % | 0.00 % | 0.00 % | 0.00 % | 0.00 % | 0.00 % | 0.00 % | 0.00 % | 0.00 % | 0.00 % | 0.00 % | 0.00 % | 0.00 % |
| Public / Retail | 0.00 % | 0.00 % | 22.90 % | 23.81 % | 23.78 % | 22.91 % | 22.57 % | 22.44 % | 22.01 % | 21.93 % | 21.61 % | 21.44 % | 21.43 % | 21.31 % | 21.18 % | 21.09 % | 21.04 % | 20.98 % | 20.89 % | 21.09 % | 21.09 % |
| Others | 100.00 % | 0.00 % | 3.10 % | 2.19 % | 2.21 % | 3.09 % | 3.43 % | 3.56 % | 3.99 % | 4.07 % | 4.39 % | 4.56 % | 4.57 % | 4.67 % | 4.80 % | 4.90 % | 4.95 % | 4.97 % | 5.06 % | 4.86 % | 4.78 % |
| No of Share Holders | 11 | 10 | 243 | 374 | 405 | 469 | 463 | 503 | 512 | 540 | 676 | 826 | 800 | 978 | 1,178 | 2,172 | 4,232 | 8,527 | 10,161 | 9,801 | 9,538 |
Dividend History
| Annual Cash Flows | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|---|---|---|
| Dividend Per Share (₹) | 0.00 | 1 | 1 | 1 | 1 | 1 | 2 | 3 | 0.00 | 16 |
| Dividend Yield (%) | 0.00 | 1.67 | 1.22 | 1.34 | 0.79 | 0.37 | 0.69 | 0.48 | 0.00 | 1.33 |
Corporate Action
| Record Date | Corporate Action | Information | Announcement Day | LTP at Annoucement | LTP at Record Day |
|---|---|---|---|---|---|
| 23 Feb 2016 |  Change Of Name | NA | 23 Feb 2016 | 0.00 | 0.00 |
 Bonus | 2:3 | 25 Sept 2020 | 83.40 | 0.00 | |
| 17 Sept 2021 |  Dividend | ₹ 1.00 /share | 16 Sept 2021 | 135.90 | 241.15 |
| 21 Sept 2022 | Dividend | ₹ 2.00 /share | 20 Sept 2022 | 250.00 | 270.75 |
| 08 Sept 2023 | Dividend | ₹ 3.00 /share | 08 Sept 2023 | 287.55 | 315.00 |
| 20 Aug 2024 | Dividend | ₹ 7.00 /share | 20 Aug 2024 | 876.55 | 1,334.85 |
| 27 Aug 2024 |  Annual General Meeting | NA | 27 Aug 2024 | 820.35 | 1,359.40 |
| 14 Oct 2024 |  Quarterly Result Announcement | NA | 14 Oct 2024 | 1,317.70 | 1,411.20 |
| 25 Oct 2024 | Dividend | ₹ 8.00 /share | 25 Oct 2024 | 1,411.20 | 1,521.30 |
| 27 Jan 2025 | Quarterly Result Announcement | NA | 27 Jan 2025 | 1,320.60 | 1,322.80 |
| 31 Jan 2025 | Dividend | ₹ 4.00 /share | 31 Jan 2025 | 1,322.80 | 1,079.90 |
| 12 May 2025 | Quarterly Result Announcement | NA | 12 May 2025 | 935.70 | 918.80 |
| 04 Aug 2025 | Quarterly Result Announcement | NA | 04 Aug 2025 | 1,185.80 | 1,238.00 |
| 08 Aug 2025 | Dividend | ₹ 4.00 /share | 08 Aug 2025 | 1,238.00 | 1,217.40 |
| 29 Aug 2025 | Dividend | ₹ 4.00 /share | 29 Aug 2025 | 918.80 | 1,218.40 |
Technical Indicators
RSI(14)
Neutral 48.86
ATR(14)
Less Volatile 41.84
STOCH(9,6)
Neutral 32.73
STOCH RSI(14)
Neutral 45.90
MACD(12,26)
Bearish -2.07
ADX(14)
Weak Trend 19.72
UO(9)
Bearish 37.32
ROC(12)
Downtrend And Accelerating -3.04
WillR(14)
Neutral -56.89
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