| 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 | Sept 2025 | Dec 2025 | Mar 2026 | Jun 2026 |
Revenue  | 4 | 6 | 8 | 6 | 7 | 5 | 11 | 8 | 6 | 9 | 4 | 12 | 9 | 5 | 14 | 16 | 16 | 21 | 22 | 24 | 17 | -2 | 25 | 21 | 7 | 19 | 19 |
| Expenses | 2 | 5 | 1 | 2 | 2 | 2 | 2 | 2 | 2 | 3 | 2 | 3 | 3 | 3 | 3 | 3 | 3 | 3 | 3 | 4 | 5 | 3 | 3 | 5 | 6 | 5 | 5 |
| EBITDA | 2 | 1 | 7 | 4 | 5 | 3 | 10 | 6 | 4 | 6 | 3 | 9 | 6 | 2 | 11 | 13 | 14 | 18 | 19 | 20 | 12 | -5 | 22 | 15 | 1 | 14 | 14 |
| 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 % | 74 % | 15 % | 71 % | 65 % |
| Depreciation | 0 | 0 | 0 | 0 | 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 | 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 | 15 | 1 | 14 | 14 |
| Tax | 0 | 1 | 0 | 0 | 0 | 5 | 2 | 1 | 1 | 1 | 1 | 2 | 1 | 1 | 3 | 3 | 3 | 4 | 5 | 4 | 3 | -1 | 6 | 4 | 0 | 3 | 3 |
| 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 | 11 | 1 | 11 | 10 |
| 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 | 10.39 | 1.05 | 9.87 | 9.69 |
Wealth First Portfolio Managers
Wealth First Portfolio Managers
887.50
+54.70
(6.57%)
Market Cap
945.63 Cr
PE Ratio
27.01
Volume
5,500.00
Day High - Low
918.00 - 837.80
52W High-Low
1,244.00 - 774.95
There are 2 new updates from the company1 day ago
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Key Fundamentals
Market Cap
945.63 Cr
EPS
36.29
PE Ratio
27.01
PB Ratio
5.88
Book Value
141.23
EBITDA
49.41
Dividend Yield
0.12 %
Industry
Financial Services Sector
Other Financial Services Return on Equity
26.57
Debt to Equity
0.00
Actual
Company News
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Wealth First Portfolio Managers acquired 10 lakh preference shares in wholly owned subsidiary Lakshya Trustee for ₹1 crore to meet operational requirements.
Wealth First Portfolio Managers held its 24th AGM on September 24, 2026. Members adopted FY26 financial statements and approved a final dividend of ₹1.00 per share.
Wealth First Portfolio Managers Limited has scheduled a virtual group meeting with analysts and institutional investors for September 17, 2026, at 4:00 pm. The discussion will rely solely on publicly available information.
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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 |
|---|---|---|---|---|---|---|---|---|
358.65 | #1 6,042.64 | 19.30 | #1 2,209.10 | 63.31 | #1 282 | 59.30 | 61.96 | |
30.90 | 2,154.07 | 147.82 | 161.90 | 52.16 | 10 | #1 500.00 | 47.33 | |
65.64 | 1,845.11 | 42.65 | 235.46 | 0.32 | 30 | 275.00 | 43.76 | |
156.36 | 1,200.97 | 57.27 | 380.26 | #1 2,540.69 | 22 | 149.07 | 32.78 | |
302.50 | 1,026.69 | 217.54 | 136.71 | 52.92 | -2 | -80.95 | 62.38 | |
887.50 | #6 945.63 | #5 27.01 | #8 68.39 | #6 13.79 | #2 38 | #9 -35.00 | 61.25 | |
311.80 | 781.39 | 25.20 | 0.00 | 4.89 | 0 | -12.07 | 52.17 | |
954.55 | 542.72 | 37.43 | 0.20 | - | -0 | 0.30 | 45.63 | |
90.53 | 472.95 | #1 13.08 | 301.70 | -17.34 | 35 | 21.57 | 35.42 | |
433.95 | 467.35 | 20.57 | 173.00 | 126.44 | 17 | 250.00 | 63.06 |
Growth Rate
Revenue Growth
13.79 %
Net Income Growth
12.64 %
Cash Flow Change
-32.75 %
ROE
-26.38 %
ROCE
-24.94 %
EBITDA Margin (Avg.)
-11.33 %
Quarterly Financial Results
Balance Sheet
| Balance Sheet | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 |
| Total Assets | 45 | 41 | 38 | 40 | 40 | 50 | 72 | 80 | 125 | 136 | 180 |
| Fixed Assets | 0 | 0 | 0 | 1 | 1 | 1 | 1 | 1 | 1 | 1 | 3 |
| Current Assets | 39 | 38 | 33 | 35 | 37 | 37 | 41 | 31 | 68 | 88 | 53 |
| Capital Work in Progress | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Investments | 0 | 0 | 0 | 0 | 0 | 2 | 17 | 39 | 48 | 31 | 27 |
| Other Assets | 45 | 41 | 38 | 39 | 39 | 47 | 53 | 41 | 76 | 104 | 0 |
| Total Equity & Liabilities | 45 | 41 | 38 | 40 | 40 | 50 | 72 | 80 | 125 | 136 | 180 |
| Current Liabilities | 29 | 22 | 10 | 5 | 5 | 3 | 5 | 3 | 6 | 7 | 9 |
| Non Current Liabilities | 0 | 0 | 1 | 1 | 1 | 1 | 1 | 1 | 1 | 1 | 1 |
| Total Equity | 16 | 20 | 28 | 34 | 35 | 46 | 66 | 77 | 118 | 129 | 151 |
| Reserve & Surplus | 9 | 13 | 22 | 28 | 28 | 36 | 55 | 66 | 108 | 118 | 140 |
| Share Capital | 6 | 6 | 6 | 6 | 6 | 11 | 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 | Sept 2025 | Dec 2025 | Mar 2026 | Jun 2026 |
| 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 % | 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 % | 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 % | 0.12 % | 0.10 % | 0.11 % | 0.10 % |
| 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 % | 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 % | 21.09 % | 20.94 % | 20.87 % | 20.90 % |
| 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 % | 4.74 % | 4.91 % | 4.97 % | 4.95 % |
| 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 | 9,109 | 8,801 | 8,142 | 7,945 |
Dividend History
| Annual Cash Flows | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 |
|---|---|---|---|---|---|---|---|---|---|---|
| Dividend Per Share (₹) | 1 | 1 | 1 | 1 | 1 | 2 | 3 | 7 | 16 | 0.00 |
| Dividend Yield (%) | 1.67 | 1.22 | 1.34 | 0.79 | 0.37 | 0.69 | 0.48 | 0.79 | 1.98 | 0.00 |
Corporate Action
| Record Date | Corporate Action | Information | Announcement Day | LTP at Annoucement | LTP at Record Day |
|---|---|---|---|---|---|
 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 |
| 13 Nov 2025 | Quarterly Result Announcement | NA | 13 Nov 2025 | 1,114.70 | 1,202.40 |
| 19 Nov 2025 | Dividend | ₹ 4.00 /share | 19 Nov 2025 | 1,202.40 | 1,039.00 |
| 04 Feb 2026 | Quarterly Result Announcement | NA | 04 Feb 2026 | 809.80 | 836.70 |
| 10 Feb 2026 | Dividend | ₹ 4.00 /share | 10 Feb 2026 | 836.70 | 856.70 |
| 29 May 2026 | Quarterly Result Announcement | NA | 29 May 2026 | 869.50 | 904.30 |
| 13 Aug 2026 | Quarterly Result Announcement | NA | 13 Aug 2026 | 925.95 | 933.70 |
| 17 Sept 2026 | Dividend | ₹ 1.00 /share | 17 Sept 2026 | 904.30 | 837.45 |
| 24 Sept 2026 | Annual General Meeting | NA | 24 Sept 2026 | 826.05 | 840.45 |
Announcements
Announcement under Regulation 30 (LODR)-Acquisition
1 day ago
1 day agoShareholder Meeting / Postal Ballot-Scrutinizers Report1 day ago
1 day agoShareholder Meeting / Postal Ballot-Outcome of AGM5 days ago
5 days agoClosure of Trading Window6 days ago
6 days agoAnnouncement under Regulation 30 (LODR)-Analyst / Investor Meet - IntimationSep 11, 2026
Sep 11, 2026Announcement under Regulation 30 (LODR)-Newspaper PublicationSep 03, 2026
Sep 03, 2026Reg. 34 (1) Annual Report.Sep 02, 2026
Sep 02, 202624Th AGM Of The Company To Be Held On Thursday 24Th September 2026.Sep 02, 2026
Sep 02, 2026Corporate Action - Fixes Record Date As 17Th September 2026 For Final Dividend Of F.Y 2025-26.Sep 02, 2026
Sep 02, 2026Announcement under Regulation 30 (LODR)-Newspaper PublicationAug 29, 2026
Aug 29, 2026Board Meeting Outcome for Outcome Of Board Meeting Dated 28Th August 2026.Aug 28, 2026
Aug 28, 2026Announcement under Regulation 30 (LODR)-Newspaper PublicationAug 14, 2026
Aug 14, 2026Announcement under Regulation 30 (LODR)-Investor PresentationAug 14, 2026
Aug 14, 2026Announcement under Regulation 30 (LODR)-Investor PresentationAug 13, 2026
Aug 13, 2026Financial Results For The Quarter Ended 30.06.2026.Aug 13, 2026
Aug 13, 2026Board Meeting Outcome for Outcome Of Board Meeting Dated 13Th August 2026Aug 13, 2026
Aug 13, 2026Announcement under Regulation 30 (LODR)-Analyst / Investor Meet - IntimationAug 10, 2026
Aug 10, 2026Board Meeting Intimation for Prior Intimation Of Board Meeting To Be Held On 13Th August 2026Aug 07, 2026
Aug 07, 2026Compliances-Certificate under Reg. 74 (5) of SEBI (DP) Regulations 2018Jul 07, 2026
Jul 07, 2026Announcement under Regulation 30 (LODR)-Press Release / Media ReleaseJul 01, 2026
Jul 01, 2026Announcement under Regulation 30 (LODR)-Investor PresentationJul 01, 2026
Jul 01, 2026Announcement under Regulation 30 (LODR)-Memorandum of Understanding /AgreementsJun 30, 2026
Jun 30, 2026Announcement under Regulation 30 (LODR)-AcquisitionJun 30, 2026
Jun 30, 2026Board Meeting Outcome for Intimation Of Outcome Of Board Meeting Dated 30Th June 2026.Jun 30, 2026
Jun 30, 2026Closure of Trading WindowJun 24, 2026
Jun 24, 2026Announcement under Regulation 30 (LODR)-Earnings Call TranscriptJun 05, 2026
Jun 05, 2026Announcement under Regulation 30 (LODR)-Analyst / Investor Meet - OutcomeJun 01, 2026
Jun 01, 2026Announcement under Regulation 30 (LODR)-Newspaper PublicationMay 30, 2026
May 30, 2026Announcement under Regulation 30 (LODR)-Investor PresentationMay 29, 2026
May 29, 2026Announcement under Regulation 30 (LODR)-Amendments to Memorandum & Articles of AssociationMay 29, 2026
May 29, 2026Corporate Action-Board approves DividendMay 29, 2026
May 29, 2026Announcement under Regulation 30 (LODR)-Change in ManagementMay 29, 2026
May 29, 2026Financial Result For The Quarter And Financial Year Ended 31St March 2026May 29, 2026
May 29, 2026Board Meeting Outcome for Outcome Of Board Meeting Dated 29Th May 2026May 29, 2026
May 29, 2026Announcement under Regulation 30 (LODR)-Analyst / Investor Meet - IntimationMay 26, 2026
May 26, 2026Update on board meetingMay 22, 2026
May 22, 2026Board Meeting Intimation for Intimation Of Board Meeting To Be Held On Friday 29Th May 2026.May 21, 2026
May 21, 2026Format of the Initial Disclosure to be made by an entity identified as a Large Corporate : Annexure AApr 07, 2026
Apr 07, 2026Compliances-Certificate under Reg. 74 (5) of SEBI (DP) Regulations 2018Apr 06, 2026
Apr 06, 2026Announcement under Regulation 30 (LODR)-Press Release / Media ReleaseMar 27, 2026
Mar 27, 2026Intimation Of Receipt Of SEBI Mutual Fund License In Subsidiary Company.Mar 26, 2026
Mar 26, 2026Closure of Trading WindowMar 24, 2026
Mar 24, 2026Announcement under Regulation 30 (LODR)-Analyst / Investor Meet - IntimationMar 20, 2026
Mar 20, 2026Announcement under Regulation 30 (LODR)-Analyst / Investor Meet - IntimationMar 04, 2026
Mar 04, 2026Disclosures under Reg. 29(1) of SEBI (SAST) Regulations 2011Feb 13, 2026
Feb 13, 2026Announcement under Regulation 30 (LODR)-Newspaper PublicationFeb 05, 2026
Feb 05, 2026Announcement under Regulation 30 (LODR)-Investor PresentationFeb 04, 2026
Feb 04, 2026Corporate Action - Record Date 10Th February 2026 Fixed For Interim Dividend.Feb 04, 2026
Feb 04, 2026Corporate Action-Board approves DividendFeb 04, 2026
Feb 04, 2026Financial Results For The Quarter And Nine Months Ended 31.12.2025.Feb 04, 2026
Feb 04, 2026Technical Indicators
RSI(14)
Neutral 40.83
ATR(14)
Volatile 31.44
STOCH(9,6)
Neutral 45.92
STOCH RSI(14)
Overbought 85.19
MACD(12,26)
Bullish 2.84
ADX(14)
Strong Trend 45.57
UO(9)
Bearish 33.05
ROC(12)
Downtrend And Accelerating -1.83
WillR(14)
Oversold -82.59
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