| 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 |
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 |
| 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 |
| 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 |
| 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 % |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
Wealth First Portfolio Managers
Wealth First Portfolio Managers
842.05
+19.65
(2.39%)
Market Cap
897.20 Cr
PE Ratio
27.64
Volume
1,719.00
Day High - Low
848.95 - 819.10
52W High-Low
1,410.00 - 790.00
Key Fundamentals
Market Cap
897.20 Cr
EPS
32.05
PE Ratio
27.64
PB Ratio
5.87
Book Value
141.44
EBITDA
47.10
Dividend Yield
1.93 %
Industry
Financial Services Sector
Other Financial Services Return on Equity
26.57
Debt to Equity
0.00
Actual
Company News
View All News
Wealth First Portfolio Managers schedules board meeting on February 4, 2026 to consider Q3FY26 unaudited results and third interim dividend declaration under SEBI regulations.
Wealth First Portfolio Managers Declares Second Interim Dividend of Rs. 4 Per ShareNov 14, 2025
Wealth First Portfolio Managers approved second interim dividend of Rs. 4 per equity share (40% on face value of Rs. 10) for FY 2025-26, totaling approximately Rs. 4.26 crores with record date fixed as November 19, 2025. The company also approved unaudited financial results for the second quarter and half year ended September 30, 2025, and made board composition changes including designation change of Ms. Binal Bhukhanwala Gandhi from Independent to Non-Independent Director.
Wealth First Portfolio Managers reported Q2 net profit of 89 million rupees, down from 152 million rupees year-over-year, while revenue fell to 181 million rupees from 235 million rupees. The company is pursuing expansion across wealth advisory, PMS, and distribution services with plans to broaden its client base in Tier-II cities and enhance technology integration for scalable growth.
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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 |
|---|---|---|---|---|---|---|---|---|
30.20 | #1 2,105.33 | 316.80 | 106.40 | - | 6 | 325.00 | 31.81 | |
60.67 | 1,705.41 | 107.28 | 234.70 | #1 49.78 | 32 | -48.78 | 18.20 | |
999.00 | 1,534.67 | 807.63 | 14.40 | -84.02 | 2 | -283.00 | 50.58 | |
275.80 | 934.97 | 34.02 | 89.40 | 34.23 | 39 | -74.39 | 50.48 | |
842.05 | #5 897.20 | #2 27.64 | #8 60.10 | #7 -10.30 | #3 34 | #5 -26.97 | 41.08 | |
301.30 | 755.08 | 38.03 | 923.40 | -2.09 | 20 | 44.26 | 49.75 | |
100.00 | 522.42 | #1 18.57 | 365.00 | 19.40 | #1 46 | -72.55 | 32.51 | |
85.30 | 435.04 | 59.69 | 0.50 | -70.59 | -0 | #1 9,300.00 | 66.85 | |
224.83 | 367.62 | 189.42 | #1 9,189.40 | 19.34 | 2 | 97.80 | 41.42 | |
89.83 | 302.47 | - | 1,152.20 | 14.25 | 2 | -69.34 | 48.54 |
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 | Sept 2025 | Dec 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 % | 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 % |
| 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 % |
| 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 % |
| 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 % |
| 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 % |
| 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 |
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 | 0.00 | 16 | 0.00 |
| Dividend Yield (%) | 1.67 | 1.22 | 1.34 | 0.79 | 0.37 | 0.69 | 0.48 | 0.00 | 1.9 | 0.00 |
Corporate Action
| Record Date | Corporate Action | Information | Announcement Day | LTP at Annoucement | LTP at Record Day |
|---|---|---|---|---|---|
| 04 Feb 2026 |  Quarterly Result Announcement | NA | 04 Feb 2026 | 825.00 | 862.00 |
| 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 |
| 13 Nov 2025 | Quarterly Result Announcement | NA | 13 Nov 2025 | 1,119.00 | 1,202.40 |
| 19 Nov 2025 | Dividend | ₹ 4.00 /share | 19 Nov 2025 | 1,202.40 | 1,039.00 |
Announcements
Board Meeting Intimation for Board Meeting Intimation For Consideration Of Un-Audited Standalone And Consolidated Financial Results Of The Company For The Quarter And Nine Months Ended 31St December 2025 Declaration Of Third Interim Dividend If Any And Ot
3 days ago
3 days agoCompliances-Certificate under Reg. 74 (5) of SEBI (DP) Regulations 2018Jan 07, 2026
Jan 07, 2026Closure of Trading WindowDec 29, 2025
Dec 29, 2025Announcement under Regulation 30 (LODR)-Analyst / Investor Meet - IntimationDec 19, 2025
Dec 19, 2025Announcement under Regulation 30 (LODR)-Newspaper PublicationNov 14, 2025
Nov 14, 2025Announcement under Regulation 30 (LODR)-Investor PresentationNov 13, 2025
Nov 13, 2025Announcement under Regulation 30 (LODR)-Change in ManagementNov 13, 2025
Nov 13, 2025Announcement under Regulation 30 (LODR)-Dividend UpdatesNov 13, 2025
Nov 13, 2025Financial Results For The Half Year And Quarter Ended 13Th November 2025Nov 13, 2025
Nov 13, 2025Board Meeting Outcome for Outcome Of Board Meeting Dated 13Th November 2025Nov 13, 2025
Nov 13, 2025Corporate Action - Fixes Record Date For Interim Dividend.Nov 06, 2025
Nov 06, 2025Corporate Action - Fixes Record Date For 2Nd Interim Dividend.Nov 06, 2025
Nov 06, 2025Board Meeting Intimation for Board Meeting Intimation To Be Held On 13Th November 2025.Nov 06, 2025
Nov 06, 2025Announcement under Regulation 30 (LODR)-AcquisitionOct 29, 2025
Oct 29, 2025Announcement under Regulation 30 (LODR)-Analyst / Investor Meet - IntimationOct 10, 2025
Oct 10, 2025Announcement under Regulation 30 (LODR)-Analyst / Investor Meet - IntimationOct 10, 2025
Oct 10, 2025Announcement under Regulation 30 (LODR)-Resignation of DirectorOct 09, 2025
Oct 09, 2025Compliances-Certificate under Reg. 74 (5) of SEBI (DP) Regulations 2018Oct 08, 2025
Oct 08, 2025Closure of Trading WindowSep 30, 2025
Sep 30, 2025Listing of Equity Shares of Wealth First Portfolio Managers LtdSep 30, 2025
Sep 30, 2025General UpdatesSep 29, 2025
Sep 29, 2025Trading WindowSep 25, 2025
Sep 25, 2025Technical Indicators
RSI(14)
Neutral 41.08
ATR(14)
Less Volatile 32.32
STOCH(9,6)
Neutral 36.84
STOCH RSI(14)
Overbought 81.91
MACD(12,26)
Bullish 4.13
ADX(14)
Strong Trend 48.35
UO(9)
Bearish 45.86
ROC(12)
Downtrend And Accelerating -3.75
WillR(14)
Neutral -59.42
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