Wealth First Portfolio Managers
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Wealth First Portfolio Managers

1,041.50
+15.10
(1.47%)
Market Cap
₹1,109.72 Cr
PE Ratio
33.87
Volume
1,466.00
Day High - Low
₹1,048.80 - ₹1,012.00
52W High-Low
₹1,720.00 - ₹801.20
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Key Fundamentals
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Market Cap
1,109.72 Cr
EPS
32.05
PB Ratio
7.19
Book Value
141.44
EBITDA
47.10
Dividend Yield
1.57 %
ROE Growth %
-
Debt to Equity
0.00
Forecast For
Actual

Company News

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positive
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.
positive
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.
positive
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.
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Competitors
LTP
Market Cap (₹ Cr.)
P/E Ratio
Revenue (₹ Cr.)
YoY Revenue Growth %
Net Profit (₹ Cr.)
YoY Profit Growth %
RSI
59.00
#1 4,340.16
936.14
106.40
-
6
0.00
57.77
62.15
1,683.65
103.59
234.70
#1 49.78
32
-48.78
46.39
913.90
1,496.90
829.03
14.40
-84.02
2
-283.00
55.10
1,041.50
#4 1,109.72
#3 33.87
#7 60.10
#6 -10.30
#3 34
#5 -26.97
42.07
304.00
1,022.82
32.07
89.40
34.23
39
-19.77
51.16
358.35
894.18
42.86
923.40
-2.09
20
44.26
51.30
137.75
662.08
44.50
0.50
-70.59
-0
#1 9,300.00
92.78
121.99
637.30
#1 22.69
365.00
19.40
#1 46
-72.55
33.69
216.75
354.41
177.00
23.62
-99.74
-2
97.80
55.13
98.08
330.25
-
#1 1,152.20
14.25
2
-69.34
72.32
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

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

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
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 %
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 %
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 %
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 %
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 %
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 %
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

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 1.54

Corporate Action

Record Date Corporate Action Information Announcement Day LTP at Annoucement LTP at Record Day
23 Feb 2016 CHANGE OF NAME Change Of Name
NA
23 Feb 2016 0.00 0.00
BONUS Bonus
2:3
25 Sept 2020 83.40 0.00
17 Sept 2021 DIVIDEND Dividend
₹ 1.00 /share
16 Sept 2021 135.90 241.15
21 Sept 2022 DIVIDEND Dividend
₹ 2.00 /share
20 Sept 2022 250.00 270.75
08 Sept 2023 DIVIDEND Dividend
₹ 3.00 /share
08 Sept 2023 287.55 315.00
20 Aug 2024 DIVIDEND Dividend
₹ 7.00 /share
20 Aug 2024 876.55 1,334.85
27 Aug 2024 ANNUAL GENERAL MEETING Annual General Meeting
NA
27 Aug 2024 820.35 1,359.40
14 Oct 2024 QUARTERLY RESULT ANNOUNCEMENT Quarterly Result Announcement
NA
14 Oct 2024 1,317.70 1,411.20
25 Oct 2024 DIVIDEND Dividend
₹ 8.00 /share
25 Oct 2024 1,411.20 1,521.30
27 Jan 2025 QUARTERLY RESULT ANNOUNCEMENT Quarterly Result Announcement
NA
27 Jan 2025 1,320.60 1,322.80
31 Jan 2025 DIVIDEND Dividend
₹ 4.00 /share
31 Jan 2025 1,322.80 1,079.90
12 May 2025 QUARTERLY RESULT ANNOUNCEMENT Quarterly Result Announcement
NA
12 May 2025 935.70 918.80
04 Aug 2025 QUARTERLY RESULT ANNOUNCEMENT Quarterly Result Announcement
NA
04 Aug 2025 1,185.80 1,238.00
08 Aug 2025 DIVIDEND Dividend
₹ 4.00 /share
08 Aug 2025 1,238.00 1,217.40
29 Aug 2025 DIVIDEND Dividend
₹ 4.00 /share
29 Aug 2025 918.80 1,218.40
13 Nov 2025 QUARTERLY RESULT ANNOUNCEMENT Quarterly Result Announcement
NA
13 Nov 2025 1,119.00 1,202.40
19 Nov 2025 DIVIDEND Dividend
₹ 4.00 /share
19 Nov 2025 1,202.40 1,039.00

Technical Indicators

RSI(14)
Neutral
39.76
ATR(14)
Less Volatile
56.60
STOCH(9,6)
Oversold
18.48
STOCH RSI(14)
Neutral
54.47
MACD(12,26)
Bearish
-6.78
ADX(14)
Weak Trend
20.33
UO(9)
Bearish
41.50
ROC(12)
Downtrend And Accelerating
-3.56
WillR(14)
Oversold
-84.18