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NIFTY 5024,980.40+0.35%
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GOLD 24K (10g)₹75,420+0.38%
SILVER (1kg)₹88,400-0.12%
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Wealth First Portfolio Managers Limited

Wealth First Portfolio Managers Limited

NSE: WEALTH
Capital MarketsFinancial ServicesSMALL CAPMCap ₹940.6 Cr
₹882.75₹-1.00 (-0.11%)

Market Closed • NSE

Market cap₹940.6 Cr
Enterprise value₹960.0 Cr
P/E TTM28.48
P/B6.25
EPS TTM₹31.00
ROCE34.60%
Dividend yield0.01%
Face value₹10.00
52W high₹1,237.90
52W low₹774.95
Price chart(1Y)
1Y Return:-6.20% (₹58.35)
H: ₹1,019.95L: ₹810.2
1W-0.34%
1M+4.83%
3M-7.54%
6M-5.32%
1Y-25.29%
Today at a glance

Day range

₹875.30₹885.00

52 week range

₹774.95₹1,237.90
Volume72.2K6.31x 20D avg
Free float50.00%+531.00% volume

Wealth First Portfolio Managers Limited closed at INR882.75 (-0.11%) on volume 6.31x its 20-day average, trading 28.69% below its 52-week high.

Technical analysis
RSI (14)54.3Neutral (30–70)
MACDBULLISHBullish (Above signal)
ATR (14)₹39.76High
SMA 20₹862.56BULLISH
SMA 50₹864.18BULLISH
SMA 100₹911.42BEARISH
SMA 200₹907.53BEARISH
CPR bottom₹876.05
Pivot₹878.62
CPR top₹881.18
What changed recently?

2026-Q2

Q2 FY2026 Financial Results

PAT moved +0% QoQ

2026-09-17

DIVIDEND Announced

Dividend - Re 1 Per Share

2026-02-10

DIVIDEND Announced

Interim Dividend - Rs 4 Per Share

Shariah audit
Methodology: AAOIFI Shariah Standard No. 21
FAIL3/4 criteria
Non-Compliant (Business Activity)
CriteriaNumeratorDenominatorValueThresholdStatus
Interest-bearing debt ratio–₹940.6 Cr—≤ 33%PENDING_DATA
Non-halal income ratio–₹68.4 Cr0.00%≤ 5%PASS
Illiquid assets ratio₹178.6 Cr₹179.9 Cr99.28%≥ 20%PASS
Receivables ratio–₹179.9 Cr—≤ 49%PASS
Valuation & sector context
MetricCompanySector
P/E28.4816.50
Forward P/E——
P/B6.251.60
EV/EBITDA—18.00
PEG—0.50
Earnings yield3.506.10
Growth & profitability
RevenuePAT
FY24PAT margin 5.00%
FY25PAT margin 56.70%
FY26PAT margin 56.50%

Revenue and PAT bars use independent scales to make their year-on-year direction readable.

Revenue CAGR 3Y+4.50%
Revenue CAGR 5Y-39.60%
PAT CAGR 3Y+4.40%
PAT CAGR 5Y-2.00%
Operating margin72.39%
Net margin50.70%
Financial health & cash flow
Net debt–Moderate
Interest coverage1,437.40xEBIT / interest
CFO / PAT1.47x3Y average
Net debt / EBITDA—Leverage
Operating cash flow₹75.4 Cr
Capital expenditure–
Free cash flow₹73.4 Cr
Financial statements

Complete reported financial history · Values use the company's reporting currency

Hover over the chart for exact reported values. Percentage lines use the right-hand axis.

Fundamental scorecard
Overall68/100
Valuation60/100
Profitability80/100
Financial health65/100

A 0–100 quantitative summary of reported fundamentals. Use the underlying financials and risks for context; the score is not a buy or sell recommendation.

Strengths, risks & investment thesis

Strengths

Strong Capital Efficiency: ROCE stands at 34.6%

High Cash Flow Conversion: CFO/PAT averaged 1.47x over last 3 years

Risks

Subject to cyclical raw material and macro industry pressures

Bull case

Market Leadership: Established operational scale in Capital Markets.

Bear case

Macro Headwinds: Fluctuations in interest rates and sector-specific policy shifts could compress multiples.

Flip condition

Sustained quarterly EBITDA margin expansion above 20% would trigger an upgrade.

Shareholding pattern
Quarterly ownership historyLatest valid period · December 2025

Ownership distribution

Dec 2025Latest holding

Category trends

Hover over a period for exact holdings

80%53%27%0%Sept 2024Dec 2024Jun 2025Sept 2025Dec 2025
0.11%Institutional holding
25.83%Public holding
5Periods available
0.00%Promoter pledged
8.14KShareholders
Corporate Action

Complete dividend, bonus, split, rights and other action history

Record dateCorporate actionInformationAnnouncement dateEx-date
17 Sept 2026Dividend₹1.00 / share—17 Sept 2026
10 Feb 2026Dividend₹4.00 / share—10 Feb 2026
19 Nov 2025Dividend₹4.00 / share—19 Nov 2025
29 Aug 2025Dividend₹4.00 / share—29 Aug 2025
08 Aug 2025Dividend₹4.00 / share—08 Aug 2025
31 Jan 2025Dividend₹4.00 / share—31 Jan 2025
25 Oct 2024Dividend₹8.00 / share—25 Oct 2024
20 Aug 2024Dividend₹7.00 / share—20 Aug 2024
08 Sept 2023Dividend₹3.00 / share—08 Sept 2023
21 Sept 2022Dividend₹2.00 / share—20 Sept 2022
17 Sept 2021Dividend₹1.00 / share—16 Sept 2021
Delivery participation

Traded volume and delivery percentage across the latest 20 sessions

Average delivery (20D)66.27%-64.56% latest vs average
Highest delivery98.96%on 25 Sept
Average volume (20D)11.4KTrading-session average
Conviction trendWeakening-64.56% latest reading
Traded volumeDelivery %
Peer comparison

Compare valuation, latest quarterly performance and year-on-year growth

8 companies
Company nameMarket cap ₹ CrP/E ratioDividend yield %Quarterly sales ₹ CrProfit after tax ₹ CrSales growth %Profit growth %
HDFC Bank Limited
HDFC Bank LimitedHDFCBANK
Open analysis
₹11.24L15.931.79%₹46,355.55₹19,059.72-45.69%+17.23%
ICICI Bank Limited
ICICI Bank LimitedICICIBANK
Open analysis
₹10.03L18.060.86%₹32,960.41₹16,276.00-35.98%+12.59%
State Bank of India
State Bank of IndiaSBIN
Open analysis
₹8.89L10.321.81%₹62,915.13₹25,121.00-29.09%+13.56%
Bajaj Finance Limited
Bajaj Finance LimitedBAJFINANCE
Open analysis
₹6.11L29.360.56%₹13,929.00₹6,081.00+17.62%+27.62%
Life Insurance Corporation of India
Life Insurance Corporation of IndiaLICI
Open analysis
₹5.03L8.372.54%₹2.40L₹13,584.00+6.76%+24.00%
Kotak Mahindra Bank Limited
Kotak Mahindra Bank LimitedKOTAKBANK
Open analysis
₹4.45L21.930.15%₹11,266.63₹5,480.00-41.22%+22.54%
Axis Bank Limited
Axis Bank LimitedAXISBANK
Open analysis
₹4.02L14.510.08%₹21,381.52₹7,114.00-3.52%+22.53%
Bajaj Finserv Ltd.
Bajaj Finserv Ltd.BAJAJFINSV
Open analysis
₹2.77L27.450.08%₹42,036.90—+39.05%—
About Wealth First Portfolio Managers Limited
Wealth First Portfolio Managers Limited

Incorporated in 2002, Wealth First Portfolio Managers Ltd is in the business of wealth management[1]

IndiaFinancial Services

Questions investors ask
Is Wealth First Portfolio Managers Limited Shariah compliant?

Wealth First Portfolio Managers Limited is currently screened as Non-Compliant (Business Activity) under AAOIFI Shariah Standard No. 21. Business activity in non-permissible sector: /\bfinancial services\b/i Interest-bearing debt or Market Cap data unavailable for ratio screening.

What is Wealth First Portfolio Managers Limited's current valuation relative to peers?

Wealth First Portfolio Managers Limited trades at a P/E of 28.5x compared to the sector median of 16.5x, and a Price-to-Book of 6.3x.

Is the company financially healthy?

The company has a Debt-to-Equity ratio of zero debt. Interest coverage is 1437.4x.

What are the historical revenue and profit growth rates?

Over the past 5 years, revenue compounded at -39.6% while net profit growth averaged -2%.

Market data is informational and may be delayed. Shariah screening follows the displayed methodology. This is not investment advice.

Market data may be delayed. Quote date: 2026-10-16. Financial figures relate to their stated reporting periods. This information is for research and is not a recommendation to buy or sell.