Wealth First Portfolio Managers Limited
₹884.90▲ +1.15 (+0.13%)
WEALTH·NSE·Financial Services
Market Cap
928.00 Cr
PE Ratio
24.38
Volume
72,193
Day High - Low
885.00 - 875.30
52W High-Low
1237.90 - 774.95
₹884.90▲ +1.15 (+0.13%)
Market Cap928.00 Cr
PE Ratio24.38
Volume72,193
Day High - Low885.00 - 875.30
52W High-Low1237.90 - 774.95
Wealth First Portfolio Managers Limited (WEALTH): company summary
The company's annual revenue rose 14.0% to ₹68 crore, while annual net profit increased 12.6% to ₹38 crore.
Wealth First Portfolio Managers Limited (WEALTH) is a micro-cap Financial Services company valued at ₹928 crore operating in Other Financial Services on the NSE and BSE.
- Recent price move
- Wealth First Portfolio Managers Limited last traded at ₹884.9, modestly up 0.13% on the day.
- Recent developments
- On 2026-09-28, the company announced a positive deal involving an acquisition, which may signal expansion or strategic moves to enhance its market position.
- Financial performance
- The company's annual revenue rose 14.0% to ₹68 crore, while annual net profit increased 12.6% to ₹38 crore. However, the latest quarter saw revenue fall 42.7% year-on-year to ₹14 crore and net profit drop 34.9% to ₹10 crore, indicating a recent slowdown in growth.
- Valuation multiples
- The stock trades at 24.4 times earnings, a premium to the Financial Services median of 19.3, 5.91 times book value. It yields 1.1%.
- Things to watch
- The stock is 28.1% below its 52-week high, and the latest quarter's revenue and net profit both fell significantly compared to the same period a year earlier, raising concerns about recent performance.
- Where it stands
- Wealth First Portfolio Managers Ltd has shown strong revenue and profit growth over the past few years, but the latest quarter's results suggest a slowdown. The stock's price is notably lower than its recent peak, highlighting potential concerns about recent performance.
Summarised by DocStoX's model on 2026-10-04 from company filings, exchange data and news. This is a factual summary, not a rating or a recommendation. Informational only, not investment advice. Consult a SEBI-registered adviser before investing.
DocStoX Score
6.2/10
Fair
Fair Value
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ROE
25.69%
Strong
P/E
24.38x
Fair
Debt / Equity
0.00
Low
Industry
Financial Services
Other Financial Services
Overall View
Mixed
Price performance
Day₹875.30
₹885.00
52W₹774.95
₹1238
DocStoX take
Supported by growth (9.8) and quality (8.3), but held back by momentum (1.2). Growth looks strong at 9.8, but that is offset by momentum at 1.2. We are calling it Mixed rather than resolving the conflict for you.
DocStoX score
Low confidence6.2
/10
Fair
Quality
Excellent
ROE 25.7%
Valuation
Rich
P/E 24.4×
Growth
Strong
Revenue +22.3% 5Y CAGR
Risk
Moderate
D/E 0.00 (lender)
Momentum
Weak
24% of 52-week range
At a glance
Market Cap
₹928 Cr
52W High / Low
₹1238 / ₹775
Dividend Yield
1.07%
Promoter Holding
74.04%
EPS (TTM)
₹36.29
Book Value
₹141.23
Key highlights
- Healthy net margin (56%)
- Capital works hard — ROCE 34%
- Profitable in all of the last 5 years
- Momentum is weak (1.2/10)
- Near the bottom of its 52-week range (24%)
4 Positives3 Watchouts
Growth
Financials
Technicals
Peers
News
Forecasts
About the company
More data
Filings, corporate actions and ownership detail — opened on demand.
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Fair ValueOur fair-value estimate, upside, and Bear/Base/Bull scenarios.Intrinsic ValueGraham & earnings-power intrinsic value with margin of safety.DCFDiscounted cash flow — free cash flow, growth, value per share.ValuationP/E, P/B, earnings yield and the full multiples picture.Financial RatiosProfitability, leverage and efficiency ratios at a glance.PeersHow it stacks up against its closest listed competitors.
Wealth First Portfolio Managers Limited peers in Financial Services
Other Financial Services stocks on the NSE & BSE. See the full Financial Services sector list.
HDFC Bank LimitedICICI Bank LimitedState Bank of IndiaBajaj Finance LimitedLife Insurance Corporation Of IndiaKotak Mahindra Bank LimitedAxis Bank LimitedBajaj Finserv LimitedShriram Finance LimitedSBI Life Insurance Company LimitedJio Financial Services LimitedICICI Prudential Asset Management Company Limited
Compare Wealth First Portfolio Managers Limited with peers
Wealth First Portfolio Managers Limited vs HDFC Bank LimitedWealth First Portfolio Managers Limited vs ICICI Bank LimitedWealth First Portfolio Managers Limited vs State Bank of IndiaWealth First Portfolio Managers Limited vs Bajaj Finance LimitedWealth First Portfolio Managers Limited vs Life Insurance Corporation Of IndiaWealth First Portfolio Managers Limited vs Kotak Mahindra Bank Limited
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