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Wealth First Portfolio Managers Ltd

Wealth First Portfolio Managers Ltd

WEALTH Share Price

NSE
₹826.150.25% (-2.05)
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With a market cap of ₹882 cr, stock is ranked 1,678

Stock is 3.00x as volatile as Nifty

WEALTH Stock Scorecard

Performance

Avg

Price return has been average, nothing exciting

Valuation

High

Seems to be overvalued vs the market average

Growth

Avg

Financials growth has been moderate for a few years

Profitability

High

Showing good signs of profitability & efficiency

Entry point

Avg

The stock is not in the overbought zone

Red flags

Low

No red flag found

How to use scorecard? Learn more

With a market cap of ₹882 cr, stock is ranked 1,678

Stock is 3.00x as volatile as Nifty

WEALTH Performance & Key Metrics

WEALTH Performance & Key Metrics

No LabelNo LabelPB RatioPB RatioDividend YieldDiv. Yield
26.745.191.57%
Sector PESector PESector PBSector PBSector Div YldSctr Div Yld
15.532.011.30%

WEALTH Analyst Ratings & Forecast

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Analyst Ratings data is currently unavailable for this stock

Price Upside

Earnings Growth

Rev. Growth

WEALTH Company Profile

Wealth First Portfolio Managers is a financial services provider engaged in sale of bonds and equity

Investor Presentation

View older View older 

Aug 14, 2026

PDF
View Older Presentations

WEALTH Similar Stocks (Peers)

Compare with peers Compare with peers 

WEALTH Similar Stocks (Peers)

Compare with peers Compare with peers 
PE Ratio
25.23
25.23
1Y Return
15.59%
15.59%
Buy Reco %
100.00
100.00
PE Ratio
31.22
31.22
1Y Return
1.57%
1.57%
Buy Reco %
100.00
100.00
PE Ratio
21.75
21.75
1Y Return
16.15%
16.15%
Buy Reco %
0.00
0.00
PE Ratio
30.92
30.92
1Y Return
21.06%
21.06%
Buy Reco %
87.50
87.50
PE Ratio
10.03
10.03
1Y Return
28.41%
28.41%
Buy Reco %
100.00
100.00
Compare with Peers

WEALTH Sentiment Analysis

WEALTH Sentiment Analysis

New
Crisp summary & key insights to decode earnings calls instantly

WEALTH Stock Summary · June 2026

Strong operational momentum underpinned the call, with consolidated revenue from operations up 28.7% year‑over‑year to INR 68.4 crore and consolidated PAT rising to INR 38.3 crore in FY26, supported by a Q4 turnaround to INR 16.5 crore revenue and INR 10.5 crore PAT. Management emphasized a research‑led, client‑first wealth franchise and deliberate de‑risking — they completed a multi‑quarter wind‑down of the equity trading book to zero to remove historical earnings volatility and redeployed capital into an AMC, insurance and infrastructure buildout. AUA grew modestly to INR 12,157 crore, driven by net sales of INR 386 crore despite a 12–14% market correction compressing year‑end valuations. Executives framed recent margin headwinds as temporary, noting a higher cost‑to‑income ratio driven by front‑loaded strategic investments and targeting a sustainable sub‑30% ratio as AMC and insurance scale. Near‑term expectations include AMC product filings in early June, three differentiated fund launches within 12 months, insurance scaling toward meaningful traction by FY28, one inorganic target in 3–6 months and no significant capital need for at least a year.

WEALTH Stock Growth Drivers
WEALTH Stock Growth Drivers
6
  • Integrated, in-house product ecosystem and diversified client franchise

    The firm has built a comprehensive, in-house financial services ecosystem spanning mutual funds, fixed income,

  • High-quality, direct client relationships and referral-driven growth

    The firm operates a direct B2C distribution model with in-house relationship teams (no intermediary layer)

WEALTH Stock Challenges
WEALTH Stock Challenges
2
  • Market-driven AUA compression and reliance on net sales

    A sharp market correction of about 12–14% in Q4 FY26 materially compressed closing portfolio valuations

  • Elevated near-term cost-to-income from new initiatives with execution risk

    Reported cost-to-income ratios are currently elevated because the company has already incurred significant upfront costs

end marker

WEALTH Forecast

WEALTH Forecasts

empty forecast

Forecast data is currently unavailable

Forecast data is currently unavailable

Price

Price Upside

Revenue

Revenue Growth

Earnings

Earnings Per Share

WEALTH

WEALTH

Income

Balance Sheet

Cash Flow

WEALTH Income Statement

WEALTH Income Statement

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Quartermar 2024jun 2024sep 2024dec 2024mar 2025jun 2025sep 2025dec 2025mar 2026jun 2026
Total Revenue20.5121.6023.5417.22-2.3024.8920.766.7818.6518.98
Operating & Other expensessubtract2.522.713.964.903.013.325.415.524.775.04
Depreciation/Amortizationsubtract0.100.080.090.090.100.080.090.100.120.21
Interest & Other Itemssubtract0.000.000.000.000.000.000.000.000.000.00
Taxes & Other Itemssubtract4.034.794.332.96-1.125.534.200.053.253.41
EPS13.0213.1514.238.70-4.0314.9810.391.059.879.69

WEALTH Company Updates

Annual Report and Investor Presentation updates mentioned here are as reported by the company to the exchange
FY 2027FY 2027

Annual Report Pending

Investor Presentation

Aug 14PDF
Aug 13PDF
Jul 1PDF
FY 2026FY 2026

Annual report

PDF

Investor Presentation

May 29PDF
Feb 4PDF
Nov 13PDF
Aug 4PDF
FY 2025FY 2025

Annual Report Unavailable

Investor Presentation

May 12PDF
May 12PDF
May 12PDF
 

WEALTH Stock Peers

WEALTH Past Performance & Peer Comparison

WEALTH Past Performance & Peer Comparison

Comparing 3 stocks from 
FinancialsDiversified Financials

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StockPE RatioPE RatioPB RatioPB RatioDiv. YieldDividend Yield
Wealth First Portfolio Managers Ltd22.835.191.57%
Aditya Birla Capital Ltd25.232.65—
Motilal Oswal Financial Services Limited31.224.510.62%
Authum Investment & Infrastructure Ltd21.752.84—
ScreenerCompare valuation on Screener

WEALTH Stock Price Comparison

Compare WEALTH with any stock or ETF
Compare WEALTH with any stock or ETF
WEALTH
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WEALTH Holdings

WEALTH Shareholdings

WEALTH Promoter Holdings Trend

WEALTH Promoter Holdings Trend

Total Promoter Holding
Increasing promoter holding is considered good and reflects management’s positive view about the future outlook

In last 6 months, promoter holding in the company has almost stayed constant

Low Pledged Promoter Holding
Lower pledged promoter holdings is considered better

Pledged promoter holdings is insignificant

WEALTH Institutional Holdings Trend

WEALTH Institutional Holdings Trend

Total Retail Holding
Increasing retail holding can be considered bad as it can reflect that institutions and promoters are selling their stake which is being absorbed by retail investors.

In last 3 months, retail holding in the company has almost stayed constant

Foreign Institutional Holding
Foreign Institutional Holding is quantum of stock held by foreign large-quantities-trading entities. Increasing value indicates growing support and comfort for the stock

In last 3 months, foreign institutional holding of the company has almost stayed constant

Tickertape Separator

WEALTH Shareholding Pattern

WEALTH Shareholding Pattern

Retail and OthersForeign InstitutionsOther Domestic InstitutionsMutual FundsTotal Promoter Holding74.04%0.00%0.11%0.00%25.84%

Dec 2025

Mar 2026

Jun 2026

Sep 2026

WEALTH Shareholding History

WEALTH Shareholding History

JunSepDec '25MarJunSep0.00%0.00%0.00%0.00%0.00%0.00%

WEALTH Insider Trades & Bulk Stock Deals

WEALTH Insider Trades & Bulk Stock Deals

Hmm, looks like there hasn't been any net deal activity in the last 6 months

smallcases containing WEALTH stock

smallcases containing WEALTH stock

Looks like this stock is not in any smallcase yet.

WEALTH Events

WEALTH Events

WEALTH Dividend Trend

No Trend In Dividends
Dividends are the portion of earnings that a company distributes to all its shareholders every year

WEALTH has shown inconsistent dividend trend over the last 5 years

Dividend Yield
Dividend return is one of the most important things to be considered while investing for long term. It is the additional return on top of what investors earn through price appreciation

Current dividend yield is 1.57%. An investment of ₹1,000 in the stock is expected to generate dividend of ₹15.70 every year

Dividends

Corp. Actions

Announcements

Legal Orders

WEALTH Dividend Trend

No Trend In Dividends
Dividends are the portion of earnings that a company distributes to all its shareholders every year

WEALTH has shown inconsistent dividend trend over the last 5 years

Dividend Yield
Dividend return is one of the most important things to be considered while investing for long term. It is the additional return on top of what investors earn through price appreciation

Current dividend yield is 1.57%. An investment of ₹1,000 in the stock is expected to generate dividend of ₹15.70 every year

WEALTH Upcoming Dividends

WEALTH Upcoming Dividends

No upcoming dividends are available

WEALTH Past Dividends

WEALTH Past Dividends

Cash Dividend

Ex DateEx DateSep 17, 2026

Final
Final | Div/Share: ₹1.00

Dividend/Share

₹1.00

Ex DateEx Date

Sep 17, 2026

Cash Dividend

Ex DateEx DateFeb 10, 2026

Interim 3
Interim 3 | Div/Share: ₹4.00

Dividend/Share

₹4.00

Ex DateEx Date

Feb 10, 2026

Cash Dividend

Ex DateEx DateNov 19, 2025

Interim 2
Interim 2 | Div/Share: ₹4.00

Dividend/Share

₹4.00

Ex DateEx Date

Nov 19, 2025

Cash Dividend

Ex DateEx DateAug 29, 2025

Final
Final | Div/Share: ₹4.00

Dividend/Share

₹4.00

Ex DateEx Date

Aug 29, 2025

Cash Dividend

Ex DateEx DateAug 8, 2025

Interim 1
Interim 1 | Div/Share: ₹4.00

Dividend/Share

₹4.00

Ex DateEx Date

Aug 8, 2025

WEALTH Stock News & Opinions

WEALTH Stock News & Opinions

Corporate
Corporate
Wealth First Portfolio Managers to review financial results at November board meeting

Wealth First Portfolio Managers Limited will hold a board meeting on November 3, 2026, to approve the unaudited standalone and consolidated financial results for the quarter and half year ended September 30, 2026, along with the limited review reports, as informed to the National Stock Exchange of India Ltd. and BSE Limited.

2 days agoCapital Market - Live
Corporate
Corporate
Wealth First Portfolio Managers to acquire 51% stake in Wealth First Advisors for Rs 52.10 crore

Wealth First Portfolio Managers Limited announced it has entered into a Share Purchase Agreement to acquire up to 209,304 equity shares, representing 51.00% of Wealth First Advisors Private Limited, for a total consideration of approximately Rs 52.10 crore, to be paid partly in cash and partly through share swap. The company also approved the issuance and allotment of up to 136,575 equity shares at a price of Rs 885.89 per share, aggregating to Rs 12.10 crore, to selling shareholders of Wealth First Advisors Private Limited, as part of the consideration.

3 days agoCapital Market - Live
Corporate
Corporate
Wealth First Portfolio Managers acquires 51% stake in Wealth First Advisors for Rs 52.10 crore

Wealth First Portfolio Managers Limited announced it has entered into a Share Purchase Agreement to acquire up to 209,304 equity shares, representing 51.00% of Wealth First Advisors Private Limited, for a total consideration of approximately Rs 52.10 crore, to be paid partly in cash and partly through share swap. The company also approved the issuance and allotment of up to 136,575 equity shares at Rs 885.89 per share, aggregating to Rs 12.10 crore, to selling shareholders of Wealth First Advisors Private Limited, as part of the consideration.

3 days agoCapital Market - Live
Corporate
Corporate
Wealth First Portfolio Managers to seek board approval for preferential securities issuance

Wealth First Portfolio Managers Limited informed the National Stock Exchange of India Ltd. and BSE Limited that a meeting of the Board of Directors will be held on October 26, 2026, via video conference or other audio-visual means, to consider and approve the issuance of Equity Shares/Warrants/Any other Securities of the Company on a preferential basis, and to address any other business with the approval of the Chairperson; the company also noted that the trading window for dealing in Equity Shares by Designated Person remains closed until 48 hours after the declaration of Unaudited Standalone and Consolidated Financial Results for the quarter and half year ended September 30, 2026.

1 week agoCapital Market - Live
Corporate
Corporate
Wealth First Portfolio Managers to consider share issuance at October board meeting

Wealth First Portfolio Managers Limited will hold a board meeting on October 26, 2026, to consider and approve the issuance of equity shares, warrants, or other securities on a preferential basis, according to a regulatory filing with the National Stock Exchange of India Ltd. and BSE Limited. The company has closed the trading window for designated persons until 48 hours after the declaration of unaudited standalone and consolidated financial results for the quarter and half year ended September 30, 2026, in compliance with SEBI regulations.

1 week agoCapital Market - Live
Corporate
Corporate
Wealth First Portfolio Managers confirms no dematerialization securities received between June and September

Wealth First Portfolio Managers Limited submitted a certificate to the National Stock Exchange of India Ltd. and BSE Limited on October 8, 2026, regarding Regulation 74(5) of the SEBI Depositories and Participants Regulation, 2018, confirming that no securities were received from depository participants for dematerialization between June 30, 2026, and September 30, 2026, and consequently, no certificates were mutilated, cancelled, or substituted.

3 weeks agoCapital Market - Live
Corporate
Corporate
Wealth First Portfolio Managers Limited acquires preference shares in Lakshya Trustee Private Limited

Wealth First Portfolio Managers Limited announced it has acquired 10,00,000 Non-Convertible Non-Cumulative Redeemable Preference Shares of face value of Rs. 10 each in its wholly-owned subsidiary, Lakshya Trustee Private Limited, for a total consideration of Rs. 1,00,00,000, according to a filing with the National Stock Exchange of India and BSE Limited on Wednesday.

1 month agoCapital Market - Live
Corporate
Corporate
Wealth First Portfolio Managers closes trading window per NSE and BSE guidelines

Wealth First Portfolio Managers Limited will close its trading window for designated persons and their immediate relatives from October 1, 2026, until 48 hours after the declaration of unaudited standalone and consolidated financial results for the quarter and half year ended September 30, 2026, in accordance with National Stock Exchange of India Ltd. and BSE Limited circulars.

1 month agoCapital Market - Live
Corporate
Corporate
Wealth First Portfolio Managers schedules AGM on September 24, 2026, with e-voting available

Wealth First Portfolio Managers Limited will hold its 24th Annual General Meeting on September 24, 2026, at 4:00 PM IST via video conference, and has set September 17, 2026, as the record date for determining eligibility for a final dividend on equity shares for the financial year ended March 31, 2026, if approved. The company will provide e-voting facilities for shareholders, with remote e-voting commencing on September 21, 2026, and ending on September 23, 2026, at 5:00 P.M.

1 month agoCapital Market - Live
Corporate
Corporate
Wealth First Portfolio Managers schedules Annual General Meeting for September 24, 2026

Wealth First Portfolio Managers Limited announced that its Board of Directors approved the convening of the company's 24th Annual General Meeting on September 24, 2026, at 4:00 P.M. IST via video conferencing or other audio visual means, and also approved the Notice of the meeting, the Board of Directors Report and its Annexures for the financial year 2025-26; CS Kunal Sharma, Proprietor of Kunal Sharma & Associates, was appointed as the Scrutinizer for the E-Voting process.

2 months agoCapital Market - Live

Frequently asked questions

  1. The share price of WEALTH as on 29th October 2026 is ₹826.15. The stock prices are volatile and keep changing through the day depending upon various factors and market conditions.

  2. The past returns of Wealth First Portfolio Managers Ltd (WEALTH) share are
    • Past 1 week: 0.14%
    • Past 1 month: -2.43%
    • Past 3 months: -13.12%
    • Past 6 months: -11.75%
    • Past 1 year: -28.73%
    • Past 3 years: 96.16%
    • Past 5 years: 238.27%

  3. The current dividend yield of Wealth First Portfolio Managers Ltd (WEALTH) is 1.57.

  4. Market capitalization, short for market cap, is the market value of a publicly traded company's outstanding shares. The market cap of Wealth First Portfolio Managers Ltd (WEALTH) is ₹882.45 Cr as of 29th October 2026.

  5. The 52-week high of Wealth First Portfolio Managers Ltd (WEALTH) is ₹1219 and the 52-week low is ₹774.95.

  6. The P/E (price-to-earnings) ratio of Wealth First Portfolio Managers Ltd (WEALTH) is 22.83. The P/B (price-to-book) ratio is 5.19.

  7. Wealth First Portfolio Managers Ltd (WEALTH) belongs to the Financials sector & Diversified Financials sub-sector.

  8. You can directly buy Wealth First Portfolio Managers Ltd (WEALTH) shares on Tickertape. Simply sign up, connect your demat account and place your order.