Good morning :)
Wealth First Portfolio Managers Ltd

Wealth First Portfolio Managers Ltd

WEALTH Share Price

NSE
910.750.54% (-4.95)
High
Low
Returns
1D
1W
1M
1Y
5Y
Max
SIP
Loading...
1D
1W
1M
1Y
5Y
Max
SIP

With a market cap of ₹970 cr, stock is ranked 1,524

Stock is 3.19x 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 ₹970 cr, stock is ranked 1,524

Stock is 3.19x as volatile as Nifty

WEALTH Performance & Key Metrics

WEALTH Performance & Key Metrics

No LabelNo LabelPB RatioPB RatioDividend YieldDiv. Yield
25.117.550.11%
Sector PESector PESector PBSector PBSector Div YldSctr Div Yld
15.422.181.29%

WEALTH Analyst Ratings & Forecast

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 

May 29, 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
23.44
23.44
1Y Return
36.69%
36.69%
Buy Reco %
100.00
100.00
PE Ratio
26.77
26.77
1Y Return
2.26%
2.26%
Buy Reco %
100.00
100.00
PE Ratio
20.70
20.70
1Y Return
9.33%
9.33%
Buy Reco %
0.00
0.00
PE Ratio
26.45
26.45
1Y Return
1.84%
1.84%
Buy Reco %
100.00
100.00
PE Ratio
10.97
10.97
1Y Return
27.91%
27.91%
Buy Reco %
100.00
100.00
Compare with Peers

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

Loading...

Quarterdec 2023mar 2024jun 2024sep 2024dec 2024mar 2025jun 2025sep 2025dec 2025mar 2026
Total Revenue16.3320.5121.6023.5417.22-2.3024.8920.766.7818.65
Operating & Other expensessubtract2.822.522.713.964.903.013.325.415.524.77
Depreciation/Amortizationsubtract0.090.100.080.090.090.100.080.090.100.12
Interest & Other Itemssubtract0.000.000.000.000.000.000.000.000.000.00
Taxes & Other Itemssubtract3.314.034.794.332.96-1.125.534.200.053.25
EPS9.4813.0213.1514.238.70-4.0314.9810.391.059.87

WEALTH Company Updates

Annual Report and Investor Presentation updates mentioned here are as reported by the company to the exchange
FY 2026FY 2026

Annual Report Pending

Investor Presentation

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

Annual Report Unavailable

Investor Presentation

May 12PDF
May 12PDF
May 12PDF
Jan 27PDF
 

WEALTH Stock Peers

WEALTH Past Performance & Peer Comparison

WEALTH Past Performance & Peer Comparison

Comparing 3 stocks from 
FinancialsDiversified Financials

Loading...

StockPE RatioPE RatioPB RatioPB RatioDiv. YieldDividend Yield
Wealth First Portfolio Managers Ltd25.107.550.11%
Aditya Birla Capital Ltd23.442.73
Motilal Oswal Financial Services Ltd26.774.500.72%
Authum Investment & Infrastructure Ltd20.702.720.11%

WEALTH Stock Price Comparison

Compare WEALTH with any stock or ETF
Compare WEALTH with any stock or ETF
WEALTH
Loading...

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%

Jun 2025

Sep 2025

Dec 2025

Mar 2026

WEALTH Shareholding History

WEALTH Shareholding History

Dec '24MarJunSepDec '25Mar0.00%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 0.11%. An investment of ₹1,000 in the stock is expected to generate dividend of ₹1.10 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 0.11%. An investment of ₹1,000 in the stock is expected to generate dividend of ₹1.10 every year

WEALTH Upcoming Dividends

WEALTH Upcoming Dividends

No upcoming dividends are available

WEALTH Past Dividends

WEALTH Past Dividends

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

Cash Dividend

Ex DateEx DateJan 31, 2025

Interim 2
Interim 2 | Div/Share: ₹4.00

Dividend/Share

4.00

Ex DateEx Date

Jan 31, 2025

WEALTH Stock News & Opinions

WEALTH Stock News & Opinions

Corporate
Corporate
Board of Wealth First Portfolio Managers recommends final dividend

Wealth First Portfolio Managers announced that the Board of Directors of the Company at its meeting held on 29 May 2026, inter alia, have recommended the final dividend of Rs 1 per equity Share (i.e. 10%) , subject to the approval of the shareholders.

1 week agoCapital Market - Live
Earnings
Earnings
Wealth First Portfolio Managers reports consolidated net profit of Rs 10.52 crore in the March 2026 quarter

Net profit of Wealth First Portfolio Managers reported to Rs 10.52 crore in the quarter ended March 2026 as against net loss of Rs 4.29 crore during the previous quarter ended March 2025. Sales reported to Rs 16.51 crore in the quarter ended March 2026 as against Rs -3.26 crore during the previous quarter ended March 2025. For the full year,net profit rose 13.21% to Rs 38.66 crore in the year ended March 2026 as against Rs 34.15 crore during the previous year ended March 2025. Sales rose 28.65% to Rs 68.39 crore in the year ended March 2026 as against Rs 53.16 crore during the previous year ended March 2025. ParticularsQuarter EndedYear EndedMar. 2026Mar. 2025% Var.Mar. 2026Mar. 2025% Var. Sales16.51-3.26 LP 68.3953.16 29 OPM %71.11191.10 -72.2575.58 - PBDT13.88-5.30 LP 52.0746.99 11 PBT13.76-5.41 LP 51.6946.63 11 NP10.52-4.29 LP 38.6634.15 13 Powered by Capital Market - Live

1 week agoCapital Market - Live
Corporate
Corporate
Wealth First Portfolio Managers to table results

Wealth First Portfolio Managers will hold a meeting of the Board of Directors of the Company on 29 May 2026.

2 weeks agoCapital Market - Live
Spotlight
Spotlight
Wealth First rises after SEBI nod for mutual fund business

The approval allows Lakshya AMC to act as an asset management company and roll out mutual fund offerings, marking a key expansion into the asset management space. The new venture will be led by former Benchmark AMC executives, known for pioneering ETF products such as Nifty BeES in India. The move signals Wealth First's intent to diversify its financial services portfolio and tap into the fast-growing passive investing segment, where penetration remains relatively low compared to global markets. The development comes at a time when India's mutual fund industry has expanded sharply to over Rs 82 lakh crore in assets under management, though passive investing still accounts for only about 19-20% of total AUM, indicating significant growth potential. Ashish Shah, managing director of Wealth First Portfolio Managers, said: This approval represents a major step forward in expanding our financial services portfolio and strengthens our long-term commitment to providing comprehensive and accessible investment solutions. Our focus in this AMC will be to identify gaps in the investment landscape and build products that effectively address those needs. We believe there is significant opportunity to create differentiated offerings that deliver meaningful value to investors. Wealth First Portfolio Managers is a wealth management company, offering portfolio management and financial advisory services to a wide range of clients. On a consolidated basis, Wealth First Portfolio Managers' net profit declined 87.92% to Rs 1.12 crore while total income declined 60.63% to Rs 6.78 crore in Q3 December 2025 over Q3 December 2024. Powered by Capital Market - Live

2 months agoCapital Market - Live
Corporate
Corporate
Lakshya Asset Management receives license to commence mutual fund business

Wealth First Portfolio Managers announced that its subsidiary, Lakshya Asset Management has received approval and final license dated 25 March 2026 from the Securities and Exchange Board of India (SEBI) to act as the Asset Management Company (AMC) for launching and managing the Mutual Fund.Powered by Capital Market - Live

2 months agoCapital Market - Live
Earnings
Earnings
Wealth First Portfolio Managers consolidated net profit declines 87.92% in the December 2025 quarter

Net profit of Wealth First Portfolio Managers declined 87.92% to Rs 1.12 crore in the quarter ended December 2025 as against Rs 9.27 crore during the previous quarter ended December 2024. Sales declined 60.06% to Rs 6.49 crore in the quarter ended December 2025 as against Rs 16.25 crore during the previous quarter ended December 2024. ParticularsQuarter EndedDec. 2025Dec. 2024% Var. Sales6.4916.25 -60 OPM %15.4179.32 - PBDT1.2713.83 -91 PBT1.1713.74 -91 NP1.129.27 -88 Powered by Capital Market - Live

4 months agoCapital Market - Live
Corporate
Corporate
Board of Wealth First Portfolio Managers recommends Third Interim Dividend

Wealth First Portfolio Managers announced that the Board of Directors of the Company at its meeting held on 04 February 2026, has recommended a Third Interim Dividend of Rs.4 per share (i.e.40%), subject to the approval of the shareholders.Powered by Capital Market - Live

4 months agoCapital Market - Live
Corporate
Corporate
Wealth First Portfolio Managers to convene board meeting

Wealth First Portfolio Managers will hold a meeting of the Board of Directors of the Company on 4 February 2026.Powered by Capital Market - Live

4 months agoCapital Market - Live
Spotlight
Spotlight
Wealth First Portfolio Managers Ltd leads gainers in 'B' group

Advent Hotels International Ltd, Sheetal Cool Products Ltd, Ashima Ltd and Jubilant Agri & Consumer Products Ltd are among the other gainers in the BSE's 'B' group today, 09 December 2025.Wealth First Portfolio Managers Ltd surged 20.00% to Rs 1204.8 at 12:01 IST. The stock was the biggest gainer in the BSE's 'B' group. On the BSE, 14 shares were traded on the counter so far as against the average daily volumes of 2778 shares in the past one month. Advent Hotels International Ltd soared 12.95% to Rs 222. The stock was the second biggest gainer in 'B' group. On the BSE, 1.87 lakh shares were traded on the counter so far as against the average daily volumes of 29072 shares in the past one month. Sheetal Cool Products Ltd spiked 12.77% to Rs 222.15. The stock was the third biggest gainer in 'B' group. On the BSE, 7170 shares were traded on the counter so far as against the average daily volumes of 897 shares in the past one month. Ashima Ltd gained 12.40% to Rs 18.85. The stock was the fourth biggest gainer in 'B' group. On the BSE, 29211 shares were traded on the counter so far as against the average daily volumes of 10212 shares in the past one month. Jubilant Agri & Consumer Products Ltd exploded 12.37% to Rs 2494. The stock was the fifth biggest gainer in 'B' group. On the BSE, 179 shares were traded on the counter so far as against the average daily volumes of 142 shares in the past one month. Powered by Capital Market - Live

6 months agoCapital Market - Live
Spotlight
Spotlight
Wealth First Portfolio Managers Ltd leads losers in 'B' group

Mangalam Drugs and Organics Ltd, N K Industries Ltd, BIL Vyapar Ltd and Viji Finance Ltd are among the other losers in the BSE's 'B' group today, 25 November 2025.Wealth First Portfolio Managers Ltd lost 17.95% to Rs 832.4 at 09:05 IST.The stock was the biggest loser in the BSE's 'B' group.On the BSE, 0 shares were traded on the counter so far as against the average daily volumes of 2627 shares in the past one month.Mangalam Drugs and Organics Ltd crashed 10.00% to Rs 36.46. The stock was the second biggest loser in 'B' group.On the BSE, 9466 shares were traded on the counter so far as against the average daily volumes of 6641 shares in the past one month.N K Industries Ltd tumbled 9.95% to Rs 66.1. The stock was the third biggest loser in 'B' group.On the BSE, 15 shares were traded on the counter so far as against the average daily volumes of 102 shares in the past one month.BIL Vyapar Ltd pared 9.93% to Rs 9.52. The stock was the fourth biggest loser in 'B' group.On the BSE, 40650 shares were traded on the counter so far as against the average daily volumes of 1826 shares in the past one month.Viji Finance Ltd slipped 9.72% to Rs 2.88. The stock was the fifth biggest loser in 'B' group.On the BSE, 3.5 lakh shares were traded on the counter so far as against the average daily volumes of 33178 shares in the past one month.Powered by Capital Market - Live

6 months agoCapital Market - Live

Frequently asked questions

Frequently asked questions

  1. What is the share price of Wealth First Portfolio Managers Ltd (WEALTH) today?

    The share price of WEALTH as on 11th June 2026 is ₹910.75. The stock prices are volatile and keep changing through the day depending upon various factors and market conditions.

  2. What is the return on Wealth First Portfolio Managers Ltd (WEALTH) share?

    The past returns of Wealth First Portfolio Managers Ltd (WEALTH) share are
    • Past 1 week: -3.61%
    • Past 1 month: -2.59%
    • Past 3 months: -5.28%
    • Past 6 months: -9.01%
    • Past 1 year: -27.25%
    • Past 3 years: 190.37%
    • Past 5 years: 570.41%

  3. What are the peers or stocks similar to Wealth First Portfolio Managers Ltd (WEALTH)?
  4. What is the dividend yield % of Wealth First Portfolio Managers Ltd (WEALTH) share?

    The current dividend yield of Wealth First Portfolio Managers Ltd (WEALTH) is 0.11.

  5. What is the market cap of Wealth First Portfolio Managers Ltd (WEALTH) share?

    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 ₹970.40 Cr as of 11th June 2026.

  6. What is the 52 week high and low of Wealth First Portfolio Managers Ltd (WEALTH) share?

    The 52-week high of Wealth First Portfolio Managers Ltd (WEALTH) is ₹1410 and the 52-week low is ₹774.95.

  7. What is the PE and PB ratio of Wealth First Portfolio Managers Ltd (WEALTH) stock?

    The P/E (price-to-earnings) ratio of Wealth First Portfolio Managers Ltd (WEALTH) is 25.10. The P/B (price-to-book) ratio is 7.55.

  8. Which sector does Wealth First Portfolio Managers Ltd (WEALTH) belong to?

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

  9. How to buy Wealth First Portfolio Managers Ltd (WEALTH) shares?

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