What is the share price of Wealth First Portfolio Managers Ltd (WEALTH) today?
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.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: 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%
What are the peers or stocks similar to Wealth First Portfolio Managers Ltd (WEALTH)?
The peers or stocks similar to Wealth First Portfolio Managers Ltd (WEALTH) include: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 1.57.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 ₹882.45 Cr as of 29th October 2026.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 ₹1219 and the 52-week low is ₹774.95.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 22.83. The P/B (price-to-book) ratio is 5.19.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.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.
Wealth First Portfolio Managers Ltd
WEALTH Share Price
NSEWEALTH Stock Scorecard
Performance
AvgPrice return has been average, nothing exciting
Valuation
HighSeems to be overvalued vs the market average
Growth
AvgFinancials growth has been moderate for a few years
Profitability
HighShowing good signs of profitability & efficiency
Entry point
AvgThe stock is not in the overbought zone
Red flags
LowNo red flag found
How to use scorecard? Learn more
WEALTH Performance & Key Metrics
WEALTH Performance & Key Metrics
| No LabelNo Label | PB RatioPB Ratio | Dividend YieldDiv. Yield |
|---|---|---|
| 26.74 | 5.19 | 1.57% |
| Sector PESector PE | Sector PBSector PB | Sector Div YldSctr Div Yld |
|---|---|---|
| 15.53 | 2.01 | 1.30% |
WEALTH Analyst Ratings & Forecast
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
WEALTH Sentiment Analysis
WEALTH Sentiment Analysis
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
6Integrated, 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
2Market-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
WEALTH Forecast
WEALTH Forecasts
WEALTH
WEALTH
Income
Balance Sheet
Cash Flow
WEALTH Income Statement
WEALTH Income Statement
| Quarter | mar 2024 | jun 2024 | sep 2024 | dec 2024 | mar 2025 | jun 2025 | sep 2025 | dec 2025 | mar 2026 | jun 2026 | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Total Revenue | 20.51 | 21.60 | 23.54 | 17.22 | -2.30 | 24.89 | 20.76 | 6.78 | 18.65 | 18.98 | ||||||||||
| Operating & Other expenses | 2.52 | 2.71 | 3.96 | 4.90 | 3.01 | 3.32 | 5.41 | 5.52 | 4.77 | 5.04 | ||||||||||
| EBITDA | 17.99 | 18.89 | 19.58 | 12.32 | -5.31 | 21.57 | 15.35 | 1.26 | 13.88 | 13.94 | ||||||||||
| Depreciation/Amortization | 0.10 | 0.08 | 0.09 | 0.09 | 0.10 | 0.08 | 0.09 | 0.10 | 0.12 | 0.21 | ||||||||||
| PBIT | 17.89 | 18.81 | 19.49 | 12.23 | -5.41 | 21.49 | 15.26 | 1.16 | 13.76 | 13.73 | ||||||||||
| Interest & Other Items | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | ||||||||||
| PBT | 17.89 | 18.81 | 19.49 | 12.23 | -5.41 | 21.49 | 15.26 | 1.16 | 13.76 | 13.73 | ||||||||||
| Taxes & Other Items | 4.03 | 4.79 | 4.33 | 2.96 | -1.12 | 5.53 | 4.20 | 0.05 | 3.25 | 3.41 | ||||||||||
| Net Income | 13.86 | 14.02 | 15.16 | 9.27 | -4.29 | 15.96 | 11.06 | 1.11 | 10.51 | 10.32 | ||||||||||
| EPS | 13.02 | 13.15 | 14.23 | 8.70 | -4.03 | 14.98 | 10.39 | 1.05 | 9.87 | 9.69 |
WEALTH Company Updates
Investor Presentation
Investor Presentation
WEALTH Stock Peers
WEALTH Past Performance & Peer Comparison
WEALTH Past Performance & Peer Comparison
FinancialsDiversified Financials
Valuation
Technical
Forecast
| Stock | PE RatioPE Ratio | PB RatioPB Ratio | Div. YieldDividend Yield |
|---|---|---|---|
| Wealth First Portfolio Managers Ltd | 22.83 | 5.19 | 1.57% |
| Aditya Birla Capital Ltd | 25.23 | 2.65 | — |
| Motilal Oswal Financial Services Limited | 31.22 | 4.51 | 0.62% |
| Authum Investment & Infrastructure Ltd | 21.75 | 2.84 | — |
WEALTH Stock Price Comparison
Compare WEALTH with any stock or ETFWEALTH Holdings
WEALTH Shareholdings
WEALTH Promoter Holdings Trend
WEALTH Promoter Holdings Trend
In last 6 months, promoter holding in the company has almost stayed constant
Pledged promoter holdings is insignificant
WEALTH Institutional Holdings Trend
WEALTH Institutional Holdings Trend
In last 3 months, retail holding in the company has almost stayed constant
In last 3 months, foreign institutional holding of the company has almost stayed constant
WEALTH Shareholding Pattern
WEALTH Shareholding Pattern
WEALTH Shareholding History
WEALTH Shareholding History
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
WEALTH has shown inconsistent dividend trend over the last 5 years
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
WEALTH has shown inconsistent dividend trend over the last 5 years
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
Dividend/Share
₹1.00
Ex DateEx Date
Sep 17, 2026
Cash Dividend
Ex DateEx DateFeb 10, 2026
Dividend/Share
₹4.00
Ex DateEx Date
Feb 10, 2026
Cash Dividend
Ex DateEx DateNov 19, 2025
Dividend/Share
₹4.00
Ex DateEx Date
Nov 19, 2025
Cash Dividend
Ex DateEx DateAug 29, 2025
Dividend/Share
₹4.00
Ex DateEx Date
Aug 29, 2025
Cash Dividend
Ex DateEx DateAug 8, 2025
Dividend/Share
₹4.00
Ex DateEx Date
Aug 8, 2025
WEALTH Stock News & Opinions
WEALTH Stock News & Opinions
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
Over the last 5 years, revenue has grown at a yearly rate of 23.47%, vs industry avg of 15.12%
Over the last 5 years, market share increased from 0.02% to 0.05%
Over the last 5 years, net income has grown at a yearly rate of 24.61%, vs industry avg of 21.07%