Wealth First Portfolio Managers Ltd Stock Price Today (NSE: WEALTH)
Fundamental Score
Wealth First Portfolio Managers Ltd Share Price — Live NSE/BSE Price, Fundamentals & Analysis
Wealth First Portfolio Managers Ltd share price today is ₹952.50, down 2.01% on NSE/BSE as of 17 June 2026. Wealth First Portfolio Managers Ltd (WEALTH) is a Small-cap company in the Other Financial Services sector with a market capitalisation of ₹1.09K (Cr). The 52-week high for WEALTH share price is ₹1410.00 and the 52-week low is ₹774.95. At a P/E ratio of 32.77x, WEALTH is currently trading above its industry average P/E of 30.94x. The company has a Return on Equity (ROE) of 28.60% and a debt-to-equity ratio of 0.00.
Wealth First Portfolio Managers Ltd Share Price Chart — NSE/BSE Historical Performance
Wealth First Portfolio Managers Ltd share price chart: -1.83% return over the past month. 52-week high ₹1410.00, 52-week low ₹774.95.
Wealth First Portfolio Managers Ltd — Last 10 Trading Days
| Date | Open | High | Low | Close | Volume |
|---|---|---|---|---|---|
| ₹949.00 | ₹949.00 | ₹911.45 | ₹912.60 | 339.00 (Cr) | |
| ₹928.00 | ₹940.00 | ₹905.00 | ₹905.20 | 956.00 (Cr) | |
| ₹962.00 | ₹962.00 | ₹912.70 | ₹926.10 | 923.00 (Cr) | |
| ₹962.90 | ₹963.00 | ₹930.00 | ₹938.60 | 2.19K (Cr) | |
| ₹950.00 | ₹985.00 | ₹945.95 | ₹958.15 | 2.60K (Cr) | |
| ₹984.00 | ₹984.00 | ₹933.10 | ₹945.95 | 1.38K (Cr) | |
| ₹958.00 | ₹958.00 | ₹936.10 | ₹947.45 | 811.00 (Cr) | |
| ₹935.35 | ₹955.30 | ₹934.10 | ₹936.35 | 909.00 (Cr) | |
| ₹939.95 | ₹950.00 | ₹931.40 | ₹943.80 | 1.08K (Cr) | |
| ₹938.60 | ₹950.00 | ₹921.00 | ₹931.40 | 1.26K (Cr) |
Wealth First Portfolio Managers Ltd — Last 12 Months Price History
| Month | Open | High | Low | Close | Change |
|---|---|---|---|---|---|
| ₹935.35 | ₹985.00 | ₹905.00 | ₹912.60 | -2.43% | |
| ₹807.75 | ₹994.95 | ₹796.80 | ₹943.80 | +16.84% | |
| ₹921.00 | ₹1034.00 | ₹800.00 | ₹807.75 | -12.30% | |
| ₹870.00 | ₹1004.95 | ₹774.95 | ₹941.20 | +8.18% | |
| ₹928.90 | ₹938.95 | ₹790.00 | ₹842.05 | -9.35% | |
| ₹995.00 | ₹1055.00 | ₹900.30 | ₹912.85 | -8.26% | |
| ₹1133.20 | ₹1219.00 | ₹980.00 | ₹989.10 | -12.72% | |
| ₹1200.00 | ₹1244.00 | ₹1122.10 | ₹1127.60 | -6.03% | |
| ₹1214.70 | ₹1294.80 | ₹1150.30 | ₹1186.50 | -2.32% | |
| ₹1250.00 | ₹1386.70 | ₹1194.86 | ₹1214.70 | -2.82% | |
| ₹1252.00 | ₹1299.00 | ₹1090.00 | ₹1214.90 | -2.96% | |
| ₹1234.80 | ₹1410.00 | ₹1230.30 | ₹1245.80 | +0.89% |
AI Research Briefing
Powered by Gemini · 2026-04-10
Wealth First's pivot to asset management is a high-risk, high-reward bet with a weakening core business.
WHAT'S HAPPENING NOW (last 2-4 weeks)
Wealth First's subsidiary, Lakshya AMC, received SEBI approval to launch mutual fund operations. Lakshya AMC will be headquartered in Ahmedabad and aims to introduce innovative investment products. Key members from Benchmark Asset Management, pioneers of ETFs in India, have joined the Lakshya AMC team. Wealth First confirmed it is not classified as a 'Large Corporate' for FY26 due to zero outstanding borrowings. The promoter group holds 74.04% of the equity shares, with none encumbered as of March 31, 2026. Wealth First paused insider trading starting April 1, 2026, ahead of the board meeting to approve audited financial results for FY26. Wealth First filed its quarterly SEBI compliance certificate for the quarter ended March 31, 2026.
CORE STORY (THE REAL GAME)
Wealth First is transitioning from a pure broking/PMS play to a more diversified asset management firm with the launch of its mutual fund business. The market is watching to see if they can successfully scale Lakshya AMC and compete with larger players.
- SEBI approval for Lakshya AMC
- Confirmation of non-'Large Corporate' status
- Stable promoter holding
- Successful launch of new mutual fund products
- Significant AUM growth in Lakshya AMC
- Improvement in quarterly earnings
- Micro/SME cap exposes to liquidity risk
- Intense competition in the financial services sector
- Execution risk in scaling the new AMC
DII holdings decreased by 0.09%
Financial services sector is a key driver of India's IPO boom.
Free Cash Flow 5Y is ₹72.26 Cr.
The next 3-6 months will be crucial for Wealth First to demonstrate its ability to scale Lakshya AMC and generate meaningful revenue. Failure to do so will likely lead to a derating.
Primary Thesis Risk
Inability to successfully scale Lakshya AMC will destroy the investment thesis.
For educational purposes only. Not investment advice. Consult a SEBI-registered advisor before investing.
Returns & Performance
Return on Equity (ROE)
Profit generated per ₹1 of shareholder equity
Return on Capital (ROCE)
Returns generated on total capital deployed
Oper. Profit Margin (5Y Avg)
Average operating profit margin over 5 years
Dividend Yield
Annual dividend as % of current share price
Wealth First Portfolio Managers Ltd Valuation Check
Price to Earnings (P/E)
Share price ÷ earnings per share. Lower = cheaper
Industry Avg P/E
Average P/E of all peers in this sector
Market Capitalisation
Total market value of all outstanding shares
Growth Engine
Profit Growth (Quarterly YoY)
Net profit growth vs same quarter last year
Revenue Growth (Quarterly YoY)
Revenue growth vs same quarter last year
Revenue Growth (5-Year CAGR)
Compounded annual revenue growth over 5 years
EPS Growth (5-Year CAGR)
Earnings per share growth over 5 years
Net Profit Growth (5-Year CAGR)
Compounded annual net profit growth over 5 years
Balance Sheet Health
Debt to Equity Ratio
Total debt ÷ equity. Below 0.5 = financially healthy
Interest Coverage Ratio
EBIT ÷ interest expense. Above 2.5 = can pay interest comfortably
Free Cash Flow (5-Year Total)
Cash left after capex over 5 years. Positive = self-funded growth
Labels (e.g., "Excellent", "Good") are peer-based vs industry/sector averages — data-only, not advice
Wealth First Portfolio Managers Ltd Fundamental Analysis & Valuation Benchmarking
Educational evaluation of WEALTH across key market metrics for learning purposes.
Positive Indicators
11 factors identified
Strong Return on Equity (28.60%)
Observation: Efficient use of shareholders' capital generating superior returns.
Analysis: ROE >15% indicates strong profitability and effective management. This metric suggests the company can generate substantial returns on invested capital.
Excellent ROCE Performance (37.87%)
Observation: Superior returns on capital employed across business operations.
Analysis: ROCE >15% demonstrates efficient capital deployment and strong operational performance.
Strong Operating Margins (77.21%)
Observation: Healthy 5-year operating margins indicate pricing power and cost control.
Analysis: OPM >15% suggests operational efficiency and competitive advantages.
Consistent Growth Track Record (43.40% CAGR)
Observation: Strong 5-year sales compound annual growth rate.
Analysis: Consistent sales CAGR >12% demonstrates sustainable growth model.
Excellent EPS Growth (94.29% CAGR)
Observation: Outstanding 5-year earnings per share compound growth.
Analysis: EPS CAGR >15% indicates strong wealth creation potential.
Strong Profit Growth Track Record (94.13% CAGR)
Observation: Consistent 5-year profit compound annual growth rate.
Analysis: Profit CAGR >15% demonstrates scalable business model.
Debt-Free Balance Sheet (D/E: 0.00)
Observation: Low leverage provides financial flexibility and reduced risk.
Analysis: Conservative debt structure offers resilience during economic downturns.
Strong Interest Coverage (645.14x)
Observation: Earnings comfortably cover interest obligations.
Analysis: Interest coverage >5x indicates low financial distress risk.
Strong Cash Generation (₹72.26 Cr over 5Y)
Observation: Healthy free cash flow generation supports growth and returns.
Analysis: Strong FCF provides flexibility for dividends, debt reduction, and growth investments.
Balanced Promoter Holding (74.04%)
Observation: Optimal balance between promoter control and public float.
Analysis: Promoter holding in 50-75% range provides management alignment.
Zero Share Pledging Risk
Observation: No promoter shares pledged as collateral.
Analysis: Absence of share pledging eliminates potential forced-selling pressure.
Risk Factors
1 factors identified
Profit Decline Concern (-26.98%)
Observation: Significant year-over-year profit contraction observed.
Analysis: Declining profitability requires investigation into underlying causes.
Wealth First Portfolio Managers Ltd vs Other Financial Services Peers
Peer Comparison - Other Financial Services
Compare Wealth First Portfolio Managers Ltd with 10 other companies in the same sector
| Company Info | Fundamental | Valuation | Profitability | Financial Health | Growth | Dividend | ||||
|---|---|---|---|---|---|---|---|---|---|---|
Company Company name | Score Bull Run comprehensive fundamental score based on 20+ metrics | Price Current trading price of the stock | Market Cap Total value of all shares in the market | P/E Price per share divided by earnings per share | ROE Net income divided by shareholder equity | ROCE Earnings before interest and tax divided by capital employed | Debt/Eq Total debt divided by total equity | Profit 5Y Average annual profit growth over 5 years | Sales 5Y Average annual sales growth over 5 years | Dividend Annual dividend per share divided by price per share |
67.9/100 | ₹952.50₹953 | ₹1086.24₹1086.24 | 32.77Average 32.8 Average | 28.60%Excellent 28.60% Excellent | 37.87%Excellent 37.87% Excellent | 0.00Excellent 0.0 Excellent | 94.13%Excellent 94.13% Excellent | 43.40%Excellent 43.40% Excellent | 1.94% | |
Crisil LtdCrisil Ltd... CRISIL • 500092 | 64/100 | ₹3987.30₹3987 | ₹32833.08₹32833.08 | 43.82Average 43.8 Average | 27.81%Excellent 27.81% Excellent | 35.60%Excellent 35.60% Excellent | 0.11Excellent 0.1 Excellent | 14.43%Good 14.43% Good | 13.49%Good 13.49% Good | 0.56% |
RRPSemiconductorRRPSemiconducto... RRPS • 504346 | 21.2/100 | ₹11320.20₹11320 | ₹15422.64₹15422.64 | — — | 208.63%Excellent 208.63% Excellent | 80.21%Excellent 80.21% Excellent | 1.56Average 1.6 Average | 179.71%Excellent 179.71% Excellent | — — | 0.00% |
COLAB PLATFORMS LIMITEDCOLAB PLATFORMS... COLAB • 542866 | 53.3/100 | ₹153.55₹154 | ₹4011.66₹4011.66 | 864.58Average 864.6 Average | 12.36%Average 12.36% Average | 16.59%Good 16.59% Good | 0.00Excellent 0.0 Excellent | 79.86%Excellent 79.86% Excellent | 188.59%Excellent 188.59% Excellent | 0.01% |
Dhani Services LtdDhani Services ... DHANI • 532960 | 20.9/100 | ₹51.06₹51 | ₹3896.81₹3896.81 | 114.92Average 114.9 Average | -1.81%Poor -1.81% Poor | 1.39%Poor 1.39% Poor | 0.18Excellent 0.2 Excellent | — — | -32.89%Poor -32.89% Poor | 0.00% |
ALGOQUANTALGOQUANT... ALGOQUANT • 505725 | 6.9/100 | ₹56.73₹57 | ₹1689.95₹1689.95 | 102.86Average 102.9 Average | 37.55%Excellent 37.55% Excellent | 32.47%Excellent 32.47% Excellent | 0.24Excellent 0.2 Excellent | — — | — — | 0.00% |
LKP Finance LtdLKP Finance Ltd... LKPFIN • 507912 | 1.7/100 | ₹189.35₹189 | ₹1396.38₹1396.38 | — — | -0.17%Poor -0.17% Poor | -0.83%Poor -0.83% Poor | 0.06Excellent 0.1 Excellent | 14.57%Good 14.57% Good | -17.45%Poor -17.45% Poor | 0.00% |
Centrum Capital LtdCentrum Capital... CENTRUM • 501150 | 0/100 | ₹22.65₹23 | ₹1369.10₹1369.10 | — — | -57.60%Poor -57.60% Poor | 8.93%Poor 8.93% Poor | 37.49Poor 37.5 Poor | — — | 47.25%Excellent 47.25% Excellent | 0.00% |
Prime Securities LtdPrime Securitie... PRIMESECU • 500337 | 49/100 | ₹284.70₹285 | ₹998.77₹998.77 | 30.04Average 30.0 Average | 19.46%Good 19.46% Good | 22.62%Excellent 22.62% Excellent | 0.01Excellent 0.0 Excellent | 34.59%Excellent 34.59% Excellent | 3.63%Average 3.63% Average | 0.51% |
39.1/100 | ₹290.00₹290 | ₹890.53₹890.53 | 39.02Average 39.0 Average | 25.18%Excellent 25.18% Excellent | 29.45%Excellent 29.45% Excellent | 0.27Excellent 0.3 Excellent | — — | — — | 0.00% | |
Investment Trust of India LtdInvestment Trus... THEINVEST • 530023 | 38.7/100 | ₹98.24₹98 | ₹633.26₹633.26 | 29.02Average 29.0 Average | 6.22%Poor 6.22% Poor | 9.44%Poor 9.44% Poor | 0.73Good 0.7 Good | 53.65%Excellent 53.65% Excellent | -4.84%Poor -4.84% Poor | 0.00% |
Top Other Financial Services Stocks
View all →By Bull Run Score
By Return on Equity
By Market Cap
- Crisil Ltd share price32833.08 Cr
- RRPSemiconductor share price15422.64 Cr
- COLAB PLATFORMS LIMITED share price4011.66 Cr
- Dhani Services Ltd share price3896.81 Cr
- ALGOQUANT share price1689.95 Cr
Wealth First Portfolio Managers Ltd PE Ratio History
Historical price-to-earnings ratio for WEALTH — last 5 years
| Year | EPS (₹) | Price (₹) | P/E Ratio |
|---|---|---|---|
| FY 2024 | ₹40.06 | ₹1514.85 | 37.8x |
| FY 2023 | ₹12.98 | ₹431.40 | 33.2x |
| FY 2022 | ₹17.69 | ₹382.50 | 21.6x |
| FY 2021 | ₹15.10 | ₹270.60 | 17.9x |
P/E = year-end price ÷ diluted EPS from annual filings. Source: NSE/BSE via Bull Run.
Wealth First Portfolio Managers Ltd Dividend History
Annual cash dividends paid by WEALTH — dividend yield 1.94%
| Financial Year | Dividends Paid (₹ Cr) |
|---|---|
| FY 2025 | ₹20.89 Cr |
| FY 2024 | ₹3.60 Cr |
| FY 2023 | ₹2.43 Cr |
| FY 2022 | ₹1.23 Cr |
Cash dividends from annual cash flow statements. Past dividends do not guarantee future payments. Not investment advice.
Wealth First Portfolio Managers Ltd Quarterly Performance
Latest quarterly metrics for WEALTH — revenue growth and profit growth vs same quarter last year
Revenue Growth (YoY)
5.43%
Latest quarter vs same quarter previous year
Net Profit Growth (YoY)
-26.98%
Latest quarter net profit vs same quarter previous year
5-Year Revenue CAGR
43.40%
Compounded annual revenue growth over 5 years
5-Year Profit CAGR
94.13%
Compounded annual net profit growth over 5 years
Wealth First Portfolio Managers Ltd Technical Indicators
SMA 50, SMA 200, RSI and volume signals for WEALTH — calculated from daily price history
Momentum is balanced — neither overbought nor oversold.
Technical indicators are for educational purposes only. Not investment advice.
Wealth First Portfolio Managers Ltd Financial Statements
Annual income statement, balance sheet and cash flow for Wealth First Portfolio Managers Ltd (WEALTH) — sourced from NSE/BSE filings.
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About WEALTH (Wealth First Portfolio Managers Ltd)
Wealth First Portfolio Managers Ltd is a distinguished firm operating within India's dynamic financial services sector. The company serves as a crucial intermediary, linking invest...ors to a diverse spectrum of financial instruments and opportunities. Beyond simple transactions, WEALTH facilitates the seamless navigation of the market landscape, providing essential services for both seasoned and emerging investors. Through a suite of offerings, the company demonstrates a commitment to enhancing financial access and empowering individuals to make informed decisions. WEALTH remains focused on supporting investors to navigate the complexities of Indian markets. WEALTH acts as a versatile platform, carefully curating a range of investment options to suit varied risk appetites and financial objectives. These include instruments like fixed-income products, sovereign bonds and direct equity offerings. The company acts as a facilitator for portfolio management services (PMS), alternative investment funds (AIFs), and other niche investment strategies, WEALTH distinguishes itself by catering to the individualized needs of its clientele. The firm is a trusted partner for navigating India’s financial markets. Furthermore, Wealth First Portfolio Managers Ltd enhances its value proposition by providing auxiliary services aimed at refining investment strategies and promoting informed decision-making. WEALTH’s commitment to excellence is reflected in its mission to deliver exceptional value and service to its clients in India. Its dedication to providing essential resources underscores its dedication to fostering enduring relationships built on mutual trust and shared prosperity in the realm of financial investments.
Company Details
Key Leadership
Corporate Events
Latest News
WEALTH Share Price: Frequently Asked Questions
What is the current share price of Wealth First Portfolio Managers Ltd?
Wealth First Portfolio Managers Ltd (WEALTH) trades at ₹952.50 on NSE. Market cap ₹1.09K (Cr). Educational data only.
What is the P/E ratio of Wealth First Portfolio Managers Ltd?
Wealth First Portfolio Managers Ltd has a P/E of 32.77x vs industry average 30.94x.
What is the Bull Run score for Wealth First Portfolio Managers Ltd?
Wealth First Portfolio Managers Ltd has a Bull Run score of 67.9/100 based on 25+ financial parameters.
Does Wealth First Portfolio Managers Ltd pay dividends?
Wealth First Portfolio Managers Ltd has a dividend yield of 1.94%. Past dividends don't guarantee future payments.
What is the ROE of Wealth First Portfolio Managers Ltd?
Wealth First Portfolio Managers Ltd has ROE of 28.60%. Higher ROE indicates better use of shareholder equity.
What is the debt-to-equity ratio of Wealth First Portfolio Managers Ltd?
Wealth First Portfolio Managers Ltd has debt-to-equity of 0.00.
Is Wealth First Portfolio Managers Ltd a good investment?
Bull Run gives Wealth First Portfolio Managers Ltd a score of 67.9/100. This is not investment advice — consult a SEBI-registered advisor.