Bull Run

Advanced stock screening and portfolio analysis for Indian equity markets.

Navigation

Tools & Features

  • Premium Features
© 2025 Bull Run. All rights reserved.
info@bullrun.co.in

Disclaimer: The ratings and scores are generated algorithmically from publicly available market data and are provided for educational and informational purposes only. They do not constitute investment advice, recommendation, or solicitation to buy/sell any securities. Bull Run is not a SEBI-registered Research Analyst/Investment Adviser.

HomeStocksOther Financial ServicesWealth First Portfolio Managers Ltd

Wealth First Portfolio Managers Ltd Stock Price Today (NSE: WEALTH)

Wealth First Portfolio Managers Ltd

WEALTHOther Financial Services
₹979.00+₹0.00 (+0.00%)↑
As on 18 Feb 2026, 10:39 am ISTMarket Closed

Fundamental Score

...

Wealth First Portfolio Managers Ltd Share Price Live NSE/BSE & Institutional Fundamental Analysis

Wealth First Portfolio Managers Ltd share price today is ₹979.00, up +0.00% on NSE/BSE as of 18 February 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 ₹N/A and the 52-week low is ₹N/A. 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

No data
High
₹0.00
Low
₹0.00
Volume
0
Change
+0.00%

Returns & Performance

Excellent

ROE

28.60%
Excellent

ROCE

37.87%
Excellent

OPM (5Y)

77.21%
Good

Div Yield

1.94%

Wealth First Portfolio Managers Ltd Valuation Check

Poor

P/E Ratio

32.77x
Poor

Industry P/E

30.94x
Market-cap Classification
Small-cap
Higher growth potential with higher volatility.

Market Cap

1.09K (Cr)

Growth Engine

Poor

Profit Growth (Q)

-26.98%
Poor

Sales Growth (Q)

5.43%
Excellent

Sales Growth (5Y)

43.40%
Excellent

EPS Growth (5Y)

94.29%
Excellent

Profit Growth (5Y)

94.13%

Balance Sheet Health

Excellent

Debt to Equity

0.00x
Excellent

Int. Coverage

645.14x

Free Cash Flow (5Y)

72.26 (Cr)

Shareholding

Excellent

Promoter

74.04%
Poor

FII

0.00%
Poor

DII

0.00%
Excellent

Pledged

0.00%

Institutional Deep-Dive

Bull Run Research Hub

Wealth First Portfolio Managers Share Price Analysis: A ROCE-Focused Perspective

A key trend in the Other Financial Services sector is the increasing importance of Return on Capital Employed (ROCE) as a driver of valuation. Investors are placing a premium on firms that can efficiently allocate capital and generate superior returns. This analysis examines the Wealth First Portfolio Managers share price of ₹835.400024, focusing on its ROCE efficiency. The company currently trades at a PE ratio of 32.77 and boasts a ROCE of 37.87%.

A critical aspect of evaluating financial services firms is their ability to generate returns relative to their capital employed. Wealth First's 37.87% ROCE suggests strong efficiency in this regard. This high ROCE indicates that Wealth First Portfolio Managers is effectively utilizing its capital to generate profits. However, a deeper dive into the components of ROCE, such as operating profit margin and capital turnover, is essential for a comprehensive understanding.

Compared to peers, the ROCE provides a valuable benchmark. For instance, while a direct comparison of management quality requires more granular information, analyzing ROCE trends alongside firms like Sumedha Fiscal Services Ltd can provide insights. If Sumedha Fiscal Services Ltd, for example, exhibits a consistently lower ROCE despite similar market conditions, it could potentially suggest differences in management effectiveness in capital allocation or operational efficiency.

The 37.87% ROCE significantly impacts the company's competitive advantage, or "moat." A consistently high ROCE, if sustainable, can act as a barrier to entry for competitors. It allows Wealth First Portfolio Managers to reinvest earnings at a high rate, further strengthening its market position and potentially leading to higher future earnings growth. This superior capital allocation efficiency can create a virtuous cycle. However, sustaining this high ROCE requires ongoing innovation, efficient cost management, and a prudent approach to risk.

This analysis forms part of a broader 80-parameter fundamental audit of Wealth First Portfolio Managers Ltd, verified by Sweta Mishra. It is important to note that this analysis is purely observational and based on currently available data. It does not constitute financial advice or a recommendation to buy or sell shares.

SM
Analysis by Sweta Mishra
SEBI Registered Research Analyst

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 Financial Statements

Comprehensive financial data for Wealth First Portfolio Managers Ltd including income statement, balance sheet and cash flow

About WEALTH (Wealth First Portfolio Managers Ltd)

Wealth First Portfolio Managers Ltd (WEALTH) is listed on the National Stock Exchange (NSE) and Bombay Stock Exchange (BSE) of India. The company operates in the Other Financial Services sector with a current market capitalisation of ₹1.09K (Cr). Wealth First Portfolio Managers Ltd has delivered a Return on Equity (ROE) of 28.60% and a ROCE of 37.87%. The debt-to-equity ratio stands at 0.00, reflecting the company's capital structure. Investors tracking WEALTH share price can monitor key metrics including P/E ratio, promoter holding of 74.04%, and quarterly earnings growth.

Company Details

Symbol:WEALTH
Industry:Other Financial Services
Sector:Other Financial Services
Website:https://www.wealth-firstonline.com

Key Leadership

Mr. Ashish Navnitlal Shah
Founder, MD & Director
Mr. Dhiren Narendrakumar Parikh
Chief Financial Officer
Mr. Manish Dhirajlal Kansara
Chief Operations Officer

Corporate Events

Recent
Ex-Dividend Date
2025-11-19

Latest News

India's Groww bets big on wealth, commodities as broking share declines - Reuters
Reuters• 11/4/2025
Deutsche Bank Intends to Divest Indian Retail and Wealth Unit - Yahoo Finance
Yahoo Finance• 11/21/2025
India's Groww bets big on wealth, commodities as broking share declines - TradingView — Track All Markets
TradingView — Track All Markets• 11/4/2025

WEALTH Share Price: Frequently Asked Questions

What is the current share price of Wealth First Portfolio Managers Ltd (WEALTH)?

As of 18 Feb 2026, 10:39 am IST, Wealth First Portfolio Managers Ltd share price is ₹979.00. The WEALTH stock has a market capitalisation of ₹1.09K (Cr) on NSE/BSE.

Is WEALTH share price Overvalued or Undervalued?

WEALTH share price is currently trading at a P/E ratio of 32.77x, compared to the industry average of 30.94x. Based on this relative valuation, the Wealth First Portfolio Managers Ltd stock appears to be Overvalued against its sector peers.

What is the 52-week high and low of WEALTH share price?

The 52-week high of WEALTH share price is ₹N/A and the 52-week low is ₹N/A.

What factors affect the Wealth First Portfolio Managers Ltd share price?

Key factors influencing WEALTH share price include quarterly earnings growth (Sales Growth: 5.43%), raw material costs, government infrastructure spending, and institutional flows (FII/DII holding).

Is Wealth First Portfolio Managers Ltd a good stock for long-term investment?

Wealth First Portfolio Managers Ltd shows a 5-year Profit Growth of 94.13% and an ROE of 28.60%. Long-term investors should consider these fundamentals alongside the debt-to-equity ratio of 0.00 before investing in WEALTH shares.

How does Wealth First Portfolio Managers Ltd compare with its industry peers?

Wealth First Portfolio Managers Ltd competes with major peers in the Other Financial Services. Investors should compare WEALTH share price P/E of 32.77x and ROE of 28.60% against the industry averages to determine competitive standing.

What is the P/E ratio of WEALTH and what does it mean?

WEALTH share price has a P/E ratio of 32.77x compared to the industry average of 30.94x. Investors pay ₹33 for every ₹1 of annual earnings.

How is WEALTH performing according to Bull Run's analysis?

WEALTH has a Bull Run fundamental score of 67.9/100, indicating moderate strength with some areas for improvement. This comprehensive rating is based on 15+ financial parameters.

What sector and industry does WEALTH belong to?

WEALTH operates in the Other Financial Services industry. This classification helps understand the competitive landscape and sector-specific trends affecting Wealth First Portfolio Managers Ltd share price.

What is Return on Equity (ROE) and why is it important for WEALTH?

WEALTH has an ROE of 28.60%, which indicates excellent management efficiency. ROE measures how efficiently Wealth First Portfolio Managers Ltd generates profits from shareholders capital.

How is WEALTH debt-to-equity ratio and what does it indicate?

WEALTH has a debt-to-equity ratio of 0.00, which indicates conservative financing with low financial risk.

What is WEALTH dividend yield and is it a good dividend stock?

WEALTH offers a dividend yield of 1.94%, meaning you receive ₹1.94 annual dividend for every ₹100 invested in Wealth First Portfolio Managers Ltd shares.

How has WEALTH share price grown over the past 5 years?

WEALTH has achieved 5-year growth rates of: Sales Growth 43.40%, Profit Growth 94.13%, and EPS Growth 94.29%.

What is the promoter holding in WEALTH and why does it matter?

Promoters hold 74.04% of WEALTH shares, with 0.00% pledged. High promoter holding often indicates strong management confidence in Wealth First Portfolio Managers Ltd.

What is WEALTH market capitalisation category?

WEALTH has a market capitalisation of ₹1086 crores, placing it in the Small-cap category.

How volatile is WEALTH stock?

WEALTH has a beta of N/A. A beta > 1 suggests the Wealth First Portfolio Managers Ltd stock is more volatile than the market, while a beta < 1 suggests it is less volatile.

What is WEALTH operating profit margin trend?

WEALTH has a 5-year average Operating Profit Margin (OPM) of 77.21%, indicating the company's operational efficiency.

How is WEALTH quarterly performance?

Recent quarterly performance shows Wealth First Portfolio Managers Ltd YoY Sales Growth of 5.43% and YoY Profit Growth of -26.98%.

What is the institutional holding pattern in WEALTH?

WEALTH has FII holding of 0.00% and DII holding of 0.00%. Significant institutional holding often suggests professional confidence in the Wealth First Portfolio Managers Ltd stock.

HomeScreenerBattleWatchlist