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Wealth First Portfolio Managers (WEALTH) had a P/E of 27.3× on 6 Nov 2026, above the industry P/E of 18.4×, and the shares are 31% below their 52-week high. Sales fell 45% a year over 3 years while net profit grew 41%; its ROCE of 30% is the highest among the 7 largest Capital Markets peers. Its dividend yield is 1.1%. It is a small-cap company with a market cap of ₹900 Cr, ranked 29th of 219 Capital Markets companies by market cap; the shares fell 26% over the past year.

As of 6 Nov 2026Prices are delayed about 15 minutes; fundamentals are from the quarter ended Jun 2026.How we calculate this

past year
Open
₹828.50
Day high
₹849.95
Day low
₹820.10
Prev. close
₹828.45
Volume
1.7K

Health check

1 good · 2 fair · 3 to check
  • ReturnsBehind

    −25.7% over a year, better than 0 of 7 peers.

  • Price tagPricier

    P/E 27.3 vs industry 18.4.

  • GrowthSteady

    Sales −44.6%, profit +40.9% a year over 3 years.

  • ProfitabilityStrong

    ROCE 30.3% vs peer median 22.1%.

  • Balance sheetFair

    Piotroski 4 of 9.

  • Red flags3 to check

    Quarterly profit down 35.3% on a year ago.

Compared with 7 industry peers. Computed from reported figures. Educational, not a recommendation.

Capital Markets

218 listed peers. Screen the industry

Small cap

₹900 Cr, #29 of 219 in its industry by size.

Market sensitivity

Measuring against the NIFTY 50…

Key metrics

Last 12 months to Jun 2026: sales ₹65 Cr · profit ₹33 Cr
Market cap
₹900 Cr
Small cap
P/E
27.3
Industry 18.4
Price to book
5.98
Peers 4.53
Dividend yield
1.06%
ROE
27.7%
Peers 18.9%
ROCE
30.3%
Peers 22.1%
Debt to equity
n/a
Debt ₹0.00 Cr
EPS (TTM)
₹31.00
Face value ₹10
OPM (TTM)
64.3%
Net margin 50.7%
Sales growth
−42.3%
Latest quarter vs a year ago
Profit growth
−35.3%
Latest quarter vs a year ago
Price to sales
13.82

Strengths and risks

Strengths

  • Return on equity of 27.7%.
  • Return on capital employed of 30.3%.
  • Net margin of 50.7%.
  • Positive operating cash flow in each of the last 4 years.

Risks to check

  • Quarterly profit down 35.3% on a year ago.
  • Quarterly sales down 42.3% on a year ago.
  • 31% below its 52-week high.

Derived automatically from reported figures. Not a recommendation.

About Wealth First Portfolio Managers

Wealth First Portfolio Managers Limited engages in the distribution of various mutual fund schemes in India. It engages in distribution of various financial products and services, including insurance products, portfolio management services (PMS), alternative investment funds (AIFs), unlisted securities, bonds, fixed deposits, stock broking, and other investment solutions. In addition, it offers investment strategizing asset research, asset allocation, tax…

Headquarters
Ahmedabad
Employees
81
Sector
Financial Services
ISIN
INE658T01017
Website
wealth-firstonline.com

Price range

52 weeks

₹774.95₹1,219.00

Today

₹820.10₹849.95
Avg volume (3M)
6.6K
1-year return
minus 25.7%
From 52-week high
minus 30.7%

Peers · Capital Markets

Compare with peersScreen the whole industry
Company
GROWWBillionbrains Garage Ventures215.08minus 3.93%1,33,58550.313.7829.3%21.6%62.9%––0.00%plus 63.8%
MOTILALOFSMotilal Oswal Financial Services1,102.00plus 0.64%66,44825.04.2718.1%18.9%52.4%29.0%26.1%0.54%plus 11.1%
AIILAuthum Investment & Infrastructure570.05plus 0.08%48,41027.63.2915.2%13.1%74.0%44.4%−23.5%0.00%minus 0.7%
ANGELONEAngel One331.00plus 1.49%30,29026.84.5326.9%18.4%39.7%20.3%0.9%1.95%plus 29.5%
CDSLCentral Depository Services (India)1,331.40minus 0.19%27,82655.114.0329.7%26.4%51.3%27.3%18.2%0.96%minus 13.3%
CHOICEINChoice International748.20minus 0.09%16,66862.98.9017.6%15.8%35.3%42.2%53.6%0.00%minus 7.4%
IIFLCAPSIIFL Capital Services349.80plus 0.13%13,03618.83.1522.1%19.5%36.1%19.9%30.9%0.86%plus 4.1%
WEALTHWealth First Portfolio Managers844.75plus 1.97%90027.35.9830.3%27.7%64.3%−44.6%40.9%1.06%minus 25.7%
Median of 7 peers–0.08%30,29027.64.5322.1%18.9%51.3%28.2%22.2%0.54%4.1%

Quarterly results

Consolidated, ₹ crore
SalesSelect a row below to chart it
₹ CrJun 25Sep 25Dec 25Mar 26Jun 26
24.820.66.516.514.3
3.35.45.54.85
21.515.2111.79.3
86.6%73.7%15.4%71.2%64.9%
0.10.20.32.14.7
00000
0.10.10.10.10.2
21.515.31.213.813.7
25.7%27.5%34.3%23.8%24.1%
1611.11.110.510.3
14.9810.391.059.879.69

Profit & loss

Yearly, ₹ crore
Sales CAGR 3Y
−44.6%
Profit CAGR 3Y
+40.9%
EPS CAGR 3Y
+40.9%
ROE
27.7%
Net profitSelect a row below to chart it
₹ CrMar 2023Mar 2024Mar 2025Mar 2026
39084750.766.1
–+117.5%minus 94.0%+30.3%
3718051319
18.642.137.747.1
4.8%5.0%74.4%71.3%
1.11.633.2
000.10
0.50.40.40.4
−0.512.24.81.8
18.755.445.151.7
25.9%23.0%24.3%25.9%
13.842.734.138.7
–+208.6%minus 20.0%+13.2%
12.9840.0632.0536.29

Forecast

Your assumptions, not a prediction

Balance sheet

At each financial year end, ₹ crore
Total assetsSelect a row below to chart it
₹ CrMar 2023Mar 2024Mar 2025Mar 2026
10.710.710.710.7
66108118140
0–––
3.66.67.729.5
80.3125136180
0.70.70.82.4
39.648.640.6101
2.64.82.71.3
37.570.792.275.4
80.3125136180

Cash flow

Yearly, ₹ crore
Cash from operationsSelect a row below to chart it
₹ CrMar 2023Mar 2024Mar 2025Mar 2026
20.415.512.375.4
−18.9−9.66.6−79
−4.3−3.7−212.1
−2.92.2−2.1−1.4
−0.2−0.3−0.3−2
20.315.21273.4
−2.4−3.6−20.9−17.8

Shareholding pattern

Source: NSE filings
74.0%
promoters
  • Promoters74.04%
  • Public25.96%
  • As of 30 Sep 2026
QuarterSplitPromotersPublicPromoter change
30 Sep 202674.04%25.96%0.00
30 Jun 202674.04%25.96%0.00
31 Mar 202674.04%25.96%0.00
31 Dec 202574.04%25.96%0.00
30 Sep 202574.04%25.96%–

Major shareholders

NSE filing

Filings & events

News

No recent news coverage found.

My notes

Private to you