What is Wealth First Portfolio Managers Ltd (WEALTH) share price return in the past 10 years?

Data is not available for this company

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

Company share prices are keep on changing according to the market conditions. The current trading price of Wealth First Portfolio Managers Ltd (WEALTH) on 12-Jun-2026 16:59:59 at 16:59 is 955.00.

What is the P/E ratio of Wealth First Portfolio Managers?

The latest standalone P/E ratio of Wealth First Portfolio Managers as of 12-Jun-2026 is 25.29.

What is the P/B ratio of Wealth First Portfolio Managers Ltd (WEALTH)?

The latest standalone P/B ratio of Wealth First Portfolio Managers Ltd (WEALTH) as of 12-Jun-2026 is 6.75.

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

The 52-week high of Wealth First Portfolio Managers Ltd (WEALTH) is Rs. 1440.00 and the 52-week low is Rs. 690.20.

Wealth First Portfolio Managers Ltd (WEALTH) Share Analysis – Quality, Valuation Zone & Price Trend & DeciZen Rating

Name: Wealth First Portfolio Managers Ltd (WEALTH)
Brand: Wealth First Portfolio Managers

Wealth First Portfolio Managers Ltd (WEALTH)

Share Analysis – Quality, Valuation Zone, Price Trend & DeciZen Rating BSE: 544536 NSE: WEALTH Finance - Investment | Small Cap | Wealth First Port Share Price

Wealth First Portfolio Managers Ltd (WEALTH)

Share Analysis – Quality, Valuation Zone, Price Trend & DeciZen Rating BSE: 544536 NSE: WEALTH Finance - Investment | Small Cap | Wealth First Port Share Price

Key Metrics

Valuation Multiples

Market Cap

₹1,018 Cr.

Current Price

₹955

52-Week Low / High

₹690 / 1,440

TTM EPS

₹37.8

Book Value per Share

₹141.5

P/E Ratio

25.29

Higher than its 5-year historical median

Industry PE

53.5

Price to Book (P/B)

6.75

Higher than its 5-year historical median

EV/EBITDA

19.22

Higher than its 5-year historical median

Dividend Yield

1.81%

Profitability Efficiency

Return on Equity (ROE)

27.54%

Return on Capital Employed (ROCE)

36.28%

Return on Assets (ROA)

23.83%

Growth Momentum
1-yr vs 3-yr growth

Net Interest Income Growth (1 Year)

Improving versus 3-year growth rate

123.9%

Book Value Growth (1 Year)

Slowing versus 3-year growth rate

8.49%

Asset Quality

Gross NPA(%)

0.00%

Net NPA(%)

0.00%

TTM Sales

₹63.4 Cr.

Reserves

₹140 Cr.

Equity

₹10.7 Cr.

Face Value

₹10

All Time Low / High

₹690.20 / 1440.00

Wealth First Portfolio Managers stock performance

Key Ratios

Check Before You Invest

Quality

Locked

Valuation

Locked

Price Trend

Locked

Q.1 Is Wealth First Portfolio Managers Ltd a good quality company?

Wealth First Portfolio Managers Ltd is a good quality company, based on a consistently good multi-year financial track record.

This assessment is based on the bank’s performance on Total Income growth, Pre-Provision Operating Profit, RoA, RoE, CAR, and Asset Quality, along with how these metrics compare with its long-term averages.

We have analysed the performance of the company on the following:

How has it performed on generating Profits?
By checking its Total Income growth, NPM, PPOP, RoA and RoE compared to its last 5-year median.
How efficiently has it grown and managed operations?
By checking its Total Asset growth.
How strong is its Capital position and Asset Quality?
By checking its Capital Adequacy Ratio (CAR), GNPA and NNPA.

How does Wealth First Portfolio Managers Ltd performance compare with that of its Peers?

Q.1 AUM Growth of Wealth First Portfolio Managers Ltd vs Industry Peers?

Wealth First Portfolio Managers Ltd AUM CAGR is 29.38%, compared to the 5-year industry median CAGR of 9.27%, indicating faster growth and gaining its market share.

Q.1 Promoter shareholding and pledge status of Wealth First Portfolio Managers Ltd?

Promoters hold 74.04% of the Wealth First Portfolio Managers Ltd, with 0.00% of their stake pledged, indicating no pledge risk.

Q.1 Stock return of Wealth First Portfolio Managers Ltd over the last decade?

Over the last 5 years, the stock has delivered a CAGR of 49.14% based on the current price.

10 Year X-Ray : Login to view analysis.

Analysis of Financial Track Record (Data adjusted to bonus, split, extra-ordinary income, rights issue and change in financial year end)

Data adjusted to bonus, split, extra-ordinary income, rights issue and change in financial year end

	Mar'16	Mar'17	Mar'18	Mar'19	Mar'20	Mar'21	Mar'22	Mar'23	Mar'24	Mar'25	TTM
Operating Income (₹ Cr.)	149	196	223	330	407	828	1,479	381	881	1,973	63
YoY Gr. Rt. %	-	31.2%	13.7%	48.1%	23.3%	103.3%	78.7%	-74.2%	131.2%	123.9%	-
Adj EPS (₹ )	2.4	4.5	8.2	6.6	1.2	12	17.6	12.7	39.8	31.6	37.8
YoY Gr. Rt. %	-	85.3%	81.9%	-19.6%	-81.7%	891.7%	46.8%	-28%	213.6%	-20.5%	-
BVPS (₹ )	14.6	18.4	26.2	31.9	32.4	43.3	61.4	71.5	110.2	119.5	141.5
YoY Gr. Rt. %	-	25.8%	42.6%	21.8%	1.5%	33.9%	41.8%	16.4%	54.1%	8.5%	-
To view Net Profit/Total Funds (%) Colour Rating Guide click here ⓘ
Net Profit/Total Funds (%)	9.3	11.2	22.2	18.2	3.3	28.7	31.1	17.4	38.2	23.8	0

CAGR ⓘ

	9 Years	5 Years	3 Years	1 Years
Net Interest Income	33.2%	37.1%	10.1%	123.9%
Adj EPS	32.9%	92.1%	21.6%	-20.5%
BVPS	26.3%	29.9%	24.9%	8.5%
Share Price	-	47.3%	45.4%	-26.6%

Key Financial Ratios


RATIOS \ YEARS	Mar'16	Mar'17	Mar'18	Mar'19	Mar'20	Mar'21	Mar'22	Mar'23	Mar'24	Mar'25	TTM
Margins
Net Profit Margin (%)	1.7	2.5	3.9	2.1	0.3	1.6	1.3	3.6	4.8	1.7	63.4
Performance Ratios	To view Performance Ratios Colour Rating Guide click here ⓘ
Return on Equity (%)	25.2	27.4	36.9	22.8	3.8	31.7	33.6	19.1	43.8	27.5	26.7

Profit And Loss

(All Figures are in Crores.)

PARTICULARS	Mar'16	Mar'17	Mar'18	Mar'19	Mar'20	Mar'21	Mar'22	Mar'23	Mar'24	Mar'25
Income +	151	199	224	331	408	829	1,481	382	894	1,980
Interest Income	149	196	223	330	407	828	1,479	381	881	1,973
Other Income ⓘ	0	0	0	0	0	1	1	1	0	0
Exceptional Items ⓘ	1	3	2	1	0	1	2	1	13	7
Expenditure ⓘ +	148	193	214	322	406	811	1,457	363	839	1,934
Interest Expense ⓘ	1	2	1	0	0	0	0	0	0	0
Operating Expenses ⓘ	146	191	212	322	405	809	1,455	363	839	1,934
Provisions	0	0	0	0	0	1	1	1	0	0
Exceptional Items ⓘ	0	0	0	0	0	0	0	0	0	-2
Profit Before Tax ⓘ	3	6	11	9	2	18	25	18	55	44
Taxes ⓘ	1	1	2	2	1	5	6	5	13	11
Profit After Tax	3	5	9	7	1	13	19	14	42	34
Adjusted EPS (₹)	2.4	4.5	8.2	6.6	1.2	12.0	17.6	12.7	39.8	31.6
Dividend Payout Ratio (%)	12.30%	13.30%	7.30%	9.10%	49.40%	8.30%	11.40%	23.70%	17.60%	50.60%

Valuation of Wealth First Port - Standalone

YTD 1Y 3Y 5Y 10Y Max

Analyst's Notes

No data found!

Balance Sheet

(All Figures are in Crores.)

PARTICULARS	Mar'16	Mar'17	Mar'18	Mar'19	Mar'20	Mar'21	Mar'22	Mar'23	Mar'24	Mar'25
Equity and Liabilities
Equity Capital +	16	20	28	34	34	46	65	76	117	127
Share Capital ⓘ	6	6	6	6	6	11	11	11	11	11
Reserves ⓘ	9	13	22	28	28	35	55	66	107	117
Short term borrowings	18	18	6	1	3	0	2	0	0	0
Long Term Borrowings	0	0	0	0	0	0	1	1	1	1
Current Liabilities	29	21	10	5	5	3	5	8	19	18
Trade Payables	0	0	0	0	0	0	0	0	0	0
Other Liabilities	-18	-18	-6	-1	-3	-0	-2	-0	-0	-0
Total Liabilities ⓘ	45	41	38	39	40	49	71	84	137	145
Assets
Non Current Asset +	6	4	5	5	3	13	31	50	58	48
Loan Asset	0	0	0	0	0	0	0	0	0	0
Other Non Current Asset ⓘ	6	4	5	5	3	13	31	50	58	48
Current Asset +	39	37	33	35	37	37	40	35	79	97
Current Investment	0	0	0	0	0	0	0	0	0	0
Other Current Asset	39	37	33	35	37	37	40	35	79	97
Total Assets ⓘ	45	41	38	39	40	49	71	84	137	145

Cash Flow

(All Figures are in Crores.)

PARTICULARS	Mar'16	Mar'17	Mar'18	Mar'19	Mar'20	Mar'21	Mar'22	Mar'23	Mar'24	Mar'25
Cash Flow From Operating Activity ⓘ	-21	1	16	8	-8	7	21	21	16	9
Cash Flow From Investing Activity ⓘ	1	2	1	-0	2	-3	-18	-19	-10	10
Cash Flow From Financing Activity ⓘ	19	-2	-14	-6	0	-3	1	-4	-4	-21
Net Cash Flow ⓘ	-1	1	3	2	-6	1	4	-3	2	-2

Financial Ratio

PARTICULARS	Mar'16	Mar'17	Mar'18	Mar'19	Mar'20	Mar'21	Mar'22	Mar'23	Mar'24	Mar'25
Operational & Financial Ratios
EPS (₹)	4.10	7.50	13.70	11	2	12	17.60	12.70	39.80	31.60
DPS (₹)	0.50	1	1	1	1	1	2	3	7	16
BVPS (₹)	24.3	30.6	43.7	53.2	53.9	43.3	61.4	71.5	110.2	119.5
Performance Ratios
ROA (%)	9.3	11.2	22.2	18.2	3.3	28.7	31.1	17.4	38.2	23.8
ROE (%)	25.2	27.4	36.9	22.8	3.8	31.7	33.6	19.1	43.8	27.5
ROCE (%)	21.9	22.7	33.0	27.3	6.3	43.6	43.6	25.5	56.9	36.3
Valuation Parameters
Price/Book(x)	2.1	1.7	2.3	2.6	2.3	2.9	4.4	4.0	5.7	7.4

Management X-Ray

Shareholding Pattern

Promoter's Holding & Share Pledging

Pledged ^*

0.00

* Pledged shares as % of Promoter's holding (%)

Top 5 Mutual Funds Holding

Last Visited Stocks

Announcements

Wealth First Portfolio Managers Ltd FAQs

The current trading price of Wealth First Port on 12-Jun-2026 16:59 is ₹955.0.

Market capitalization or market cap is determined by multiplying the current market price of a company's shares with the total number of shares outstanding. As of 11-Jun-2026 the market cap of Wealth First Port stood at ₹1,017.6 Cr

The latest P/E ratio of Wealth First Port as of 11-Jun-2026 is 25.29.

The latest P/B ratio of Wealth First Port as of 11-Jun-2026 is 6.75.

The 52-week high of Wealth First Port is ₹1,440 and the 52-week low is ₹690.2.

The TTM revenue is Trailing Twelve Months sales. The TTM revenue/sales of Wealth First Port is ₹63.40 ( Cr.) .

Past 10 year's financial track record analysis by Moneyworks4me indicates that Wealth First Portfolio Managers Ltd is a good quality company.

The key valuation ratios of Wealth First Portfolio Managers Ltd's currently when compared to its past seem to suggest it is in the Fair zone.

The Price Trend analysis by MoneyWorks4Me indicates it is Semi Strong which suggest that the price of Wealth First Portfolio Managers Ltd is likely to Rise-somewhat in the short term. However, please check the rating on Quality and Valuation before investing.

About Wealth First Portfolio Managers Ltd

Wealth First Portfolio Managers was incorporated as “DSFS Securities and Broking Private Limited” on April 16, 2002 in Ahmedabad. On May 14, 2003, the name of the company was changed to Wealth First Portfolio Managers Private Limited. Further, the company was converted into a Public Limited on September 30, 2015. The company is a one stop financial services provider for various types of financial products available in Indian market. Its product portfolio provides right mix of financial assets that suits financial goal in short and long term depending on client’s perception and need. It offers in depth research for products that delivers compatible performance in terms of yield as well as it make sure that investments stays secure over the period, though market risk is always there which are beyond its control.

The company is registered members of BSE Limited and National Stock Exchange of India Limited. The company is also registered with CDSL as Depositary Participants. For its mutual fund business it is registered with AMFI and is among top 100 AMFI mutual fund distributors. Major part of its revenue comes from sale & purchase of taxable & tax-free bonds and brokerages & Commission from Mutual fund distribution business. It provides focused endeavor and create an investment strategy tailored to specific client needs. The company’s tailor-made customized solutions are perfect match to financial objectives of client. Its distribution network is backed by in-house back office support to serve its customers promptly.

Business area of the company

The company offers various financial instruments according to risk appetite and holding period of client that includes Government Bonds & Securities, Direct Equity, Cash Management Services, Derivative products, Mutual Funds, Insurance products, Commodities, REITS and Market Making Services. The company is one of top 100 AMFI distributers of Mutual funds. The company is driven by the emphasis it places on building long-term relationships with its clients. The company works closely with its clients to equip them with the ability to address large, fast growing market opportunities.

Name of the IA registered with SEBI:	The Alchemists Ark Pvt. Ltd.
Logo:
Trade/Brand Name of IA:	MoneyWorks4Me Investment Advisers
Brand Logo:
SEBI Registration Number:	INA000013323 Validity – May 16, 2019 – Perpetual
Registration:	Non-Individual
BSE Enlistment No:	1187
Address:	B-101, Signet Corner Building, Balewadi Phata, Baner, Pune, Maharashtra 411045
Compliance officer Details:	Name: Shrikant Jagtap Email: shrikant.jagtap@moneyworks4me.com Telephone: +919860359463 Address: Same as IA
Grievance Officer Details:	Name: Mukta Vaze Email: mukta.vaze@moneyworks4me.com Telephone: +91 98609 19463 Address: Same as IA
Principal Officer Details:	Name: Atharva Bhide Email: atharva.bhide@moneyworks4me.com Telephone: +91 91758 99463 Address: Same as IA
Standard Warning:	Investment in securities market are subject to market risks. Read all the related documents carefully before investing.
Disclaimer:	Registration granted by SEBI, enlistment with exchange and certification from NISM in no way guarantee performance of the intermediary or provide any assurance of returns to investors.

Wealth First Portfolio Managers Ltd (WEALTH)

Wealth First Portfolio Managers Ltd (WEALTH)

Wealth First Portfolio Managers stock performance

Check Before You Invest

Quality

Valuation

Price Trend

10 Year X-Ray : Login to view analysis.

Analysis of Financial Track Record (Data adjusted to bonus, split, extra-ordinary income, rights issue and change in financial year end)

CAGR ⓘ

Key Financial Ratios

Profit And Loss

Valuation of Wealth First Port - Standalone

Price Calculator

Price Chart

Price to Earnings

Price to Sales

Price to Book

EV to EBITDA

Dividend History

Price Calculator

Price Chart

Price to Earnings

Enterprise Value to EBIT

Price to Book-Value

Price to Sales

Dividend History

Analyst's Notes

Balance Sheet

Equity and Liabilities

Assets

Cash Flow

Financial Ratio

Operational & Financial Ratios

Performance Ratios

Valuation Parameters

Management X-Ray

Shareholding Pattern

Promoter's Holding & Share Pledging

Top 5 Mutual Funds Holding

Last Visited Stocks

Announcements

Wealth First Portfolio Managers Ltd FAQs

What is the share price of Wealth First Port?

What is the market cap of Wealth First Port?

What is the P/E ratio of Wealth First Port?

What is the P/B ratio of Wealth First Port?

What is the 52-week high and low of Wealth First Port?

What is the TTM revenue of Wealth First Port?

Is Wealth First Portfolio Managers Ltd a good quality company?

Is Wealth First Portfolio Managers Ltd undervalued or overvalued?

Is Wealth First Portfolio Managers Ltd a good buy now?

About Wealth First Portfolio Managers Ltd

About MoneyWorks4Me

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