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Wealth First Portfolio Managers Ltd Stock Analysis

Small Cap
Evaluated by 28 users | BSE: 0 | NSE: WEALTH |
Finance - Investment
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...

Analysis of Financial Track Record

Data adjusted to bonus, split, extra-ordinary income, rights issue and change in financial year end
Financial track record gives insight into the company's performance on key parameters over the past ten years. MoneyWorks4me’s proprietary colour codes make it easy for retail investors to gauge the company’s past performance.
 Mar'11Mar'12Mar'13Mar'14Mar'15Mar'16Mar'17Mar'18Mar'19Mar'20
Operating Income (Rs. Cr.)259211199143167149196223330398
Y-o-Y Gr. Rt.--18.5%-5.5%-28.3%16.8%-10.5%31.2%13.7%48.1%20.6%
Adjusted EPS (Rs.)
Adjusted Earning per Share is the company’s net profit per share after adjusting for extra-ordinary/exceptional items
0.13-0.050.240.182.582.444.528.226.611.21
Y-o-Y Gr. Rt.--138.5%NA-25%1333.3%-5.4%85.3%81.9%-19.6%-81.7%
Book Value per Share (Rs.)
The total value that a company will fetch upon liquidation (if it is closed down), after settling all obligations is called its Book Value. Book value of a company includes only tangible assets. Book value allocated to each outstanding share is called Book Value per share
3.613.94.144.236.5114.618.3726.1931.8932.36
Y-o-Y Gr. Rt.-8%6.2%2.2%53.9%124.3%25.8%42.6%21.8%1.5%
To view Net Profit/Total Funds (%) Colour Rating Guide click here
Net Profit/Total Funds (%): Colour Rating Guide
  • >12 : Very Good
  • 8-12 : Somewhat Good
  • <8: Not Good
Net Profit/Total Funds (%)0.5-0.331.470.6411.639.311.1922.1618.233.27
Standalone financials take only the parent company into account while consolidated financials take into account financials of the parent company as well as of all its subsidiaries. In most companies consolidated financials should be used for analysis.
Wealth First Portfolio Managers Ltd. should be analysed on a Standalone basis
CAGR
CAGR Colour Code Guide
  9 yrs 5 yrs 3 yrs 1 yr
Operating Income4.9%19%26.6%20.6%
Adjusted EPS
Adjusted Earnings per Share is the Company’s net profit per share after adjusting for extra-ordinary/exceptional items.
28.1%-14.1%-35.6%-81.7%
Book Value per Share
27.6%37.8%20.8%1.5%
Share Price - - - -
Key Financial Ratios
RATIOS \ YEARSMar'11Mar'12Mar'13Mar'14Mar'15Mar'16Mar'17Mar'18Mar'19Mar'20
Margins
Net Profit Margin (%) 0.04-0.020.090.11.211.742.463.932.130.32
Performance Ratios
To view Performance Ratios Colour Rating Guide click here
Performance Ratios: Colour Rating Guide
  • >15 : Very Good
  • 12-15 : Somewhat Good
  • <12 : Not Good
Return on Equity (%) 3.49-1.385.944.348.0125.1927.4336.9122.773.78
Entity Percentage Holding
Promoters 74.00%
Non-Institutions 26.00%
Pledged *0.000.000.000.000.000.000.000.000.000.00
* Pledged shares as % of Promoter's holding (%)
Data is not available for this company.

Data is not available for this company.

Data is not available for this company

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

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.

Puchho Befikar
SEBI Registered: Investment Adviser - INA000013323

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