WEALTH
Wealth First Portfolio Managers Limited (WEALTH) Stock Analysis
Wealth First Portfolio Managers Limited offers portfolio management, advisory, and wealth products to affluent investors in India. It manages discretionary and non-discretionary portfolios with research-driven strategies. The company is a listed portfolio manager and adviser.
Financial Services › Capital Markets
₹820.50
-2.87% 1W | -29.80% 52W
Market Cap
874 CR
P/E Ratio
26.5
52W High
₹1205
52W Low
₹675.8
Div. Yield
1.1%
Beta
-0
50 DMA
₹849.2
200 DMA
₹906.5
Profit Margin
45.7%
Inst. Own.
0%
✅ BOUNCE FROM SUPPORT
✅ BOUNCE FROM SUPPORT
Fundamentals
Profit & Loss
| Metric | Jun 2023 | Sep 2023 | Dec 2023 | Mar 2024 | Jun 2024 | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 | Jun 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Sales | 11 | 14 | 15 | 15 | 21 | 20 | 16 | -3 | 25 | 21 | 6 | 17 | 14 |
| Expenses | 3 | 3 | 3 | 2 | 3 | 4 | 3 | 3 | 3 | 5 | 5 | 5 | 5 |
| Operating Profit | 9 | 10 | 12 | 12 | 18 | 16 | 13 | -6 | 22 | 15 | 1 | 12 | 9 |
| OPM % | 77% | 76% | 81% | 83% | 87% | 80% | 79% | 87% | 74% | 15% | 71% | 65% | |
| Other Income | 3 | 3 | 1 | 6 | 1 | 4 | -1 | 1 | 0 | 0 | 0 | 2 | 5 |
| Interest | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Depreciation | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Profit before tax | 11 | 13 | 13 | 18 | 19 | 19 | 12 | -5 | 21 | 15 | 1 | 14 | 14 |
| Tax % | 25% | 20% | 25% | 23% | 25% | 22% | 24% | -21% | 26% | 28% | 34% | 24% | 24% |
| Net Profit | 8 | 10 | 10 | 14 | 14 | 15 | 9 | -4 | 16 | 11 | 1 | 10 | 10 |
| EPS in Rs | 7.93 | 9.63 | 9.48 | 13.02 | 13.15 | 14.23 | 8.70 | -4.03 | 14.98 | 10.39 | 1.05 | 9.87 | 9.69 |
| Metric | Mar 2016 | Mar 2017 | Mar 2018 | Mar 2019 | Mar 2020 | Mar 2021 | Mar 2022 | Mar 2023 | Mar 2024 | Mar 2025 | Mar 2026 | TTM |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Sales | 151 | 199 | 224 | 331 | 10 | 25 | 33 | 29 | 67 | 60 | 71 | 58 |
| Expenses | 146 | 191 | 212 | 321 | 7 | 6 | 8 | 10 | 11 | 12 | 18 | 21 |
| Operating Profit | 4 | 8 | 12 | 10 | 2 | 18 | 25 | 19 | 56 | 48 | 53 | 37 |
| OPM % | 3.0% | 4.0% | 5% | 2.9% | 25% | 74% | 75% | 65% | 83% | 79% | 74% | 64% |
| Other Income | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | -2 | -0 | 7 |
| Interest | 1 | 2 | 1 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Depreciation | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 1 |
| Profit before tax | 3 | 6 | 11 | 9 | 2 | 18 | 25 | 19 | 55 | 45 | 52 | 44 |
| Tax % | 20% | 20% | 18% | 23% | 28% | 29% | 24% | 26% | 23% | 24% | 26% | |
| Net Profit | 3 | 5 | 9 | 7 | 1 | 13 | 19 | 14 | 43 | 34 | 38 | 33 |
| EPS in Rs | 2.43 | 4.49 | 8.18 | 6.62 | 1.20 | 12.08 | 17.69 | 12.98 | 40.06 | 32.05 | 36.28 | 31.00 |
| Dividend Payout % | 12% | 13% | 7% | 9% | 50% | 8% | 11% | 23% | 17% | 50% | 36% |
Growth — CAGR
| Metric | 3Y | 5Y | 10Y |
|---|---|---|---|
| Revenue CAGR | 34.0% | 24.0% | -7.0% |
| Profit CAGR | 42.0% | 25.0% | 31.0% |
Shareholding Pattern
Promoters74.04%
DIIs0.12%
Public25.83%
Promoters74.04%
DIIs0.10%
Public25.85%
Promoters74.04%
DIIs0.11%
Public25.83%
Promoters74.04%
DIIs0.10%
Public25.85%
Promoters74.04%
DIIs0.11%
Public25.85%
Promoters74.00%
Public26.00%
Promoters74.01%
Public25.99%
Promoters74.04%
DIIs0.04%
Public25.91%
Promoters74.04%
DIIs0.11%
Public25.83%
Promoters74.04%
DIIs0.11%
Public25.85%
WEALTH
Holdings Analysis
Key strengths & risk signals
56
Overall
74
Fundamental
39
Technical
Risks (3)
POOR YEAR! Stock declined 29.8% in the last year.
BEARISH SENTIMENT! In last 30 days: 11 up days, 19 down days. Avg volume on up days: 2,748 vs down days: 11,979. Ratio: 0.23x
WEAK POSITION! Current price (820.5) is below both moving averages.
Strengths (4)
EXCELLENT EFFICIENCY! 45.7% profit margin - company keeps strong profits.
TESTING SUPPORT! Stock is at key support level.
APPROACHING OVERSOLD! RSI at 39.4 - watch for reversal.
MARKET ALIGNED! Beta of 1.00 - moves with the market.
Fundamental & Technical Analysis
56Overall
74Fundamental
39Technical
Fundamental Breakdown
Growth Quality
17/30
Revenue CAGR: -44.6% (DECLINING, 2/15). Profit CAGR: 40.9% (EXCELLENT, 15/15).
Profit Margin
10/10
EXCELLENT EFFICIENCY! 45.7% profit margin - company keeps strong profits.
PEG Valuation
10/10
UNDERVALUED! PEG of 0.65 indicates stock is cheap relative to growth.
Dividend Yield
5/10
LOW DIVIDEND! 1.1% yield - minimal income contribution.
Debt to Equity
10/10
VERY LOW DEBT! D/E of 0.00 - excellent financial health.
Public Holding
14/20
MODERATE PUBLIC HOLDING! 25.98% public ownership - balanced ownership structure.
Stability Index
8/10
GOOD STABILITY! Only 1 revenue dip in history. Strong business fundamentals.
Technical Breakdown
Moving Averages
5/10
BEARISH TREND! 50-day average (849.2) is below 200-day average (906.5) - negative signal.
Price Position
2/10
WEAK POSITION! Current price (820.5) is below both moving averages.
Trend Pattern
16/20
TESTING SUPPORT! Stock is at key support level.
52W Performance
1/10
POOR YEAR! Stock declined 29.8% in the last year.
Volume Sentiment
5/30
BEARISH SENTIMENT! In last 30 days: 11 up days, 19 down days. Avg volume on up days: 2,748 vs down days: 11,979. Ratio: 0.23x
RSI
4/5
APPROACHING OVERSOLD! RSI at 39.4 - watch for reversal.
52W Range
2/5
LOWER HALF! Trading at 27.3% of 52W range - weakness visible.
Momentum
1/5
NEGATIVE MOMENTUM! Price declined across timeframes - down 2.9% (1 week), 7.2% (1 month), 9.1% (3 months).
Beta
3/5
MARKET ALIGNED! Beta of 1.00 - moves with the market.
WEALTH
Concall / Investor Presentation
Earnings call transcripts & AI summaries
| Quarter | Concall | Summary |
|---|---|---|
| Q4FY262026-06-05 | Concall PDF |
Peer Comparison
Financial Services · Capital Markets · 8 stocks
| Stock | Price | P/E | Profit Margin | Revenue CAGR 5Y | Profit CAGR 5Y | 52W Change | Stock Strength | Trendline | YoY Profit | QoQ Profit | YoY Revenue | QoQ Revenue |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| WEALTH | ₹820.50 | 26.5 | 45.7% | -44.6% | 40.9% | -29.8% | 56 | BOUNCE FROM SUPPORT | -35.6% | -1.9% | -42.3% | -13.3% |
| MASTERTR | ₹79.20 | 7.1 | 24.8% | 21.0% | 30.0% | -30.5% | 73 | BREAKDOWN | +21.0% | +9.8% | +21.5% | +2.8% |
| WELINV | ₹2,095.00 | 91.1 | 58.3% | -12.1% | -17.9% | +87.1% | 51 | BREAKDOWN | +151.4% | -8,900.0% | +142.9% | +11,800.0% |
| DAMCAPITAL | ₹144.30 | 29.9 | 32.0% | 39.6% | 103.1% | -40.8% | 67 | APPROACHING SUPPORT | -74.1% | +6,650.0% | -51.9% | +94.1% |
| AFSL | ₹201.00 | 7.5 | 0.5% | 176.4% | 14.4% | -5.2% | 56 | APPROACHING RESISTANCE | +107.4% | -1,689.7% | +96.1% | -57.4% |
| CONSOFINVT | ₹320.10 | 19.1 | 86.8% | 44.4% | -44.3% | +77.9% | 67 | APPROACHING RESISTANCE | -39.7% | +15.0% | -78.9% | +700.0% |
| PRIMESECU | ₹302.50 | 152 | 6.9% | 46.6% | 5.6% | +11.6% | 62 | APPROACHING RESISTANCE | -66.7% | -126.5% | -33.1% | -9.6% |
| ARIHANTCAP | ₹93.20 | 32.3 | 21.3% | 16.1% | 2.6% | -8.0% | 70 | BOUNCE FROM SUPPORT | +59.5% | -2.8% | +4.8% | -13.0% |
Data from TradeAlone · Updated daily
