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
₹882.80
-3.13% 1W | -25.20% 52W
Market Cap
941 CR
P/E Ratio
28.5
52W High
₹1237.9
52W Low
₹775
Div. Yield
1.02%
Beta
-0.1
50 DMA
₹864.3
200 DMA
₹906.1
Profit Margin
50.7%
Inst. Own.
0%
🚀 BREAKOUT
🚀 BREAKOUT
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
60
Overall
74
Fundamental
47
Technical
Risks (3)
POOR YEAR! Stock declined 25.2% in the last year.
BEARISH SENTIMENT! In last 30 days: 12 up days, 18 down days. Avg volume on up days: 2,018 vs down days: 12,161. Ratio: 0.17x
BEARISH TREND! 50-day average (864.3) is below 200-day average (906.1) - negative signal.
Strengths (4)
EXCELLENT EFFICIENCY! 50.7% profit margin - company keeps strong profits.
BREAKOUT! Stock has broken above resistance levels with momentum.
LOW VOLATILITY! Beta of -0.10 - stable stock, less market risk.
MIXED POSITION! Current price (882.8) above 50-day but below 200-day.
Fundamental & Technical Analysis
60Overall
74Fundamental
47Technical
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! 50.7% profit margin - company keeps strong profits.
PEG Valuation
10/10
UNDERVALUED! PEG of 0.70 indicates stock is cheap relative to growth.
Dividend Yield
5/10
LOW DIVIDEND! 1.02% 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
3/10
BEARISH TREND! 50-day average (864.3) is below 200-day average (906.1) - negative signal.
Price Position
6/10
MIXED POSITION! Current price (882.8) above 50-day but below 200-day.
Trend Pattern
20/20
BREAKOUT! Stock has broken above resistance levels with momentum.
52W Performance
1/10
POOR YEAR! Stock declined 25.2% in the last year.
Volume Sentiment
5/30
BEARISH SENTIMENT! In last 30 days: 12 up days, 18 down days. Avg volume on up days: 2,018 vs down days: 12,161. Ratio: 0.17x
RSI
3/5
NEUTRAL! RSI at 53.7 - balanced momentum.
52W Range
2/5
LOWER HALF! Trading at 23.3% of 52W range - weakness visible.
Momentum
2/5
WEAK MOMENTUM! Limited price growth - -3.1% (1 week), 5.5% (1 month), -6.6% (3 months).
Beta
5/5
LOW VOLATILITY! Beta of -0.10 - stable stock, less market risk.
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 | ₹882.80 | 28.5 | 50.7% | -44.6% | 40.9% | -25.2% | 60 | BREAKOUT | -35.6% | -1.9% | -42.3% | -13.3% |
| CONSOFINVT | ₹296.80 | 17.7 | 86.8% | 44.4% | -44.3% | +61.4% | 79 | BREAKOUT | -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% |
| MASTERTR | ₹81.00 | 7.2 | 25.0% | 17.5% | 24.1% | -35.1% | 68 | BREAKDOWN | +27.7% | -4.2% | +13.8% | -17.1% |
| DAMCAPITAL | ₹144.70 | 14.1 | 32.0% | 39.6% | 103.1% | -42.0% | 71 | BREAKOUT | 0.0% | 0.0% | -5.5% | +3.2% |
| AFSL | ₹201.10 | 7.6 | 0.5% | 176.4% | 14.4% | -0.1% | 61 | HIT RESISTANCE | +107.4% | -1,689.7% | +96.1% | -57.4% |
| DVL | ₹288.40 | 5.4 | 39.1% | 9.9% | -44.9% | -2.4% | 66 | APPROACHING RESISTANCE | +144.5% | +614.3% | +44.8% | +226.2% |
| SYSTMTXC | ₹75.40 | – | -0.9% | 21.7% | 39.7% | -54.4% | 64 | CONSOLIDATION | -146.7% | -58.5% | +72.2% | +120.4% |
Data from TradeAlone · Updated daily
