WEALTH · Wealth First Portfolio Managers Ltd · Misc. Financial Services
WEALTH · Wealth First Portfolio Managers Ltd · Misc. Financial Services
As of 05 Nov close
52-week range
32.0% below 52-week high
52-week range: as of 05 Nov 2026 close.
Price chartDaily closes on the stock page.
Weighted combination of 8 measured readings. Not a probability, a rating or a forecast.
Full signal detail →Fundamentals as of 16 Oct 2026
Revenue (latest Q)
₹14 Cr
Revenue YoY
PAT YoY
-35.3%
Operating margin
Revenue, last 8 quarters
P/E (TTM)
P/B
6.2
P/S (TTM)
16.3
Sector P/E
14.8
Dividend yield
+1.0%
| Company | P/E | P/B | Net margin | ROE | D/E | Div. yield |
|---|---|---|---|---|---|---|
| WEALTH (this stock) | 31 | 6.2 | +57.1% | +22.0% | 0 | +1.0% |
| REC | 6 | 1 | +27.1% | +18.9% | 6.05 | +5.8% |
| Altius Telecom Infrastructure Trust | 46.7 | 4.5 | +4.6% | +8.3% | 416.28 | +9.3% |
| National Highways Infra Trust | 47.7 | 1.5 | +16.0% | +3.0% | 104.25 | +6.7% |
Promoter
stable
FII
Not available from data source
MF
Not available from data source
Insider trades
No insider trades in the last 12 months.
Bulk/block deals
No bulk/block deals in the last 12 months.
News timeline
No related news.
Concalls & investor presentations
AI-generatedKey takeaway: The investor presentation from Wealth First Portfolio Managers Limited, dated August 14, 2026, provided a revised overview of the company's financial results for the quarter ending June 30, 2026. Management highlighted key developments, including the acquisition of Wealth First Advisors Private Limited, which expanded their presence in Mumbai and increased their combined Assets Under Management (AUM) to approximately Rs. 9,000 crore. The presentation reported a revenue from operations of Rs. 14.3 crore for Q1 FY27, with a year-on-year decline attributed to a higher base in the previous year and a strategic reduction of the trading book to nil. The company also noted a 5% year-on-year growth in client families and a 4.4% increase in trail-based revenue. Management emphasized their focus on disciplined execution and building client relationships as they transition from the setup phase to scaling operations over the next five years.
The presentation conveyed a balanced view of achievements and challenges without strong emphasis on either.
Sourced from an exchange-filed presentation, dated 14 Aug 2026. Summary is RedixFi-generated and distinct from investment advice.
Key takeaway: The investor presentation by Wealth First Portfolio Managers Limited detailed the company's financial results for the quarter ended June 30, 2026. Management highlighted key milestones achieved in the past eighteen months, including the acquisition of Wealth First Advisors Private Limited, which expanded their presence in Mumbai and increased their combined Assets Under Management (AUM) to approximately Rs. 9,000 crore. The presentation reported a revenue from operations of Rs. 14.3 crore for Q1 FY27, with a year-on-year decline attributed to a high base from the previous year. Trail-based revenue grew 4.4% year-on-year to Rs. 12.3 crore, while total Assets Under Advisory (AUA) increased by 8.6% year-on-year to Rs. 13,647 crore. Management emphasized their focus on disciplined execution and deepening client relationships as they transition from the setup phase to execution and scale over the next five years.
The presentation conveyed a balanced view of achievements and challenges without strong emphasis on either positive or negative aspects.
Sourced from an exchange-filed presentation, dated 13 Aug 2026. Summary is RedixFi-generated and distinct from investment advice.
Key takeaway: Wealth First Portfolio Managers Limited held its earnings conference call on June 1, 2026, where management discussed the company's performance and strategic milestones for FY26. Management reported a consolidated revenue growth of 28.7%, reaching INR68.4 crores, driven by strong core operations and insurance sales. The company achieved significant milestones, including receiving SEBI approval for its asset management company, Lakshya AMC, and obtaining an IRDAI license for its insurance brokerage, Wealthshield. Management highlighted the reduction of the trading book to zero, aiming to enhance earnings stability. The total assets under advisory grew to INR12,157 crores, with a focus on client acquisition and retention. Management declared a final dividend of INR1 per share, totaling INR13 for FY26. The call concluded with management expressing commitment to long-term value creation and the belief in the growth potential of the wealth management industry.
Management emphasized significant growth and strategic advancements during the year.
Sourced from an exchange-filed transcript, dated 05 Jun 2026. Summary is RedixFi-generated and distinct from investment advice.
Key takeaway: Wealth First Portfolio Managers Limited reported a strong performance for the fourth quarter and financial year ended March 31, 2026. Revenue from operations rose to Rs. 16.5 crore in Q4 FY26, a significant increase from a loss of Rs. 3.3 crore in Q4 FY25, driven by robust insurance sales and improved net sales. Profit After Tax (PAT) turned positive at Rs. 10.5 crore compared to a loss of Rs. 4.3 crore in the previous year. The company achieved a 4.6% year-on-year increase in Assets Under Advisory (AUA), totaling Rs. 12,157 crore. Management highlighted the successful establishment of their Asset Management Company, Lakshya, and the receipt of an IRDAI license for insurance broking, expanding their product offerings. The Board approved a final dividend of Rs. 1 per equity share, bringing the total for FY26 to Rs. 13 per share, aligning with their policy of distributing at least 30% of consolidated PAT annually.
Management emphasized strong financial performance and strategic growth initiatives.
Sourced from an exchange-filed presentation, dated 29 May 2026. Summary is RedixFi-generated and distinct from investment advice.
Key takeaway: The investor presentation from Wealth First Portfolio Managers Limited reported on the financial results for the quarter and nine months ended December 31, 2025. Management highlighted a 7.8% year-on-year increase in Business Activity Income, reaching Rs. 48.8 crore for 9M FY26, demonstrating operational resilience amid market volatility. The company is in the final stages of obtaining SEBI approval for Lakshya AMC, which is anticipated to enhance revenue streams. Total Assets Under Administration (AUA) grew by 8.1% year-on-year to Rs. 12,858 crore, with a steady client base increase. However, trading income decreased significantly, reflecting a strategic reduction in the trading book. Management noted that the cost-to-income ratio rose due to expenses related to the AMC setup and increased employee costs. The presentation emphasized a commitment to sustainable growth through diversified revenue streams and strong client relationships.
The presentation included both positive growth metrics and challenges in trading income.
Sourced from an exchange-filed presentation, dated 04 Feb 2026. Summary is RedixFi-generated and distinct from investment advice.
AI Summary of Annual Report
AI-generatedWealth First Portfolio Managers Limited's annual report for FY2025-26 highlights the company's strategic expansion into asset management and insurance broking, alongside its continued focus on client-centric wealth management. The report emphasizes the firm's long-term approach to building client relationships, expanding its product offerings, and adapting to market trends. It also outlines the company's growth in client base, geographic diversification, and the challenges posed by increasing competition and regulatory changes.
- Expansion into asset management through Lakshya AMC and insurance broking via Wealthshield Insurance Brokers.
- Focus on direct client relationships and suitability-based advisory practices without reliance on sub-brokers or franchise models.
- Management has stated that over 30% of revenue is now generated outside Gujarat, reflecting strategic geographic diversification beyond the state.
- Emphasis on long-term value creation through integrated wealth management solutions and recurring advisory revenue streams.
Key takeaway: Wealth First Portfolio Managers Limited is expanding its integrated wealth management platform through new business verticals while maintaining a client-first approach, positioning itself to capitalize on India's growing wealth management market.
The following annual report excerpts provide qualitative strategic context. Do not treat any specific financial figures in these excerpts as authoritative — they may be incorrectly labeled due to PDF table extraction limitations. For precise financial data, refer to the structured fundamentals data above.
Governance disclosures
AI-generatedNeeds attention
Investigation or enforcement mention (6 items)
Items of these kinds are disclosed in the filings. This is a count of disclosed items. It is not a finding about the company and its cause has not been independently established.
Investigation or enforcement mention
6 occurrencesRecent (last 12 months)
The company reported a cyber fraud in FY25, which resulted in an exceptional item of Rs. 1.5 Cr in its PBT and PAT.
The company reported a cyber fraud in FY25, which resulted in an exceptional item of Rs. 1.5 Cr in its PBT and PAT.
Earlier (1-3 years ago)
WEALTH FIRST PORTFOLIO MANAGERS LTD has experienced a cyber fraud incident involving misappropriation of funds amounting to ₹198.00 lakhs by third parties during the year. The company has written off ₹150.59 lakhs as an exceptional loss in the Statement of Profit and Loss.
The company reported a cyber fraud of Rs. 1.5 Cr in FY25, which is included as an exceptional item in PBT and PAT.
The company reported a cyber fraud of Rs. 1.5 Cr. in FY25 perpetrated by a third party.
The company reported an exceptional item of Rs. 1.5 Cr. in FY25 due to a cyber fraud perpetrated by a third party against the company in FY25.
Routine disclosures
Contingent Liability
3 occurrencesRecent (last 12 months)
The company has contingent liabilities from claims and assertions by various parties, involving legal proceedings as plaintiff and defendant, though none are expected to have a material adverse effect.
Earlier (1-3 years ago)
The company has an outstanding corporate guarantee of 17,600 thousand as of 31st March, 2025. It also faces an income tax order to re-open scrutiny assessments for AY 2016-17, 2017-18, and 2019-20, with writ petitions filed in the Gujarat High Court, which has granted an ad-interim stay.
The company has an order under section 148A(d) of the Income Tax Act 1961 for re-opening of scrutiny assessments for AY 2016-17 to AY 2019-20, with a writ petition filed in the Gujarat High Court. The court granted an ad-interim stay, and the matter is pending. The company assesses the possibility of any outflow in settlement as remote and has not considered it a contingent liability.
Related-Party Transaction
3 occurrencesRecent (last 12 months)
The company has disclosed related party transactions involving directors and KMPs, including salary expenses, sitting fees, and professional fees, with specific amounts listed in thousands.
Earlier (1-3 years ago)
The company approved a related party transaction with Mr. Swapneel Ashish Shah, a related party, for payment of remuneration, with an aggregate value not exceeding Rs. 70 lakhs per financial year from 2025-26 to 2027-28.
The company has disclosed related party transactions involving directors and their family members, including payments for salary, rent, sitting fees, and professional fees.
Management & Board Governance
1 occurrenceEarlier (1-3 years ago)
A director of Wealth First Portfolio Managers Limited has been debarred or disqualified from being appointed or continuing as a director by the Board, Ministry of Corporate Affairs, or a statutory authority, as mentioned in Annexure E of the annual report.