Wealth First Portfolio Managers Ltd

Wealth First Por Summary Chart Analysis Peers Quarters Profit & Loss Balance Sheet Cash Flow Ratios Investors Documents

Wealth First Portfolio Managers Ltd

₹ 987 8.44%
29 May - close price
wealth-firstonline.com BSE: 544536 NSE: WEALTH
About

Incorporated in 2002, Wealth First Portfolio Managers Ltd is in the business of wealth management[1]

Key Points

Business Overview:[1]
WFPML is a client-centric, product agnostic
and independent wealth management firm. It is
an individual financial advisor (with no sub-brokers) and occupies 37th rank at all India
level. Company provides smart investment solutions through end-to-end handholding

Website BSE NSE
  • Market Cap ₹ 1,052 Cr.
  • Current Price ₹ 987
  • High / Low ₹ 1,440 / 690
  • Stock P/E 26.2
  • Book Value ₹ 142
  • Dividend Yield 2.03 %
  • ROCE 37.7 %
  • ROE 28.9 %
  • Face Value ₹ 10.0
Edit ratios

Pros

  • Company is almost debt free.
  • Company is expected to give good quarter
  • Company has delivered good profit growth of 25.8% CAGR over last 5 years
  • Company has a good return on equity (ROE) track record: 3 Years ROE 32.8%

Cons

  • Debtor days have increased from 34.4 to 43.5 days.

* The pros and cons are machine generated. Pros / cons are based on a checklist to highlight important points. Please exercise caution and do your own analysis.

Peer comparison

Financial Services Financial Services Finance Other Financial Services

Edit Columns
Loading peers table ...

Quarterly Results

Standalone Figures in Rs. Crores / View Consolidated

Mar 2023 Jun 2023 Sep 2023 Dec 2023 Mar 2024 Jun 2024 Sep 2024 Dec 2024 Mar 2025 Jun 2025 Sep 2025 Dec 2025 Mar 2026
5 11 14 15 14 20 19 16 -4 25 18 6 15
2 3 3 3 2 3 4 3 3 3 6 4 4
Operating Profit 2 9 10 12 12 18 16 13 -6 22 12 2 11
OPM % 50% 77% 76% 81% 83% 87% 80% 79% 88% 68% 32% 76%
-1 3 3 1 6 1 4 -1 1 0 0 0 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 2 11 13 13 18 19 20 12 -6 22 12 2 16
Tax % 34% 25% 20% 25% 22% 26% 22% 24% -24% 26% 28% 29% 16%
1 8 10 10 14 14 15 9 -4 16 9 1 14
EPS in Rs 1.00 7.92 9.60 9.49 12.75 12.94 14.27 8.43 -4.01 15.23 8.36 1.30 12.86
Raw PDF

Profit & Loss

Standalone Figures in Rs. Crores / View Consolidated

Mar 2015 Mar 2016 Mar 2017 Mar 2018 Mar 2019 Mar 2020 Mar 2021 Mar 2022 Mar 2023 Mar 2024 Mar 2025 Mar 2026
169 150 199 224 331 10 25 33 29 66 59 63
164 146 191 212 321 7 6 8 10 11 13 16
Operating Profit 4 4 8 12 10 2 18 25 19 55 46 47
OPM % 3% 3% 4% 5% 3% 25% 74% 75% 65% 83% 78% 74%
1 0 0 0 0 0 0 0 0 0 -1 6
Interest 3 1 2 1 0 0 0 0 0 0 0 0
Depreciation 0 0 0 0 0 0 0 0 0 0 0 0
Profit before tax 2 3 6 11 9 2 18 25 18 55 44 52
Tax % 16% 20% 20% 18% 23% 28% 29% 24% 26% 23% 24% 23%
2 3 5 9 7 1 13 19 14 42 34 40
EPS in Rs 10.10 2.43 4.50 8.19 6.59 1.21 12.00 17.62 12.68 39.77 31.64 37.76
Dividend Payout % 6% 12% 13% 7% 9% 50% 8% 11% 24% 18% 51% 0%
Compounded Sales Growth
10 Years: -8%
5 Years: 21%
3 Years: 30%
TTM: 8%
Compounded Profit Growth
10 Years: 32%
5 Years: 26%
3 Years: 44%
TTM: 15%
Stock Price CAGR
10 Years: %
5 Years: 52%
3 Years: 50%
1 Year: 10%
Return on Equity
10 Years: 29%
5 Years: 31%
3 Years: 33%
Last Year: 29%

Balance Sheet

Standalone Figures in Rs. Crores / View Consolidated

Mar 2015 Mar 2016 Mar 2017 Mar 2018 Mar 2019 Mar 2020 Mar 2021 Mar 2022 Mar 2023 Mar 2024 Mar 2025 Mar 2026
Equity Capital 1 6 6 6 6 6 11 11 11 11 11 11
Reserves 4 9 13 22 28 28 36 55 66 107 117 140
5 18 18 6 1 3 0 2 0 0 0 0
1 12 3 4 4 3 3 4 4 7 8 9
Total Liabilities 11 45 41 38 40 40 50 72 80 125 135 160
0 0 0 0 1 1 0 1 1 1 1 1
CWIP 0 0 0 0 0 0 0 0 0 0 0 0
Investments 0 0 1 0 0 0 3 18 39 49 31 88
11 45 41 37 38 39 46 52 40 75 103 71
Total Assets 11 45 41 38 40 40 50 72 80 125 135 160

Cash Flows

Standalone Figures in Rs. Crores / View Consolidated

Mar 2015 Mar 2016 Mar 2017 Mar 2018 Mar 2019 Mar 2020 Mar 2021 Mar 2022 Mar 2023 Mar 2024 Mar 2025 Mar 2026
16 -21 1 16 8 -8 7 21 21 16 9
2 1 2 1 -0 2 -3 -18 -19 -10 10
-17 19 -2 -14 -6 0 -4 1 -4 -4 -21
Net Cash Flow 2 -1 2 3 2 -6 1 4 -3 2 -2
Free Cash Flow 17 -21 1 16 7 -8 7 20 20 16 8
CFO/OP 390% -455% 16% 147% 103% -247% 42% 103% 148% 51% 43%

Ratios

Standalone Figures in Rs. Crores / View Consolidated

Mar 2015 Mar 2016 Mar 2017 Mar 2018 Mar 2019 Mar 2020 Mar 2021 Mar 2022 Mar 2023 Mar 2024 Mar 2025 Mar 2026
Debtor Days 0 1 3 4 3 45 22 36 38 24 36 44
Inventory Days 16 93 65 44 28
Days Payable 0 0 0 0 0
Cash Conversion Cycle 16 94 68 47 30 45 22 36 38 24 36 44
Working Capital Days 5 20 24 29 24 1,126 485 346 310 301 481 244
ROCE % 27% 22% 23% 33% 27% 6% 44% 44% 26% 57% 38% 38%

Insights

In beta
Mar 2020 Mar 2021 Mar 2022 Mar 2023 Mar 2024 Mar 2025
Number of Relationship Managers (RM)
Count

Log in to view insights

Please log in to see hidden values.

Login
Total Client Families
Count
Total Clients
Count
Trail-base AUM (MF, PMS and AIF)
Rs. Cr
Bonds AUA
Rs. Cr
Client Vintage (>10 years with company)
%
Direct Equity AUA
Rs. Cr
RM Vintage (>10 years associated with company)
%
Total Assets Under Administration (AUA)
Rs. Cr
Net Yield on ARR Assets
%

Extracted by Screener AI

Shareholding Pattern

Numbers in percentages

Jun 2023Sep 2023Dec 2023Mar 2024Jun 2024Sep 2024Dec 2024Mar 2025Jun 2025Sep 2025Dec 2025Mar 2026
74.01% 74.01% 74.01% 74.01% 74.01% 74.04% 74.04% 74.04% 74.04% 74.04% 74.04% 74.04%
0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.04% 0.04% 0.09% 0.12% 0.10% 0.11%
25.98% 25.99% 25.99% 25.99% 25.99% 25.96% 25.92% 25.91% 25.86% 25.83% 25.85% 25.83%
No. of Shareholders 8009781,1782,1724,2328,52710,1619,8019,5389,1098,8018,142

* The classifications might have changed from Sep'2022 onwards. The new XBRL format added more details from Sep'22 onwards.

Classifications such as banks and foreign portfolio investors were not available earlier. The sudden changes in FII or DII can be because of these changes.

Click on the line-items to see the names of individual entities.

Documents

Announcements

Annual reports

DRHP

Concalls

  • May 2026
    Transcript
    AI Summary
    PPT
  • Feb 2026
    Transcript
    AI Summary
    PPT
  • Nov 2025
    Transcript
    AI Summary
    PPT
  • Aug 2025
    Transcript
    AI Summary
    PPT
  • May 2025
    Transcript PPT REC
  • May 2025
    Transcript
    AI Summary
    PPT
  • May 2025
    Transcript
    AI Summary
    PPT
  • Jan 2025
    Transcript
    AI Summary
    PPT
  • Oct 2024
    Transcript
    AI Summary
    PPT
  • Oct 2024
    Transcript
    AI Summary
    PPT
  • Jul 2024
    Transcript
    AI Summary
    PPT
  • May 2024
    Transcript
    AI Summary
    PPT