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 27.2
  • Book Value ₹ 141
  • Dividend Yield 2.03 %
  • ROCE 34.6 %
  • ROE 27.7 %
  • Face Value ₹ 10.0
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Pros

  • Company is almost debt free.
  • Company is expected to give good quarter
  • Company has delivered good profit growth of 24.6% CAGR over last 5 years
  • Company has a good return on equity (ROE) track record: 3 Years ROE 32.4%

Cons

  • Debtor days have increased from 36.3 to 45.2 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

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Quarterly Results

Consolidated Figures in Rs. Crores / View Standalone

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 15 21 20 16 -3 25 21 6 17
2 3 3 3 2 3 4 3 3 3 5 5 5
Operating Profit 3 9 10 12 12 18 16 13 -6 22 15 1 12
OPM % 53% 77% 76% 81% 83% 87% 80% 79% 87% 74% 15% 71%
-1 3 3 1 6 1 4 -1 1 0 0 0 2
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 19 12 -5 21 15 1 14
Tax % 34% 25% 20% 25% 23% 25% 22% 24% -21% 26% 28% 34% 24%
1 8 10 10 14 14 15 9 -4 16 11 1 10
EPS in Rs 1.20 7.93 9.63 9.48 13.02 13.15 14.23 8.70 -4.03 14.98 10.39 1.05 9.87
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Profit & Loss

Consolidated Figures in Rs. Crores / View Standalone

Mar 2016 Mar 2017 Mar 2018 Mar 2019 Mar 2020 Mar 2021 Mar 2022 Mar 2023 Mar 2024 Mar 2025 Mar 2026
151 199 224 331 10 25 33 29 67 60 68
146 191 212 321 7 6 8 10 11 13 19
Operating Profit 4 8 12 10 2 18 25 19 56 47 49
OPM % 3% 4% 5% 3% 25% 74% 75% 65% 83% 78% 72%
0 0 0 0 0 0 0 -0 0 -1 3
Interest 1 2 1 0 0 0 0 0 0 0 0
Depreciation 0 0 0 0 0 0 0 0 0 0 0
Profit before tax 3 6 11 9 2 18 25 19 55 45 52
Tax % 20% 20% 18% 23% 28% 29% 24% 26% 23% 24% 26%
3 5 9 7 1 13 19 14 43 34 38
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
Dividend Payout % 12% 13% 7% 9% 50% 8% 11% 23% 17% 50% -0%
Compounded Sales Growth
10 Years: -8%
5 Years: 23%
3 Years: 32%
TTM: 14%
Compounded Profit Growth
10 Years: 31%
5 Years: 25%
3 Years: 41%
TTM: 10%
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: 32%
Last Year: 28%

Balance Sheet

Consolidated Figures in Rs. Crores / View Standalone

Mar 2016 Mar 2017 Mar 2018 Mar 2019 Mar 2020 Mar 2021 Mar 2022 Mar 2023 Mar 2024 Mar 2025 Mar 2026
Equity Capital 6 6 6 6 6 11 11 11 11 11 11
Reserves 9 13 21 28 28 36 55 66 108 118 140
18 18 6 1 3 -0 2 0 -0 -0 -0
12 3 4 4 3 3 4 4 7 8 29
Total Liabilities 45 41 38 40 40 50 72 80 125 136 180
0 0 0 1 1 0 1 1 1 1 3
CWIP -0 -0 -0 -0 -0 -0 -0 -0 -0 -0 -0
Investments 0 0 -0 -0 0 2 17 39 48 31 105
45 41 38 39 39 47 53 41 76 104 72
Total Assets 45 41 38 40 40 50 72 80 125 136 180

Cash Flows

Consolidated Figures in Rs. Crores / View Standalone

Mar 2016 Mar 2017 Mar 2018 Mar 2019 Mar 2020 Mar 2021 Mar 2022 Mar 2023 Mar 2024 Mar 2025 Mar 2026
0 16 8 -8 7 21 20 16 10
3 1 -0 2 -2 -18 -19 -10 8
-2 -14 -6 0 -4 1 -4 -4 -21
Net Cash Flow 2 3 2 -6 1 4 -3 2 -2
Free Cash Flow 0 16 7 -8 7 20 20 15 10
CFO/OP 11% 147% 103% -247% 41% 103% 143% 50% 46%

Ratios

Consolidated Figures in Rs. Crores / View Standalone

Mar 2016 Mar 2017 Mar 2018 Mar 2019 Mar 2020 Mar 2021 Mar 2022 Mar 2023 Mar 2024 Mar 2025 Mar 2026
Debtor Days 1 3 4 3 45 23 37 42 26 38 45
Inventory Days 93 66 44 28
Days Payable 0 -0 0 -0
Cash Conversion Cycle 94 69 48 31 45 23 37 42 26 38 45
Working Capital Days 20 25 29 24 1,138 491 351 318 310 476 228
ROCE % 23% 33% 28% 6% 44% 44% 26% 57% 38% 35%

Insights

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

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Total Client Families
Count ・Standalone data
Total Clients
Count ・Standalone data
Trail-base AUM (MF, PMS and AIF)
Rs. Cr
Bonds AUA
Rs. Cr
Client Vintage (>10 years with company)
% ・Standalone data
Direct Equity AUA
Rs. Cr
RM Vintage (>10 years associated with company)
% ・Standalone data
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
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  • Feb 2026
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  • Nov 2025
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  • Aug 2025
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  • May 2025
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  • Oct 2024
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  • Oct 2024
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  • Jul 2024
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  • May 2024
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