Wealth First Portfolio Managers Limited (WEALTH) fundamentals
Wealth First Portfolio Managers Limited is a listed company in Finance, part of the Financial Services sector, listed on the NSE as WEALTH (ISIN INE658T01017). This page carries its reported financials, balance sheet, cash flow, shareholding pattern and valuation ratios.
What Wealth First Portfolio Managers Limited does
Wealth First Portfolio Managers Limited is an India-based financial services provider, which is engaged in the business of providing share and stockbroking services, portfolio management, mutual funds distribution, government securities trading, depository participant services, and to invest, buy, sell or otherwise deal in all kinds of securities. It offers pension products, direct equity, portfolio management services (PMS), direct bonds, mutual funds, and taxable & tax-free bonds. The Company provides dematerialization (demat) services as a depository participant of Central Depository Services (India) Ltd (CDSL). Its portfolio of services includes investment strategy, asset allocation, tax planning, broking services, treasury management, risk management, portfolio accounting, inheritance planning, and retirement planning. Its subsidiaries include Wealthshield Insurance Brokers Private Limited and Wealth First Investment Advisers Private Limited.
Valuation and market data
| Last close | ₹845.25 |
|---|---|
| Market capitalisation | ₹901 crore |
| Enterprise value | ₹899 crore |
| P/E (TTM) | 0.00 |
| Price to book | 7.01 |
| Price to sales (TTM) | 15.56 |
| Book value per share | ₹120.62 |
| Dividend yield | 94.65% |
| Sector | Financial Services |
| Industry | Finance |
| Listed since | Wed Jan 20 |
Annual results
| Period | Revenue | Profit before tax | Net profit | EPS |
|---|---|---|---|---|
| Mar 2026 | ₹68 crore | ₹52 crore | ₹38 crore | 0.00 |
| Mar 2025 | ₹60 crore | ₹45 crore | ₹34 crore | 32.05 |
| Mar 2024 | ₹67 crore | ₹55 crore | ₹43 crore | 40.06 |
| Mar 2023 | ₹29 crore | ₹19 crore | ₹14 crore | 12.98 |
| Mar 2022 | ₹33 crore | ₹25 crore | ₹19 crore | 17.69 |
Figures are as reported (consolidated), in ₹ crore.
Shareholding pattern
As of Jun 2026:
| Promoters | 74.0% |
|---|---|
| Foreign institutions (FII) | 0.0% |
| Mutual funds | 0.0% |
| Other domestic institutions | 0.1% |
| Retail and others | 25.9% |
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Data is sourced from exchange filings and vendor feeds and is for research, not investment advice. Figures can be restated by the company after publication.