Get 50% OFF This Monsoon!

Advertisement
AdvertisementAdvertisement
logo

Wealth First Portfolio Managers

WEALTH
Small Cap
(%) 1D
no_data

No Data Available

1D1W1M3M6M1YMAX

Investor Sentiment

50%50%
Bullish
Bearish
Advertisement
AdvertisementAdvertisement

Wealth First Portfolio Managers Share price and Fundamental Analysis

View All Details
View All Details
The Company was incorporated as 'DSFS Securities and Broking Private Limited' under the provisions of the Companies Act, 1956 vide certificate of incorporation on April 16, 2002 in Ahmedabad. Later on, the name of the Company was changed to Wealth First Portfolio Managers Private Limited vide a fresh Certificate of Incorporation dated May 14, 2003. The Company was converted into a Public Limited Company in pursuance of a Special Resolution passed by the Members of the Company at the Extraordinary General Meeting held on September 18, 2015. A fresh Certificate of Incorporation consequent to conversion was issued on September 30, 2015 by the Registrar of Companies, Gujarat and consequently the name of the Company was changed from 'Wealth First Portfolio Managers Private Limited' to 'Wealth First Portfolio Managers Limited'.
Company Incorporation2002
ChairmanNA
Head QuartersAhmedabad
Previous NameNA

Key Metrics

Market Cap (Cr)
1,355.58
PE Ratio
38.41
Industry P/E
27.7
PEG Ratio
-2.22
ROE
26.57%
ROCE
35%
ROA
25.07%
Total Debt (Cr)
0
Debt to Equity
0
Dividend Yield
1.26%
EPS
33.12
Book Value & P/B
119.54 x 10.64
Face Value
10
Outstanding Shares(Cr)
1.07
Current Ratio
12.53
EV to Sales
25.45

Stock Returns

1 Week+44.74%
1 Month+36.16%
6 Months-18.04%
1 Year+56.27%
3 Years+389.33%
5 Years+2107.62%

CAGR

1 Year CAGR

Revenue Growth

+84.22%

Net Profit Growth

+208.55%

Operating Profit Growth

+190.31%

Dividend Growth

+133.33%

Stock Returns CAGR

+56.27%
no_data

No Stocks

Smart Score

2.8
icn

Unlock Smart Score

See Detailed Analysis & Insights

icn

Unlock Insights

See Detailed Analysis & Insights

Technicals

Returns Calculator

If you would have invested
In 5 years the current value would be
NaNCRNaNCR( %)

Research Report

No Research Report

View Other Reports >

Corporate Action

Board-Meetings
Board-Meetings
Dividends
Bonus
Splits
Right-issues
AGM-EGM
Bulk-Deal
Block-Deal

Financials

Half Yearly Statement

/ View Standalone
PARTICULARS

Total Revenue

Total Expenses

Operating Expense

Operating Profit

Interest

Depreciation & Amortization

Profit Before Tax

Tax

Profit after tax

Adj EPS in Rs - Basic

Adj EPS in Rs - Diluted

Profit and Loss Statement

/ View Standalone
Credit Rating
Director Report
Chairman Report
Auditor Report

Balance sheet

/ View Standalone

Cashflow Statement

/ View Standalone
Mar 25

Promoters : 74.04%

FIIs : 0.00%

DIIs : 0.00%

Public : 25.96%

Promoter
FII/FPI
DII
Public
Promoter Pledge stands at 0.0% of holding in March 2025 Qtr

Top Shareholders

View all Share Holders

Key Ratios

Profitability
Valuation
Liquidity

ROE

Avg ROE (3 Yrs) : NaN%

ROCE

Avg ROCE (3 Yrs) : NaN%

ROA

Avg ROA (3 Yrs) : NaN%

NPM

Avg NPM (3 Yrs) : NaN%

Dividend History

Wealth First Portfolio Managers Competitors

Sector
Industry

Company Name

MCap(TTM)

PE(TTM)

P/B(TTM)

ROE(TTM)

D/E

Current Ratio(TTM)

5 Year FactSheet

Profitability
Profitability
Growth Ratios
Valuation Ratios
Cashflow Ratios
Debt and Liquidity
Efficiency Ratios

Documents

Annual Reports
Con-Call

News

Wealth First Portfolio Managers Management and History

Company Management

icn

Unlock Management Data

See Detailed Analysis & Insights

Company History

The Company was incorporated as 'DSFS Securities and Broking Private Limited' under the provisions of the Companies Act, 1956 vide certificate of incorporation on April 16, 2002 in Ahmedabad. Later on, the name of the Company was changed to Wealth First Portfolio Managers Private Limited vide a fresh Certificate of Incorporation dated May 14, 2003. The Company was converted into a Public Limited Company in pursuance of a Special Resolution passed by the Members of the Company at the Extraordinary General Meeting held on September 18, 2015. A fresh Certificate of Incorporation consequent to conversion was issued on September 30, 2015 by the Registrar of Companies, Gujarat and consequently the name of the Company was changed from 'Wealth First Portfolio Managers Private Limited' to 'Wealth First Portfolio Managers Limited'.

The Company is one of top 50 AMFI distributors of Mutual Funds. Headquartered in Ahmedabad, Gujarat, the Company's operations are spearheaded by Mr. Ashish Shah and managed by a team of 66 financial experts managing clients from all walks-of-life in India and globally. The Company is one of the most trusted client centric financial asset management advisors in India. It is an independent Investment Advisory Firm focused only on 'Investment Management.' The Company operates in the business of selling bonds and equity.

The Company was the first to strike a Rs 1 Crore Bond deal in the Secondary market, to Sell Zero Coupon Bond in Secondary, to be a market maker of a MF Scheme -Unit 64. The Company was the first distributor to promote the ETFs - Benchmark Bees.

The Company received licence for providing advisory services to clients by widening its service basket. It received the licence for offering retirement solutions to clients by widening its customer universe. The Company increased the HNI client base, including Super and Ultra HNIs by 33%. It conducted Investor Awareness Program (IAP) at 32 locations covering more than 3000 people.

The Company became the first IFA in India to list practice on a stock exchange (NSE) on 30th March, 2016. During the year 2018, the Company received the All India CNBC TV - 18 Financial Advisor Award - West Zone & India Award and earned the position of an Appointed Advisor for the esteemed Educational Institutes of India.

Wealth First Portfolio Managers Share Price

Wealth First Portfolio Managers share price reflects investor sentiment toward the company and is impacted by various factors such as financial performance, market trends, and economic conditions. Share price is an indicator which shows the current value of the company's shares at which buyers or sellers can transact.

Wealth First Portfolio Managers Market Cap

Market capitalization of Wealth First Portfolio Managers indicates the total value of its outstanding shares. Marketcap is calculated by multiplying share price and outstanding shares of the company. It is a helpful metric for assessing the company's size and market Valuation. It also helps investors understand how Wealth First Portfolio Managers is valued compared to its competitors.

Wealth First Portfolio Managers PE Ratio

Wealth First Portfolio Managers PE ratio helps investors understand what is the market value of each stock compared to Wealth First Portfolio Managers 's earnings. A PE ratio higher than the average industry PE could indicate an overvaluation of the stock, whereas a lower PE compared to the average industry PE could indicate an undervaluation.

Wealth First Portfolio Managers PEG Ratio

The PEG ratio of Wealth First Portfolio Managers evaluates its PE ratio in relation to its growth rate. A PEG ratio of 1 indicates a fair value, a PEG ratio of less than 1 indicates undervaluation, and a PEG ratio of more than 1 indicates overvaluation.

Wealth First Portfolio Managers ROE (Return on Equity)

Return on Equity (ROE) measures how effectively Wealth First Portfolio Managers generates profit from shareholders' equity. A higher ROE of more than 20% indicates better financial performance in terms of profitability.

Wealth First Portfolio Managers ROCE (Return on Capital Employed)

Return on Capital Employed (ROCE) evaluates the profitability of Wealth First Portfolio Managers in relation to its capital employed. In simple terms, ROCE provides insight to investors as to how well the company is utilizing the capital deployed. A high ROCE of more than 20% shows that the business is making profitable use of its capital.

Wealth First Portfolio Managers Total Debt

Total debt of Wealth First Portfolio Managers shows how much the company owes to either banks or individual creditors. In simple terms, this is the amount the company has to repay. Total debt can be a very useful metric to show the financial health of the company. Total debt more than equity is considered to be a bad sign.

Wealth First Portfolio Managers Debt to Equity Ratio

The Debt-to-Equity (DE) ratio of Wealth First Portfolio Managers compares its total debt to shareholders' equity. A higher Debt to Equity ratio could indicate higher financial risk, while a lower ratio suggests that the company is managing its debt efficiently.

Wealth First Portfolio Managers CAGR (Compound Annual Growth Rate)

CAGR shows the consistent growth rate of Wealth First Portfolio Managers over a specific period, whether it is over a month, a year, or 10 years. It is a key metric to evaluate the company’s long-term growth potential. Main metrics for which CAGR is calculated are net sales, net profit, operating profit, and stock returns.

Wealth First Portfolio Managers Technical Analysis

Technical analysis of Wealth First Portfolio Managers helps investors get an insight into when they can enter or exit the stock. Key components of Wealth First Portfolio Managers Technical Analysis include:

Support Levels (S1, S2, S3)

There are usually multiple support levels, but the main support levels for a stock are S1, S2, S3. Support levels indicate price points where stock might get support from buyers, helping the stock stop falling and rise.

Resistance Levels (R1, R2, R3)

There are usually multiple resistance levels, but the main resistance levels for a stock are R1, R2, R3. Resistance levels represent price points where Wealth First Portfolio Managers shares often struggle to rise above due to selling pressure.

Wealth First Portfolio Managers Dividends

Dividends refer to the portion of the company’s profits distributed to its shareholders. Dividends are typically paid out in cash and reflect Wealth First Portfolio Managers ’s financial health and profitability.

Wealth First Portfolio Managers Bonus Shares

Bonus shares are usually given by companies to make the stock more affordable, increase liquidity, boost investor confidence, and more.

Wealth First Portfolio Managers Stock Split

Stock split increases the number of its outstanding shares by dividing each existing share into multiple shares. When the company offers a stock split, the face value of the stock reduces in the same proportion as the split ratio.

Wealth First Portfolio Managers Financials

The financials of Wealth First Portfolio Managers provide a complete view to investors about its net sales, net profit, operating profits, expenses, and overall financial health. Investors can analyze financial data to assess the company’s stability and also understand how the company has been growing financially.

Wealth First Portfolio Managers Profit and Loss Statements

The profit and loss statement of Wealth First Portfolio Managers highlights its net sales, net profit, total expenditure, and operating profits in the current financial year. This Profit and Loss statement is crucial for evaluating the profitability and financial stability of Wealth First Portfolio Managers .

Wealth First Portfolio Managers Balance Sheet

The balance sheet presents a snapshot of Wealth First Portfolio Managers ’s assets, liabilities, and equity of shareholders, providing insights into the financials of the company.

Wealth First Portfolio Managers Cashflow Statements

Cashflow statements track the company's cash inflows and outflows over a period. It is an essential tool for understanding how well the company manages its liquidity and finances.

Download the App

Download the App