How to Buy Wealth First Portfolio Managers Ltd Shares?
You can easily buy the stocks/shares of Wealth First Portfolio Managers Ltd (WEALTH) on Tickertape or through broker platform by opening a Demat & Trading account onlineWhat is the Share Price of Wealth First Portfolio Managers Ltd?
The stock prices are volatile and keep changing through the day depending upon various factors and market conditions. The Share price of WEALTH as on 15th May 2025 is ₹840.47What is the return on Wealth First Portfolio Managers Ltd share?
The past returns of Wealth First Portfolio Managers Ltd (WEALTH) share are- Past 1 week: N/A
- Past 1 month: N/A
- Past 3 months: 40.24
- Past 6 months: -15.76
- Past 1 year: 59.53
- Past 3 years: 409.14
- Past 5 years: 1317.39
What is the Dividend yield % on Wealth First Portfolio Managers Ltd share?
The current dividend yield of Wealth First Portfolio Managers Ltd (WEALTH) is 1.22What is the Market Cap of Wealth First Portfolio Managers Ltd?
Market capitalization, short for market cap, is the market value of a publicly traded company's outstanding shares. The market cap of Wealth First Portfolio Managers Ltd (WEALTH) is ₹1400.07Cr as of 15th May 2025What is the 52 Week High and Low of Wealth First Portfolio Managers Ltd?
The 52-week high and low of Wealth First Portfolio Managers Ltd (WEALTH) is ₹1720 and ₹780.10.What is the PE and PB ratio of Wealth First Portfolio Managers Ltd?
The P/E (price-to-earnings) and P/B (price-to-book) ratios of Wealth First Portfolio Managers Ltd are 40.99 and 11.84 respectively.Which sector does Wealth First Portfolio Managers Ltd belong to?
Wealth First Portfolio Managers Ltd (WEALTH) belongs to the Financials sector & Diversified Financials sub-sector.What are the peers or stocks similar to Wealth First Portfolio Managers Ltd?
The peers or stocks similar to Wealth First Portfolio Managers Ltd are: and many others.Can't decide whether or not to buy Wealth First Portfolio Managers Ltd?
Worry no more! Login to Tickertape and check out Wealth First Portfolio Managers Ltd (WEALTH) scorecard & all the relevant insights today5. Test Stocks FAQ What is the 52 Week High and Low of Wealth First Portfolio Managers Ltd?
The 52-week high and low of Wealth First Portfolio Managers Ltd (WEALTH) is ₹1720 and ₹780.10.1. Test Stocks FAQ for Wealth First Portfolio Managers Ltd Shares?
You can easily buy the stocks/shares of Wealth First Portfolio Managers Ltd (WEALTH) on Tickertape or through broker platform by opening a Google & Trading account online3. Test Stocks FAQ What is the Share Price of Wealth First Portfolio Managers Ltd?
The stock prices are volatile and keep changing through the day depending upon various factors and market conditions. The Share price of WEALTH as on 15th May 2025 is ₹840.47
Wealth First Portfolio Managers Ltd
WEALTH Share Price
WEALTH Stock Scorecard
Performance
AvgPrice return has been average, nothing exciting
Valuation
HighSeems to be overvalued vs the market average
Growth
AvgFinancials growth has been moderate for a few years
Profitability
HighShowing good signs of profitability & efficiency
Entry point
AvgThe stock is not in the overbought zone
Red flags
AvgThe stock has a moderate number of red flags
How to use scorecard? Learn more
WEALTH Performance & Key Metrics
WEALTH Performance & Key Metrics
No LabelNo Label | PB RatioPB Ratio | Dividend YieldDiv. Yield |
---|---|---|
40.99 | 11.84 | 1.22% |
Sector PESector PE | Sector PBSector PB | Sector Div YldSctr Div Yld |
---|---|---|
17.17 | 2.58 | 1.15% |
WEALTH Analyst Ratings & Forecast
Price Upside
Earnings Growth
Rev. Growth
WEALTH Company Profile
Wealth First Portfolio Managers is a financial services provider engaged in sale of bonds and equity
WEALTH Sentiment Analysis
WEALTH Sentiment Analysis
WEALTH Stock Summary · January 2025
Company is navigating a complex landscape characterized by declining market share in deposits, challenges in meeting Priority Sector Lending (PSL) obligations, and fluctuations in current account flows. Despite these hurdles, the bank is focusing on enhancing customer engagement and service delivery to drive deposit growth, with recent monthly inflows showing a positive trend. The management emphasizes a strategic approach to maintaining profitability over aggressive expansion, particularly in light of competitive pressures and a tight liquidity environment. Efforts to improve operational efficiencies through digitization and a commitment to stable cost management are underway, alongside a proactive strategy to reduce borrowings and strengthen the balance sheet. Overall, while facing short-term challenges, the bank remains optimistic about future performance and is committed to achieving sustainable growth through strategic investments and improved customer outreach.
WEALTH Stock Growth Drivers
WEALTH Stock Growth Drivers
4Focus on Sustainable Growth
Company is prioritizing profitable growth over mere expansion, emphasizing a strategy that encourages ground-level teams
Stable Financial Metrics
The company has maintained a return on assets (ROA) of 1.9% post-merger, showcasing stability in
WEALTH Stock Challenges
WEALTH Stock Challenges
4Deposit Growth Shortfalls
The company has experienced deposit growth that has not met expectations, attributed to seasonal trends
Loan Growth Concerns
There is uncertainty regarding the company's loan deposit ratio (LDR) and its implications for loan
WEALTH Forecast
What are forecasts?
What are forecasts?
Forecasting uses historical data as inputs to make informed predictive estimates determining the direction of future trends. Price, revenue & earnings forecasts represent where the stock level, business prospects and profits are potentially expected to be at the end of the forecast period
WEALTH Forecasts
WEALTH
WEALTH
Income
Balance Sheet
Cash Flow
WEALTH Income Statement
WEALTH Income Statement
Financial Year | FY 2017 | FY 2018 | FY 2019 | FY 2020 | FY 2021 | FY 2022 | FY 2023 | FY 2024 | FY 2025 | TTM | ||||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Total Revenue | 199.22 | 224.45 | 331.30 | 10.02 | 24.77 | 33.33 | 29.43 | 66.97 | 60.07 | 60.06 | ||||||||||
Raw Materials | — | — | — | — | — | — | — | — | 14.58 | 14.58 | ||||||||||
Power & Fuel Cost | — | — | — | — | — | — | — | — | ||||||||||||
Employee Cost | 3.13 | 3.09 | 3.29 | 4.15 | 3.71 | 4.62 | 5.97 | 7.21 | ||||||||||||
Selling & Administrative Expenses | 187.81 | 209.10 | 317.70 | 3.04 | 2.31 | 3.38 | 3.90 | 3.52 | ||||||||||||
Operating & Other expenses | 2.22 | 1.50 | 0.78 | 0.57 | 0.33 | 0.25 | 0.41 | 0.44 | ||||||||||||
EBITDA | 6.06 | 10.76 | 9.53 | 2.26 | 18.42 | 25.08 | 19.15 | 55.80 | 45.49 | 45.48 | ||||||||||
Depreciation/Amortization | 0.07 | 0.12 | 0.30 | 0.33 | 0.23 | 0.32 | 0.48 | 0.37 | 0.36 | 0.36 | ||||||||||
PBIT | 5.99 | 10.64 | 9.23 | 1.93 | 18.19 | 24.76 | 18.67 | 55.43 | 45.13 | 45.12 | ||||||||||
Interest & Other Items | — | — | — | — | — | — | — | — | — | — | ||||||||||
PBT | 5.99 | 10.64 | 9.23 | 1.93 | 18.19 | 24.76 | 18.67 | 55.43 | 45.13 | 45.12 | ||||||||||
Taxes & Other Items | 1.19 | 1.90 | 2.15 | 0.50 | 5.32 | 5.89 | 4.85 | 12.73 | 10.97 | 10.96 | ||||||||||
Net Income | 4.80 | 8.74 | 7.08 | 1.43 | 12.87 | 18.87 | 13.82 | 42.70 | 34.16 | 34.16 | ||||||||||
EPS | 4.50 | 8.20 | 6.64 | 1.34 | 12.08 | 17.71 | 12.97 | 40.08 | 32.05 | 32.06 | ||||||||||
DPS | 0.60 | 0.60 | 0.60 | 0.60 | 1.00 | 2.00 | 3.00 | 7.00 | 16.00 | 15.00 | ||||||||||
Payout ratio | 0.13 | 0.07 | 0.09 | 0.45 | 0.08 | 0.11 | 0.23 | 0.17 | 0.50 | 0.47 |
WEALTH Company Updates
Investor Presentation
WEALTH Stock Peers
What are peers and why compare against them?
What are peers and why compare against them?
A stock's peers are companies which have similar business interests, operations and belong to the same industry sector. Comparing various metrics against peers can give valuable insights on whether the company's stock is over/under-valued and the company's growth outlook vs the industry as a whole
WEALTH Past Performance & Peer Comparison
WEALTH Past Performance & Peer Comparison
FinancialsDiversified Financials
Valuation
Technical
Forecast
Stock | PE RatioPE Ratio | PB RatioPB Ratio | Div. YieldDividend Yield |
---|---|---|---|
Wealth First Portfolio Managers Ltd | 40.99 | 11.84 | 1.22% |
Aditya Birla Capital Ltd | 21.33 | 2.48 | — |
Motilal Oswal Financial Services Ltd | 37.44 | 7.32 | — |
Cholamandalam Financial Holdings Ltd | 17.52 | 1.72 | 0.06% |
WEALTH Stock Price Comparison
Compare WEALTH with any stock or ETFWEALTH Holdings
WEALTH Shareholdings
What are shareholdings?
What are shareholdings?
Apart from retail investors, a company’s shares are held by promoters, foreign & domestic institutions (large investors) and mutual funds. Promoters are the ship captains and control the company’s direction. Along with institutional and mutual fund holdings, a change in their holdings can indicate performance outlook for the stock
WEALTH Promoter Holdings Trend
WEALTH Promoter Holdings Trend
In last 6 months, promoter holding in the company has almost stayed constant
Pledged promoter holdings is insignificant
WEALTH Institutional Holdings Trend
WEALTH Institutional Holdings Trend
In last 3 months, retail holding in the company has almost stayed constant
In last 3 months, foreign institutional holding of the company has almost stayed constant
WEALTH Shareholding Pattern
WEALTH Shareholding Pattern
WEALTH Shareholding History
WEALTH Shareholding History
smallcases containing WEALTH stock
smallcases containing WEALTH stock
Looks like this stock is not in any smallcase yet.
WEALTH Events
WEALTH Events
WEALTH Dividend Trend
WEALTH has increased dividends consistently over the last 5 years
Current dividend yield is 1.22%. An investment of ₹1,000 in the stock is expected to generate dividend of ₹12.18 every year
Dividends
Corp. Actions
Announcements
Legal Orders
What are dividends?
What are dividends?
Dividends are a portion of earnings that a company distributes to all its shareholders every year. Dividend return is one of the most important things to be considered while investing for long term. It’s the additional return on top of what investors earn through price appreciation
WEALTH Dividend Trend
WEALTH has increased dividends consistently over the last 5 years
Current dividend yield is 1.22%. An investment of ₹1,000 in the stock is expected to generate dividend of ₹12.18 every year
WEALTH Upcoming Dividends
WEALTH Upcoming Dividends
No upcoming dividends are available
WEALTH Past Dividends
WEALTH Past Dividends
Cash Dividend
Ex DateEx DateOct 25, 2024
Dividend/Share
₹8.00
Ex DateEx Date
Oct 25, 2024
Cash Dividend
Ex DateEx DateAug 20, 2024
Dividend/Share
₹7.00
Ex DateEx Date
Aug 20, 2024
Cash Dividend
Ex DateEx DateSep 7, 2023
Dividend/Share
₹3.00
Ex DateEx Date
Sep 7, 2023
Cash Dividend
Ex DateEx DateSep 20, 2022
Dividend/Share
₹2.00
Ex DateEx Date
Sep 20, 2022
Cash Dividend
Ex DateEx DateSep 16, 2021
Dividend/Share
₹1.00
Ex DateEx Date
Sep 16, 2021
WEALTH Stock News & Opinions
WEALTH Stock News & Opinions
Wealth First Portfolio Managers announced that the Board of Directors of the Company at its meeting held on 12 May 2025, has recommended a Final Dividend of Rs.4 per share (i.e.40%), subject to the approval of the shareholders.Powered by Capital Market - Live
Net loss of Wealth First Portfolio Managers reported to Rs 4.29 crore in the quarter ended March 2025 as against net profit of Rs 13.87 crore during the previous quarter ended March 2024. Sales reported to Rs -3.26 crore in the quarter ended March 2025 as against Rs 14.59 crore during the previous quarter ended March 2024. For the full year,net profit declined 19.99% to Rs 34.15 crore in the year ended March 2025 as against Rs 42.68 crore during the previous year ended March 2024. Sales declined 2.15% to Rs 53.16 crore in the year ended March 2025 as against Rs 54.33 crore during the previous year ended March 2024. ParticularsQuarter EndedYear EndedMar. 2025Mar. 2024% Var.Mar. 2025Mar. 2024% Var. Sales-3.2614.59 PL 53.1654.33 -2 OPM %191.1083.14 -75.5879.51 - PBDT-5.3018.00 PL 46.9955.78 -16 PBT-5.4117.90 PL 46.6355.42 -16 NP-4.2913.87 PL 34.1542.68 -20 Powered by Capital Market - Live
Wealth First Portfolio Managers will hold a meeting of the Board of Directors of the Company on 12 May 2025.Powered by Capital Market - Live
Wealth First Portfolio Managers announced that the Board of Directors of the Company at its meeting held on 27 January 2024, has recommended a Second Interim dividend of Rs.4 per share (i.e.40%), subject to the approval of the shareholders.Powered by Capital Market - Live
Net profit of Wealth First Portfolio Managers declined 8.22% to Rs 9.27 crore in the quarter ended December 2024 as against Rs 10.10 crore during the previous quarter ended December 2023. Sales rose 8.48% to Rs 16.25 crore in the quarter ended December 2024 as against Rs 14.98 crore during the previous quarter ended December 2023. ParticularsQuarter EndedDec. 2024Dec. 2023% Var. Sales16.2514.98 8 OPM %79.3281.17 - PBDT13.8313.51 2 PBT13.7413.42 2 NP9.2710.10 -8 Powered by Capital Market - Live
Wealth First Portfolio Managers will hold a meeting of the Board of Directors of the Company on 27 January 2025.Powered by Capital Market - Live
Wealth First Portfolio Managers will hold a meeting of the Board of Directors of the Company on 12 November 2024Powered by Capital Market - Live
Wealth First Portfolio Managers announced that the Board of Directors of the Company at its meeting held on 14 October 2024, inter alia, have recommended the first interim dividend of Rs 8 per equity Share (i.e. 80%) , subject to the approval of the shareholders.Powered by Capital Market - Live
Net profit of Wealth First Portfolio Managers rose 47.76% to Rs 15.16 crore in the quarter ended September 2024 as against Rs 10.26 crore during the previous quarter ended September 2023. Sales rose 43.56% to Rs 19.51 crore in the quarter ended September 2024 as against Rs 13.59 crore during the previous quarter ended September 2023. ParticularsQuarter EndedSep. 2024Sep. 2023% Var. Sales19.5113.59 44 OPM %79.7576.01 - PBDT19.5812.90 52 PBT19.4912.81 52 NP15.1610.26 48 Powered by Capital Market - Live
Wealth First Portfolio Managers will hold a meeting of the Board of Directors of the Company on 14 October 2024.Powered by Capital Market - Live
Over the last 5 years, revenue has grown at a yearly rate of -27.37%, vs industry avg of 11.35%
Over the last 5 years, market share decreased from 0.35% to 0.05%
Over the last 5 years, net income has grown at a yearly rate of 43.24%, vs industry avg of 22.74%