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Wealth First Portfolio Managers Ltd

WEALTH Share Price

840.470.34% (-2.88)
High
Low
Returns
1D
1W
1M
1Y
5Y
Max
SIP
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1D
1W
1M
1Y
5Y
Max
SIP

Smallcap

With a market cap of ₹1,400 cr, stock is ranked 1,296

Stock is 4.58x as volatile as Nifty

WEALTH Stock Scorecard

Performance

Avg

Price return has been average, nothing exciting

Valuation

High

Seems to be overvalued vs the market average

Growth

Avg

Financials growth has been moderate for a few years

Profitability

High

Showing good signs of profitability & efficiency

Entry point

Avg

The stock is not in the overbought zone

Red flags

Avg

The stock has a moderate number of red flags

How to use scorecard? Learn more

Smallcap

With a market cap of ₹1,400 cr, stock is ranked 1,296

Stock is 4.58x as volatile as Nifty

WEALTH Performance & Key Metrics

WEALTH Performance & Key Metrics

No LabelNo LabelPB RatioPB RatioDividend YieldDiv. Yield
40.9911.841.22%
Sector PESector PESector PBSector PBSector Div YldSctr Div Yld
17.172.581.15%

WEALTH Analyst Ratings & Forecast

Analyst Ratings data is currently unavailable for this stock

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

Investor Presentation

View older View older 

May 12, 2025

PDF
View Older Presentations

WEALTH Similar Stocks (Peers)

Compare with peers Compare with peers 

WEALTH Similar Stocks (Peers)

Compare with peers Compare with peers 
PE Ratio
21.33
21.33
1Y Return
16.50%
16.50%
Buy Reco %
100.00
100.00
PE Ratio
37.44
37.44
1Y Return
38.45%
38.45%
Buy Reco %
100.00
100.00
PE Ratio
17.52
17.52
1Y Return
58.83%
58.83%
Buy Reco %
100.00
100.00
PE Ratio
27.40
27.40
1Y Return
60.76%
60.76%
Buy Reco %
100.00
100.00
PE Ratio
52.44
52.44
1Y Return
26.71%
26.71%
Buy Reco %
16.67
16.67
Compare with Peers

WEALTH Sentiment Analysis

WEALTH Sentiment Analysis

New
Crisp summary & key insights to decode earnings calls instantly

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
4
  • Focus 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
4
  • Deposit 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

empty forecast

Forecast data is currently unavailable

Forecast data is currently unavailable

Price

Price Upside

Revenue

Revenue Growth

Earnings

Earnings Per Share

WEALTH

WEALTH

Income

Balance Sheet

Cash Flow

WEALTH Income Statement

WEALTH Income Statement

Industry refers to the sub-sector this company belongs to.
Lower than Industry Revenue Growth
A higher-than-industry revenue growth represents increased potential for the company to increase their market share

Over the last 5 years, revenue has grown at a yearly rate of -27.37%, vs industry avg of 11.35%

Decreasing Market Share
Market share is the percentage of an industry's total sales going to a particular company. It gives a general idea of the size of a company v/s its competitors

Over the last 5 years, market share decreased from 0.35% to 0.05%

Higher than Industry Net Income
Net income is equal to net earnings (profit) less expenses. This number is an important measure of how profitable the company is

Over the last 5 years, net income has grown at a yearly rate of 43.24%, vs industry avg of 22.74%

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Financial YearFY 2017FY 2018FY 2019FY 2020FY 2021FY 2022FY 2023FY 2024FY 2025TTM
Total Revenue199.22224.45331.3010.0224.7733.3329.4366.9760.0760.06
Raw Materialssubtract14.5814.58
Power & Fuel Costsubtract
Employee Costsubtract3.133.093.294.153.714.625.977.21
Selling & Administrative Expensessubtract187.81209.10317.703.042.313.383.903.52
Operating & Other expensessubtract2.221.500.780.570.330.250.410.44
Depreciation/Amortizationsubtract0.070.120.300.330.230.320.480.370.360.36
Interest & Other Itemssubtract
Taxes & Other Itemssubtract1.191.902.150.505.325.894.8512.7310.9710.96
EPS4.508.206.641.3412.0817.7112.9740.0832.0532.06
DPS0.600.600.600.601.002.003.007.0016.0015.00
Payout ratio0.130.070.090.450.080.110.230.170.500.47

WEALTH Company Updates

Annual Report and Investor Presentation updates mentioned here are as reported by the company to the exchange
FY 2025FY 2025

Annual Report Pending

Investor Presentation

May 12PDF
May 12PDF
May 12PDF
Jan 27PDF
 

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

Comparing 3 stocks from 
FinancialsDiversified Financials

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StockPE RatioPE RatioPB RatioPB RatioDiv. YieldDividend Yield
Wealth First Portfolio Managers Ltd40.9911.841.22%
Aditya Birla Capital Ltd21.332.48
Motilal Oswal Financial Services Ltd37.447.32
Cholamandalam Financial Holdings Ltd17.521.720.06%

WEALTH Stock Price Comparison

Compare WEALTH with any stock or ETF
Compare WEALTH with any stock or ETF
WEALTH
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WEALTH 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

Total Promoter Holding
Increasing promoter holding is considered good and reflects management’s positive view about the future outlook

In last 6 months, promoter holding in the company has almost stayed constant

Low Pledged Promoter Holding
Lower pledged promoter holdings is considered better

Pledged promoter holdings is insignificant

WEALTH Institutional Holdings Trend

WEALTH Institutional Holdings Trend

Total Retail Holding
Increasing retail holding can be considered bad as it can reflect that institutions and promoters are selling their stake which is being absorbed by retail investors.

In last 3 months, retail holding in the company has almost stayed constant

Foreign Institutional Holding
Foreign Institutional Holding is quantum of stock held by foreign large-quantities-trading entities. Increasing value indicates growing support and comfort for the stock

In last 3 months, foreign institutional holding of the company has almost stayed constant

Tickertape Separator

WEALTH Shareholding Pattern

WEALTH Shareholding Pattern

Retail and OthersForeign InstitutionsOther Domestic InstitutionsMutual FundsTotal Promoter Holding74.04%0.00%0.04%0.00%25.91%

Jun 2024

Sep 2024

Dec 2024

Mar 2025

WEALTH Shareholding History

WEALTH Shareholding History

Dec '23MarJunSepDec '24Mar0.00%0.00%0.00%0.00%0.00%0.00%

WEALTH Insider Trades & Bulk Stock Deals

WEALTH Insider Trades & Bulk Stock Deals

Hmm, looks like there hasn't been any net deal activity in the last 6 months

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

Increasing Dividends
Dividends are the portion of earnings that a company distributes to all its shareholders every year

WEALTH has increased dividends consistently over the last 5 years

Dividend Yield
Dividend return is one of the most important things to be considered while investing for long term. It is the additional return on top of what investors earn through price appreciation

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

Increasing Dividends
Dividends are the portion of earnings that a company distributes to all its shareholders every year

WEALTH has increased dividends consistently over the last 5 years

Dividend Yield
Dividend return is one of the most important things to be considered while investing for long term. It is the additional return on top of what investors earn through price appreciation

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

Interim 1
Interim 1 | Div/Share: ₹8.00

Dividend/Share

8.00

Ex DateEx Date

Oct 25, 2024

Cash Dividend

Ex DateEx DateAug 20, 2024

Final
Final | Div/Share: ₹7.00

Dividend/Share

7.00

Ex DateEx Date

Aug 20, 2024

Cash Dividend

Ex DateEx DateSep 7, 2023

Final
Final | Div/Share: ₹3.00

Dividend/Share

3.00

Ex DateEx Date

Sep 7, 2023

Cash Dividend

Ex DateEx DateSep 20, 2022

Final
Final | Div/Share: ₹2.00

Dividend/Share

2.00

Ex DateEx Date

Sep 20, 2022

Cash Dividend

Ex DateEx DateSep 16, 2021

Final
Final | Div/Share: ₹1.00

Dividend/Share

1.00

Ex DateEx Date

Sep 16, 2021

WEALTH Stock News & Opinions

WEALTH Stock News & Opinions

Corporate
Board of Wealth First Portfolio Managers recommends Final Dividend

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

1 month agoCapital Market - Live
Earnings
Wealth First Portfolio Managers reports consolidated net loss of Rs 4.29 crore in the March 2025 quarter

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

1 month agoCapital Market - Live
Corporate
Wealth First Portfolio Managers to conduct board meeting

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

1 month agoCapital Market - Live
Corporate
Board of Wealth First Portfolio Managers recommends Second Interim Dividend

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

4 months agoCapital Market - Live
Earnings
Wealth First Portfolio Managers consolidated net profit declines 8.22% in the December 2024 quarter

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

4 months agoCapital Market - Live
Corporate
Wealth First Portfolio Managers to hold board meeting

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

5 months agoCapital Market - Live
Corporate
Wealth First Portfolio Managers schedules board meeting

Wealth First Portfolio Managers will hold a meeting of the Board of Directors of the Company on 12 November 2024Powered by Capital Market - Live

7 months agoCapital Market - Live
Corporate
Board of Wealth First Portfolio Managers recommends first interim dividend

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

8 months agoCapital Market - Live
Earnings
Wealth First Portfolio Managers consolidated net profit rises 47.76% in the September 2024 quarter

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

8 months agoCapital Market - Live
Corporate
Wealth First Portfolio Managers to announce Quarterly Result

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

8 months agoCapital Market - Live

WEALTH Stock FAQs

WEALTH Stock FAQs

  1. 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 online

  2. 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

  3. What 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

  4. What is the Dividend yield % on Wealth First Portfolio Managers Ltd share?

    The current dividend yield of Wealth First Portfolio Managers Ltd (WEALTH) is 1.22

  5. What 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 2025

  6. 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.

  7. 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.

  8. 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.

  9. What are the peers or stocks similar to Wealth First Portfolio Managers Ltd?
  10. 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 today

  11. 5. 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.

  12. 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 online

  13. 3. 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