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Wealth First Portfolio Managers Ltd

(WEALTH)

₹1265.354.99%

as on 04:01PM, 16 Sep 2024

Overview
News
Financials
Q1 2024 Results
Technicals

Performance

  • Day's Low

    Day's High

    ₹1,206
    ₹1,265.45
  • 52 Week's Low

    52 Week's High

    ₹298.55
    ₹1,578.2
1 Month Return-8.02 %
3 Month Return+ 56.69 %
1 Year Return+ 282.6 %
Previous Close₹1,205.20
Open₹1,227.90
Volume9,206.00
Upper Circuit-
Lower Circuit-
Market Cap₹1,284.14Cr

Key Statistics

P/E Ratio26.62
PEG Ratio1.02
Market Cap₹1,284.14 Cr
P/B Ratio5.68
EPS40.06
Dividend Yield1.12
SectorStock/ Commodity Brokers
ROE43.78

Peer Comparison

Company
Analyst ViewMarket Cap5 Year CAGRDebt to Asset RatioNet ProfitYearly Revenue
NA₹1,284.14 Cr266.95%0.50₹42 Cr₹66 Cr
NA₹26.50 Cr192%0.50NANA
NA₹0.00 Cr82.63%0.61NANA
NA₹152.01 Cr181.91%0.51₹10 Cr₹57 Cr
NA₹213.93 Cr335.56%0.51₹5 Cr₹16 Cr

Company Information

Wealth First Portfolio Managers Limited, formerly known as DSFS Securities and Broking Private Limited, is a leading AMFI distributor for Mutual Funds in India. Founded in 2002 in Ahmedabad, Gujarat, it is operated by a team of 66 financial professionals led by Mr. Ashish Shah, providing a client-centric financial asset management service. They are also involved in selling bonds and equity. The company has achieved several accolades in its 18-year-long tenure such as being the first to strike a Rs. 1 Crore Bond deal in the Secondary market, distributing ETFs Benchmark Bees, offering retirement solutions, listing practice on a stock exchange in 2016, receiving All India CNBC TV 18 Financial Advisor Award West Zone India Award, and becoming an Appointed Advisor for esteemed Educational Institutes of India. With its HNI client base including Super and Ultra HNIs growing by 33%, and conducting Investor Awareness Programs across 32 locations, Wealth First Portfolio Managers Limited is an emerging player in the Indian stock market.

Share Price: ₹1265.35 per share as on 16 Sep, 2024 04:01 PM
Market Capitalisation: ₹1,284.14Cr as of today
Revenue: ₹21.60Cr as on June 2024 (Q2 24)
Net Profit: ₹14.01Cr as on June 2024 (Q2 24)
Listing date: 30 Mar, 2016
OrganisationWealth First Portfolio Managers Ltd
HeadquartersAhmedabad
IndustryStock/ Commodity Brokers
E-voting on sharesClick here to vote

Key events for Wealth First Portfolio Managers Ltd

  • Wealth First Portfolio Managers Q1 2025 Earnings Report - 13 Jul, 2024

    Wealth First Portfolio Managers reported a strong Q1 2025 earnings report with an EPS of ₹13.15, up from ₹7.93 in 1Q 2024. The company's revenue increased by 55% to ₹215.9m, and net income increased by 66% to ₹140.1m. The profit margin also increased to 65% from 61% in 1Q 2024, driven by higher revenue. The company's shares are up 4.9% from a week ago.

Insights on Wealth First Portfolio Managers Ltd

Insights help you understand the recent movement of the company's critical parameters, giving you an overall view of the company.

  • imgPOSITIVE IMPACT

    Best in 1 Year

    img

    In the last 1 year, WEALTH has outperformed top 5 stocks with highest market-cap in Diversified Investment Services

  • imgPOSITIVE IMPACT

    Best in 3 Years

    img

    In the last 3 years, WEALTH has outperformed top 5 stocks with highest market-cap in Diversified Investment Services

  • imgPOSITIVE IMPACT

    Profit Spike

    img

    Netprofit is up for the last 3 quarters, 10.1 Cr → 14.01 Cr (in ₹), with an average increase of 14.1% per quarter

  • imgPOSITIVE IMPACT

    Revenue Rich

    img

    Revenue is up for the last 6 quarters, 4.6 Cr → 21.6 Cr (in ₹), with an average increase of 21.4% per quarter

  • imgNO EFFECT

    Promoter Holding Unchanged

    img

    Promoters holdings remained unchanged at 74.01% of holdings in Jun 2024 quarter

  • imgNO EFFECT

    Retail Holding Unchanged

    img

    Retail Investor holdings remained unchanged at 25.99% of holdings in Jun 2024 quarter

  • imgNEGATIVE IMPACT

    Price Dip

    img

    In the last 1 month, WEALTH stock has moved down by -8.0%

Company Financials

Value in ₹ crore
DetailsQ'2 23Q'3 23Q'4 23Q'1 24Q'2 24
Revenue₹13.96Cr (-)₹16.16Cr (↑15.76%)₹16.33Cr (↑1.05%)₹20.51Cr (↑25.60%)₹21.60Cr (↑5.31%)
Net Income₹8.45Cr (-)₹10.26Cr (↑21.42%)₹10.10Cr (↓1.56%)₹13.87Cr (↑37.33%)₹14.01Cr (↑1.01%)
Net Profit Margin60.53% (-)63.49% (↑4.89%)61.85% (↓2.58%)67.63% (↑9.35%)64.86% (↓4.10%)
Value in ₹ crore
Details2021202220232024
Total Assets₹49.54Cr (-)₹71.51Cr (↑44.35%)₹79.74Cr (↑11.51%)₹124.91Cr (↑56.65%)
Total Liabilities₹3.38Cr (-)₹6.07Cr (↑79.59%)₹3.56Cr (↓41.35%)₹7.50Cr (↑110.67%)
Value in ₹ crore
Details20202021202220232024
Operating Cash Flow-₹8.28Cr (-)₹7.05Cr (↓185.14%)₹20.91Cr (↑196.60%)₹20.63Cr (↓1.34%)₹28.05Cr (↑35.97%)
0

Shareholding Pattern

InvestorsHoldings %FY Quarter3M change
Promoter Holdings
74.01%
0.00
Foreign Institutions
0%
0.00
Mutual Funds
0%
0.00
Retail Investors
25.99%
0.00
Others
0%
0.00

Key Indicators

Details20202021202220232024
Earning Per Share (₹)1.212.0817.6912.9840.06
Details20202021202220232024
Return On Equity %3.7731.7233.6419.0843.78
Details20202021202220232024
Return On Assets %3.225.9826.3617.3434.17
Details20202021202220232024
Book Value Per Share (₹)32.3543.3961.5671.94111

Wealth First Portfolio Managers Ltd Valuation

Wealth First Portfolio Managers Ltd in the last 5 years

  • Overview

  • Trends

Lowest (6.51x)

January 12, 2021

Industry (26.47x)

September 13, 2024

Today (26.62x)

September 13, 2024

Highest (32.79x)

August 5, 2024

LowHigh

Earnings and Dividends

  • Wealth First Portfolio Managers Ltd Earnings Results

    Wealth First Portfolio Managers Ltd’s net profit jumped 65.8% since last year same period to ₹14.01Cr in the Q1 2024-2025. On a quarterly growth basis, Wealth First Portfolio Managers Ltd has generated 1.01% jump in its net profits since last 3-months.

    Read More about Earnings Results
  • Wealth First Portfolio Managers Ltd Dividends May,2024

    In the quarter ending March 2024, Wealth First Portfolio Managers Ltd has declared dividend of ₹7 - translating a dividend yield of 0.58%.

    Read More about Dividends

Technicals Summary

Bearish

Neutral

Bullish

Bullish

Wealth First Portfolio Managers Ltd is currently in a Bullish trading position according to technical analysis indicators.

Frequently Asked Questions

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  • Open a Trading account.
  • Link your Demat account to your Trading account.
  • Fund your Trading account.
  • Place an order to buy Wealth First Portfolio Managers Ltd shares.

Wealth First Portfolio Managers Ltd (WEALTH) share price today is ₹1265.35

Wealth First Portfolio Managers Ltd is listed on NSE

Wealth First Portfolio Managers Ltd is not listed on BSE

  • Today’s highest price of Wealth First Portfolio Managers Ltd is ₹1265.45.
  • Today’s lowest price of Wealth First Portfolio Managers Ltd is ₹1206.

PE Ratio of Wealth First Portfolio Managers Ltd is 26.62

PE ratio = Wealth First Portfolio Managers Ltd Market price per share / Wealth First Portfolio Managers Ltd Earnings per share

Today’s traded volume of Wealth First Portfolio Managers Ltd(WEALTH) is 9,206.00.

Today’s market capitalisation of Wealth First Portfolio Managers Ltd(WEALTH) is ₹1284.14Cr.

Wealth First Portfolio Managers Ltd(WEALTHPrice
52 Week High
₹1578.2
52 Week Low
₹298.55

Wealth First Portfolio Managers Ltd(WEALTH) share price is ₹1265.35. It is down -19.82% from its 52 Week High price of ₹1578.2

Wealth First Portfolio Managers Ltd(WEALTH) share price is ₹1265.35. It is up 323.83% from its 52 Week Low price of ₹298.55

Wealth First Portfolio Managers Ltd(WEALTHReturns
1 Day Returns
60.15%
1 Month Returns
-8.02%
3 Month Returns
56.69%
1 Year Returns
282.6%