Wealth First Portfolio Managers (WEALTH) Stock Overview
Provides share and stock broking services in India. More details
| Snowflake Score | |
|---|---|
| Valuation | 1/6 |
| Future Growth | 0/6 |
| Past Performance | 3/6 |
| Financial Health | 6/6 |
| Dividends | 3/6 |
WEALTH Community Fair Values
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Wealth First Portfolio Managers Limited Competitors
Price History & Performance
| Historical stock prices | |
|---|---|
| Current Share Price | ₹989.10 |
| 52 Week High | ₹1,720.00 |
| 52 Week Low | ₹801.20 |
| Beta | -0.59 |
| 1 Month Change | -14.24% |
| 3 Month Change | -18.57% |
| 1 Year Change | -34.33% |
| 3 Year Change | 235.63% |
| 5 Year Change | 1,000.22% |
| Change since IPO | 2,098.00% |
Recent News & Updates
Recent updates
Shareholder Returns
| WEALTH | IN Capital Markets | IN Market | |
|---|---|---|---|
| 7D | -5.6% | 0.6% | 0.4% |
| 1Y | -34.3% | 14.2% | 1.7% |
Return vs Industry: WEALTH underperformed the Indian Capital Markets industry which returned 15% over the past year.
Return vs Market: WEALTH underperformed the Indian Market which returned 2.5% over the past year.
Price Volatility
| WEALTH volatility | |
|---|---|
| WEALTH Average Weekly Movement | 6.0% |
| Capital Markets Industry Average Movement | 5.1% |
| Market Average Movement | 5.2% |
| 10% most volatile stocks in IN Market | 8.5% |
| 10% least volatile stocks in IN Market | 3.1% |
Stable Share Price: WEALTH has not had significant price volatility in the past 3 months compared to the Indian market.
Volatility Over Time: WEALTH's weekly volatility (6%) has been stable over the past year.
About the Company
| Founded | Employees | CEO | Website |
|---|---|---|---|
| 1990 | 80 | Ashish Shah | www.wealth-firstonline.com |
Wealth First Portfolio Managers Limited provides share and stock broking services in India. It engages in the distribution of mutual funds; trades in government securities; and offers demat, portfolio management, and depository participant services. The company’s products include fixed deposits, treasury and direct bonds, taxable and tax-free bonds, direct equities, PMS, unlisted securities, AIFs, and insurance and pension products.
Wealth First Portfolio Managers Limited Fundamentals Summary
| WEALTH fundamental statistics | |
|---|---|
| Market cap | ₹10.54b |
| Earnings (TTM) | ₹320.00m |
| Revenue (TTM) | ₹605.14m |
Is WEALTH overvalued?
See Fair Value and valuation analysisEarnings & Revenue
| WEALTH income statement (TTM) | |
|---|---|
| Revenue | ₹605.14m |
| Cost of Revenue | ₹574.61k |
| Gross Profit | ₹604.56m |
| Other Expenses | ₹284.57m |
| Earnings | ₹320.00m |
Last Reported Earnings
Sep 30, 2025
Next Earnings Date
n/a
| Earnings per share (EPS) | 30.03 |
| Gross Margin | 99.91% |
| Net Profit Margin | 52.88% |
| Debt/Equity Ratio | 0% |
How did WEALTH perform over the long term?
See historical performance and comparisonDividends
Does WEALTH pay a reliable dividends?
See WEALTH dividend history and benchmarks| Wealth First Portfolio Managers dividend dates | |
|---|---|
| Ex Dividend Date | Nov 19 2025 |
| Dividend Pay Date | Dec 13 2025 |
| Days until Ex dividend | 10 days |
| Days until Dividend pay date | 14 days |
Does WEALTH pay a reliable dividends?
See WEALTH dividend history and benchmarksCompany Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2025/11/28 06:11 |
| End of Day Share Price | 2025/11/28 00:00 |
| Earnings | 2025/09/30 |
| Annual Earnings | 2025/03/31 |
Data Sources
The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
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| Analyst Consensus Estimates | +3 years |
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| Market Prices | 30 years |
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| Ownership | 10 years |
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| Management | 10 years |
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| Key Developments | 10 years |
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* Example for US securities, for non-US equivalent regulatory forms and sources are used.
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.
Analysis Model and Snowflake
Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.
Learn about the world class team who designed and built the Simply Wall St analysis model.
Industry and Sector Metrics
Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.
Analyst Sources
Wealth First Portfolio Managers Limited is covered by 0 analysts. 0 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.
