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Wealth First Portfolio Managers Ltd.
(WEALTH)
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Rating:67Neutral
Price Target:
₹897.00
▲(3.80% Upside)
Action:Reiterated
Date:10/29/26
The score is primarily supported by strong financial resilience—especially a conservatively positioned balance sheet with minimal leverage and solid cash conversion. Offsetting this is meaningful revenue instability (including a steep 2026 contraction), which raises questions about earnings durability, along with weak technical momentum (below major moving averages and negative MACD). Valuation is middling, with a relatively high P/E and only a modest dividend yield.
Positive Factors
Minimal Leverage
A virtually debt-free balance sheet limits interest burden and refinancing exposure, giving the company greater resilience through market cycles. This financial flexibility can support client-service investment and preserve capital when capital-markets activity becomes less favorable.
Negative Factors
Severe Revenue Contraction
A revenue decline of this magnitude materially weakens confidence in near-term earnings durability and makes the business harder to forecast. Persistent top-line pressure could reduce operating leverage, constrain reinvestment, and leave results more dependent on variable market activity.
Read all positive and negative factors
Positive Factors
Negative Factors
Minimal Leverage
A virtually debt-free balance sheet limits interest burden and refinancing exposure, giving the company greater resilience through market cycles. This financial flexibility can support client-service investment and preserve capital when capital-markets activity becomes less favorable.
Read all positive factors
Wealth First Portfolio Managers Ltd. (WEALTH) vs. iShares MSCI India ETF (INDA)
Market Cap
₹8.80B
Dividend Yield1.09%
Average Volume (3M)9.65K
Price to Earnings (P/E)26.6
Beta (1Y)0.76
Revenue Growth0.26%
EPS Growth1.77%
CountryIN
Employees81
SectorGeneral
Sector StrengthN/A
IndustryFinancial - Capital Markets
Share Statistics
EPS (TTM)31.00
Shares Outstanding10,655,000
10 Day Avg. Volume15,963
30 Day Avg. Volume9,646
Financial Highlights & Ratios
PEG Ratio1.68
Price to Book (P/B)5.72
Price to Sales (P/S)12.11
P/FCF Ratio11.68
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price TargetN/A
Price Target UpsideN/A
Rating ConsensusN/A
Number of Analyst Covering0
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
Wealth First Portfolio Managers Ltd. Business Overview & Revenue Model
Company Description
Established in 1990 and headquartered in Ahmedabad, India, Wealth First Portfolio Managers Limited is a prominent financial services provider in the country. The company delivers an extensive suite of investment management solutions, catering to d...
Wealth First Portfolio Managers Ltd. Financial Statement Overview
Summary
Income Statement
58
Neutral
Balance Sheet
88
Very Positive
Cash Flow
84
Very Positive
| Breakdown | TTM | Mar 2026 | Mar 2025 | Mar 2024 | Mar 2023 | Mar 2022 |
|---|---|---|---|---|---|---|
Income Statement | ||||||
| Total Revenue | 649.94M | 710.89M | 19.57B | 8.47B | 3.90B | 14.80B |
| Gross Profit | 598.59M | 702.81M | 275.25M | 125.52M | 305.63M | 259.76M |
| EBITDA | 444.64M | 520.73M | 455.49M | 557.97M | 191.69M | 250.80M |
| Net Income | 330.27M | 386.63M | 341.45M | 426.81M | 138.33M | 188.51M |
Balance Sheet | ||||||
| Total Assets | 0.00 | 1.80B | 1.36B | 1.25B | 802.86M | 716.96M |
| Cash, Cash Equivalents and Short-Term Investments | 0.00 | 12.98M | 28.31M | 48.02M | 25.70M | 54.40M |
| Total Debt | 0.00 | 0.00 | 0.00 | 0.00 | 356.79K | 18.68M |
| Total Liabilities | -1.70B | 98.35M | 76.80M | 65.76M | 36.32M | 61.00M |
| Stockholders Equity | 1.70B | 1.50B | 1.29B | 1.18B | 766.53M | 655.96M |
Cash Flow | ||||||
| Free Cash Flow | 99.88M | 736.68M | 104.08M | 152.16M | 202.54M | 198.02M |
| Operating Cash Flow | 103.65M | 756.66M | 107.25M | 155.11M | 204.17M | 209.49M |
| Investing Cash Flow | -3.76M | -792.41M | 80.82M | -95.82M | -189.47M | -176.49M |
| Financing Cash Flow | -85.28M | 21.66M | -209.01M | -36.97M | -43.39M | 5.72M |
Wealth First Portfolio Managers Ltd. Technical Analysis
Negative
864.15
Price Trends
853.47
Negative
903.02
Negative
903.50
Negative
Market Momentum
-5.00
Positive
43.94
Neutral
26.65
Neutral
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For IN:WEALTH, the sentiment is Negative. The current price of 864.15 is above the 20-day moving average (MA) of 864.05, above the 50-day MA of 853.47, and below the 200-day MA of 903.50, indicating a bearish trend. The MACD of -5.00 indicates Positive momentum. The RSI at 43.94 is Neutral, neither overbought nor oversold. The STOCH value of 26.65 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for IN:WEALTH.
Wealth First Portfolio Managers Ltd. Peers Comparison
UnderperformOutperform
Sector (55)
Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
69 Neutral | ₹109.60B | 17.73 | ― | 0.86% | 7.60% | 3.87% | |
67 Neutral | ₹268.34B | 23.16 | ― | 2.20% | 21.45% | 46.53% | |
67 Neutral | ₹109.15B | 10.49 | ― | 2.85% | -2.59% | -5.88% | |
67 Neutral | ₹8.80B | 26.65 | ― | 1.09% | 0.26% | 1.77% | |
58 Neutral | ₹596.95B | 29.95 | ― | 0.60% | 14.81% | -29.13% | |
55 Neutral | $6.65B | 3.83 | -15.92% | 6.20% | 10.91% | 7.18% | |
49 Neutral | ₹119.50B | 17.12 | ― | 1.19% | 16.27% | 44.44% |
* General Sector Average
IN:WEALTH
Wealth First Portfolio Managers Ltd.
826.15
-290.51
-26.02%
IN:ANGELONE
Angel One Limited
293.40
50.07
20.58%
IN:EDELWEISS
Edelweiss Financial Services Limited
126.25
13.84
12.32%
IN:IIFLCAPS
IIFL Capital Services Ltd
347.55
9.40
2.78%
IN:JMFINANCIL
JM Financial Limited
114.05
-45.99
-28.74%
IN:MOTILALOFS
Motilal Oswal Financial Services Limited
990.00
20.43
2.11%
Wealth First Portfolio Managers Ltd. Corporate Events
Wealth First to Acquire Majority Stake in Advisory Arm, Plans Preferential Share Issue
Oct 26, 2026
Wealth First Portfolio Managers Limited’s board has approved a share purchase agreement to acquire up to 51% of Wealth First Advisors Private Limited for about INR 52.10 crore, with consideration to be paid through a mix of cash and share sw...
Wealth First Clears Majority Stake Buy in Advisory Arm, Plans Preferential Share Issue
Oct 26, 2026
Wealth First Portfolio Managers Ltd. has approved a share purchase agreement to acquire up to 2,09,304 equity shares, representing 51% of Wealth First Advisors Pvt. Ltd., for about ₹52.10 crore via a mix of cash and share swap. The acquisiti...
Wealth First Clears 51% Acquisition of Wealth First Advisors Via Cash and Share Swap
Oct 26, 2026
Wealth First Portfolio Managers Limited has approved a Share Purchase Agreement to acquire up to 51% of Wealth First Advisors Private Limited for about INR 52.10 crore, paid through a mix of cash and share swap. The deal strengthens its control ov...
Wealth First Board to Weigh Preferential Securities Issue on October 26
Oct 19, 2026
Wealth First Portfolio Managers Ltd., a listed Indian financial services company engaged in portfolio management and equity-focused investment offerings, maintains a presence on both NSE and BSE, underscoring its role in the domestic capital marke...
Wealth First Secures Shareholder Approval for All AGM Resolutions
Sep 28, 2026
Wealth First Portfolio Managers Ltd. has announced that it submitted the scrutinizer’s report and detailed voting results for its 24th Annual General Meeting, held on September 24, 2026, to the National Stock Exchange of India and BSE. The A...
Wealth First Updates Investor Presentation With Minor Disclosure Revision
Aug 14, 2026
Wealth First Portfolio Managers Ltd., a listed Indian portfolio management and investment advisory firm, operates across NSE and BSE under the symbol WEALTH and scrip code 544536. The company serves capital market investors with regulated wealth m...
Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
Disclaimer
This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.