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Wealth First Portfolio Managers Ltd.
(WEALTH)
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Rating:63Neutral
Price Target:
₹896.00
▲(3.69% Upside)
Action:Reiterated
Date:09/06/26
The score is primarily supported by strong financial resilience (low leverage and solid cash generation), but is held back by highly volatile revenue trends and weak technical signals (price below key moving averages with bearish momentum). Valuation is neutral-to-slightly expensive given the P/E and modest dividend yield.
Positive Factors
Very low leverage
A largely debt-free balance sheet reduces solvency and refinancing risk, giving the company greater flexibility through changing capital-markets conditions. Low leverage also allows more internally generated capital to support operations, investment, or shareholder returns without significant interest burdens.
Negative Factors
Severe revenue contraction
A revenue collapse of this magnitude makes future earnings harder to forecast and raises concerns about the durability of the current profit base. It can also reduce operating leverage and weaken confidence that reported financial strength will persist across the next several reporting periods.
Read all positive and negative factors
Positive Factors
Negative Factors
Very low leverage
A largely debt-free balance sheet reduces solvency and refinancing risk, giving the company greater flexibility through changing capital-markets conditions. Low leverage also allows more internally generated capital to support operations, investment, or shareholder returns without significant interest burdens.
Read all positive factors
Wealth First Portfolio Managers Ltd. (WEALTH) vs. iShares MSCI India ETF (INDA)
Market Cap
₹8.94B
Dividend Yield1.91%
Average Volume (3M)1.89K
Price to Earnings (P/E)27.0
Beta (1Y)0.83
Revenue Growth0.26%
EPS Growth1.77%
CountryIN
Employees80
SectorGeneral
Sector StrengthN/A
IndustryFinancial - Capital Markets
Share Statistics
EPS (TTM)31.00
Shares Outstanding10,655,000
10 Day Avg. Volume1,384
30 Day Avg. Volume1,894
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
918.64
Negative
928.91
Negative
926.53
Negative
Market Momentum
-22.79
Negative
31.87
Neutral
22.61
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 863.29, below the 50-day MA of 918.64, and below the 200-day MA of 926.53, indicating a bearish trend. The MACD of -22.79 indicates Negative momentum. The RSI at 31.87 is Neutral, neither overbought nor oversold. The STOCH value of 22.61 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 | ₹107.24B | 18.54 | ― | 0.88% | -4.46% | -19.71% | |
67 Neutral | ₹124.64B | 11.82 | ― | 2.53% | -2.59% | -5.88% | |
63 Neutral | ₹8.94B | 26.96 | ― | 1.91% | 0.26% | 1.77% | |
62 Neutral | ₹277.87B | 26.25 | ― | 1.69% | 9.28% | 3.02% | |
60 Neutral | ₹636.66B | 31.94 | ― | 0.57% | 14.81% | -29.13% | |
55 Neutral | $6.65B | 3.83 | -15.92% | 6.20% | 10.91% | 7.18% | |
49 Neutral | ₹125.89B | 18.73 | ― | 1.08% | 16.27% | 44.44% |
* General Sector Average
IN:WEALTH
Wealth First Portfolio Managers Ltd.
835.75
-350.86
-29.57%
IN:ANGELONE
Angel One Limited
298.40
69.12
30.15%
IN:EDELWEISS
Edelweiss Financial Services Limited
138.80
24.71
21.66%
IN:IIFLCAPS
IIFL Capital Services Ltd
339.60
44.45
15.06%
IN:JMFINANCIL
JM Financial Limited
128.45
-57.39
-30.88%
IN:MOTILALOFS
Motilal Oswal Financial Services Limited
1,051.90
174.33
19.87%
Wealth First Portfolio Managers Ltd. Corporate Events
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...
Wealth First Discloses Investor Presentation on Strategic Acquisition
Jul 1, 2026
Wealth First Portfolio Managers Ltd. has notified the stock exchanges that it has prepared an investor presentation relating to the acquisition of equity shares in Wealth First Advisors Private Ltd. The communication, made under SEBI disclosure re...
Wealth First Buys Controlling Stake in WFAPL to Boost National Wealth Management Footprint
Jul 1, 2026
Wealth First Portfolio Managers Limited has acquired a controlling stake in Mumbai-based Wealth First Advisors Pvt. Ltd. at an equity valuation of ₹102.15 crore, significantly strengthening its presence in India’s largest wealth manage...
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.