Wealth First Por

Who are the peers of the Wealth First Por?

Wealth First Por's peers include HDFC AMC, Motil.Oswal.Fin., Nippon Life Ind., 360 ONE, and others. While Shriram AMC leads with a 1-year return of 100.63%, Wealth First Por shows no growth, matching BSE's 0.00% return.

Peers: The peers of Wealth First Por are HDFC AMC, Motil.Oswal.Fin., Nippon Life Ind., 360 ONE, Arihant Capital, Shriram AMC, Gretex Corporate, Emk.Global Fin., Shardul Sec., BSE.<BR><BR>Quality Snapshot: Excellent management risk is observed at HDFC AMC, Nippon Life Ind., 360 ONE, while Good management risk is found at Motil.Oswal.Fin. and BSE. Average management risk is seen at Arihant Capital, Gretex Corporate, and the rest. Below Average management risk is noted at Shriram AMC, Emk.Global Fin., and Shardul Sec. Growth is Excellent at Gretex Corporate, while Average growth is found at HDFC AMC, Nippon Life Ind., 360 ONE, and Shriram AMC. Good growth is observed at Motil.Oswal.Fin. and Arihant Capital, while Below Average growth is noted at Wealth First Por. Capital Structure is Excellent across HDFC AMC, Nippon Life Ind., 360 ONE, Arihant Capital, Shriram AMC, Gretex Corporate, Emk.Global Fin., Shardul Sec., and BSE.<BR><BR>Return Snapshot: The peer with the highest 1-year return is Shriram AMC at 100.63%, while the lowest is BSE at 0.00%. Wealth First Por's 1-year return is also 0.00%, indicating no growth compared to BSE. Additionally, Shriram AMC, Emk.Global Fin., and Shardul Sec. have negative six-month returns.

Is Wealth First Por overvalued or undervalued?

As of November 21, 2024, Wealth First Portfolio Managers Ltd. is considered overvalued with a PE ratio of 32.46 and an EV to EBITDA of 28.46, indicating a significant shift from risky to very expensive, despite a strong 1-year stock return of 48.64%.

As of 21 November 2024, Wealth First Portfolio Managers Ltd. has moved from a grade of risky to very expensive, indicating a significant shift in its valuation outlook. The company is currently considered overvalued. Key ratios include a PE ratio of 32.46, an EV to EBITDA of 28.46, and a Price to Book Value of 8.92, all of which suggest that the stock is trading at a premium compared to its earnings and book value.<BR><BR>In comparison to its peers, Wealth First's valuation stands out, as its PE ratio is notably higher than the industry average. For instance, while Wealth First has a PE of 32.46, other companies in the sector may exhibit lower ratios, reflecting a more favorable valuation. Additionally, despite a strong recent performance with a 1-year stock return of 48.64% compared to the Sensex's 7.87%, the current valuation metrics indicate that the stock is not justified at its current price of 1255.50, especially considering its high EV to Sales ratio of 21.50.

Who are in the management team of Wealth First Por?

As of March 2023, the management team of Wealth First Por includes Ashish Shah (Managing Director), Hena Ashish Shah (Whole-time Director), and five Independent Directors: Devanshu Rashmikant Mehta, Rajan Babubhai Mehta, Binal Parth Gandhi, and Sanjiv Harshad Shah. This team is responsible for overseeing the company's operations and governance.

As of March 2023, the management team of Wealth First Por includes:<BR><BR>1. Ashish Shah - Managing Director<BR>2. Hena Ashish Shah - Whole-time Director<BR>3. Devanshu Rashmikant Mehta - Independent Director<BR>4. Rajan Babubhai Mehta - Independent Director<BR>5. Binal Parth Gandhi - Independent Director<BR>6. Sanjiv Harshad Shah - Independent Director<BR><BR>This team comprises a mix of executive and independent directors, overseeing the company's operations and governance.

What does Wealth First Por do?

Wealth First Portfolio Managers Ltd is a Small Cap company in the Capital Markets industry, incorporated in 2002, with recent quarterly net sales of -33 Cr and net profit of -43 Cr as of March 2025. It has a market cap of INR 1,319 Cr, a P/E ratio of 37.00, and a dividend yield of 1.53%.

Overview:<BR>Wealth First Portfolio Managers Ltd operates in the Capital Markets industry and is categorized as a Small Cap company.<BR><BR>History:<BR>The company was incorporated in 2002 under the name "DSFS Securities and Broking Private Limited" and later changed its name to Wealth First Portfolio Managers Private Limited in 2003. The most recent quarterly results reported net sales and net profit for the period ending March 2025.<BR><BR>Financial Snapshot:<BR>Most recent Net Sales: -33 Cr (Quarterly Results - Mar 2025) <BR>Most recent Net Profit: -43 Cr (Quarterly Results - Mar 2025) <BR>Market-cap value: INR 1,319 Cr (Small Cap)<BR><BR>Key Metrics:<BR>P/E: 37.00 <BR>Industry P/E: 23 <BR>Dividend Yield: 1.53% <BR>Debt-Equity: 0.00 <BR>Return on Equity: 27.46% <BR>Price to Book: 10.28 <BR><BR>Contact Details:<BR>Address: Capitol House 10 Paras-II, Prahalad Nagar Anand Nagar Ahmedabad Gujarat : 380051 <BR>Tel: 91-079-40240000 <BR>Email: manish@wealthfirst.biz <BR>Website: http://www.wealth-firstonline.com

Who are the top shareholders of the Wealth First Por?

The top shareholders of Wealth First Por are Ashish Navnitlal Shah, the promoter with 32.16% ownership, and Gaurang Parmanand Shah, the highest public shareholder with 2.95%. Individual investors hold a collective 21.09%, with no mutual funds or foreign institutional investors involved.

The top shareholders of Wealth First Por include Ashish Navnitlal Shah, who is the promoter with the highest holding at 32.16%. Additionally, Gaurang Parmanand Shah is the highest public shareholder, holding 2.95%. Individual investors collectively hold 21.09% of the shares. There are no mutual funds or foreign institutional investors currently holding shares in the company.

How big is Wealth First Por?

As of 24th July, Wealth First Portfolio Managers Ltd has a market capitalization of 1,312.00 Cr, with Net Sales of 53.15 Cr and a Net Profit of 34.15 Cr reported in the latest four quarters. Shareholder's Funds are 118.27 Cr and Total Assets amount to 124.71 Cr as of March 2024.

As of 24th July, Wealth First Portfolio Managers Ltd has a market capitalization of 1,312.00 Cr, categorizing it as a Small Cap company.<BR><BR>In the latest four quarters, the company reported Net Sales of 53.15 Cr and a Net Profit of 34.15 Cr.<BR><BR>The latest annual period for the balance sheet is March 2024, with Shareholder's Funds amounting to 118.27 Cr and Total Assets of 124.71 Cr.

When is the next results date for Wealth First Por?

The next results date for Wealth First Por is 13 November 2025.

The next results date for Wealth First Por is scheduled for 13 November 2025.

Has Wealth First Por declared dividend?

Wealth First Portfolio Managers Ltd has declared a 40% dividend, with an ex-date of November 19, 2025. The total returns over 1, 3, and 5 years reflect the investment's performance through price appreciation and dividend income.

Wealth First Portfolio Managers Ltd has declared a 40% dividend.<BR><BR>Dividend Details:<BR>- Percentage announced: 40%<BR>- Ex-date: 19 Nov 25<BR><BR>Total Returns by Period:<BR>The total return for the 1-Year period includes both price return and dividend return, reflecting the overall performance of the investment.<BR><BR>For the 3-Year period, the total return combines price appreciation with dividend income, showcasing the growth potential over a longer horizon.<BR><BR>In the 5-Year period, the total return illustrates the cumulative effect of price and dividend returns, emphasizing the investment's value over time.<BR><BR>Overall, Wealth First Portfolio Managers Ltd's declaration of a 40% dividend indicates a commitment to returning value to shareholders, while the total returns suggest varying performance across different time periods.

How has been the historical performance of Wealth First Por?

Wealth First Por has experienced fluctuating historical performance, with declines in net sales, operating profit, and profit after tax from March 2024 to March 2025, despite an increase in total assets and liabilities. Overall, profitability metrics have decreased while total assets grew.

Answer:<BR>The historical performance of Wealth First Por shows significant fluctuations in key financial metrics over the years.<BR><BR>Breakdown:<BR>Wealth First Por's net sales have seen a decline from 54.33 crore in March 2024 to 53.16 crore in March 2025, following a notable increase from 29.49 crore in March 2023. The total operating income mirrored this trend, dropping to 53.16 crore in March 2025 from 54.33 crore in the previous year. The company's total expenditure, excluding depreciation, increased to 12.99 crore in March 2025 from 11.13 crore in March 2024. Operating profit (PBDIT) decreased to 47.08 crore in March 2025 from 55.83 crore in March 2024, while profit before tax also fell to 45.12 crore from 55.42 crore. Consequently, the profit after tax declined to 34.15 crore in March 2025 from 42.68 crore in March 2024. The earnings per share (EPS) decreased to 32.04 in March 2025 from 40.04 in March 2024. On the balance sheet, total assets rose to 136.05 crore in March 2025 from 124.71 crore in March 2024, with total liabilities also increasing to 136.05 crore from 124.71 crore. The cash flow from operating activities decreased to 10.00 crore in March 2025 from 15.00 crore in March 2024, contributing to a net cash outflow of 2.00 crore in March 2025. Overall, Wealth First Por has experienced a mixed performance with notable declines in profitability metrics alongside growth in total assets and liabilities.

Is Wealth First Por technically bullish or bearish?

As of December 1, 2025, the trend has shifted to mildly bullish according to the weekly Dow Theory, but the strength of this sentiment is uncertain due to a lack of specific indicator data, despite the current price being slightly above the previous close.

As of 1 December 2025, the technical trend has changed from mildly bearish to mildly bullish. The weekly Dow Theory indicates a mildly bullish stance, which supports the overall shift in trend. However, there is a lack of specific data on MACD, RSI, and other indicators for both weekly and monthly time frames, making it difficult to assess the strength of this bullish sentiment comprehensively. The current price is 1001.00, slightly above the previous close of 1000.00, but the recent performance shows a decline over the past month. Overall, the technical stance is mildly bullish, but the strength is uncertain due to insufficient indicator data.

Should I buy, sell or hold Wealth First Portfolio Managers Ltd?

Why is Wealth First Portfolio Managers Ltd falling/rising?

As of 02-Feb, Wealth First Portfolio Managers Ltd's stock price has declined to Rs 750.00, down 14.18%, due to underperformance against its sector, negative financial results, and high valuation compared to peers. The stock is also trading below its moving averages, indicating bearish momentum and a lack of confidence from domestic mutual funds.

As of 02-Feb, Wealth First Portfolio Managers Ltd is experiencing a significant decline in its stock price, currently at Rs 750.00, which represents a drop of Rs 123.95 or 14.18%. This decline can be attributed to several factors highlighted in the provided data. <BR><BR>Firstly, the stock has underperformed its sector by 14.76% today, indicating a broader weakness compared to its peers. The stock opened with a substantial loss of 14.18%, reaching an intraday low of Rs 750. This marks a trend reversal, as it has fallen after three consecutive days of gains, suggesting a shift in market sentiment.<BR><BR>Moreover, the stock is trading below its moving averages across various time frames, including the 5-day, 20-day, 50-day, 100-day, and 200-day averages, which typically signals bearish momentum. The performance over the past week shows a decline of 11.45%, while the month-to-date performance reflects a drop of 17.20%. Year-to-date, the stock is down 18.48%, contrasting sharply with the Sensex, which has only decreased by 4.17% during the same period.<BR><BR>Negative financial results have also contributed to the stock's decline. The company's profit after tax for the quarter ending September 25 fell by 27.0%, and net sales for the first nine months have decreased by 23.07%. Additionally, despite a strong long-term fundamental strength indicated by an average return on equity of 34.97% and healthy operating profit growth, the stock's high valuation at a price-to-book ratio of 5.3 makes it expensive compared to its peers. <BR><BR>Furthermore, the lack of investment from domestic mutual funds, which hold 0% of the company, suggests a lack of confidence in the stock's current valuation or business prospects. This combination of poor recent performance, negative financial results, and high valuation relative to peers has led to the current decline in Wealth First Portfolio Managers Ltd's stock price.

Which are the latest news on Wealth First Por?