Wealth First Por

Why is Wealth First Portfolio Managers Ltd falling/rising?

As of 31-Aug, Wealth First Portfolio Managers Ltd's stock price is at 833.00, down 2.0% and underperforming its sector. The stock has shown a bearish trend, declining over various periods and trading below all key moving averages.

As of 31-Aug, Wealth First Portfolio Managers Ltd's stock price is falling, currently at 833.00, which reflects a decrease of 17.0 points or 2.0%. The stock has underperformed its sector by 1.6% today and has experienced a trend reversal, falling after two consecutive days of gains. Notably, the stock opened significantly lower, with a loss of 15.18%, and reached an intraday low of Rs 721.<BR><BR>In terms of performance over various periods, the stock has declined by 2.76% over the past week and 10.61% over the past month, while year-to-date, it has decreased by 9.46%. Additionally, the stock is trading below its 5-day, 20-day, 50-day, 100-day, and 200-day moving averages, indicating a bearish trend. Although there has been a slight increase in investor participation, with delivery volume rising by 1.87% against the 5-day average, the overall sentiment remains negative, contributing to the stock's decline.

Who are in the management team of Wealth First Por?

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.

The management team of Wealth First Por includes the following individuals:<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>If you need more details about their roles or contributions, feel free to ask!

What does Wealth First Por do?

Wealth First Portfolio Managers Ltd is a micro-cap company in the capital markets industry, reporting net sales of 14 Cr and net profit of 10 Cr for June 2026, with a market cap of INR 888 Cr. Key metrics include a P/E ratio of 27.00, a dividend yield of 1.41%, and a return on equity of 25.70%.

Overview: <BR>Wealth First Portfolio Managers Ltd operates in the capital markets industry and is categorized as a micro-cap company.<BR><BR>History: <BR>The company was initially incorporated in 2002 as "DSFS Securities and Broking Private Limited" and later changed its name to Wealth First Portfolio Managers Private Limited in 2003. It converted to a Public Limited Company in 2015. The latest quarterly results reported net sales and net profit for June 2026.<BR><BR>Financial Snapshot: <BR>Most recent Net Sales: 14 Cr (Quarterly Results - Jun 2026) <BR>Most recent Net Profit: 10 Cr (Quarterly Results - Jun 2026) <BR>Market-cap value: INR 888 Cr (Micro Cap)<BR><BR>Key Metrics: <BR>P/E: 27.00 <BR>Industry P/E: 21 <BR>Dividend Yield: 1.41% <BR>Debt Equity: 0.00 <BR>Return on Equity: 25.70% <BR>Price to Book: 6.02 <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 peers of the Wealth First Por?

Wealth First Por's peers include SMC Global Sec., Gretex Corporate, Dolat Algotech, Master Trust, Dam Capital Advi, Arihant Capital, Systematix Corp., Adit.Birla Money, Emk.Global Fin., and Indo Thai Sec. While Wealth First Por has average management risk and below-average growth, Gretex Corporate leads with the highest 1-year return at 116.60%.

Peers: The peers of Wealth First Por are SMC Global Sec., Gretex Corporate, Dolat Algotech, Master Trust, Dam Capital Advi, Arihant Capital, Systematix Corp., Adit.Birla Money, Emk.Global Fin., and Indo Thai Sec.<BR><BR>Quality Snapshot: Excellent management risk is observed at SMC Global Sec., Gretex Corporate, Dolat Algotech, Master Trust, Dam Capital Advi, and Emk.Global Fin., while Average management risk is found at Wealth First Por, Arihant Capital, Systematix Corp., Adit.Birla Money, and Indo Thai Sec. Growth ratings show Excellent growth at Gretex Corporate and Dam Capital Advi, Good growth at Master Trust and Adit.Birla Money, while Average growth is seen at SMC Global Sec. and the rest. Below Average growth is noted for Wealth First Por, Dolat Algotech, Arihant Capital, Systematix Corp., and Emk.Global Fin. Capital Structure is Excellent for SMC Global Sec., Gretex Corporate, Dolat Algotech, Master Trust, Dam Capital Advi, Wealth First Por, Arihant Capital, Systematix Corp., and Emk.Global Fin., while Adit.Birla Money has an Average capital structure.<BR><BR>Return Snapshot: The peer with the highest 1-year return is Gretex Corporate at 116.60%, while the lowest is Master Trust at -45.97%. Wealth First Por's 1-year return is not available for comparison. Additionally, peers with negative six-month returns include Master Trust, Dam Capital Advi, Systematix Corp., and Indo Thai Sec.

How big is Wealth First Por?

As of 31st August, Wealth First Portfolio Managers Ltd has a market capitalization of 888.00 Cr, with Net Sales of 57.89 Cr and a Net Profit of 33.04 Cr reported over the latest four quarters.

As of 31st August, Wealth First Portfolio Managers Ltd has a market capitalization of 888.00 Cr, categorizing it as a Micro Cap company.<BR><BR>In the latest four quarters, the company reported Net Sales of 57.89 Cr and a Net Profit of 33.04 Cr.<BR><BR>The latest annual period for the balance sheet is March 2025, with Shareholder's Funds amounting to 128.52 Cr and Total Assets of 136.05 Cr.

Which are the latest news on Wealth First Por?

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

Are Wealth First Portfolio Managers Ltd latest results good or bad?

Wealth First Portfolio Managers Ltd's latest results show a strong recovery in Q4 FY26 with significant increases in net sales and profit, but recent year-on-year declines raise concerns about sustainability and volatility. Overall, the outlook remains uncertain, and investors should proceed with caution.

Wealth First Portfolio Managers Ltd's latest results indicate a mixed performance. On one hand, the company experienced a significant recovery in Q4 FY26, with net sales jumping 154.39% quarter-on-quarter to ₹16.51 crores and a net profit surge of 839.29% to ₹10.52 crores. This strong performance was accompanied by impressive operating margins of 71.17%, reflecting robust profitability when revenue scales up.<BR><BR>However, the company's financial history shows considerable volatility, with previous quarters displaying erratic results, including a loss of ₹3.26 crores in Q1 FY25 and fluctuating sales figures. This inconsistency raises concerns about the sustainability of the recent performance.<BR><BR>In the most recent quarter ending June 2026, the company reported a decline in both net sales and net profit year-on-year, with net sales down 42.28% and net profit down 35.28%. This downward trend contrasts sharply with the earlier recovery, indicating that the company's performance remains unpredictable.<BR><BR>Overall, while the recent quarterly results showed strong recovery, the ongoing volatility and the recent decline in year-on-year performance suggest that the outlook is uncertain. Investors should be cautious and monitor future results closely for signs of stability.

When is the next results date for Wealth First Portfolio Managers Ltd?

The next results date for Wealth First Portfolio Managers Ltd is August 13, 2026.

The next results date for Wealth First Portfolio Managers Ltd is scheduled for August 13, 2026.

Has Wealth First Portfolio Managers Ltd declared dividend?

Wealth First Portfolio Managers Ltd has declared a dividend of 40%, amounting to 4 per share, with an ex-date of February 10, 2026. Despite the dividend declaration, the company has experienced significant volatility, showing a total return of -25.74% over the last 3 months and no returns over longer periods.

Wealth First Portfolio Managers Ltd has declared a dividend.<BR><BR>Dividend Details:<BR>- Percentage announced: 40%<BR>- Amount per share: 4 per share<BR>- Ex-date: 10 Feb 26<BR><BR>Dividend Yield: 1.49%<BR><BR>Total Returns by Period:<BR>In the 3-month period, the price return was -26.47%, the dividend return was 0.73%, resulting in a total return of -25.74%.<BR><BR>In the 6-month period, the price return was 0%, the dividend return was 0%, leading to a total return of 0.0%.<BR><BR>In the 1-year period, the price return was 0%, the dividend return was 0%, resulting in a total return of 0.0%.<BR><BR>In the 2-year period, the price return was 0%, the dividend return was 0%, leading to a total return of 0.0%.<BR><BR>In the 3-year period, the price return was 0%, the dividend return was 0%, resulting in a total return of 0.0%.<BR><BR>In the 4-year period, the price return was 0%, the dividend return was 0%, leading to a total return of 0.0%.<BR><BR>In the 5-year period, the price return was 0%, the dividend return was 0%, resulting in a total return of 0.0%.<BR><BR>Overall, while Wealth First Portfolio Managers Ltd has declared a dividend, the total returns over various periods indicate significant volatility, particularly in the short term, with negative returns in the 3-month period and no returns in the longer periods.

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.

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.

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.

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.