Wealth First Por

Why is Wealth First Portfolio Managers Ltd falling/rising?

As of 25-Jun, Wealth First Portfolio Managers Ltd's stock price is declining to 998.00, down -1.31%, following a trend reversal after three days of gains. Despite this short-term drop, the stock has shown strong performance over longer periods, trading above key moving averages and indicating a generally positive long-term trend.

As of 25-Jun, Wealth First Portfolio Managers Ltd is experiencing a decline in its stock price, currently at 998.00, which reflects a change of -13.2 or -1.31%. This drop follows a trend reversal after three consecutive days of gains, indicating a potential shift in market sentiment. Additionally, the stock has underperformed its sector by -0.77% today, contributing to the downward movement. <BR><BR>Despite this decline, the stock has shown strong performance over various periods, with a 1-week increase of +1.73% and a 1-month increase of +9.50%. Year-to-date, it has risen by +8.47%, contrasting sharply with the Sensex, which has fallen by -9.53% during the same timeframe. <BR><BR>Moreover, the stock is currently trading above its 5-day, 20-day, 50-day, 100-day, and 200-day moving averages, suggesting a generally positive long-term trend. There has also been a rise in investor participation, with a delivery volume increase of 0.41% against the 5-day average. However, the current price decline indicates that short-term market dynamics may be influencing investor behavior negatively at this moment.

Which are the latest news on Wealth First Por?

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

What does Wealth First Por do?

Wealth First Portfolio Managers Ltd is a Micro Cap company in the Capital Markets industry, providing portfolio management services. As of March 2026, it reported net sales of 17 Cr and a net profit of 11 Cr, with a market cap of INR 1,010 Cr.

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 into a Public Limited Company in 2015. The latest quarterly results reported net sales and net profit for March 2026.<BR><BR>Financial Snapshot: <BR>Most recent Net Sales: 17 Cr (Quarterly Results - Mar 2026) <BR>Most recent Net Profit: 11 Cr (Quarterly Results - Mar 2026) <BR>Market-cap value: INR 1,010 Cr (Micro Cap)<BR><BR>Key Metrics: <BR>P/E: 25.00 <BR>Industry P/E: 20 <BR>Dividend Yield: 1.69% <BR>Debt Equity: 0.00 <BR>Return on Equity: 25.70% <BR>Price to Book: 6.69 <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

How big is Wealth First Por?

As of 10th June, Wealth First Portfolio Managers Ltd has a market capitalization of 1,010.00 Cr, with recent Net Sales of 68.38 Cr and a Net Profit of 38.67 Cr.

As of 10th June, Wealth First Portfolio Managers Ltd has a market capitalization of 1,010.00 Cr, classified as a Micro Cap.<BR><BR>In the latest four quarters, the company reported Net Sales of 68.38 Cr and a Net Profit of 38.67 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.

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!

Who are the peers of the Wealth First Por?

Wealth First Por's peers include SMC Global Sec., 5Paisa Capital, Dolat Algotech, and others. It has average management risk and a 1-year return of -26.23%, higher than Dam Capital Advi's -49.73% but lower than Emk.Global Fin.'s 10.01%.

Peers: The peers of Wealth First Por are SMC Global Sec., 5Paisa Capital, Dolat Algotech, Dam Capital Advi, Gretex Corporate, Master Trust, Systematix Corp., Emk.Global Fin., Adit.Birla Money, and Arihant Capital.<BR><BR>Quality Snapshot: Excellent management risk is observed at SMC Global Sec., Dam Capital Advi, Gretex Corporate, and the rest. Average management risk is found at Wealth First Por, Dolat Algotech, Master Trust, Systematix Corp., Adit.Birla Money, and Arihant Capital. Below Average management risk is noted at 5Paisa Capital and Emk.Global Fin. Growth is Excellent at Dam Capital Advi and Gretex Corporate, Good at Master Trust and Adit.Birla Money, Average at Wealth First Por, SMC Global Sec., and Dolat Algotech, while Below Average is seen at 5Paisa Capital and Arihant Capital. <BR><BR>Return Snapshot: The peer with the highest 1-year return is Emk.Global Fin. at 10.01%, while the lowest is Dam Capital Advi at -49.73%. Wealth First Por's 1-year return is -26.23%, which is higher than Dam Capital Advi but lower than Emk.Global Fin. Additionally, several peers, including Master Trust, Systematix Corp., and Arihant Capital, have negative six-month returns.

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

The next results date for Wealth First Portfolio Managers Ltd is 29 May 2026.

The next results date for Wealth First Portfolio Managers Ltd is scheduled for 29 May 2026.

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

Wealth First Portfolio Managers Ltd's latest results are concerning, showing a net profit decline of 87.92% year-on-year and a 60.06% drop in revenue, indicating severe operational stress and a challenging financial outlook for the company.

The latest results for Wealth First Portfolio Managers Ltd are concerning and can be classified as bad. In Q3 FY26, the company reported a net profit of ₹1.12 crore, which represents a staggering decline of 87.92% year-on-year. Revenue also took a significant hit, falling to ₹6.49 crore, down 60.06% compared to the same quarter last year. <BR><BR>The operating margin, excluding other income, dropped dramatically to 15.41%, down from 79.26% in the previous year, indicating severe operational stress. This sharp decline in both revenue and profit raises serious questions about the company's business model and its ability to retain clients in a competitive market.<BR><BR>Overall, these results highlight a troubling trend for the company, with significant revenue volatility and margin compression suggesting that the operational fundamentals are deteriorating. Investors should be cautious, as the financial outlook appears challenging.

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.