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Finance
Other Financial Services
891 Cr
Low Risk
27.2
17.9
1.3
5.9
1,440.00
690.20
Sales CAGR
Profit CAGR
ROE
ROCE

Wealth First Portfolio Managers Ltd (WEALTH) is currently trading at 836.30 per share. Stock prices fluctuate during market hours on NSE and BSE based on demand, company updates, and overall market conditions. Refer to the live price chart above for the most recent price movement.
Wealth First Portfolio Managers Limited is an independent, India-headquartered wealth manager and distributor offering broking, mutual fund distribution, PMS, AIF, fixed deposits, bonds, and depository participant services, with a listed history as the first IFA to list on an exchange and operational hubs in Ahmedabad, Surat, Pune and Mumbai serving over 21,400 clients and 6,800 client families. The company is in the final stages of receiving SEBI approval to launch Lakshya Asset Management Private Limited (AMC), where Wealth First will invest ~₹41 crore for a 69.7% stake alongside JV partners who contributed ~₹20 crore; this AMC launch is a strategic pivot expected to create a scalable, recurring fee stream for Wealth First. Assets Under Administration (AUA) reached ₹12,858 crore as on Dec-25, up 8.1% YoY, while Business Activity Income delivered a five-year CAGR of 29.2% to ₹48.8 crore for 9M FY26, confirming strong trail-income growth and client stickiness that support predictable recurring revenues as trading activity is deliberately wound down. Financial results show 9M FY26 total revenue of ₹52.4 crore, down 15.9% YoY driven by lower trading income and Q3 non-booking of RIA revenue; operating costs rose due to AMC setup and hiring, compressing margins this year but management expects margins to normalize as recurring AMC and insurance broking revenues ramp up. The Board declared an interim dividend of ₹12 per share for 9M FY26 and formalized a dividend policy to distribute a minimum of 30% of consolidated PAT, reflecting a shareholder-return focus even as the company re-invests capital into AMC and insurance broking expansion initiatives.
Over the past 52 weeks, Wealth First Portfolio Managers Ltd has traded between a low of ₹690.20 and a high of ₹1,440.00. The 52-week high and low indicate the stock’s price range over the last year and help investors understand its volatility and recent trading levels.
Wealth First Portfolio Managers Ltd has a market capitalization of approximately 891.08. Market capitalization represents the total value of a company’s outstanding shares and helps investors understand its size, stability, and relative risk compared to other listed companies.
Wealth First Portfolio Managers Ltd’s investment profile depends on its business fundamentals, valuation, and long-term outlook. The stock currently trades at a PE ratio of 27.21 and operates in the its sector sector. Investors typically assess financial performance, growth prospects, and individual risk tolerance before making investment decisions.
Based on its market capitalization of 891.08 Cr, Wealth First Portfolio Managers Ltd is classified as a Small Cap stock. Large-cap stocks are generally more stable, while mid-cap and small-cap stocks tend to offer higher growth potential along with higher price volatility.
Wealth First Portfolio Managers Ltd operates in the its sector sector. Sector classification matters because companies in the same sector are often affected by similar economic conditions, regulatory changes, and competitive dynamics, which can influence overall stock performance.
The Price-to-Earnings (PE) ratio of Wealth First Portfolio Managers Ltd is 27.21. The PE ratio compares a company’s share price to its earnings and is commonly used to assess valuation. Comparing the PE ratio with sector peers and historical levels provides better context.
The company reported consolidated net profit of ₹104.2 crore for the quarter ended June 30, 2026 (Q1FY27).
Q4 FY26 sales were reported at ₹16.51 crore and net profit at ₹10.52 crore (also stated as ₹10.49 crore in a consolidated excerpt).