Wealth First Portfolio Managers Ltd (WEALTH) — shareholding pattern, promoter holding, financials and share price
About Wealth First Portfolio Managers Ltd (WEALTH)
Wealth First Portfolio Managers Ltd operates in the Other Financial Services industry, within the Financial Services sector. It trades on the NSE as WEALTH and on the BSE under scrip code 544536. Its ISIN is INE658T01017.
Incorporated in 2002, Wealth First Portfolio Managers Ltd is in the business of wealth management [1]
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.
Listed peers in Other Financial Services: Algoquant Fintech Ltd, GYFTR Ltd, Centrum Capital Ltd, Prime Securities Ltd, The Investment Trust of India Ltd, NDL Ventures Ltd.
Valuation & Returns
10 Jul 2026At ₹984.65 a share on 10 Jul 2026, Wealth First Portfolio Managers Ltd (WEALTH) was valued at a price-to-earnings ratio of 27.4x against an industry P/E of 19.5x and a price-to-book of 8.16x on a book value of ₹120.61 per share as of Mar 2025. Solomo computes return on equity of 29.79% and return on capital employed of 34.22% from filed results. Earnings ratios use consolidated results for the twelve months Jun 2025 to Mar 2026.
- P/E
- 27.4x
- Industry P/E
- 19.5x
- P/B
- 8.16x
- EPS (TTM)
- ₹35.94
- Book value / share
- ₹120.61
- ROE
- 29.79%
- ROCE
- 34.22%
- ROA
- 28.11%
- Debt / equity
- 0x
- Dividend yield
- 6.35%
- EBITDA margin
- 76.21%
- 52-week range
- ₹690.2 – ₹1,440
Ratios are computed from filed results and the last recorded price. Not investment advice.
Financial Performance
Mar 2026In the year ended Mar 2026, Wealth First Portfolio Managers Ltd (WEALTH) reported revenue of ₹68 crore, net profit of ₹38 crore and earnings per share of ₹36.28. That compares with revenue of ₹60 crore and net profit of ₹34 crore in Mar 2025. Figures are consolidated, as filed with the exchanges.
In the quarter ended Mar 2026, revenue was ₹17 crore and net profit ₹10 crore (consolidated).
| Metric | Mar 2022 | Mar 2023 | Mar 2024 | Mar 2025 | Mar 2026 |
|---|---|---|---|---|---|
| Revenue (₹ cr) | 33 | 29 | 67 | 60 | 68 |
| Net profit (₹ cr) | 19 | 14 | 43 | 34 | 38 |
| EPS (₹) | 17.69 | 12.98 | 40.06 | 32.05 | 36.28 |
| Measure | 10Y | 5Y | 3Y | 1Y |
|---|---|---|---|---|
| Sales growth | -11.06% | 40.03% | 18.41% | -10.37% |
| Profit growth | 32.91% | 91.96% | 21.56% | -19.99% |
| Stock price CAGR | - | 36% | 41% | -21% |
Ownership Summary
Jun 2026As of Jun 2026, promoters hold 74.04% of Wealth First Portfolio Managers Ltd (WEALTH) (unchanged from the previous quarter), foreign institutional investors (FII) hold 0% and domestic institutional investors (DII) hold 0.1%. Market capitalisation was ₹1,049 crore on 10 Jul 2026. Shareholding is filed quarterly with BSE and NSE; Solomo carries every filing back to Mar 2016.
Largest disclosed public shareholders in Jun 2026: WAAO PARTNERS 2.47%, PRATUL KRISHNAKANT SHROFF 2.4%, GAURANG PARMANAND SHAH 2.05%, HUF 1.07%. Only stakes above the 1% disclosure threshold are named in filings.
| Quarter | Promoter | Pledged | FII | DII | Public |
|---|---|---|---|---|---|
| Jun 2026 | 74.04% | - | 0% | 0.1% | 25.96% |
| Mar 2026 | 74.04% | - | 0% | 0.11% | 25.96% |
| Dec 2025 | 74.04% | - | 0% | 0.1% | 25.96% |
| Sep 2025 | 74.04% | - | 0% | 0.12% | 25.96% |
| Jun 2025 | 74.04% | - | - | 0.09% | 25.96% |
| Mar 2025 | 74.04% | - | - | - | - |
| Dec 2024 | 74.04% | - | - | - | - |
| Sep 2024 | 74.04% | - | - | - | - |