Wealth First Por
NSE: WEALTH · Other Financial Services
Snapshot
Unlock Wealth First Por's vital signs
Growth · Profitability · Valuation · Strength · Conviction
Company Overview
Business
Wealth First Portfolio Managers Limited is an Indian financial services firm providing investment management, mutual fund distribution, and depository participant services. The company offers a comprehensive suite of products including fixed deposits, bonds, direct equity, and pension products alongside advisory services like treasury and risk management.
Business Model
The company generates revenue through commissions on financial product distribution, portfolio management fees, and brokerage charges for equity and debt market transactions. It leverages its expertise in asset research and allocation to provide tailored investment strategies for its client base.
Growth Outlook
Growth is driven by the increasing financialisation of savings in India and the rising demand for professional wealth management and retirement planning services. The company continues to expand its product offerings to capture a larger share of the retail and institutional investment market.
Key Risks
- Market Volatility. Fluctuations in equity and debt markets directly impact the value of assets under management and the company's brokerage commission income.
- Regulatory Risk. Changes in SEBI or other financial regulatory frameworks regarding distribution commissions and investment products could adversely affect business operations.
- Competitive Pressure. The financial services sector in India is highly competitive, with increasing pressure from digital platforms and large institutional players impacting fee structures.
- Interest Rate Risk. As a distributor of fixed income products and bonds, the company's business is sensitive to shifts in interest rate cycles and macroeconomic policy.
Price
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Key Metrics
REVENUE
₹68 Cr
TTM · consolidated
NET PROFIT
₹38 Cr
TTM · consolidated
EPS
₹36.29
TTM · consolidated
RETURN ON EQUITY
28.6%
TTM · consolidated
P/E
26.6x
Q4 FY26 · consolidated
NET PROFIT MARGIN
63.5%
Q4 FY26 · consolidated
DEBT TO EQUITY
0.0x
Q4 FY26 · consolidated
Peers · Other Financial Services
| Company | Mkt Cap (Cr) | P/E | EV/EBITDA | Rev Gr YoY | EBITDA Mgn | ROE | ROCE | 1Y Return |
|---|---|---|---|---|---|---|---|---|
Wealth First PorWEALTH | 951 | 26.59 | — | 28.7% | 72.0% | 28.6% | — | -20.8% |
Algoquant FinALGOQUANT | 1,494 | 54.74 | — | — | 22.0% | 30.5% | — | — |
Centrum CapitalCENTRUM | 1,303 | -7.60 | — | 2.4% | 29.0% | -97.9% | — | -38.1% |
Prime SecuritiesPRIMESECU | 932 | 65.84 | — | 49.1% | 16.0% | 6.0% | — | -9.2% |
The Invest.TrustTHEINVEST | 532 | 16.82 | — | -19.4% | 20.0% | 4.9% | — | -38.7% |
Shree SalasarSALSAIN | 410 | 11.64 | — | 171.2% | 27.0% | 33.2% | — | — |
As of Q4 FY26
Financials
Wealth First Por
NSE: WEALTH · Other Financial Services
Snapshot
Unlock Wealth First Por's vital signs
Growth · Profitability · Valuation · Strength · Conviction
Company Overview
Business
Wealth First Portfolio Managers Limited is an Indian financial services firm providing investment management, mutual fund distribution, and depository participant services. The company offers a comprehensive suite of products including fixed deposits, bonds, direct equity, and pension products alongside advisory services like treasury and risk management.
Business Model
The company generates revenue through commissions on financial product distribution, portfolio management fees, and brokerage charges for equity and debt market transactions. It leverages its expertise in asset research and allocation to provide tailored investment strategies for its client base.
Growth Outlook
Growth is driven by the increasing financialisation of savings in India and the rising demand for professional wealth management and retirement planning services. The company continues to expand its product offerings to capture a larger share of the retail and institutional investment market.
Key Risks
- Market Volatility. Fluctuations in equity and debt markets directly impact the value of assets under management and the company's brokerage commission income.
- Regulatory Risk. Changes in SEBI or other financial regulatory frameworks regarding distribution commissions and investment products could adversely affect business operations.
- Competitive Pressure. The financial services sector in India is highly competitive, with increasing pressure from digital platforms and large institutional players impacting fee structures.
- Interest Rate Risk. As a distributor of fixed income products and bonds, the company's business is sensitive to shifts in interest rate cycles and macroeconomic policy.
Price
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Start your research today
Unlock AI insights, financials, peers and live data on Wealth First Por and 5,000+ companies — free.
Key Metrics
REVENUE
₹68 Cr
TTM · consolidated
NET PROFIT
₹38 Cr
TTM · consolidated
EPS
₹36.29
TTM · consolidated
RETURN ON EQUITY
28.6%
TTM · consolidated
P/E
26.6x
Q4 FY26 · consolidated
NET PROFIT MARGIN
63.5%
Q4 FY26 · consolidated
DEBT TO EQUITY
0.0x
Q4 FY26 · consolidated
Peers · Other Financial Services
As of Q4 FY26