Wealth First Portfolio Managers Limited
NSE: WEALTH · Other Financial Services
Snapshot
Unlock Wealth First Portfolio Managers Limited'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.
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Key Metrics
REVENUE
₹58 Cr
TTM · consolidated
NET PROFIT
₹33 Cr
TTM · consolidated
EPS
₹31.00
TTM · consolidated
RETURN ON EQUITY
23.5%
TTM · consolidated
P/E
27.2x
Q1 FY27 · consolidated
NET PROFIT MARGIN
72.8%
Q1 FY27 · consolidated
DEBT TO EQUITY
0.0x
Q1 FY27 · consolidated
Peers · Other Financial Services
| Company | Mkt Cap | P/E | EV/EBITDA | Rev Gr YoY | EBITDA Mgn | ROE | ROCE | 1Y Return |
|---|---|---|---|---|---|---|---|---|
Wealth First Portfolio Managers LimitedWEALTH | ₹897 Cr | 27.15 | — | 1.0% | 72.0% | 23.5% | — | -28.5% |
Centrum CapitalCENTRUM | ₹1,098 Cr | -4.70 | — | 0.5% | 35.0% | -109.4% | — | -38.5% |
Prime SecuritiesPRIMESECU | ₹966 Cr | 172.42 | — | 14.4% | 16.0% | 2.0% | — | +8.5% |
Stellant Securities (India) LimitedSTELLANT | ₹573 Cr | 25.14 | — | 909.8% | 18.8% | 243.0% | — | +58.8% |
The Investment Trust Of India LimitedTHEINVEST | ₹496 Cr | 14.89 | — | -22.3% | 22.0% | 5.1% | — | -38.1% |
NDL VenturesNDLVENTURE | ₹420 Cr | 779.50 | — | — | 8.9% | 1.3% | — | +42.5% |
As of Q1 FY27
Financials
Wealth First Portfolio Managers Limited
NSE: WEALTH · Other Financial Services
Snapshot
Unlock Wealth First Portfolio Managers Limited'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.
Start your research today
Unlock AI insights, financials, peers and live data on Wealth First Portfolio Managers Limited and 5,000+ companies — free.
Key Metrics
REVENUE
₹58 Cr
TTM · consolidated
NET PROFIT
₹33 Cr
TTM · consolidated
EPS
₹31.00
TTM · consolidated
RETURN ON EQUITY
23.5%
TTM · consolidated
P/E
27.2x
Q1 FY27 · consolidated
NET PROFIT MARGIN
72.8%
Q1 FY27 · consolidated
DEBT TO EQUITY
0.0x
Q1 FY27 · consolidated
Peers · Other Financial Services
As of Q1 FY27