Is Wealth First Portfolio Managers a good quality company?

Past 10 year's financial track record analysis by Moneyworks4me indicates that Wealth First Portfolio Managers Ltd is a good quality company .

Is Wealth First Portfolio Managers undervalued or overvalued?

The key valuation ratios of Wealth First Portfolio Managers Ltd's currently when compared to its past seem to suggest it is in the Overvalued zone .

What is Wealth First Portfolio Managers share price return in the past 10 years?

Data is not available for this company

Is Wealth First Portfolio Managers a good buy now?

The Price Trend analysis by MoneyWorks4Me indicates it is Strong which suggest that the price of Wealth First Portfolio Managers Ltd is likely to Rise in the short term. However, please check the rating on Quality and Valuation before investing

What is the P/E ratio of Wealth First Portfolio Managers?

The latest standalone P/E ratio of Wealth First Portfolio Managers as of 01-Jan-1970 is 30.20.

What is the P/B ratio of Wealth First Portfolio Managers?

The latest standalone P/B ratio of Wealth First Portfolio Managers as of 01-Jan-1970 is 10.87.

What is the 52-week high and low of Wealth First Portfolio Managers?

The 52-week high of Wealth First Portfolio Managers is Rs. 0.00 and the 52-week low is Rs. 0.00.

Wealth First Portfolio Managers Ltd - Stock Valuation and Financial Performance

Name: Wealth First Portfolio Managers
Brand: Wealth First Portfolio Managers

BSE: 0 | NSE: WEALTH | Finance - Investment | Small Cap

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BSE Share Price
Not Listed

10 Year X-Ray of Wealth First Port:

Analysis of Financial Track Record

Data adjusted to bonus, split, extra-ordinary income, rights issue and change in financial year end

Standalone Basis ^P Consolidated Basis ^P

Data adjusted to bonus, split, extra-ordinary income, rights issue and change in financial year end

	Mar'15	Mar'16	Mar'17	Mar'18	Mar'19	Mar'20	Mar'21	Mar'22	Mar'23	Mar'24	TTM
Operating Income (₹ Cr.)	167	149	196	223	330	407	828	1,479	381	881	69
YoY Gr. Rt. %	-	-10.5%	31.2%	13.7%	48.1%	23.3%	103.3%	78.7%	-74.2%	131.2%	-
Adj EPS (₹ )	2.6	2.4	4.5	8.2	6.6	1.2	12	17.6	12.7	39.8	49.5
YoY Gr. Rt. %	-	-5.4%	85.3%	81.9%	-19.6%	-81.7%	891.7%	46.8%	-28%	213.6%	-
BVPS (₹ )	6.5	14.6	18.4	26.2	31.9	32.4	43.3	61.4	71.5	110.2	137.4
YoY Gr. Rt. %	-	124.3%	25.8%	42.6%	21.8%	1.5%	33.9%	41.8%	16.4%	54.1%	-
To view Net Profit/Total Funds (%) Colour Rating Guide click here ⓘ
Net Profit/Total Funds (%)	11.6	9.3	11.2	22.2	18.2	3.3	28.7	31.1	17.4	38.2	0

CAGR ⓘ

CAGR Colour Code Guide ⓘ


	9 Years	5 Years	3 Years	1 Years
Net Interest Income	20.3%	21.7%	2.1%	131.2%
Adj EPS	35.5%	43.2%	49.1%	213.6%
BVPS	36.9%	28.1%	36.5%	54.1%
Share Price	-	59.7%	81.2%	273.9%

Key Financial Ratios


RATIOS \ YEARS	Mar'15	Mar'16	Mar'17	Mar'18	Mar'19	Mar'20	Mar'21	Mar'22	Mar'23	Mar'24	TTM
Margins
Net Profit Margin (%)	1.2	1.7	2.5	3.9	2.1	0.3	1.6	1.3	3.6	4.8	76.4
Performance Ratios	To view Performance Ratios Colour Rating Guide click here ⓘ
Return on Equity (%)	48	25.2	27.4	36.9	22.8	3.8	31.7	33.6	19.1	43.8	35.9

Recent Performance Summary

Return on Equity has increased versus last 3 years average to 40.00%

Total Income has increased 2.10 CAGR in last 3 years

Net Profit has increased 49.09 CAGR in last 3 years

Total income growth is good in last 4 quarters

No data to display

Latest Financials - Wealth First Portfolio Managers Ltd.

	Standalone	Consolidated
TTM EPS (₹)	49.5	49.9
TTM Sales (₹ Cr.)	68.9	69.7
BVPS (₹.) ⓘ	137.4	138.4
Reserves (₹ Cr.) ⓘ	136	137
P/BV ⓘ	10.87	10.80
PE ⓘ	30.20	29.95

From the Market
52 Week Low / High (₹)	0.00 / 0.00
All Time Low / High (₹)	- / -
Market Cap (₹ Cr.)	1,592
Equity (₹ Cr.)	10.7
Face Value (₹)	10
Industry PE ⓘ	46.4

Management X-Ray of Wealth First Port:

Shareholding Pattern

Promoter's Holding & Share Pledging

Pledged ^*

0.00

* Pledged shares as % of Promoter's holding (%)

Valuation of Wealth First Port

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Price Chart

Price to Earnings

Enterprise Value to EBIT

Price to Book-Value

Price to Sales

Dividend History

Analyst's Notes

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Key Ratios of Wealth First Port

Standalone Basis Consolidated Basis

Adj EPS (Rs.)

Total Income (Cr.)

ROE (%)

BVPS (Rs.)

Profit And Loss

(All Figures are in Crores.)

Standalone Basis Consolidated Basis

PARTICULARS	Mar'15	Mar'16	Mar'17	Mar'18	Mar'19	Mar'20	Mar'21	Mar'22	Mar'23	Mar'24
Income	170	151	199	224	331	408	829	1,481	382	894
Interest Income	167	149	196	223	330	407	828	1,479	381	881
Other Income ⓘ	3	1	3	2	1	0	1	2	1	13
Expenditure ⓘ	167	148	193	214	322	406	811	1,457	363	839
Interest Expense ⓘ	3	1	2	1	0	0	0	0	0	0
Operating Expenses ⓘ	164	146	191	212	322	405	809	1,455	363	839
Provisions	0	0	0	0	0	0	1	1	1	0
Exceptional Items ⓘ	0	0	0	0	0	0	0	0	0	0
Profit Before Tax ⓘ	2	3	6	11	9	2	18	25	18	55
Taxes ⓘ	0	1	1	2	2	1	5	6	5	13
Profit After Tax	2	3	5	9	7	1	13	19	14	42
Adjusted EPS (₹)	2.6	2.4	4.5	8.2	6.6	1.2	12.0	17.6	12.7	39.8
Dividend Payout Ratio (%)	6%	12%	13%	7%	9%	49%	8%	11%	24%	18%

Balance Sheet

(All Figures are in Crores.)

Standalone Basis Consolidated Basis

PARTICULARS	Mar'15	Mar'16	Mar'17	Mar'18	Mar'19	Mar'20	Mar'21	Mar'22	Mar'23	Mar'24
Equity and Liabilities
Equity Capital	5	16	20	28	34	34	46	65	76	117
Share Capital ⓘ	1	6	6	6	6	6	11	11	11	11
Reserves ⓘ	4	9	13	22	28	28	35	55	66	107
Minority Interest	0	0	0	0	0	0	0	0	0	0
Long Term Borrowings	0	0	0	0	0	0	0	1	1	1
Current Liabilities	6	29	21	10	5	5	3	5	8	19
Trade Payables	0	0	0	0	0	0	0	0	0	0
Short term borrowings	5	18	18	6	1	3	0	2	0	0
Other Liabilities	-5	-18	-18	-6	-1	-3	0	-2	0	0
Total Liabilities ⓘ	11	45	41	38	39	40	49	71	84	137
Assets
Non Current Asset	1	6	4	5	5	3	13	31	50	58
Loan Asset	0	0	0	0	0	0	0	0	0	0
Other Non Current Asset ⓘ	1	6	4	5	5	3	13	31	50	58
Current Asset	10	39	37	33	35	37	37	40	35	79
Current Investment	0	0	0	0	0	0	0	0	0	0
Other Current Asset	10	39	37	33	35	37	37	40	35	79
Total Assets ⓘ	11	45	41	38	39	40	49	71	84	137

Cash Flow

(All Figures are in Crores.)

Standalone Basis Consolidated Basis

PARTICULARS	Mar'15	Mar'16	Mar'17	Mar'18	Mar'19	Mar'20	Mar'21	Mar'22	Mar'23	Mar'24
Cash Flow From Operating Activity ⓘ	16	-21	1	16	8	-8	7	21	21	28
Cash Flow From Investing Activity ⓘ	2	1	2	1	0	2	-3	-18	-19	-10
Cash Flow From Financing Activity ⓘ	-17	19	-2	-14	-6	0	-3	1	-4	-4
Net Cash Flow ⓘ	2	-1	1	3	2	-6	1	4	-3	15

Finance Ratio

Standalone Basis Consolidated Basis

PARTICULARS	Mar'15	Mar'16	Mar'17	Mar'18	Mar'19	Mar'20	Mar'21	Mar'22	Mar'23	Mar'24
Operational & Financial Ratios
EPS (₹)	17	4	8	14	11	2	12	18	13	40
DPS (₹)	1	1	1	1	1	1	1	2	3	7
BVPS (₹)	43	24	31	44	53	54	43	61	71	110
Performance Ratios
ROA (%)	11.6	9.3	11.2	22.2	18.2	3.3	28.7	31.1	17.4	38.2
ROE (%)	48.0	25.2	27.4	36.9	22.8	3.8	31.7	33.6	19.1	43.8
ROCE (%)	29.7	21.9	22.7	33.0	27.3	6.3	43.6	43.6	25.5	56.9
Valuation Parameters
Price/Book(x)	0.0	2.1	1.7	2.3	2.6	2.3	2.9	4.4	4.0	5.7

Wealth First Portfolio Managers Ltd Stock News

Wealth First Portfolio Managers Ltd FAQs

What is the share price of Wealth First Port?

Company share prices are keep on changing according to the market conditions. The closing price of Wealth First Port on 01-Jan-1970 05:30 is ₹0.00.

What is the market cap of Wealth First Port?

Market capitalization or market cap is determined by multiplying the current market price of a company's shares with the total number of shares outstanding. As of 01-Jan-1970 05:30 the market cap of Wealth First Port stood at ₹1,591.7.

What is the P/E ratio of Wealth First Port?

The latest P/E ratio of Wealth First Port as of 01-Jan-1970 05:30 is 30.20.

What is the P/B ratio of Wealth First Port?

The latest P/B ratio of Wealth First Port as of 01-Jan-1970 05:30 is 10.87.

What is the 52-week high and low of Wealth First Port?

The 52-week high of Wealth First Port is ₹0.00 and the 52-week low is ₹0.00.

What is the TTM revenue of Wealth First Port?

The TTM revenue is Trailing Twelve Months sales. The TTM revenue/sales of Wealth First Port is ₹68.93 ( Cr.) .

About Wealth First Portfolio Managers Ltd

Wealth First Portfolio Managers was incorporated as “DSFS Securities and Broking Private Limited” on April 16, 2002 in Ahmedabad. On May 14, 2003, the name of the company was changed to Wealth First Portfolio Managers Private Limited. Further, the company was converted into a Public Limited on September 30, 2015. The company is a one stop financial services provider for various types of financial products available in Indian market. Its product portfolio provides right mix of financial assets that suits financial goal in short and long term depending on client’s perception and need. It offers in depth research for products that delivers compatible performance in terms of yield as well as it make sure that investments stays secure over the period, though market risk is always there which are beyond its control.

The company is registered members of BSE Limited and National Stock Exchange of India Limited. The company is also registered with CDSL as Depositary Participants. For its mutual fund business it is registered with AMFI and is among top 100 AMFI mutual fund distributors. Major part of its revenue comes from sale & purchase of taxable & tax-free bonds and brokerages & Commission from Mutual fund distribution business. It provides focused endeavor and create an investment strategy tailored to specific client needs. The company’s tailor-made customized solutions are perfect match to financial objectives of client. Its distribution network is backed by in-house back office support to serve its customers promptly.

Business area of the company

The company offers various financial instruments according to risk appetite and holding period of client that includes Government Bonds & Securities, Direct Equity, Cash Management Services, Derivative products, Mutual Funds, Insurance products, Commodities, REITS and Market Making Services. The company is one of top 100 AMFI distributers of Mutual funds. The company is driven by the emphasis it places on building long-term relationships with its clients. The company works closely with its clients to equip them with the ability to address large, fast growing market opportunities.