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Wealth First Portfolio Managers share price & results

Wealth First Portfolio Managers Limited· Financial Services

Results to
Jun 2026
Latest analysed call
Q4 FY26
Ownership as of
Sept 2026

Ahmedabad-based independent wealth management firm distributing mutual funds, PMS, bonds and pension products to HNI/retail clients, now expanding into insurance broking (Wealthshield) and a mutual fund AMC (Lakshya).

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Reported

The figures, each with its period

Each figure keeps its basis and period; nothing is filled in.

MetricValueChangeBasisPeriodNote
Revenue14.0 ₹ crore−44.0% YoYQuarterly, as filedQuarter to Jun 2026Revenue from operations as filed.
Operating margin74.0 %−14.0 pts YoYOperating profit / revenueQuarter to Jun 2026For the quarter; a change is in percentage points.
Net profit10.0 ₹ crore−37.5% YoYQuarterly, as filedQuarter to Jun 2026Profit after tax as filed.
Return on equity23.06 %−1.7 ptsFY Mar 2026 vs FY Mar 2025Trailing twelve monthsTTM to Jun 2026Adjusted profit attributable to owners ÷ average owners’ equity.
Free cash flow marginUnavailable−3.9 ptsFY Mar 2025 vs FY Mar 2024Fiscal yearFY ending Mar 2026Not in the analysed materials. No older figure is substituted.
Revenue growth (YoY)0.00 %+28.8 ptsFY Mar 2026 vs FY Mar 2025Trailing twelve monthsTTM to Jun 2026Revenue change against the same period one year earlier.

Source: Inve data from filed results; ratios from the Screener-verified panel · to Jun 2026

Guidance

What management said, and what became of it

2 of 3 judged targets kept · 7 open · verdicts reflect calls analysed to Q4 FY26.

Wealth First Portfolio Managers Limited management guidance track record on Inve: 10 targets tracked across analysed earnings calls (2 achieved, 1 missed, 7 open).

TargetOriginal wordingSaidLatest callVerdict
Treasury Income VolatilityMost of the time, our endeavor is that by year-end, this volatility of this income will not be there.
Call transcript, Q4 FY25 · 14 May 2025		Q4 FY25Q4 FY26:Management confirmed the equity trading book, the primary source of volatility, has been reduced to zero as of FY26 end.
Call transcript, Q4 FY26 · 1 Jun 2026		Achieved
RM Pool ExpansionAnd another 15 will be added to the pool within two years.
Call transcript, Q4 FY25 · 14 May 2025		Q4 FY25Q4 FY26:No update provided on the number of RMs added to the core wealth management pool. The focus was on hiring for the new insurance vertical.
Call transcript, Q4 FY26 · 1 Jun 2026		Ghosted
AUA Growthour AUM should grow at least double in three years.
Call transcript, Q4 FY25 · 14 May 2025		Q4 FY25Q4 FY26:AUA grew only 4.6% YoY to INR 12,157 crores. This is significantly below the ~26% CAGR required to double AUM in 3 years from the FY25 base of INR 11,623 crores.
Call transcript, Q4 FY26 · 1 Jun 2026		At Risk

Source: Inve Guidance Tracker for Wealth First Portfolio Managers Limited · to Q4 FY26

A verdict describes what became of management’s own words in later analysed calls. “Delayed” is a change of date, “went quiet” a target the calls stopped mentioning. None of it is a judgement on the investment. The methodology sets out how verdicts are recorded.

1 of Wealth First Portfolio Managers Limited's 10 targets was missed. See which ones, and which are quietly gone. The 3 above are the free sample; 7 more targets are in the full ledger.

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Price

₹901.35 +7.91% · +₹66.05

Last close 27 Oct 2026 · NSE · INR · Source: Inve

Performance −24.8% 1Y

₹0.8k₹0.9k₹1.0k₹1.1k₹1.2kOct 25Dec 25Jan 26Mar 26Apr 26Jun 26Jul 26Sept 26Oct 26Q4 FY26 — 1 Jun 2026

1Y: ₹1,199.3 on 24 Oct 2025 → ₹901.35. High ₹1,200 (27 Oct 2025), low ₹800.1 (20 Jan 2026).

Previous close
₹835.3
Market cap
₹890 Cr
52-week range
₹800.1 – ₹1,200
One year
−24.89%
Price to earnings (TTM to Jun 2026)
27.57×
Return on equity (TTM to Jun 2026)
23.06%

Overview

Symbol
NSE:WEALTH
Exchange
NSE
Currency
INR

What Wealth First Portfolio Managers Limited does

Based on the company's own presentations, annual report and earnings calls.

Wealth First Portfolio Managers Limited is an independent, Ahmedabad-headquartered wealth management firm tracing back to Dalal and Shah Fiscal Services Ltd., founded in 1992. It earns trail-based and transaction income by advising HNI and retail clients and distributing mutual funds, PMS, bonds, fixed deposits, direct equity and pension products through a Relationship-Manager-led model. Client relationships are built mainly through referrals, investment clinics and corporate seminars rather than physical branch reach. It has recently added two adjacent regulated businesses: Wealthshield Insurance Brokers, an IRDAI-licensed direct insurance broker, and Lakshya Asset Management, a SEBI-approved mutual fund sponsor.

Segments

  • Wealth Management / Distribution
  • Insurance Broking (Wealthshield Insurance Brokers)
  • Asset Management (Lakshya AMC)
Total Assets Under Advisory (AUA)
₹12,157 crore (as of Mar 2026)
Trail-based AUM (MF + PMS + AIF)
₹5,558 crore (FY26)
Total clients
21,746 (as of Mar 2026)
Client families served
6,889 (as of Mar 2026)
Relationship Managers
41 (as of Mar 2026)
Physical office locations
4 — HQ Ahmedabad plus Pune, Surat and Mumbai
Founded 1992Headquarters Ahmedabad, GujaratEmployees 80 (FY25) Company website

How the price took the results

close before → close after

Q4 FY26
−3.1%
1 Jun

The move from the last close before each results date to the first close after it — the market's first read on the quarter, not the quarter itself.

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