WEALTH FRST PORT. MG. LTD (WEALTH) financials

WEALTH FRST PORT. MG. LTD (WEALTH) NSE/BSE financials on Fincrux: quarterly results, profit and loss, cash flow, balance sheet, ratios, and shareholding.

Incorporated in 2002, Wealth First Portfolio Managers Ltd is in the business of wealth management[1]

Market Cap: ₹918Cr.
Current Price: ₹862
Stock P/E: 26.8
ROE: 28.9%
ROCE: 37.7%
Book Value: ₹142
Dividend Yield: 1.04%
52W High / Low: ₹1,440/690

In Jun 2026, WEALTH FRST PORT. MG. LTD (WEALTH) reported sales ₹14 Cr and net profit ₹10 Cr.

Annual TTM: sales ₹53 Cr, net profit ₹34 Cr.

Shareholding: Promoters 74.04% (Sep 2026), DIIs 0.11% (Sep 2026), Public 25.85% (Sep 2026), No. of Shareholders 7,678% (Sep 2026).

WEALTH quarterly results (₹ Cr.)
Category	Sep 2024	Dec 2024	Mar 2025	Jun 2025	Sep 2025	Dec 2025	Mar 2026	Jun 2026
Sales	19	16	-4	25	18	6	15	14
Expenses	4	3	3	3	6	4	4	4
Operating Profit	16	13	-6	22	12	2	11	10
OPM %	80%	79%	—	88%	68%	32%	76%	74%
Other Income	4	-1	1	0	0	0	5	3
Interest	0	0	0	0	0	0	0	0
Depreciation	0	0	0	0	0	0	0	0
Profit before tax	20	12	-6	22	12	2	16	13
Tax %	22%	24%	-24%	26%	28%	29%	16%	23%
Net Profit	15	9	-4	16	9	1	14	10
EPS in Rs	14.27	8.43	-4.01	15.23	8.36	1.30	12.86	9.70
Raw PDF	—	—	—	—	—	—	—	—

WEALTH profit and loss (₹ Cr.)
Category	Mar 2020	Mar 2021	Mar 2022	Mar 2023	Mar 2024	Mar 2025	Mar 2026	TTM
Sales	10	25	33	29	66	59	69	53
Expenses	7	6	8	10	11	13	16	17
Operating Profit	2	18	25	19	55	46	53	36
OPM %	25%	74%	75%	65%	83%	78%	76%	68%
Other Income	0	0	0	0	0	-1	0	9
Interest	0	0	0	0	0	0	0	0
Depreciation	0	0	0	0	0	0	0	0
Profit before tax	2	18	25	18	55	44	52	44
Tax %	28%	29%	24%	26%	23%	24%	23%	—
Net Profit	1	13	19	14	42	34	40	34
EPS in Rs	1.21	12.00	17.62	12.68	39.77	31.64	37.76	32.22
Dividend Payout %	50%	8%	11%	24%	18%	51%	34%	—

WEALTH balance sheet (₹ Cr.)
Category	Mar 2019	Mar 2020	Mar 2021	Mar 2022	Mar 2023	Mar 2024	Mar 2025	Mar 2026
Equity Capital	6	6	11	11	11	11	11	11
Reserves	28	28	36	55	66	107	117	140
Borrowings	1	3	0	2	0	0	0	0
Other Liabilities	4	3	3	4	4	7	8	9
Total Liabilities	40	40	50	72	80	125	135	160
Fixed Assets	1	1	0	1	1	1	1	1
CWIP	0	0	0	0	0	0	0	0
Investments	0	0	3	18	39	49	31	88
Other Assets	38	39	46	52	40	75	103	71
Total Assets	40	40	50	72	80	125	135	160

WEALTH cash flows (₹ Cr.)
Category	Mar 2019	Mar 2020	Mar 2021	Mar 2022	Mar 2023	Mar 2024	Mar 2025	Mar 2026
Cash from Operating Activity	8	-8	7	21	21	16	9	72
Cash from Investing Activity	-0	2	-3	-18	-19	-10	10	-55
Cash from Financing Activity	-6	0	-4	1	-4	-4	-21	-18
Net Cash Flow	2	-6	1	4	-3	2	-2	-1
Free Cash Flow	7	-8	7	20	20	16	9	71
CFO/EBITDA Share of operating profit converting into cash: CFO (before tax) / Operating Profit	103%	-247%	42%	103%	148%	51%	44%	158%

WEALTH shareholding pattern (%)
Category	Dec 2024	Mar 2025	Jun 2025	Sep 2025	Dec 2025	Mar 2026	Jun 2026	Sep 2026
Promoters	74.04%	74.04%	74.04%	74.04%	74.04%	74.04%	74.04%	74.04%
DIIs	0.04%	0.04%	0.09%	0.12%	0.10%	0.11%	0.10%	0.11%
Public	25.92%	25.91%	25.86%	25.83%	25.85%	25.83%	25.85%	25.85%
No. of Shareholders	10,161	9,801	9,538	9,109	8,801	8,142	7,945	7,678

WEALTH key ratios
Category	Mar 2019	Mar 2020	Mar 2021	Mar 2022	Mar 2023	Mar 2024	Mar 2025	Mar 2026
Debtor Days	3	45	22	36	38	24	36	40
Inventory Days	28	—	—	—	—	—	—	—
Days Payable	0	—	—	—	—	—	—	—
Cash Conversion Cycle	30	45	22	36	38	24	36	40
Working Capital Days	24	1,126	485	346	310	301	480	224
ROCE %	27%	6%	44%	44%	26%	57%	38%	38%

WEALTHUpdated 21 Oct 2026, 6:51

Wealth Frst Port. Mg. Ltd

WEALTHUpdated 21 Oct 2026, 6:51

Market Cap

₹918Cr.

Current Price

₹862

High / Low

₹1,440/690

Stock P/E

26.8

ROE28.9%

ROCE37.7%

Book Value₹142

Face Value₹10.0

Dividend Yield1.04%

About

Incorporated in 2002, Wealth First Portfolio Managers Ltd is in the business of wealth management[1]

Quarterly results

Last reported quarters₹ Cr.

Quarter	Sales	Expenses	Other Income	Profit Before Tax	Tax	Net Profit	EPS (₹)
Jun 2023	11	3	3	11	25	8	7.92
Sep 2023	14	3	3	13	20	10	9.6
Dec 2023	15	3	1	13	25	10	9.49
Mar 2024	14	2	6	18	22	14	12.75
Jun 2024	20	3	1	19	26	14	12.94
Sep 2024	19	4	4	20	22	15	14.27
Dec 2024	16	3	-1	12	24	9	8.43
Mar 2025	-4	3	1	-6	-24	-4	-4.01
Jun 2025	25	3	0	22	26	16	15.23
Sep 2025	18	6	0	12	28	9	8.36
Dec 2025	6	4	0	2	29	1	1.3
Mar 2026	15	4	5	16	16	14	12.86
Jun 2026	14	4	3	13	23	10	9.7

Profit & loss

Annual statement₹ Cr.

Year	Sales	Interest	Expenses	Other Income	Profit Before Tax	Tax	Net Profit	EPS (₹)
Mar 2015	169	3	164	1	2	16	2	2.52
Mar 2016	150	1	146	0	3	20	3	2.43
Mar 2017	199	2	191	0	6	20	5	4.5
Mar 2018	224	1	212	0	11	18	9	8.19
Mar 2019	331	0	321	0	9	23	7	6.59
Mar 2020	10	0	7	0	2	28	1	1.21
Mar 2021	25	0	6	0	18	29	13	12
Mar 2022	33	0	8	0	25	24	19	17.62
Mar 2023	29	0	10	0	18	26	14	12.68
Mar 2024	66	0	11	0	55	23	42	39.77
Mar 2025	59	0	13	-1	44	24	34	31.64
Mar 2026	69	0	16	0	52	23	40	37.76
TTM	53	0	17	9	44	—	34	32.22

Shareholding pattern

As of Sep 2026%

Holder	Share
Promoters	74.04%
DIIs	0.11%
Public	25.85%

Shareholding trend

Ownership over time%

Quarter	Promoters	DIIs	Public
Dec 2023	74.01%	0%	25.99%
Mar 2024	74.01%	0%	25.99%
Jun 2024	74.01%	0%	25.99%
Sep 2024	74.04%	0%	25.96%
Dec 2024	74.04%	0.04%	25.92%
Mar 2025	74.04%	0.04%	25.91%
Jun 2025	74.04%	0.09%	25.86%
Sep 2025	74.04%	0.12%	25.83%
Dec 2025	74.04%	0.1%	25.85%
Mar 2026	74.04%	0.11%	25.83%
Jun 2026	74.04%	0.1%	25.85%
Sep 2026	74.04%	0.11%	25.85%

Balance sheet

Assets & liabilities₹ Cr.

Period	Equity Capital	Reserves	Borrowings	Other Liabilities	Total Liabilities	Fixed Assets	Investments	Other Assets	Total Assets
Mar 2015	1	4	5	1	11	0	0	11	11
Mar 2016	6	9	18	12	45	0	0	45	45
Mar 2017	6	13	18	3	41	0	1	41	41
Mar 2018	6	22	6	4	38	0	0	37	38
Mar 2019	6	28	1	4	40	1	0	38	40
Mar 2020	6	28	3	3	40	1	0	39	40
Mar 2021	11	36	0	3	50	0	3	46	50
Mar 2022	11	55	2	4	72	1	18	52	72
Mar 2023	11	66	0	4	80	1	39	40	80
Mar 2024	11	107	0	7	125	1	49	75	125
Mar 2025	11	117	0	8	135	1	31	103	135
Mar 2026	11	140	0	9	160	1	88	71	160

Cash flows

Operating, investing & financing₹ Cr.

Period	Operating	Investing	Financing	Net cash flow
Mar 2015	16	2	-17	2
Mar 2016	-21	1	19	-1
Mar 2017	1	2	-2	2
Mar 2018	16	1	-14	3
Mar 2019	8	0	-6	2
Mar 2020	-8	2	0	-6
Mar 2021	7	-3	-4	1
Mar 2022	21	-18	1	4
Mar 2023	21	-19	-4	-3
Mar 2024	16	-10	-4	2
Mar 2025	9	10	-21	-2
Mar 2026	72	-55	-18	-1

Key ratios

Historical financial ratios

Category	Mar 2015	Mar 2016	Mar 2017	Mar 2018	Mar 2019	Mar 2020	Mar 2021	Mar 2022	Mar 2023	Mar 2024	Mar 2025	Mar 2026
Debtor Days	0	1	3	4	3	45	22	36	38	24	36	40
Inventory Days	16	93	65	44	28	—	—	—	—	—	—	—
Days Payable	0	0	0	0	0	—	—	—	—	—	—	—
Cash Conversion Cycle	16	94	68	47	30	45	22	36	38	24	36	40
Working Capital Days	5	20	24	29	24	1,126	485	346	310	301	480	224
ROCE %	27%	22%	23%	33%	27%	6%	44%	44%	26%	57%	38%	38%

Frequently asked questions

Quick answers about this company's financials on Fincrux

What is the market cap of WEALTH FRST PORT. MG. LTD (WEALTH)?

The reported market capitalisation for WEALTH FRST PORT. MG. LTD (WEALTH) is ₹918Cr. on Fincrux. Figures may update with market data and filings.

What is the current share price of WEALTH?

The current price shown for WEALTH FRST PORT. MG. LTD (WEALTH) on Fincrux is ₹862 with a 52-week high/low of ₹1,440/690.

What is the P/E ratio of WEALTH FRST PORT. MG. LTD (WEALTH)?

The stock P/E for WEALTH FRST PORT. MG. LTD (WEALTH) is 26.8 on Fincrux, with ROE at 28.9% and ROCE at 37.7%.

What were WEALTH latest quarterly results?

For Jun 2026, WEALTH FRST PORT. MG. LTD (WEALTH) reported sales ₹14 Cr and net profit ₹10 Cr (figures in ₹ crore unless noted).

What are WEALTH annual sales and net profit?

For TTM, WEALTH FRST PORT. MG. LTD (WEALTH) shows sales of ₹53 Cr and net profit of ₹34 Cr on the Fincrux profit & loss statement.

Who owns WEALTH FRST PORT. MG. LTD (WEALTH)?

Latest shareholding for WEALTH FRST PORT. MG. LTD (WEALTH) on Fincrux: Promoters 74.04% (Sep 2026), DIIs 0.11% (Sep 2026), Public 25.85% (Sep 2026), No. of Shareholders 7,678% (Sep 2026).

Where can I find WEALTH FRST PORT. MG. LTD (WEALTH) financials?

WEALTH FRST PORT. MG. LTD (WEALTH) financials on Fincrux include quarterly results, profit and loss, cash flow, balance sheet, key ratios, and shareholding patterns for NSE/BSE research.

Does Fincrux show WEALTH balance sheet and cash flow?

Yes. The WEALTH FRST PORT. MG. LTD (WEALTH) page on Fincrux includes balance sheet, cash flow statements, historical ratios, and ownership trends alongside quarterly and annual results.

Figures in ₹ crore unless noted. Data sourced for research and may lag filings.

Last updated 21 October 2026 at 6:51