Wealth First Portfolio Managers

Quick check

The five things to look at first. Open one for more.

• DebtA lenderBorrowing and lending money is this company's business, so its debt is not compared to its net worth.
• ResultsProfit fallingIn the Jun 2026 quarter, sales fell 44% and profit fell 38% from a year earlier.
• DilutionRaise plannedNo new shares issued in the last year, so existing shareholders' slices were not cut.
• PromotersSteadyThe promoters (founders or parent) own 74% of the company, about the same as in Jun 2025.
• ValuationNormal for this stockThe share trades at 27.2 times its yearly earnings (P/E), pricier than 69% of the time in the last 5 years. Its usual P/E is about 21.

Wealth First Portfolio Managers against the typical company in its industry. The rank is out of the companies that report each figure; green means the better quarter of the pack, red the worse quarter.

• Valuation (P/E)27.2 against a typical 30.9: cheaper than most peers (1st = cheapest).54th of 119
• Sales growth−44% against a typical +10.4% from a year earlier.75th of 93
• Profit growth−37.5% against a typical −1.6% from a year earlier.52nd of 85
• Share price, 3 months−13.9% against a typical −4.8%.69th of 97
• Size₹ 874.8 Cr. market value against a typical ₹ 35.5 Cr. (1st = largest).9th of 113

Exchange filings and their impact on the company.

• 26 Oct 2026Outcome of Board MeetingHigh impactPositivePrice −0.8% that day
  Wealth First to buy 51% of group advisory firm for Rs 52.1 cr, funded by ~Rs 40 cr cash plus Rs 12.1 cr share swap.

  Wealth First Portfolio Managers signed a share purchase agreement on 26 Oct 2026 to acquire 51% (2,09,304 shares) of promoter-group Wealth First Advisors for about Rs 52.1 cr, partly in cash and partly via share swap at Rs 2,489.11 per target share. The board also approved issuing up to 1,36,575 own shares at Rs 885.89 each totalling Rs 12.1 cr to three selling shareholders for 11.84% of the target, subject to EGM approval on 21 Nov 2026. On closing, the target will become a subsidiary, expanding Wealth First's advisory business but using significant cash.

  Full analysisFiling
• 19 Oct 2026AddendumLow impactNeutralPrice −2.4% that day
  Board to consider preferential share/warrant issue on Oct 26; size and price awaited.

  Wealth First corrected the date on its board meeting notice to 19th October 2026. The board will meet on 26th October 2026 to consider issuing equity shares, warrants or other securities on a preferential basis, subject to approvals. No issue size, price or allottees were disclosed yet.

  Full analysisFiling

Results dates and other board meetings. Full calendar

Compounded yearly rates over each period.

Listed companies in the same business.

Dhiren Narendrakumar Parikh

Chief Financial Officer

Aayush Kamleshbhai Shah

Compliance Officer, Company Secretary

Ashish Navnitlal Shah

Managing Director, Whole-Time Director

Hena Ashish Shah

Whole-Time Director