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Wealth First Portfolio Managers Limited
WEALTH | NSE
970.70
INR25.30
2.68%
WEALTH | NSE
About Wealth First Portfolio Managers Limited
Sector
Financial Services
Industry
Capital Markets
Earnings date
31/03/2024
As of date
05/03/2026
Close
970.70
Open
945.40
High
999.95
Low
939.90
Wealth First Portfolio Managers Limited engages in the distribution of mutual funds; trading of government securities; and broking business in India. The company provides portfolio management and depository participant services. It also offers demat and share and stock broking services. The company's products include fixed deposits treasury and direct bonds taxable and tax-free bonds direct equities government securities mutual funds PMS and pension and insurance products. In addition it offers investment strategy asset research and allocation tax and retirement planning treasury management portfolio review and accounting trade execution broking and risk management services. The company was founded in 1990 and is headquartered in Ahmedabad India.
View LessWEALTH | NSE
Risk
48.1
Sharpe
-0.09
Luna's Score
51/100
Recommendation
Hold
Luna says (WEALTH | NSE)
What's Working
Strong Operating Margin (> 25%)
Strong Revenue Growth (> 10%)
What's not Working
Microcap (<300M USD)
Low negative Beta, possible Low Liquidity (< -0.4)
Rich in Valuation (Price to Book > 8)
Weak Sharpe Ratio (< 0.3)
Volatility Signals
Bullish: Stable Volatility (6-month <= 1-month volatility) is positive for the stock performance.
Risk Meter
10 days
27.7%1 month
48.1%3 months
37.0%6 months
40.1%Returns
Fundamental Ratios
PE
35.06
Fwd. PE
-
Price to book
14.72
Debt to equity
-
Debt to assets
-
Ent. to EBITDA
31.11
Ent. to rev.
2.05
PEG
-
Other Fundamentals
EBITDA
-
MarketCap
10.34B
MarketCap(USD)
112.53M
Div. yield
0.92
Op. margin
82.83
Erngs. growth
47.80
Rev. growth
45.60
Ret. on equity
44.71
Short ratio
-
Short perc.
-
Market Sentiment (SMA and Price signals)
Short-term: Bullish (SMA10D > SMA1M)
Intermediate-term: Bullish (SMA1M > SMA3M)
Long-term: Bearish (SMA6M < SMA12M)
SMAs: Stock Price Trends
Range10D
85.90
Range1M
230.00
Range3M
255.05
Volumes: Market Activity
Rel. volume
0.26
Price X volume
1.92M
Peers
Diversifiers
Industry Comparison
| Parameter | Company | Industry | Indicator |
|---|---|---|---|
| Enterprise to EBITDA | 31.11 | 17.28 | Expensive |
| Ent. to Revenue | 2.05 | 13.09 | Cheaper |
| PE Ratio | 35.06 | 29.56 | Par |
| Price to Book | 14.72 | 4.90 | Expensive |
| Dividend Yield | 0.92 | 0.90 | Par |
| Std. Deviation (3M) | 36.97 | 55.14 | Lower Risk |
| Debt to Equity | - | 1.24 | - |
| Debt to Assets | - | 0.18 | - |
| Market Cap | 10.34B | 79.21B | Emerging |
