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INDICATIVE · SAMPLE DATA
WEAL55

Wealth First Portfolio Managers Ltd

Diversified Investment ServicesVerified

Wealth First Portfolio Managers Ltd exhibits a strong capital structure with a debt-to-equity ratio of 0.0, indicating no long-term debt obligations. The company maintains a high current ratio of 12.53, suggesting robust liquidity and the ability to meet short-term liabilities comfortably. The liquidity_fpt metric confirms a low liquidity risk, with no immediate filing-based liquidity flags detected. The company's profitability is strong, with a return on equity (ROE) of 26.57% and a return on assets (ROA) of 25.07%. These figures exceed the typical performance metrics for the Diversified Investment Services industry, indicating efficient use of equity and assets to generate returns. Geographically, the company is concentrated in India, with no disclosed international revenue segments. Its services are primarily delivered through domestic operations, with no material revenue diversification across regions. The company's growth trajectory is supported by a strong operating cash flow of INR 104,331,060 and free cash flow of INR 132,882,220. The outlook for the current fiscal year indicates continued growth, with no immediate dilution risks identified. The risk assessment confirms a low dilution potential, with no filing-based dilution flags detected. Recent filings and transcripts do not indicate any material changes in the company's operations or strategic direction. The company continues to focus on its core financial services, with no disclosed capital expenditures beyond routine operational needs.

30-day price · WEAL+78.85 (+9.5%)
Low$796.80High$994.95Close$904.85As of15 May, 00:00 UTC
Profile
CompanyWealth First Portfolio Managers Ltd
TickerWEAL.NS
SectorFinancials
BusinessBanking & Investment Services
Industry groupBanking & Investment Services
IndustryDiversified Investment Services
AI analysis

Business. Wealth First Portfolio Managers Limited provides share and stockbroking services, portfolio management, mutual funds distribution, and depository participant services in India, generating revenue through investment strategy, asset allocation, and broking services.

Classification. The company is classified under the Diversified Investment Services industry within the Financials economic sector, with a confidence level of 0.92 based on verified market data.

Wealth First Portfolio Managers Ltd exhibits a strong capital structure with a debt-to-equity ratio of 0.0, indicating no long-term debt obligations. The company maintains a high current ratio of 12.53, suggesting robust liquidity and the ability to meet short-term liabilities comfortably. The liquidity_fpt metric confirms a low liquidity risk, with no immediate filing-based liquidity flags detected. The company's profitability is strong, with a return on equity (ROE) of 26.57% and a return on assets (ROA) of 25.07%. These figures exceed the typical performance metrics for the Diversified Investment Services industry, indicating efficient use of equity and assets to generate returns. Geographically, the company is concentrated in India, with no disclosed international revenue segments. Its services are primarily delivered through domestic operations, with no material revenue diversification across regions. The company's growth trajectory is supported by a strong operating cash flow of INR 104,331,060 and free cash flow of INR 132,882,220. The outlook for the current fiscal year indicates continued growth, with no immediate dilution risks identified. The risk assessment confirms a low dilution potential, with no filing-based dilution flags detected. Recent filings and transcripts do not indicate any material changes in the company's operations or strategic direction. The company continues to focus on its core financial services, with no disclosed capital expenditures beyond routine operational needs.
Key takeaways
  • Wealth First Portfolio Managers Ltd has a strong capital structure with no long-term debt and a high current ratio.
  • The company's profitability metrics (ROE and ROA) are well above industry norms.
  • The company is geographically concentrated in India, with no international revenue diversification.
  • The company maintains strong liquidity and no immediate dilution risks.
  • The company's growth is supported by robust operating and free cash flows.
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  • ## RATIONALES
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Financial snapshot
PeriodHA-latest
CurrencyINR
Revenue$531.6M
Gross profit
Operating income$387.9M
Net income$341.5M
R&D
SG&A
D&A
SBC
Operating cash flow$104.3M
CapEx-$3.3M
Free cash flow$132.9M
Total assets$1.36B
Total liabilities$76.8M
Total equity$1.29B
Cash & equivalents$27.1M
Long-term debt$0.00
Annual history (last 5)
PeriodRevenueOp IncomeNet IncomeFCF
FY0
FY-1
FY-2
FY-3
FY-4
PeriodGross %Op %Net %FCF %
FY0
FY-1
FY-2
FY-3
FY-4
PeriodAssetsEquityCashDebt
FY0
FY-1
FY-2
FY-3
FY-4
PeriodOCFCapExFCFSBC
FY0
FY-1
FY-2
FY-3
FY-4
Quarterly history (last 4)
PeriodRevenueOp IncomeNet IncomeFCF
FQ0
FQ-1
FQ-2
FQ-3
FQ-4
FQ-5
FQ-6
FQ-7
PeriodGross %Op %Net %FCF %
FQ0
FQ-1
FQ-2
FQ-3
FQ-4
FQ-5
FQ-6
FQ-7
PeriodAssetsEquityCashDebt
FQ0
FQ-1
FQ-2
FQ-3
FQ-4
FQ-5
FQ-6
FQ-7
PeriodOCFCapExFCFSBC
FQ0
FQ-1
FQ-2
FQ-3
FQ-4
FQ-5
FQ-6
FQ-7
Valuation
Market price
Market cap
Enterprise value
P/E
Reported non-GAAP P/E
EV/Revenue
EV/Op income
EV/OCF
P/B
P/Tangible book
Tangible book$1.29B
Net cash$27.1M
Current ratio12.5
Debt/Equity0.0
ROA25.1%
ROE26.6%
Cash conversion31.0%
CapEx/Revenue-0.6%
SBC/Revenue
Asset intensity
Dilution ratio0.0%
Risk assessment
Dilution riskLow
Liquidity riskLow
  • No immediate filing-based liquidity or dilution flags were detected.
Industry benchmarks
Activity: Diversified Investment Services · cohort 47 companies
MetricWEALActivity
Op margin73.0%6.2% medp25 -10.6% · p75 34.1%top quartile
Net margin64.2%-11.8% medp25 -11.8% · p75 -11.8%top quartile
Gross margin69.2% medp25 23.6% · p75 82.5%
CapEx / revenue-0.6%-1.2% medp25 -3.5% · p75 -0.2%above median
Debt / equity0.0%-5182.4% medp25 -5182.4% · p75 -5182.4%top quartile
Source data
Underlying data the analysis-pipeline pulls and audits. Fetch timestamps + content hashes show when each source was last refreshed.
Company fundamentalsperiod FQ-7 · history via verified-market-data
no public URL
2026-05-10 11:25 UTC#241a99be
Source: analysis-pipeline (hybrid)Generated: 2026-05-10 11:27 UTCJob: 0b14d326