Wealth First Portfolio Managers Ltd

Ticker: WEALTH
Decent 66/100

☆ Add to Watchlist

Investing Reference

Price
1199.00
Market Cap
1277.53
Debt/Equity
0.0000
ROE %
27.666
PB
9.9404
Promoter %
74.043
Pledge %
0.000
1Y Rev Growth %
-10.318
5Y Rev Growth %
43.068
NP Margin %
56.843
NP Margin 5Y Avg %
55.224

Trading Reference

1M Return %
-4.536
6M Return %
28.009
1Y Return %
-22.934
% Away 52W High
43.053
% Away 52W Low
49.651
Daily Volume
809
Investment Verdict
Hold
Score 68/100 · Position size: 30%
Fundamentals are OK but not compelling. Maintain current position; avoid fresh adds.
Trading Verdict
Avoid
Score 42/100 · Position size: 0%
Momentum weak or trend adverse. Avoid trading at this point.
Confidence
100%
Confidence reflects data coverage and agreement across fundamentals, valuation, and momentum signals.

More Options

Business Overview

Wealth First Portfolio Managers Ltd is a leading investment advisory firm in India, dedicated to helping individuals and institutions achieve their financial goals through tailored portfolio management services. With a focus on long-term wealth creation, the firm caters to investors seeking expert guidance in navigating the complexities of the financial markets. Their commitment to transparency and client-centric strategies makes them a trusted partner in wealth management.

  • Expert portfolio management services
  • Tailored investment strategies
  • Focus on long-term wealth creation
  • Transparent and client-centric approach
  • Trusted by individual and institutional investors

Investment Thesis

Wealth First Portfolio Managers Ltd presents a compelling investment opportunity due to its strong promoter credibility, robust growth in digital services, and attractive valuation compared to peers. These factors position the company well for sustainable growth in the evolving financial landscape.

  • Strong promoter group with a proven track record enhances credibility.
  • Significant growth potential in digital services aligns with market trends.
  • Attractive valuation metrics compared to industry peers suggest upside potential.
  • Focus on customer-centric solutions drives client retention and acquisition.
  • Strong financial fundamentals support long-term growth prospects.

Opportunity vs Risk

Opportunities
  • Growing demand for wealth management services
  • Expansion into new markets
  • Strong client retention rates
  • Innovative investment products
  • Rising financial literacy among consumers
Risks ⚠️
  • Regulatory changes affecting operations
  • Market volatility impacting returns
  • Intense competition in the sector
  • Economic downturns affecting investments
  • Dependence on key management personnel

Peer Perspective

Wealth First Portfolio Managers Ltd trades at a premium compared to peers like Motilal Oswal and ICICI Securities, reflecting its robust growth potential. A sustained improvement in margin stability could trigger a rerating.

Future Outlook

Wealth First Portfolio Managers Ltd is well-positioned for growth, driven by strategic investments and market expansion. However, successful execution and stringent cost control will be crucial to fully realize its potential.

AI FAQs for Retail Users

  • Q: What does Wealth First Portfolio Managers Ltd do?
    A: Wealth First Portfolio Managers Ltd provides investment advisory and portfolio management services for retail and institutional clients.
  • Q: Is Wealth First a good investment?
    A: Investment suitability depends on individual financial goals and risk tolerance. Research and consult a financial advisor before investing.
  • Q: What are the risks associated with investing in this stock?
    A: Market fluctuations, regulatory changes, and company performance can affect stock value. Assess these risks before investing.
  • Q: How can I buy shares of Wealth First?
    A: You can buy shares through a registered stockbroker or online trading platform that offers access to Indian stock markets.
  • Q: What is the company's growth strategy?
    A: Wealth First focuses on expanding its client base and enhancing service offerings to improve overall performance.
📊 Stock Investment Checklist (100 Points)
Wealth First Portfolio Managers Ltd • Updated: 2025-09-18 09:31:13
  • 10
    Business
    High
    The sector is evolving with increasing demand for portfolio management services, but competition is high.
  • 10
    Growth
    High
    Revenue growth has been consistent, but profit margins are under pressure.
  • 10
    Profitability
    High
    ROE and ROCE are decent, but cash flow is inconsistent.
  • 8
    Valuation
    High
    Valuation metrics are slightly above peers, indicating potential overvaluation.
  • 7
    Balance
    High
    Debt levels are manageable, but liquidity could be improved.
  • 6
    Governance
    Good
    Promoter holding is strong, but there are concerns about transparency.
  • 5
    Drivers
    Good
    Growth drivers exist, but execution risks are significant.
  • 5
    Technicals
    Good
    Market sentiment is neutral with low liquidity.
Final Score & Verdict
Score 66 / 100 • Decent
Wealth First Portfolio Managers Ltd shows potential for growth, but faces challenges in profitability and valuation. Caution is advised for new investors.

AI Confidence Score

Instead of just “overall score,” broken into categories:

  • Business Strength: 70/100
  • Growth Potential: 65/100
  • Profitability: 60/100
  • Governance: 75/100
  • Market Confidence: 68/100


More Like This

Latest News

More ↗

News items are fetched from Google News RSS; links go to external publishers.