Wealth First Portfolio Managers Limited

BSE: 544536 NSE: WEALTH
Wealth First Portfolio Managers Limited - financial services in Ahmedabad, Gujarat, India. FY 2026 financials & compliance.
CIN L67120GJ2002PLC040636 Incorporated 16 April 2002 ROC Ahmedabad HQ Ahmedabad, Gujarat, India
Active Listed - NSE: WEALTH · BSE: 544536 Public Limited Company financial services
Data last updated
Market Cap
₹941 Cr
WEALTH · NSE
Share Price
₹861.75
-2.38% today
Revenue
₹68.39 Cr
FY 2025-26 · +14.3% YoY
EBITDA
₹49.41 Cr
Margin 72.2%
Net Profit
₹38.66 Cr
FY 2025-26 · +9.6% YoY
P/E (TTM)
28.5x
P/B 6.3x
Authorised capital
₹12 Cr
Registered with MCA
Paid-up capital
₹10.66 Cr
Issued & subscribed

About Wealth First Portfolio Managers Limited

Data last updated:

Wealth First Portfolio Managers Limited is a public limited company based in Ahmedabad, Gujarat, India. It operates in the brokerage and trading services segment of the financial services sector. It was incorporated on 16 April 2002 and has been in existence for over 24 years.

The company is registered with the Registrar of Companies (ROC), Ahmedabad, under CIN L67120GJ2002PLC040636. Its GSTIN is 24AABCD4580C1Z3 (Gujarat). The company holds 2 GST registrations, all of them active. Its shares are listed on BSE: 544536 and NSE: WEALTH.

The company has an authorised share capital of ₹12 Cr and a paid-up capital of ₹10.66 Cr. It was formerly known as Wealth First Portfolio Managers Private Limited and Dsfs Securities and Broking Private Limited. It is led by directors including Ashish Navnitlal Shah (Managing Director) and Hena Ashish Shah (Whole-Time Director).

Its last annual general meeting (AGM) was held on 05 September 2025, and its latest financial statements are for the year ended 31 March 2025. The registered office is at Capitol House 10 Paras – II Near Campus Cornor Prahaladnagar Anand Nagar, Ahmedabad, Gujarat, India – 380051.

As per the latest consolidated financials for FY 2025-26, the company reported a revenue of ₹68.39 Cr, a growth of 14.3% compared to the previous year. For the same year it recorded a net profit of ₹38.66 Cr (net margin 56.5%) and EBITDA of ₹49.41 Cr (EBITDA margin 72.2%). The net worth stands at ₹150.49 Cr (up 17.1% YoY). Total assets are valued at ₹170.77 Cr (up 32.2% YoY).

The company has about 68 employees on its provident fund (EPFO) records. Its group structure includes 2 subsidiaries.

The company is associated with 1 brand: Wealth First. As per MCA filings, the company has open charges of ₹18.31 Cr and satisfied charges of ₹16.5 Cr on record. Court records list 3 cases involving the company, including 3 filed by the company. The company has 9 deals on record (3 secondary share transfers, 3 market trades, 2 funding rounds), with disclosed funding of ₹2.28 Cr; the latest was in November 2025. Its 10 peer companies in the BFSI industry (Broking Services, Portfolio Managers) are compared by revenue, 5 larger and 5 smaller; the largest is Fortune Broking Intermediary Private Limited with revenue of ₹60.8 Cr.

The current compliance status is marked as compliant by the Registrar of Companies. For more details, the company can be reached via its website wealth-firstonline.com.

Company Details of Wealth First Portfolio Managers Limited
CIN L67120GJ2002PLC040636
Registration Number 040636
Incorporation Date 16 April 2002
ROC Ahmedabad
Listing Status Listed (BSE: 544536, NSE: WEALTH)
Company Status Active
Date of Last AGM 05 September 2025
Date of Balance Sheet 31 March 2025
Compliance Status Active Compliant

Name History of Wealth First Portfolio Managers Limited

Wealth First Portfolio Managers has undergone 2 name changes throughout its history. The company was previously known as Wealth First Portfolio Managers Private Limited, and Dsfs Securities And Broking Private Limited. The current legal name is Wealth First Portfolio Managers Limited.

Company NameStatus
Wealth First Portfolio Managers LimitedCurrent
Wealth First Portfolio Managers Private LimitedPrevious
Dsfs Securities And Broking Private LimitedPrevious

CIN History of Wealth First Portfolio Managers Limited

Wealth First Portfolio Managers has 2 previous CINs, indicating changes in the company's corporate structure or registration details. The current CIN is L67120GJ2002PLC040636, which is the unique identifier assigned by the Registrar of Companies.

CINStatus
L67120GJ2002PLC040636Current
U67120GJ2002PTC040636Previous
U67120GJ2002PLC040636Previous
Key People
Ashish Navnitlal Shah Managing Director Hena Ashish Shah Whole-Time Director Binal Bhukhanwala Gandhi Director
Contact Details
  • Email
    Locked
  • Telephone
    Locked
  • Website
    wealth-firstonline.com
  • Social Media
  • Apps
  • Registered Address
    Capitol House 10 Paras – II Near Campus Cornor Prahaladnagar Anand Nagar, Ahmedabad, Gujarat, India – 380051
  • Industry
    Financial Services, Brokerage & Trading Services
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Financials, compliance, directors, charges, ownership and filings for Wealth First Portfolio Managers Limited in one report.

Financials from 2015 Directors & ownership Charges & compliance

Associated Brands with Wealth First Portfolio Managers Limited

Wealth First Portfolio Managers operates one associated brand: WEALTH FIRST. Each brand links to its own profile.

BrandDescriptionWebsite
WEALTH FIRST
Investment management and retirement planning services are provided.wealth-firstonline.com

Business Activity of Wealth First Portfolio Managers Limited

The main business activity of Wealth First Portfolio Managers is financial and insurance service. In detail, this covers financial advisory, brokerage and consultancy services.

Main Activity Group CodeDescription of Main ActivityBusiness Activity CodeDescription of Business ActivityTurnover Percentage
KFinancial and insurance ServiceK7Financial Advisory, brokerage and Consultancy ServicesLocked
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Business activity turnover details

Turnover share and past changes in activity are in the company report.

  • Turnover contribution
  • Historical classifications
  • Filing-level activity changes

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Financials of Wealth First Portfolio Managers Limited FY 2025-26 filings available

Wealth First Portfolio Managers Limited reported revenue of ₹68.39 Cr (up 14.3% YoY) for FY 2025-26.

Financial Highlights

FY 2025-26 · Consolidated
Revenue
₹68.39 Cr
+14.3% YoY
EBITDA
₹49.41 Cr
+8.9% YoY
Profit After Tax
₹38.66 Cr
+9.6% YoY
Net Worth
₹150 Cr
+17.1% YoY
Total Assets
₹171 Cr
+32.2% YoY
Total Debt
Nil

Revenue vs Net Profit ₹ Cr

Margin trends

Financial summary ₹ Cr

MetricsFY 2025-26FY 2024-25FY 2023-24FY 2022-23FY 2021-22FY 2020-21FY 2019-20
Income statement
Revenue68.3959.8466.7629.4333.2624.549.87
Revenue growth+14.3%-10.4%+126.8%-11.5%+35.5%+148.6%-
EBITDA49.4145.3655.6419.2425.0918.262.60
EBITDA margin+72.3%+75.8%+83.3%+65.4%+75.4%+74.4%+26.3%
Profit before tax51.6945.1255.4218.6724.7618.191.93
Net profit38.6635.2842.6913.8218.8712.871.43
Net profit margin+56.5%+59.0%+64.0%+47.0%+56.7%+52.4%+14.5%
EPS (₹)36.2932.0540.0612.9817.6912.082.00
Balance sheet
Total assets17112911977.3768.1546.9137.79
Net worth15012911876.6665.6046.2334.47
Total debt0.000.000.000.041.870.002.64
Cash & bank1.302.714.802.575.441.571.45
Net working capital43.9680.7561.4728.2237.3634.6134.87
Cash flow
Cash from operations75.4112.3315.5120.4220.956.99(8.24)
Cash from investing(78.96)6.57(9.58)(18.95)(17.65)(2.38)1.86
Cash from financing2.13(21.00)(3.70)(4.34)0.57(3.50)0.06
ParticularsJun 2026Mar 2026Dec 2025Sep 2025Jun 2025Mar 2025Dec 2024Sep 2024
Revenue14.3216.516.4920.5724.81(3.26)16.2519.51
Revenue growth (YoY)-42.3%+606.4%-60.1%+5.4%+20.2%---
Other income4.662.150.290.190.070.970.974.03
EBITDA9.3011.751.0015.1621.49(6.23)11.3815.56
EBITDA margin+64.9%+71.2%+15.4%+73.7%+86.6%+191.1%+70.0%+79.8%
Depreciation0.210.120.100.090.080.100.090.09
Interest0.010.010.020.000.000.040.030.01
Profit before tax13.7413.771.1715.2621.48(5.40)12.2319.49
Tax3.313.280.404.205.53(1.12)2.964.33
Net profit10.4310.490.7711.0615.95(4.28)9.2715.16
EPS (₹)9.699.871.0510.3914.98(4.03)8.7014.23
MetricsFY 2025-26FY 2024-25FY 2023-24FY 2022-23FY 2021-22FY 2020-21FY 2019-20
Income statement
Revenue63.4058.7466.2828.9933.1524.529.87
Revenue growth+7.9%-11.4%+128.6%-12.6%+35.2%+148.4%-
EBITDA47.1744.5355.2018.8224.9818.272.61
EBITDA margin+74.4%+75.8%+83.3%+64.9%+75.4%+74.5%+26.4%
Profit before tax52.4644.2954.9818.2624.6518.091.94
Net profit40.2334.8442.3713.5318.7912.801.44
Net profit margin+63.5%+59.3%+63.9%+46.7%+56.7%+52.2%+14.6%
EPS (₹)37.7631.6339.7712.6817.6112.002.02
Balance sheet
Total assets15112811876.8967.9946.8437.79
Net worth15112711776.1865.4446.1634.48
Total debt0.000.000.000.041.870.002.64
Cash & bank1.072.364.692.545.201.371.37
Net working capital43.4479.7659.3527.1436.6333.9434.47
Cash flow
Cash from operations71.559.0116.1020.6320.917.05(8.28)
Cash from investing(54.97)9.66(10.26)(18.95)(17.65)(2.57)1.85
Cash from financing(17.87)(21.00)(3.70)(4.34)0.57(3.50)0.06
ParticularsJun 2026Mar 2026Dec 2025Sep 2025Jun 2025Mar 2025Dec 2024Sep 2024
Revenue14.0814.726.0217.8524.80(3.53)15.7819.47
Revenue growth (YoY)-43.2%+517.0%-61.9%-8.3%+22.0%---
Other income3.125.270.170.190.070.970.974.02
Total expenses3.683.534.115.642.952.904.783.85
EBITDA10.4011.191.9112.2121.85(6.43)11.0015.62
EBITDA margin+73.9%+76.0%+31.7%+68.4%+88.1%+182.2%+69.7%+80.2%
Depreciation0.090.110.100.090.080.100.090.09
Interest0.010.010.020.000.000.040.030.01
Profit before tax13.4216.341.9612.3121.84(5.60)11.8519.54
Tax3.092.640.573.405.61(1.34)2.874.34

Financial Statements

Figures in ₹ Cr; negatives in brackets. Updated 19 Oct 2026
ParticularsJun 2026Mar 2026Dec 2025Sep 2025Jun 2025Mar 2025Dec 2024Sep 2024
Revenue14.3216.516.4920.5724.81(3.26)16.2519.51
Revenue growth (YoY)-42.3%+606.4%-60.1%+5.4%+20.2%---
Other income4.662.150.290.190.070.970.974.03
EBITDA9.3011.751.0015.1621.49(6.23)11.3815.56
EBITDA margin+64.9%+71.2%+15.4%+73.7%+86.6%+191.1%+70.0%+79.8%
Depreciation0.210.120.100.090.080.100.090.09
Interest0.010.010.020.000.000.040.030.01
Profit before tax13.7413.771.1715.2621.48(5.40)12.2319.49
Tax3.313.280.404.205.53(1.12)2.964.33
Net profit10.4310.490.7711.0615.95(4.28)9.2715.16
EPS (₹)9.699.871.0510.3914.98(4.03)8.7014.23
ParticularsFY 2025-26FY 2024-25FY 2023-24FY 2022-23FY 2021-22FY 2020-21FY 2019-20
Revenue68.3959.8466.7629.4333.2624.549.87
Revenue growth+14.3%-10.4%+126.8%-11.5%+35.5%+148.6%-
Other income2.700.220.210.000.070.230.15
Total expenses18.9814.4811.1210.198.176.287.27
Employee cost0.008.177.195.974.623.714.15
EBITDA49.4145.3655.6419.2425.0918.262.60
EBITDA margin+72.3%+75.8%+83.3%+65.4%+75.4%+74.4%+26.3%
Depreciation0.390.360.370.480.320.230.33
Interest0.030.100.060.090.080.070.49
Profit before tax51.6945.1255.4218.6724.7618.191.93
Tax13.4110.9812.734.855.895.320.50
Net profit38.6635.2842.6913.8218.8712.871.43
Net profit margin+56.5%+59.0%+64.0%+47.0%+56.7%+52.4%+14.5%
EPS (₹)36.2932.0540.0612.9817.6912.082.00
ParticularsFY 2025-26FY 2024-25FY 2023-24FY 2022-23FY 2021-22FY 2020-21FY 2019-20
Equity & liabilities
Share capital10.6610.6610.6610.6610.6610.666.39
Reserves & surplus14011810866.0054.9435.5728.08
Shareholders' funds (net worth)15012911876.6665.6046.2334.47
Minority interest19.620.000.000.000.000.000.00
Secured loans0.000.000.000.001.870.002.64
Unsecured loans0.000.000.000.040.000.000.00
Total debt0.000.000.000.041.870.002.64
Total liabilities17112911977.3768.1546.9137.79
Assets
Gross block6.254.233.903.573.472.322.22
Net block2.510.880.910.991.310.480.61
Capital work in progress0.000.000.000.000.000.000.00
Investments10531.2148.1238.6017.422.440.02
Inventories26.9871.4556.9923.7731.6834.0532.62
Sundry debtors8.466.164.803.363.351.541.23
Cash & bank balances1.302.714.802.575.441.571.45
Loans & advances16.397.440.781.430.440.201.71
Total current assets53.1387.7667.3731.1340.9137.3637.01
Total current liabilities9.177.015.902.913.552.752.14
Net working capital43.9680.7561.4728.2237.3634.6134.87
Total assets17112911977.3768.1546.9137.79
ParticularsFY 2025-26FY 2024-25FY 2023-24FY 2022-23FY 2021-22FY 2020-21FY 2019-20
Opening cash2.714.802.575.441.570.467.78
Net cash from operating activities75.4112.3315.5120.4220.956.99(8.24)
Net cash from investing activities(78.96)6.57(9.58)(18.95)(17.65)(2.38)1.86
Net cash from financing activities2.13(21.00)(3.70)(4.34)0.57(3.50)0.06
Net change in cash(1.41)(2.09)2.23(2.87)3.871.11(6.33)
Closing cash1.302.714.802.575.441.571.45
ParticularsFY 2025-26FY 2024-25FY 2023-24FY 2022-23FY 2021-22FY 2020-21FY 2019-20
Growth
Sales growth+14.3%-10.4%+126.8%-11.5%+35.5%+148.6%-
EBITDA growth+8.9%-18.5%+189.2%-23.3%+37.4%+602.3%-
PBT growth+14.6%-18.6%+196.8%-24.6%+36.1%+842.5%-79.1%
Net income growth+9.6%-17.4%+208.9%-26.8%+46.6%+800.0%-
Revenue CAGR (3Y)+32.5%+21.6%+39.6%+43.9%-53.5%-52.2%-63.3%
EBITDA CAGR (3Y)+36.9%+21.8%+45.0%+94.9%+37.8%+15.7%-30.9%
Profitability & leverage
Net income margin+56.0%+57.1%+64.0%+47.0%+56.7%+52.4%+14.5%
Return on capital employed-+36.5%+56.5%+25.8%+43.1%+43.2%+6.2%
Return on net worth-+27.7%+43.8%+19.4%+33.7%+31.9%+3.7%
Debt / equity-0.000.000.010.020.030.06
Long-term debt / equity-0.000.000.000.000.000.00
Interest cover0.060.220.110.480.320.3921.59
Efficiency & per share
Fixed asset turnover-14.7717.938.3611.5110.914.72
Inventory turnover-0.941.661.061.010.740.35
Debtors turnover-10.9616.418.7713.6317.885.22
EPS (₹)36.2932.0540.0612.9817.6912.082.00
Dividend per share (₹)1.0016.007.003.002.001.001.00
Book value per share (₹)0.00120.61111.0071.9461.5643.3953.92
ParticularsJun 2026Mar 2026Dec 2025Sep 2025Jun 2025Mar 2025Dec 2024Sep 2024
Revenue14.0814.726.0217.8524.80(3.53)15.7819.47
Revenue growth (YoY)-43.2%+517.0%-61.9%-8.3%+22.0%---
Other income3.125.270.170.190.070.970.974.02
Total expenses3.683.534.115.642.952.904.783.85
EBITDA10.4011.191.9112.2121.85(6.43)11.0015.62
EBITDA margin+73.9%+76.0%+31.7%+68.4%+88.1%+182.2%+69.7%+80.2%
Depreciation0.090.110.100.090.080.100.090.09
Interest0.010.010.020.000.000.040.030.01
Profit before tax13.4216.341.9612.3121.84(5.60)11.8519.54
Tax3.092.640.573.405.61(1.34)2.874.34
ParticularsFY 2025-26FY 2024-25FY 2023-24FY 2022-23FY 2021-22FY 2020-21FY 2019-20
Revenue63.4058.7466.2828.9933.1524.529.87
Revenue growth+7.9%-11.4%+128.6%-12.6%+35.2%+148.4%-
Other income5.700.220.210.000.070.120.15
Total expenses16.2314.2111.0810.178.176.257.26
Employee cost0.007.937.195.974.623.714.15
EBITDA47.1744.5355.2018.8224.9818.272.61
EBITDA margin+74.4%+75.8%+83.3%+64.9%+75.4%+74.5%+26.4%
Depreciation0.380.360.370.480.320.230.33
Interest0.030.100.060.080.080.070.49
Profit before tax52.4644.2954.9818.2624.6518.091.94
Tax12.2310.6012.614.735.865.290.50
Net profit40.2334.8442.3713.5318.7912.801.44
Net profit margin+63.5%+59.3%+63.9%+46.7%+56.7%+52.2%+14.6%
EPS (₹)37.7631.6339.7712.6817.6112.002.02
ParticularsFY 2025-26FY 2024-25FY 2023-24FY 2022-23FY 2021-22FY 2020-21FY 2019-20
Equity & liabilities
Share capital10.6610.6610.6610.6610.6610.666.39
Reserves & surplus14011710765.5254.7835.5028.09
Shareholders' funds (net worth)15112711776.1865.4446.1634.48
Secured loans0.000.000.000.041.870.002.64
Unsecured loans0.000.000.000.000.000.000.00
Total debt0.000.000.000.041.870.002.64
Total liabilities15112811876.8967.9946.8437.79
Assets
Gross block4.804.233.903.633.472.322.22
Net block1.070.880.910.981.310.480.61
Capital work in progress0.000.000.000.000.000.000.00
Investments88.2331.0549.3939.2018.023.040.43
Inventories26.9870.8456.1922.9031.2533.6232.32
Sundry debtors7.565.744.383.053.281.471.23
Cash & bank balances1.072.364.692.545.201.371.37
Loans & advances16.177.780.911.510.410.201.69
Total current assets51.7886.7266.1730.0040.1436.6636.61
Total current liabilities8.346.966.822.863.512.722.14
Net working capital43.4479.7659.3527.1436.6333.9434.47
Total assets15112811876.8967.9946.8437.79
ParticularsFY 2025-26FY 2024-25FY 2023-24FY 2022-23FY 2021-22FY 2020-21FY 2019-20
Opening cash2.364.692.545.201.370.387.74
Net cash from operating activities71.559.0116.1020.6320.917.05(8.28)
Net cash from investing activities(54.97)9.66(10.26)(18.95)(17.65)(2.57)1.85
Net cash from financing activities(17.87)(21.00)(3.70)(4.34)0.57(3.50)0.06
Net change in cash(1.29)(2.33)2.15(2.66)3.830.98(6.37)
Closing cash1.072.364.692.545.201.371.37
ParticularsFY 2025-26FY 2024-25FY 2023-24FY 2022-23FY 2021-22FY 2020-21FY 2019-20
Growth
Sales growth+7.9%-11.4%+128.6%-12.6%+35.2%+148.4%-
EBITDA growth+5.9%-19.3%+193.3%-24.7%+36.7%+600.0%-
PBT growth+18.5%-19.4%+201.1%-25.9%+36.3%+832.5%-78.8%
Net income growth+15.5%-17.8%+213.2%-28.0%+46.8%+788.9%-
Revenue CAGR (3Y)+29.8%+21.0%+39.3%+43.2%-53.6%-52.2%-63.3%
EBITDA CAGR (3Y)+35.8%+21.3%+44.6%+93.2%+38.0%+15.8%-30.8%
Profitability & leverage
Net income margin+63.5%+57.4%+63.9%+46.7%+56.7%+52.2%+14.6%
Return on capital employed-+36.1%+56.5%+25.3%+43.0%+42.9%+6.2%
Return on net worth-+27.5%+43.8%+19.1%+33.6%+31.7%+3.8%
Debt / equity-0.000.000.010.020.030.06
Long-term debt / equity-0.000.000.000.000.000.00
Interest cover0.060.230.110.440.320.3921.49
Efficiency & per share
Fixed asset turnover-14.5017.668.1711.4710.854.72
Inventory turnover-0.931.681.071.020.750.36
Debtors turnover-11.6517.909.1613.9918.255.30
EPS (₹)37.7631.6339.7712.6817.6112.002.02
Dividend per share (₹)1.0016.007.003.002.001.001.00
Book value per share (₹)0.00119.54110.1971.4961.4143.3153.93
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Board of Directors of Wealth First Portfolio Managers Limited

Wealth First Portfolio Managers has 6 current directors and 8 former directors. Current directors are listed first, with their designation and appointment date.

Current Directors
NameDesignationAppointment DateTenureStatus
Ashish Navnitlal Shah
Also directs: Dalal and Shah Fiscal Services Limited, Wealthshield Insurance Brokers Private Limited, Lakshya Asset Management Private Limited and 5 more
Managing Director16 Apr 200224 Years 6 MonthsCurrent
Hena Ashish Shah
Also directs: Dalal and Shah Fiscal Services Limited, Wealthshield Insurance Brokers Private Limited, Lakshya Asset Management Private Limited and 5 more
Whole-Time Director12 Nov 201015 Years 11 MonthsCurrent
Binal Bhukhanwala Gandhi
Also directs: Navigator Capital Advisor Private Limited, Aon Research Private Limited
Director28 Aug 20179 Years 1 MonthsCurrent
Amit Maheshkumar TrivediDirector04 Aug 20251 Years 2 MonthsCurrent
Siddharth Arvindkumar ShahDirector04 Aug 20251 Years 2 MonthsCurrent
Saurabh Sonthalia
Also directs: SKP Securities Ltd., Tata Housing Development Company Limited, Tata Realty and Infrastructure Limited. and 1 more
Director04 Aug 20251 Years 2 MonthsCurrent
View all directors

Peer Comparison of Wealth First Portfolio Managers Limited

Wealth First Portfolio Managers Limited is compared with the companies closest to it by revenue in the BFSI industry (Broking Services, Portfolio Managers). Net profit, margin and employee counts of each company are in the company report.

CompanyRevenueNet profitMarginGrowth (1 yr)EmployeesLocation
Wealth First Portfolio Managers Limited this company₹68.39 Cr (FY 2026)••••••••14.3%••••Ahmedabad, Gujarat, India
Fortune Broking Intermediary Private Limited₹60.8 Cr (FY 2025)••••••••40.0%••••Ahmedabad, Gujarat, India
Intellexs Investments Solutions Private Limited₹60.79 Cr (FY 2025)••••••••-55.0%••••New Delhi, Delhi, India
Asian Broking Private Limited₹60.73 Cr (FY 2025)••••••••28.0%••••Pune, Maharashtra, India
Marfatia Stock Broking Private Limited₹60.59 Cr (FY 2025)••••••••48.0%••••Vadodara, Gujarat, India
Ska Securities & Financial Services Private Limited₹60.14 Cr (FY 2025)••••••••-26.0%••••Mumbai, Maharashtra, India
Shree Bhuvanakaram Tradinvest Pvt Ltd₹59.86 Cr (FY 2025)••••••••772.0%••••Ahmedabad, Gujarat, India
Yule Investments Private Limited₹59.81 Cr (FY 2025)••••••••4.0%••••Mumbai, Maharashtra, India
Shashwat Equity Traders Private Limited₹59.78 Cr (FY 2019)••••••••1164.0%••••Delhi, India
R G Atul Comtrade Limited₹59.38 Cr (FY 2025)••••••••5.0%••••Sonipat, Haryana, India
Rohan Fabtex Private Limited₹59.33 Cr (FY 2024)••••••••1.0%••••Ahmedabad, Gujarat, India

Peers are the five companies nearest above and the five nearest below Wealth First Portfolio Managers by revenue in the BFSI industry (Broking Services, Portfolio Managers), from the latest filed financials of each company. Net profit, margin and employee counts of each peer are in the company report.

Auditor Details of Wealth First Portfolio Managers Limited

Wealth First Portfolio Managers Limited is audited by JAIMIN DELIWALA & CO for the financial year 2024.

NameStatusAppointment DateCessation Date
JAIMIN DELIWALA & COLockedLockedLocked
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Complete auditor history

Appointment and cessation dates and past auditor changes are in the company report.

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Shareholding Pattern of Wealth First Portfolio Managers Limited

Shareholding for the quarter ended Sep 2026: promoters hold 74.00%, foreign institutional investors hold 0.00%, domestic institutional investors hold 0.10% and retail and other public shareholders hold 25.90%.

Promoters: 74.00%DII (Domestic Institutional): 0.10%Retail & Others: 25.90%
Sep 2026
QUARTER
74.00% Promoters
0.10% DII (Domestic Institutional)
25.90% Retail & Others
Promoter holding - history
Now 74.00% · Sep 2026High 74.00% · Dec 2025Low 74.00% · Dec 2025
73%73.5%74%74.5%75%Dec 2025Mar 2026Jun 2026Sep 2026Dec 2025: 74.00%Mar 2026: 74.00%Jun 2026: 74.00%Sep 2026: 74.00%74.00%74.00%
Shareholding trend - last 6 quarters
Sep 2026Jun 2026Mar 2026Dec 2025
Promoters74.00%74.00%74.00%74.00%
Public26.00%26.00%26.00%26.00%

Charges & Borrowings of Wealth First Portfolio Managers Limited

Open charges
₹18.31 Cr
Satisfied charges
₹16.5 Cr
Breakdown by lending institutions
Others₹17.50 Cr
Hdfc Bank Limited₹0.81 Cr
Latest charge details
DateLenderAmountStatus
07 Jul 2021Others₹17.5 CrOpen
30 Mar 2015Hdfc Bank Limited₹81.46 LakhOpen
24 Apr 2024Others₹10 CrSatisfied
18 Jul 2012Kotak Mahindra Bank Limited₹6.5 CrSatisfied

Total charge records: 4 View all charges

Deals & Funding of Wealth First Portfolio Managers Limited

Wealth First Portfolio Managers Limited has 9 deals on record (3 secondary share transfers, 3 market trades, 2 funding rounds), with disclosed funding of ₹2.28 Cr; the latest was in November 2025.

Total deals
9
Secondary share transfers
3
Market trades
3
Funding rounds
2
IPO
1
Disclosed funding
₹2.28 Cr

Deals on record (5 of 9)

WhenDealAmountParties
Nov 2025Market trade₹6.57 CrBuyer: an individual
Seller: an individual
Jan 2021Market trade₹98.6 LakhBuyer: an individual
Seller: Waao Partners LLP
Sep 2020Market trade₹1.49 CrBuyer: Waao Partners LLP
Seller: an individual
Mar 2016IPO₹8.4 CrInvestors: IPO - Wealth First Portfolio Managers Limited, Innovate Securities Pvt Ltd , 2 individuals
Nov 2010Funding round₹1.78 CrInvestors: Wealth First Commodities Private Limited , Oraculo Stock Brokers Private Limited, DSFS Shares & Stock Broking Private Limited
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Full deal history

All 9 deals with amounts, valuations, instruments and every party are in the company report.

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Deal records are compiled from filings and public sources; amounts are shown only where the source reported them.

Employees and EPFO Compliance at Wealth First Portfolio Managers Limited

Wealth First Portfolio Managers Limited has a workforce of 68 employees as of Apr 06, 2024.

Employee count
68
Active EPFO establishments
1
Employee growth
3.03%
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Employee and EPFO history

Monthly headcount, contribution history and filing status are in the company report.

  • Monthly headcount
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  • ECR filing status
  • Establishment history

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Group Structure of Wealth First Portfolio Managers Limited

Wealth First Portfolio Managers has 2 subsidiary companies. This group structure data is as of FY 2024. The table lists each entity with its relationship and holding.

2
Subsidiary companies
Key Subsidiaries
Company NameCINShares Held
Wealthshield Insurance Brokers Private LimitedU66220GJ2023PTC146777-
Wealth First Investment Advisers Private LimitedU74999GJ2016PTC093213-

Showing major subsidiaries. Total: 2.

Recent Activity on Wealth First Portfolio Managers Limited

Wealth First Portfolio Managers Limited has 20 board changes on record since 2002: 14 appointments and 6 cessations. The latest: Rajan Babubhai Mehta ceased to be Director on 10 Oct 2025.

Charges
A charge with Others of Rs. 17.50 Cr registered on 07 Jul 2021 with Charge ID 100472194 was modified on 20 Aug 2026.
Ceased
Rajan Babubhai Mehta ceased to be Director.
Ceased
Sanjiv Harshad Shah ceased to be Director.
AGM
Wealth First Portfolio Managers Limited last Annual general meeting of members was held on 05 Sep 2025 as per latest MCA records.
Ceased
Devanshu Rashmikant Mehta ceased to be Director.
Appointed
Amit Maheshkumar Trivedi was appointed as Director.
Appointed
Saurabh Sonthalia was appointed as Director.
Appointed
Siddharth Arvindkumar Shah was appointed as Director.
Filing
Wealth First Portfolio Managers Limited has filed its annual Financial statements for the year ended 31 Mar 2025 with Roc Ahmedabad.
Appointed
Dhiren Narendrakumar Parikh was appointed as CFO.
Ceased
Manish Dhirajlal Kansara ceased to be CFO.
Charges
A charge registered on 24 Apr 2024 via Charge ID 100920040 with Others was fully satisfied on 20 Jan 2025.

19 earlier events are listed in the company report.

Credit Ratings, Litigation & Regulatory Alerts for Wealth First Portfolio Managers Limited

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Credit ratings, litigation, and regulatory alerts

Credit ratings, court records and regulatory alerts are in the company report.

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MSME Payment Delays by Wealth First Portfolio Managers Limited

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MSME payment history

Amounts due to small suppliers, the reasons given and MSME-1 filings are in the company report.

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Subsidiaries & Group Companies of Wealth First Portfolio Managers Limited

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Corporate group structure

Parent, subsidiary, associate and joint venture records with holdings are in the company report.

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GST Compliance of Wealth First Portfolio Managers Limited

Wealth First Portfolio Managers has 2 GST registrations: 2 active.

Total GSTINs
2
Active
2
GSTINStateStatusRegistered on
24AABCD4580C1Z3GujaratActive01 Jul 2017
27AABCD4580C1ZXMaharashtraActive14 Jun 2022
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GST registrations and filing compliance

State-wise GST registrations, return filing status and HSN or SAC codes are in the company report.

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MCA Filings & Documents of Wealth First Portfolio Managers Limited

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MCA filings and documents

Filed forms, annual returns, financial statements and charge filings with their dates are in the company report.

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Related news about Wealth First Portfolio Managers Limited

Frequently Asked Questions about Wealth First Portfolio Managers Limited

Wealth First Portfolio Managers is an active public limited company based in Ahmedabad, Gujarat, India. The company works in brokerage and trading services, within the financial services industry. It was incorporated on 16 April 2002 (24+ years old) and is registered under CIN L67120GJ2002PLC040636. Listed on BSE: 544536 and NSE: WEALTH.

Wealth First Portfolio Managers reported revenue of ₹68.39 Cr for FY 2025-26 (up 14.3% YoY) based on consolidated financials.

Wealth First Portfolio Managers has 6 current directors:

The GSTIN of Wealth First Portfolio Managers is 24AABCD4580C1Z3, registered in Gujarat. The company has 2 GST registrations in all, of which 2 are active. Other active GSTINs include 27AABCD4580C1ZX (Maharashtra).

The CIN (Corporate Identification Number) of Wealth First Portfolio Managers is L67120GJ2002PLC040636. It is issued by the Ministry of Corporate Affairs under the Companies Act, 2013, and uniquely identifies the company in India.

Yes. Wealth First Portfolio Managers is listed on both BSE (code: 544536) and NSE (symbol: WEALTH).

Wealth First Portfolio Managers has 3 court cases on record: 3 filed by the company.

Wealth First Portfolio Managers was incorporated on 16 April 2002, making it 24+ years old. It is registered with the Registrar of Companies, Ahmedabad.

Wealth First Portfolio Managers has 9 deals on record (3 secondary share transfers, 3 market trades, 2 funding rounds), with disclosed funding of ₹2.28 Cr; the latest was in November 2025.

The peers of Wealth First Portfolio Managers by revenue are Fortune Broking Intermediary Private Limited, Intellexs Investments Solutions Private Limited, Asian Broking Private Limited, Marfatia Stock Broking Private Limited, Ska Securities & Financial Services Private Limited and 5 more, all in the BFSI industry (Broking Services, Portfolio Managers).

Rajan Babubhai Mehta ceased to be Director on 10 Oct 2025. Sanjiv Harshad Shah ceased to be Director on 10 Oct 2025. Devanshu Rashmikant Mehta ceased to be Director on 02 Sep 2025. Wealth First Portfolio Managers has 20 board changes on record in total.

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