About Wealth First Portfolio Managers Limited
Data last updated: 19 December 2025
Wealth First Portfolio Managers Limited is a public limited company based in Ahmedabad, Gujarat, India. It specialises in brokerage and trading services, a part of the broader financial services sector. Incorporated on 16 April 2002, the company has been in operation for over 24 years.
Registered with ROC Ahmedabad under CIN L67120GJ2002PLC040636. Listed on NSE: WEALTH.
Capital: an authorised share capital of ₹11 Cr and a paid-up capital of ₹10.66 Cr. Formerly known as Wealth First Portfolio Managers Private Limited and Dsfs Securities and Broking Private Limited. It is led by directors including Manish Dhirajlal Kansara and Dhiren Narendrakumar Parikh.
Last AGM: 05 September 2025. Financial statements filed for year ended 31 March 2025. Office: Capitol House 10 Paras – Ii Near Campus Cornor Prahaladnagar Anand Nagar, Ahmedabad, Gujarat, India – 380051.
As per the financials filed for FY 2025, the company reported a revenue of ₹60.07 Cr, a decline of 10% compared to the previous year.
The company has a workforce of approximately 68 employees as per the latest available data. 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 ₹8.31 Cr and satisfied charges of ₹16.5 Cr on record.
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.
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Email*****@*****.com
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Telephone+91-****-******
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Website
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Social Media
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Apps
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Registered AddressCapitol House 10 Paras – Ii Near Campus Cornor Prahaladnagar Anand Nagar, Ahmedabad, Gujarat, India – 380051
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IndustryFinancial Services, Brokerage & Trading Services
- Historical Financials and ratios
- Shareholding pattern and group structure
- Charges with holder and property details
- Litigation, compliance and MCA filings
- PDF report delivered after checkout
Name History of Wealth First Portfolio Managers Limited
Wealth First Portfolio Managers Limited 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, reflecting the company's evolution and rebranding over time.
| Company Name | Status |
|---|---|
| Wealth First Portfolio Managers Limited | Current |
| Wealth First Portfolio Managers Private Limited | Previous |
| Dsfs Securities And Broking Private Limited | Previous |
CIN History of Wealth First Portfolio Managers Limited
Wealth First Portfolio Managers Limited 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.
| CIN | Status |
|---|---|
| L67120GJ2002PLC040636 | Current |
| U67120GJ2002PTC040636 | Previous |
| U67120GJ2002PLC040636 | Previous |
Associated Brands with Wealth First Portfolio Managers Limited
Wealth First Portfolio Managers Limited operates one associated brand: WEALTH FIRST. These brands represent Wealth First Portfolio Managers Limited's diversified market presence and brand portfolio.
| Brand | Description | Website |
|---|---|---|
| Investment management and retirement planning services are provided. | wealth-firstonline.com |
Competitors & Alternatives of Wealth First Portfolio Managers Limited
Brands and companies operating in the same space as Wealth First Portfolio Managers Limited include Fidelity Investments, UTI Mutual Fund, Goldman Sachs and 7 more.
| Competitor | Description | Location | Founded |
|---|---|---|---|
Fidelity Investments
|
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms | Boston, United States, United States | 1946 |
UTI Mutual Fund
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Mutual funds, portfolio management, and retirement planning services are offered. | Mumbai, India, India | 2001 |
Goldman Sachs
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Investment banking services are delivered across multiple financial sectors. | New York, United States, United States | 1869 |
S&P Global
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Platform offering business intelligence solutions that combine data and actionable analytics for clients | New York, United States, United States | 1917 |
Sundaram Finance
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Provider of consumer & SME loans and equipment & vehicle leasing services | Chennai, India, India | 1954 |
Bank of America
|
Commercial banking and asset management services are offered worldwide. | Charlotte, United States, United States | 1904 |
State Street
|
Financial services are provided to asset managers worldwide. | Boston, United States, United States | - |
FIS
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Software suites for banks and financial institutions are provided. | Jacksonville, United States, United States | 1968 |
Avendus
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Corporate advisory and investment services are provided to clients. | Mumbai, India, India | 1999 |
360 One
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Asset and wealth management software is provided for businesses. | Mumbai, India, India | 2008 |
Business Activity of Wealth First Portfolio Managers Limited
Wealth First Portfolio Managers Limited is engaged in the principal business activity of financial and insurance service, with detailed activities including financial advisory, brokerage and consultancy services.
| Main Activity Group Code | Description of Main Activity | Business Activity Code | Description of Business Activity | Turnover Percentage |
|---|---|---|---|---|
| K | Financial and insurance Service | K7 | Financial Advisory, brokerage and Consultancy Services | ********* |
Auditor Details of Wealth First Portfolio Managers Limited
Wealth First Portfolio Managers Limited is audited by JAIMIN DELIWALA & CO. (ICAI peer reviewed, certificate valid till 2028-01-31) for the financial year 2026, as reported in its NSE exchange filings. The statutory auditor is responsible for expressing an independent opinion on whether the financial statements present a true and fair view in accordance with applicable accounting standards.
| Name | Financial year | Audit opinion |
|---|---|---|
| JAIMIN DELIWALA & CO. (ICAI peer reviewed, certificate valid till 2028-01-31) | FY 2026 | Declaration of unmodified opinion |
Board of Directors of Wealth First Portfolio Managers Limited
Wealth First Portfolio Managers Limited is currently managed by 11 directors, with 12 former directors having served the organization. The current Directors play a crucial role in shaping the company's strategic direction and governance.
| Name | Designation | Appointment Date | Tenure | Status |
|---|---|---|---|---|
| Manish Dhirajlal Kansara | Deputy Nodal Officer | 03 Sep 2019 | 6 Years 10 Months | Current |
|
Dhiren Narendrakumar Parikh
Also directs:
Wealth First Portfolio Managers Limited
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Cfo | 14 Feb 2025 | 1 Years 4 Months | Current |
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Devanshu Rashmikant Mehta
Also directs:
Wealth First Portfolio Managers Limited
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Director | 02 Sep 2015 | 10 Years 10 Months | Current |
| Binal Bhukhanwala Gandhi | Director | 28 Aug 2017 | 8 Years 10 Months | Current |
| Hena Ashish Shah | Whole-Time Director | 12 Nov 2010 | 15 Years 7 Months | Current |
|
Aayush Kamleshbhai Shah
Also directs:
Wealth First Portfolio Managers Limited, Siddhi Cotspin Limited, H.M. Electro Mech Limited and 3 more
|
Company Secretary | 19 Oct 2015 | 10 Years 8 Months | Current |
Financials of Wealth First Portfolio Managers Limited FY 2026 filings available
Wealth First Portfolio Managers Limited reported revenue of ₹68.39 Cr (up 28.65% YoY) for FY 2026. Profit growth despite declining revenue indicates effective cost management and margin discipline.
| Metrics | FY 2026 | FY 2025 | FY 2024 | FY 2023 | FY 2022 | FY 2021 |
|---|---|---|---|---|---|---|
| Revenue from Operations | ₹68.39 Cr | ₹53.16 Cr | ₹54.33 Cr | ₹29.49 Cr | ₹31.17 Cr | ₹23.73 Cr |
| Other Income | ₹2.7 Cr | ₹6.91 Cr | ₹12.63 Cr | -₹5.68 Lakh | ₹2.16 Cr | ₹1.04 Cr |
| Total Income | ₹71.09 Cr | ₹60.07 Cr | ₹66.96 Cr | ₹29.44 Cr | ₹33.32 Cr | ₹24.77 Cr |
| Cost of Materials Consumed | ₹0 | ₹0 | ₹0 | ₹0 | ₹0 | ₹0 |
| Purchases of Stock-in-Trade | ₹0 | ₹0 | ₹0 | ₹0 | ₹0 | ₹0 |
| Changes in Inventories | ₹0 | ₹0 | ₹0 | ₹0 | ₹0 | ₹0 |
| Employee Benefit Expense | ₹11.83 Cr | ₹9 Cr | ₹8.12 Cr | ₹6.67 Cr | ₹5.31 Cr | ₹4.25 Cr |
| Finance Costs | ₹3.41 Lakh | ₹9.41 Lakh | ₹4.81 Lakh | ₹7.44 Lakh | ₹6.63 Lakh | ₹5.96 Lakh |
| Depreciation & Amortisation | ₹38.72 Lakh | ₹36.21 Lakh | ₹36.74 Lakh | ₹48.17 Lakh | ₹32.43 Lakh | ₹23.93 Lakh |
| Other Expenses | ₹7.15 Cr | ₹3.98 Cr | ₹3.01 Cr | ₹3.54 Cr | ₹2.88 Cr | ₹2.03 Cr |
| Total Expenses | ₹19.4 Cr | ₹13.44 Cr | ₹11.55 Cr | ₹10.76 Cr | ₹8.59 Cr | ₹6.57 Cr |
| Profit Before Exceptional Items & Tax | ₹51.69 Cr | ₹46.63 Cr | ₹55.42 Cr | ₹18.68 Cr | ₹24.74 Cr | ₹18.2 Cr |
| Exceptional Items | ₹0 | -₹1.51 Cr | ₹0 | ₹0 | ₹0 | ₹0 |
| Profit Before Tax | ₹51.69 Cr | ₹45.12 Cr | ₹55.42 Cr | ₹18.68 Cr | ₹24.74 Cr | ₹18.2 Cr |
| Total Tax Expense | ₹13.4 Cr | ₹10.98 Cr | ₹12.74 Cr | ₹4.84 Cr | ₹5.89 Cr | ₹5.33 Cr |
| Net Profit | ₹38.28 Cr | ₹34.15 Cr | ₹42.68 Cr | ₹14.15 Cr | ₹18.93 Cr | ₹12.96 Cr |
| attributable to Owners | ₹38.66 Cr | ₹0 | ₹0 | ₹0 | ₹0 | ₹0 |
| attributable to NCI | -₹37.98 Lakh | ₹0 | ₹0 | ₹0 | ₹0 | ₹0 |
| Other Comprehensive Income | -₹38.59 Lakh | -₹2.15 Cr | ₹2.79 Cr | -₹34.6 Lakh | ₹80.31 Lakh | ₹0 |
| Total Comprehensive Income | ₹37.9 Cr | ₹31.99 Cr | ₹45.47 Cr | ₹13.81 Cr | ₹19.73 Cr | ₹12.96 Cr |
| EBITDA (computed) | ₹52.11 Cr | ₹47.08 Cr | ₹55.83 Cr | ₹19.23 Cr | ₹25.13 Cr | ₹18.5 Cr |
| Basic EPS | ₹36.29 | ₹32.05 | ₹40.06 | ₹12.98 | ₹17.69 | ₹15.10 |
| Diluted EPS | ₹36.29 | ₹32.05 | ₹40.06 | ₹12.98 | ₹17.69 | ₹15.10 |
| Metrics | FY 2026 | FY 2025 | FY 2024 | FY 2023 |
|---|---|---|---|---|
| Total Assets | ₹179.94 Cr | ₹136.2 Cr | ₹124.85 Cr | ₹80.29 Cr |
| Non-current Assets | ₹126.81 Cr | ₹48.32 Cr | ₹56.96 Cr | ₹49.16 Cr |
| Current Assets | ₹53.13 Cr | ₹87.88 Cr | ₹67.88 Cr | ₹31.12 Cr |
| Property, Plant & Equipment | ₹2.42 Cr | ₹75.46 Lakh | ₹71.73 Lakh | ₹65.7 Lakh |
| Inventories | ₹26.98 Cr | ₹71.45 Cr | ₹56.99 Cr | ₹23.77 Cr |
| Trade Receivables | ₹8.46 Cr | ₹6.16 Cr | ₹4.8 Cr | ₹3.36 Cr |
| Cash & Equivalents | ₹1.3 Cr | ₹2.71 Cr | ₹4.8 Cr | ₹2.57 Cr |
| Equity (Net Worth) | ₹170.1 Cr | ₹128.52 Cr | ₹118.27 Cr | ₹76.65 Cr |
| Equity Share Capital | ₹10.66 Cr | ₹10.66 Cr | ₹10.66 Cr | ₹10.66 Cr |
| Borrowings (Non-current) | ₹0 | ₹0 | ₹0 | ₹0 |
| Borrowings (Current) | ₹0 | ₹0 | ₹0 | ₹3.57 Lakh |
| Total Debt (computed) | ₹0 | ₹0 | ₹0 | ₹3.57 Lakh |
| Current Liabilities | ₹9.17 Cr | ₹7.01 Cr | ₹5.9 Cr | ₹2.95 Cr |
| Total Liabilities | ₹9.84 Cr | ₹7.68 Cr | ₹6.58 Cr | ₹3.63 Cr |
| Metrics | FY 2026 | FY 2025 | FY 2024 | FY 2023 | FY 2022 |
|---|---|---|---|---|---|
| Operating Cash Flow | ₹75.41 Cr | ₹10.43 Cr | ₹15.51 Cr | ₹20.42 Cr | ₹18.95 Cr |
| Investing Cash Flow | -₹78.96 Cr | ₹8.47 Cr | -₹9.58 Cr | -₹18.95 Cr | -₹15.65 Cr |
| Financing Cash Flow | ₹2.13 Cr | -₹21 Cr | -₹3.7 Cr | -₹4.34 Cr | ₹57.19 Lakh |
| Capital Expenditure | ₹2 Cr | ₹31.69 Lakh | ₹29.48 Lakh | ₹16.34 Lakh | ₹1.15 Cr |
| Free Cash Flow (computed) | ₹73.42 Cr | ₹10.12 Cr | ₹15.22 Cr | ₹20.25 Cr | ₹17.8 Cr |
| Dividends Paid | ₹17.83 Cr | ₹20.24 Cr | ₹3.2 Cr | ₹2.13 Cr | ₹0 |
| Net Change in Cash | -₹1.41 Cr | -₹2.09 Cr | ₹2.23 Cr | -₹2.87 Cr | ₹3.87 Cr |
| Metrics | Q4 FY26 | Q3 FY26 | Q2 FY26 | Q1 FY26 | Q4 FY25 | Q3 FY25 | Q2 FY25 | Q1 FY25 | Q4 FY24 | Q3 FY24 | Q2 FY24 | Q1 FY24 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue from Operations | ₹16.51 Cr | ₹6.49 Cr | ₹20.57 Cr | ₹24.81 Cr | -₹3.26 Cr | ₹16.25 Cr | ₹19.51 Cr | ₹20.65 Cr | ₹14.59 Cr | ₹14.98 Cr | ₹13.59 Cr | ₹10.93 Cr |
| Other Income | ₹2.15 Cr | ₹29.47 Lakh | ₹19 Lakh | ₹7.33 Lakh | ₹96.57 Lakh | ₹97.16 Lakh | ₹4.03 Cr | ₹94.83 Lakh | ₹5.92 Cr | ₹1.35 Cr | ₹2.57 Cr | ₹3.03 Cr |
| Total Income | ₹18.65 Cr | ₹6.78 Cr | ₹20.76 Cr | ₹24.89 Cr | -₹2.3 Cr | ₹17.22 Cr | ₹23.54 Cr | ₹21.6 Cr | ₹20.51 Cr | ₹16.33 Cr | ₹16.16 Cr | ₹13.96 Cr |
| Cost of Materials Consumed | ₹0 | ₹0 | ₹0 | ₹0 | ₹0 | ₹0 | ₹0 | ₹0 | ₹0 | ₹0 | ₹0 | ₹0 |
| Purchases of Stock-in-Trade | ₹0 | ₹0 | ₹0 | ₹0 | ₹0 | ₹0 | ₹0 | ₹0 | ₹0 | ₹0 | ₹0 | ₹0 |
| Changes in Inventories | ₹0 | ₹0 | ₹0 | ₹0 | ₹0 | ₹0 | ₹0 | ₹0 | ₹0 | ₹0 | ₹0 | ₹0 |
| Employee Benefit Expense | ₹2.61 Cr | ₹3.09 Cr | ₹4.23 Cr | ₹1.9 Cr | ₹2.14 Cr | ₹2.18 Cr | ₹3.04 Cr | ₹1.64 Cr | ₹1.81 Cr | ₹2.12 Cr | ₹2.48 Cr | ₹1.7 Cr |
| Finance Costs | ₹1.04 Lakh | ₹1.93 Lakh | ₹43,000 | ₹1,000 | ₹3.82 Lakh | ₹3.24 Lakh | ₹1.01 Lakh | ₹1.35 Lakh | ₹4.76 Lakh | ₹1,000 | ₹3,000 | ₹1,000 |
| Depreciation & Amortisation | ₹11.82 Lakh | ₹10.34 Lakh | ₹9.02 Lakh | ₹7.55 Lakh | ₹10.36 Lakh | ₹9.21 Lakh | ₹8.85 Lakh | ₹7.79 Lakh | ₹10.11 Lakh | ₹9.41 Lakh | ₹9.12 Lakh | ₹8.1 Lakh |
| Other Expenses | ₹2.15 Cr | ₹2.41 Cr | ₹1.18 Cr | ₹1.42 Cr | ₹82.6 Lakh | ₹1.18 Cr | ₹91.07 Lakh | ₹1.06 Cr | ₹65.05 Lakh | ₹69.41 Lakh | ₹77.99 Lakh | ₹88.65 Lakh |
| Total Expenses | ₹4.89 Cr | ₹5.61 Cr | ₹5.5 Cr | ₹3.4 Cr | ₹3.11 Cr | ₹3.49 Cr | ₹4.05 Cr | ₹2.79 Cr | ₹2.61 Cr | ₹2.91 Cr | ₹3.35 Cr | ₹2.67 Cr |
| Profit Before Exceptional Items & Tax | ₹13.76 Cr | ₹1.17 Cr | ₹15.26 Cr | ₹21.49 Cr | -₹5.41 Cr | ₹13.74 Cr | ₹19.49 Cr | ₹18.81 Cr | ₹17.9 Cr | ₹13.42 Cr | ₹12.81 Cr | ₹11.29 Cr |
| Exceptional Items | ₹0 | ₹0 | ₹0 | ₹0 | ₹0 | -₹1.51 Cr | ₹0 | ₹0 | ₹0 | ₹0 | ₹0 | ₹0 |
| Profit Before Tax | ₹13.76 Cr | ₹1.17 Cr | ₹15.26 Cr | ₹21.49 Cr | -₹5.41 Cr | ₹12.23 Cr | ₹19.49 Cr | ₹18.81 Cr | ₹17.9 Cr | ₹13.42 Cr | ₹12.81 Cr | ₹11.29 Cr |
| Total Tax Expense | ₹3.28 Cr | ₹40.1 Lakh | ₹4.2 Cr | ₹5.53 Cr | -₹1.11 Cr | ₹2.96 Cr | ₹4.33 Cr | ₹4.79 Cr | ₹4.03 Cr | ₹3.31 Cr | ₹2.55 Cr | ₹2.84 Cr |
| Net Profit | ₹10.49 Cr | ₹76.78 Lakh | ₹11.07 Cr | ₹15.96 Cr | -₹4.29 Cr | ₹9.27 Cr | ₹15.16 Cr | ₹14.01 Cr | ₹13.87 Cr | ₹10.1 Cr | ₹10.26 Cr | ₹8.46 Cr |
| attributable to Owners | ₹10.52 Cr | ₹1.12 Cr | ₹0 | - | ₹0 | ₹0 | ₹0 | ₹0 | ₹0 | ₹0 | - | ₹0 |
| attributable to NCI | -₹3.19 Lakh | -₹34.79 Lakh | ₹0 | - | ₹0 | ₹0 | ₹0 | ₹0 | ₹0 | ₹0 | - | ₹0 |
| Other Comprehensive Income | -₹1.65 Cr | ₹6.34 Lakh | -₹38.75 Lakh | ₹1.59 Cr | -₹3.96 Cr | -₹5.62 Cr | -₹2.55 Cr | ₹10.59 Cr | -₹2.16 Cr | ₹3.45 Cr | ₹25.62 Lakh | ₹1.24 Cr |
| Total Comprehensive Income | ₹8.83 Cr | ₹83.12 Lakh | ₹10.68 Cr | ₹17.55 Cr | -₹8.26 Cr | ₹3.64 Cr | ₹12.61 Cr | ₹24.6 Cr | ₹11.7 Cr | ₹13.55 Cr | ₹10.51 Cr | ₹9.7 Cr |
| EBITDA (computed) | ₹13.89 Cr | ₹1.29 Cr | ₹15.36 Cr | ₹21.57 Cr | -₹5.26 Cr | ₹13.86 Cr | ₹19.59 Cr | ₹18.9 Cr | ₹18.05 Cr | ₹13.51 Cr | ₹12.9 Cr | ₹11.37 Cr |
| Basic EPS | ₹9.87 | ₹1.05 | ₹10.39 | ₹14.98 | ₹-4.03 | ₹8.70 | ₹14.23 | ₹13.15 | ₹13.02 | ₹9.48 | ₹9.63 | ₹7.93 |
| Diluted EPS | ₹9.87 | ₹1.05 | ₹10.39 | ₹14.98 | ₹-4.03 | ₹8.70 | ₹14.23 | ₹13.15 | ₹13.02 | ₹9.48 | ₹9.63 | ₹7.93 |
| Metrics | FY 2026 | FY 2025 | FY 2024 | FY 2023 | FY 2022 | FY 2021 |
|---|---|---|---|---|---|---|
| Revenue from Operations | ₹63.4 Cr | ₹52.05 Cr | ₹53.85 Cr | ₹29.05 Cr | ₹31.17 Cr | ₹23.71 Cr |
| Other Income | ₹5.7 Cr | ₹6.91 Cr | ₹12.63 Cr | -₹5.72 Lakh | ₹2.05 Cr | ₹92.43 Lakh |
| Total Income | ₹69.1 Cr | ₹58.96 Cr | ₹66.48 Cr | ₹28.99 Cr | ₹33.21 Cr | ₹24.64 Cr |
| Cost of Materials Consumed | ₹0 | ₹0 | ₹0 | ₹0 | ₹0 | ₹0 |
| Purchases of Stock-in-Trade | ₹0 | ₹0 | ₹0 | ₹0 | ₹0 | ₹0 |
| Changes in Inventories | ₹0 | ₹0 | ₹0 | ₹0 | ₹0 | ₹0 |
| Employee Benefit Expense | ₹10.9 Cr | ₹8.76 Cr | ₹8.12 Cr | ₹6.67 Cr | ₹5.31 Cr | ₹4.25 Cr |
| Finance Costs | ₹3.41 Lakh | ₹9.41 Lakh | ₹4.81 Lakh | ₹7.44 Lakh | ₹6.63 Lakh | ₹5.96 Lakh |
| Depreciation & Amortisation | ₹37.94 Lakh | ₹36.21 Lakh | ₹36.74 Lakh | ₹48.17 Lakh | ₹32.43 Lakh | ₹22.67 Lakh |
| Other Expenses | ₹5.33 Cr | ₹3.93 Cr | ₹2.96 Cr | ₹3.53 Cr | ₹2.88 Cr | ₹2.02 Cr |
| Total Expenses | ₹16.64 Cr | ₹13.15 Cr | ₹11.5 Cr | ₹10.75 Cr | ₹8.58 Cr | ₹6.55 Cr |
| Profit Before Exceptional Items & Tax | ₹52.46 Cr | ₹45.81 Cr | ₹54.99 Cr | ₹18.24 Cr | ₹24.63 Cr | ₹18.08 Cr |
| Exceptional Items | ₹0 | -₹1.51 Cr | ₹0 | ₹0 | ₹0 | ₹0 |
| Profit Before Tax | ₹52.46 Cr | ₹44.3 Cr | ₹54.99 Cr | ₹18.24 Cr | ₹24.63 Cr | ₹18.08 Cr |
| Total Tax Expense | ₹12.23 Cr | ₹10.6 Cr | ₹12.61 Cr | ₹4.73 Cr | ₹5.86 Cr | ₹5.29 Cr |
| Net Profit | ₹40.23 Cr | ₹33.71 Cr | ₹42.38 Cr | ₹13.51 Cr | ₹18.77 Cr | ₹12.79 Cr |
| attributable to Owners | - | - | - | - | ₹0 | ₹0 |
| attributable to NCI | - | - | - | - | ₹0 | ₹0 |
| Other Comprehensive Income | -₹29.63 Lakh | -₹2.04 Cr | ₹2.71 Cr | -₹34.6 Lakh | ₹80.31 Lakh | ₹0 |
| Total Comprehensive Income | ₹39.93 Cr | ₹31.67 Cr | ₹45.08 Cr | ₹13.17 Cr | ₹19.57 Cr | ₹12.79 Cr |
| EBITDA (computed) | ₹52.87 Cr | ₹46.26 Cr | ₹55.4 Cr | ₹18.8 Cr | ₹25.02 Cr | ₹18.37 Cr |
| Basic EPS | ₹37.76 | ₹31.63 | ₹39.77 | ₹12.68 | ₹17.61 | ₹15.01 |
| Diluted EPS | ₹37.76 | ₹31.63 | ₹39.77 | ₹12.68 | ₹17.61 | ₹15.01 |
| Metrics | FY 2026 | FY 2025 | FY 2024 | FY 2023 |
|---|---|---|---|---|
| Total Assets | ₹159.82 Cr | ₹134.99 Cr | ₹124.9 Cr | ₹79.75 Cr |
| Non-current Assets | ₹108.04 Cr | ₹48.15 Cr | ₹58.23 Cr | ₹49.76 Cr |
| Current Assets | ₹51.78 Cr | ₹86.85 Cr | ₹66.67 Cr | ₹29.99 Cr |
| Property, Plant & Equipment | ₹99.74 Lakh | ₹75.46 Lakh | ₹71.73 Lakh | ₹65.7 Lakh |
| Inventories | ₹26.98 Cr | ₹70.84 Cr | ₹56.19 Cr | ₹22.9 Cr |
| Trade Receivables | ₹7.56 Cr | ₹5.74 Cr | ₹4.38 Cr | ₹3.05 Cr |
| Cash & Equivalents | ₹1.07 Cr | ₹2.36 Cr | ₹4.69 Cr | ₹2.54 Cr |
| Equity (Net Worth) | ₹150.81 Cr | ₹127.37 Cr | ₹117.41 Cr | ₹76.17 Cr |
| Equity Share Capital | ₹10.66 Cr | ₹10.66 Cr | ₹10.66 Cr | ₹10.66 Cr |
| Borrowings (Non-current) | ₹0 | ₹0 | ₹0 | ₹0 |
| Borrowings (Current) | ₹0 | ₹0 | ₹0 | ₹3.57 Lakh |
| Total Debt (computed) | ₹0 | ₹0 | ₹0 | ₹3.57 Lakh |
| Current Liabilities | ₹8.34 Cr | ₹6.96 Cr | ₹6.82 Cr | ₹2.89 Cr |
| Total Liabilities | ₹9.01 Cr | ₹7.63 Cr | ₹7.5 Cr | ₹3.57 Cr |
| Metrics | FY 2026 | FY 2025 | FY 2024 | FY 2023 | FY 2022 |
|---|---|---|---|---|---|
| Operating Cash Flow | ₹71.55 Cr | ₹8.76 Cr | ₹16.1 Cr | ₹20.63 Cr | ₹18.91 Cr |
| Investing Cash Flow | -₹54.97 Cr | ₹9.9 Cr | -₹10.26 Cr | -₹18.95 Cr | -₹15.65 Cr |
| Financing Cash Flow | -₹17.87 Cr | -₹21 Cr | -₹3.7 Cr | -₹4.34 Cr | ₹57.19 Lakh |
| Capital Expenditure | ₹57.14 Lakh | ₹31.69 Lakh | ₹29.48 Lakh | ₹0 | ₹1.15 Cr |
| Free Cash Flow (computed) | ₹70.98 Cr | ₹8.45 Cr | ₹15.81 Cr | ₹20.63 Cr | ₹17.76 Cr |
| Dividends Paid | ₹17.83 Cr | ₹20.24 Cr | ₹3.2 Cr | ₹2.13 Cr | ₹0 |
| Net Change in Cash | -₹1.29 Cr | -₹2.33 Cr | ₹2.15 Cr | -₹2.66 Cr | ₹3.83 Cr |
| Metrics | Q4 FY26 | Q3 FY26 | Q2 FY26 | Q1 FY26 | Q4 FY25 | Q3 FY25 | Q2 FY25 | Q1 FY25 | Q4 FY24 | Q3 FY24 | Q2 FY24 | Q1 FY24 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue from Operations | ₹14.72 Cr | ₹6.02 Cr | ₹17.85 Cr | ₹24.8 Cr | -₹3.53 Cr | ₹15.78 Cr | ₹19.47 Cr | ₹20.33 Cr | ₹14.16 Cr | ₹14.98 Cr | ₹13.56 Cr | ₹10.92 Cr |
| Other Income | ₹5.27 Cr | ₹16.56 Lakh | ₹18.97 Lakh | ₹7.33 Lakh | ₹97.1 Lakh | ₹96.91 Lakh | ₹4.02 Cr | ₹94.82 Lakh | ₹5.92 Cr | ₹1.35 Cr | ₹2.57 Cr | ₹3.03 Cr |
| Total Income | ₹20 Cr | ₹6.19 Cr | ₹18.04 Cr | ₹24.87 Cr | -₹2.56 Cr | ₹16.75 Cr | ₹23.5 Cr | ₹21.27 Cr | ₹20.08 Cr | ₹16.33 Cr | ₹16.13 Cr | ₹13.95 Cr |
| Cost of Materials Consumed | ₹0 | ₹0 | ₹0 | ₹0 | ₹0 | ₹0 | ₹0 | ₹0 | ₹0 | ₹0 | ₹0 | ₹0 |
| Purchases of Stock-in-Trade | ₹0 | ₹0 | ₹0 | ₹0 | ₹0 | ₹0 | ₹0 | ₹0 | ₹0 | ₹0 | ₹0 | ₹0 |
| Changes in Inventories | ₹0 | ₹0 | ₹0 | ₹0 | ₹0 | ₹0 | ₹0 | ₹0 | ₹0 | ₹0 | ₹0 | ₹0 |
| Employee Benefit Expense | ₹2.04 Cr | ₹2.86 Cr | ₹4.13 Cr | ₹1.87 Cr | ₹2.08 Cr | ₹2.12 Cr | ₹2.95 Cr | ₹1.61 Cr | ₹1.81 Cr | ₹2.12 Cr | ₹2.48 Cr | ₹1.7 Cr |
| Finance Costs | ₹1.16 Lakh | ₹1.82 Lakh | ₹42,000 | ₹1,000 | ₹3.83 Lakh | ₹3.23 Lakh | ₹1 Lakh | ₹1.35 Lakh | ₹4.76 Lakh | ₹1,000 | ₹3,000 | ₹1,000 |
| Depreciation & Amortisation | ₹11.04 Lakh | ₹10.34 Lakh | ₹9.02 Lakh | ₹7.55 Lakh | ₹10.36 Lakh | ₹9.21 Lakh | ₹8.85 Lakh | ₹7.78 Lakh | ₹10.11 Lakh | ₹9.41 Lakh | ₹9.12 Lakh | ₹8.1 Lakh |
| Other Expenses | ₹1.49 Cr | ₹1.25 Cr | ₹1.51 Cr | ₹1.08 Cr | ₹82.31 Lakh | ₹1.16 Cr | ₹90.1 Lakh | ₹1.05 Cr | ₹61.22 Lakh | ₹69.07 Lakh | ₹77.31 Lakh | ₹88.51 Lakh |
| Total Expenses | ₹3.65 Cr | ₹4.23 Cr | ₹5.73 Cr | ₹3.02 Cr | ₹3.04 Cr | ₹3.4 Cr | ₹3.95 Cr | ₹2.76 Cr | ₹2.57 Cr | ₹2.91 Cr | ₹3.35 Cr | ₹2.67 Cr |
| Profit Before Exceptional Items & Tax | ₹16.34 Cr | ₹1.96 Cr | ₹12.31 Cr | ₹21.85 Cr | -₹5.6 Cr | ₹13.35 Cr | ₹19.54 Cr | ₹18.51 Cr | ₹17.51 Cr | ₹13.42 Cr | ₹12.78 Cr | ₹11.28 Cr |
| Exceptional Items | ₹0 | ₹0 | ₹0 | ₹0 | ₹0 | -₹1.51 Cr | ₹0 | ₹0 | ₹0 | ₹0 | ₹0 | ₹0 |
| Profit Before Tax | ₹16.34 Cr | ₹1.96 Cr | ₹12.31 Cr | ₹21.85 Cr | -₹5.6 Cr | ₹11.85 Cr | ₹19.54 Cr | ₹18.51 Cr | ₹17.51 Cr | ₹13.42 Cr | ₹12.78 Cr | ₹11.28 Cr |
| Total Tax Expense | ₹2.64 Cr | ₹57.27 Lakh | ₹3.4 Cr | ₹5.61 Cr | -₹1.34 Cr | ₹2.87 Cr | ₹4.34 Cr | ₹4.72 Cr | ₹3.92 Cr | ₹3.3 Cr | ₹2.55 Cr | ₹2.84 Cr |
| Net Profit | ₹13.7 Cr | ₹1.38 Cr | ₹8.91 Cr | ₹16.23 Cr | -₹4.27 Cr | ₹8.98 Cr | ₹15.2 Cr | ₹13.79 Cr | ₹13.59 Cr | ₹10.11 Cr | ₹10.23 Cr | ₹8.44 Cr |
| Other Comprehensive Income | -₹1.31 Cr | -₹13.33 Lakh | -₹44.19 Lakh | ₹1.59 Cr | -₹3.79 Cr | -₹5.47 Cr | -₹2.65 Cr | ₹10.47 Cr | -₹2.24 Cr | ₹3.45 Cr | ₹25.62 Lakh | ₹1.24 Cr |
| Total Comprehensive Income | ₹12.39 Cr | ₹1.25 Cr | ₹8.47 Cr | ₹17.82 Cr | -₹8.06 Cr | ₹3.51 Cr | ₹12.55 Cr | ₹24.26 Cr | ₹11.35 Cr | ₹13.57 Cr | ₹10.49 Cr | ₹9.68 Cr |
| EBITDA (computed) | ₹16.47 Cr | ₹2.08 Cr | ₹12.41 Cr | ₹21.92 Cr | -₹5.46 Cr | ₹13.48 Cr | ₹19.64 Cr | ₹18.61 Cr | ₹17.65 Cr | ₹13.51 Cr | ₹12.87 Cr | ₹11.36 Cr |
| Basic EPS | ₹12.86 | ₹1.30 | ₹8.36 | ₹15.23 | ₹-4.01 | ₹8.43 | ₹14.27 | ₹12.95 | ₹12.75 | ₹9.49 | ₹9.60 | ₹7.92 |
| Diluted EPS | ₹12.86 | ₹1.30 | ₹8.36 | ₹15.23 | ₹-4.01 | ₹8.43 | ₹14.27 | ₹12.95 | ₹12.75 | ₹9.49 | ₹9.60 | ₹7.92 |
Shareholding Pattern of Wealth First Portfolio Managers Limited
As per the shareholding pattern filed with NSE for the quarter ended Mar 2026, promoters hold 74.04%, foreign institutional investors hold 0.00%, domestic institutional investors hold 0.11%, retail and other public shareholders hold 25.84% of Wealth First Portfolio Managers Limited. The company had 8,142 shareholders on record.
| Mar 2026 | Dec 2025 | Sep 2025 | Jun 2025 | Mar 2025 | Dec 2024 | |
|---|---|---|---|---|---|---|
| Promoters | 74.04% | 74.04% | 74.04% | 74.04% | 74.04% | 74.04% |
| Public | 25.96% | 25.96% | 25.96% | 25.96% | 25.96% | 25.96% |
| Mar 2026 | Mar 2025 | Mar 2024 | Mar 2023 | Mar 2022 | Mar 2021 | Mar 2020 | Mar 2019 | Mar 2018 | Mar 2017 | Mar 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Promoters | 74.04% | 74.04% | 74.01% | 74.00% | 74.00% | 74.00% | 73.68% | 73.67% | 73.67% | 73.67% | 73.67% |
| Public | 25.96% | 25.96% | 25.99% | 26.00% | 26.00% | 26.01% | 26.33% | 26.33% | 26.33% | 26.33% | 26.33% |
| Promoter change (YoY, %pts) | +0.00 | +0.03 | +0.01 | +0.00 | +0.00 | +0.32 | +0.01 | +0.00 | +0.00 | +0.00 | - |
Board & Governance of Wealth First Portfolio Managers Limited
As per the corporate governance filing with NSE for the quarter ended 31-MAR-2026, the board of Wealth First Portfolio Managers Limited has 6 directors - 3 independent and 2 executive. The board is chaired by ASHISH NAVNITLAL SHAH.
| Director | Position | On board since | Listed boards |
|---|---|---|---|
| ASHISH NAVNITLAL SHAH | Executive Director · MD · Chairperson | 2002-04-16 | 1 |
| HENA ASHISH SHAH | Executive Director | 2010-11-12 | 1 |
| BINAL BHUKHANWALA GANDHI | Non-Executive - Non Independent Director | 2017-08-28 | 1 |
| AMIT MAHESHKUMAR TRIVEDI | Non-Executive - Independent Director | 2025-08-04 | 1 |
| SIDDHARTH ARVINDKUMAR SHAH | Non-Executive - Independent Director | 2025-08-04 | 1 |
| SAURABH SONTHALIA | Non-Executive - Independent Director | 2025-08-04 | 2 |
| Committee | Members |
|---|---|
| Audit Committee | ASHISH NAVNITLAL SHAH, SIDDHARTH ARVINDKUMAR SHAH (Chairperson), AMIT MAHESHKUMAR TRIVEDI |
| Nomination and remuneration committee | SIDDHARTH ARVINDKUMAR SHAH (Chairperson), BINAL BHUKHANWALA GANDHI, AMIT MAHESHKUMAR TRIVEDI |
| Stakeholders Relationship Committee | HENA ASHISH SHAH, BINAL BHUKHANWALA GANDHI (Chairperson), SIDDHARTH ARVINDKUMAR SHAH |
| Corporate Social Responsibility Committee | ASHISH NAVNITLAL SHAH (Chairperson), HENA ASHISH SHAH, AMIT MAHESHKUMAR TRIVEDI |
Group Structure of Wealth First Portfolio Managers Limited
Wealth First Portfolio Managers Limited has 2 subsidiary companies. This group structure data is as of FY 2024. The corporate group structure reflects Wealth First Portfolio Managers Limited's business expansion strategy and organizational complexity.
| Company Name | CIN | Shares Held |
|---|---|---|
| Wealthshield Insurance Brokers Private Limited | U66220GJ2023PTC146777 | - |
| Wealth First Investment Advisers Private Limited | U74999GJ2016PTC093213 | - |
Showing major subsidiaries. Total: 2.
Charges & Borrowings of Wealth First Portfolio Managers Limited
| Date | Lender | Amount | Status |
|---|---|---|---|
| 07 Jul 2021 | Others | ₹7.5 Cr | Open |
| 30 Mar 2015 | Hdfc Bank Limited | ₹81.46 Lakh | Open |
| 24 Apr 2024 | Others | ₹10 Cr | Satisfied |
| 18 Jul 2012 | Kotak Mahindra Bank Limited | ₹6.5 Cr | Satisfied |
Total charge records: 4 View all charges
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 & EPFO Data of Wealth First Portfolio Managers Limited
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GST Compliance of Wealth First Portfolio Managers Limited
GSTIN & GST Filing Data of Wealth First Portfolio Managers Limited
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Credit Ratings, Litigation & Regulatory Alerts for Wealth First Portfolio Managers Limited
Credit Ratings, Legal Cases & Regulatory Alerts of Wealth First Portfolio Managers Limited
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MSME Payment Delays by Wealth First Portfolio Managers Limited
MSME Payment Delays by Wealth First Portfolio Managers Limited
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Subsidiaries & Group Companies of Wealth First Portfolio Managers Limited
Subsidiaries & Group Companies of Wealth First Portfolio Managers Limited
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MCA Filings & Documents of Wealth First Portfolio Managers Limited
MCA Filings & Documents of Wealth First Portfolio Managers Limited
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Recent Activity on Wealth First Portfolio Managers Limited
Frequently Asked Questions about Wealth First Portfolio Managers Limited
Wealth First Portfolio Managers Limited is an active public limited company in the financial services sector based in Ahmedabad, Gujarat, India. It was incorporated on 16 April 2002 (24+ years old) and is registered under CIN L67120GJ2002PLC040636. Listed on NSE: WEALTH. The company has 68 employees.
Wealth First Portfolio Managers Limited reported revenue of ₹60.07 Cr for FY 2025 (down 10.00% YoY).
The current directors of Wealth First Portfolio Managers Limited are:
- Manish Dhirajlal Kansara
- Dhiren Narendrakumar Parikh
- Devanshu Rashmikant Mehta
- Binal Bhukhanwala Gandhi
- Aayush Kamleshbhai Shah
- Hena Ashish Shah
- Saurabh Sonthalia
- Ashish Navnitlal Shah
- Dhiren Narendrakumar Parikh
- Amit Maheshkumar Trivedi
- Siddharth Arvindkumar Shah
The primary industry of Wealth First Portfolio Managers Limited is financial services. The company specifically operates in brokerage and trading services. The company is currently active in this sector.
Yes. Wealth First Portfolio Managers Limited is listed on NSE with symbol WEALTH.
Wealth First Portfolio Managers Limited can be reached at the registered office: Capitol House 10 Paras – Ii Near Campus Cornor Prahaladnagar Anand Nagar, Ahmedabad, Gujarat, India – 380051, or through the website wealth-firstonline.com.