822.15
-2.68%
Close of 9 Nov 2026, in INR
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About Wealth First Portfolio Managers
Its shares trade on NSE under the ticker WEALTH.NS. It has been listed since 30 March 2016. In the fiscal year to 31 March 2026, it reported net income of ₹386.6m. At that date it held total assets of ₹1.80bn and shareholders' equity of ₹1.50bn.
Wealth First Portfolio Managers Ltd. engages in the provision of financial solutions. The company is headquartered in Ahmedabad, Gujarat. The company went IPO on 2016-03-30. The firm is engaged in the business of providing share and stock broking services, portfolio management, mutual funds distribution, depository participant services and to invest, buy, sell or otherwise deal in all kinds of securities and other related activities. The company is engaged in broking services, distributor of mutual fund, govt. securities trading, pension products, fixed deposit, portfolio management service (PMS), direct bonds, taxable and tax free bonds. The firm is also engaged in providing demat services as a depository participant of Central Depository Services (India) Ltd (CDSL). Its portfolio of services covers investment strategy, asset allocation, tax planning, broking services, treasury management, risk management and retirement planning. Its subsidiary is Wealth First Investment Advisers Private Limited.
Figures and description from our data supplier, not checked against the company's own report.
Company facts
- Sector
- N/A
- Industry
- N/A
- Listed since
- 30 Mar 2016
- Website
- wealth-firstonline.com ↗
Leadership
Pay as last reported
- Mr. Manish KansaraChief Financial Officer
- Mr. Aayush ShahCompliance Officer, Company Secretary
- Mr. Ashish ShahManaging Director, Executive Director, since 2002₹4.8m
- Ms. Hena ShahExecutive Director, since 2002₹2.1m
- Ms. Binal GandhiIndependent Director
- Mr. Devanshu MehtaNon-Executive Independent Director
- Mr. Siddharth ShahAdditional Non-Executive Independent Director
- Mr. Saurabh SonthaliaAdditional Non-Executive Independent Director
- Mr. Amit TrivediNon-Executive Independent Director
Environmental, social and governance
Scores out of 100, from our data supplier
- Overall
- 0
- Environment
- 0
- Social
- 0
- Governance
- 0
SWOT analysis
AI-generated by our data supplier. Not written or checked by our editors.
Strengths
- Provides a wide range of financial services including broking, portfolio management, and mutual fund distribution.
- Offers comprehensive services such as demat, treasury management, and risk management.
- Has a subsidiary, Wealth First Investment Advisers Private Limited, enhancing its service offerings.
Weaknesses
- Sector and industry information are listed as N/A, indicating a lack of clear market positioning.
- No specific details about the company's market share or competitive advantages are provided.
- The company's IPO date is 2016-03-30, but no recent performance data is available.
Opportunities
- Expanding into new financial products like pension products and fixed deposits could attract more clients.
- Growing demand for comprehensive financial planning services presents a market opportunity.
- Potential to leverage its subsidiary for broader service integration and market reach.
Threats
- Lack of sector and industry classification may hinder strategic planning and market analysis.
- No mention of regulatory compliance or risk management frameworks beyond basic services.
- Competition from established financial institutions could pose a significant threat.
Sources and methodology
- Data on this tab
- Our data supplier
- Chart on the Overview
- TradingView
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