Wealth First Portfolio Managers Limited

Wealth First Portfolio Managers Limitedverified

WEALTH.NS

Price:

$1020.65

Market Cap:

$10.88B

Wealth First Portfolio Managers Limited provides financial assets investment management solutions in India. The company offers portfolio management, mutual fund distribution, and depository participant services. It also provides demat services and share and stock broking services. Its products include fixed deposits, treasury bonds, taxable and tax free bonds, direct equity, government securities, mutual funds, PMS, and pension and insurance products. In addition, it offers investment strategy, asset research and allocation, tax and retirement planning, treasury management, risk management, and broking services. Wealth First Portfolio Managers Limited was founded in 1990 and is headquartered...[Read more]

Industry

Financial - Capital Markets

IPO Date

2017-03-21

Stock Exchange

NSE

Ticker

WEALTH.NS

The ROE as of December 2025 (TTM) for Wealth First Portfolio Managers Limited (WEALTH.NS) is 26.30%

According to Wealth First Portfolio Managers Limited’s latest financial reports and current stock price. The company's current ROE is 26.30%. This represents a change of 307.23% compared to the average of 6.46% of the last 4 quarters.

Wealth First Portfolio Managers Limited (WEALTH.NS) Historical ROE (quarterly & annually)

How has WEALTH.NS ROE performed in the past?

The mean historical ROE of Wealth First Portfolio Managers Limited over the last ten years is 23.50%. The current 26.30% ROE has changed 11.95% with respect to the historical average. Over the past ten years (40 quarters), WEALTH.NS's ROE was at its highest in in the June 2025 quarter at 12.42%. The ROE was at its lowest in in the March 2020 quarter at -7.01%.

Quarterly (TTM)
Annual

Average

23.50%

Median

25.73%

Minimum

3.71%

Maximum

36.09%

Wealth First Portfolio Managers Limited (WEALTH.NS) ROE by Quarter and Year

Discovering the peaks and valleys of Wealth First Portfolio Managers Limited ROE, unveiling quarterly and yearly fluctuations to gain insights into the company’s financial performance and market dynamics, offering valuable data for investors and analysts alike.

Maximum Annual Increase = 649.95%

Maximum Annual ROE = 36.09%

Minimum Annual Increase = -82.17%

Minimum Annual ROE = 3.71%

Quarterly (TTM)
Annual
YearROEChange
202526.91%-25.43%
202436.09%99.98%
202318.05%-37.20%
202228.74%3.19%
202127.85%649.95%
20203.71%-82.17%
201920.83%-33.62%
201831.38%27.81%
201724.56%45.78%
201616.84%-57.45%

Wealth First Portfolio Managers Limited (WEALTH.NS) Average ROE

How has WEALTH.NS ROE performed in the past?

The current ROE of Wealth First Portfolio Managers Limited (WEALTH.NS) is less than than its 3-year, less than than its 5-year, and less than than its 10-year historical averages

3-year avg

27.01%

5-year avg

27.53%

10-year avg

23.50%

Wealth First Portfolio Managers Limited (WEALTH.NS) ROE vs. Peers

How is WEALTH.NS’s ROE compared to its peers?

Wealth First Portfolio Managers Limited’s ROE is less than Dhunseri Ventures Limited (4.56%), less than Dhunseri Ventures Limited (4.56%), less than Arihant Capital Markets Limited (11.78%), less than SMC Global Securities Limited (8.02%), less than Prime Securities Limited (16.01%), less than SMC Global Securities Limited (8.02%), less than Prime Securities Limited (16.01%), less than 5paisa Capital Limited (7.85%), less than 5paisa Capital Limited (7.85%), less than Aditya Birla Money Limited (23.97%),

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