Wealth First Portfolio Managers Limited is a financial services company offering wealth management, investment advisory, and broking services to high-net-worth individuals and corporate clients.;

CEO/MD

Mr. Ashish Navnitlal Shah

Founded in

2002

NSE symbol

WEALTH

Shareholding Pattern

Mar '25

Jun '25

Sep '25

Dec '25

Mar '26

Promoters
74.04%
Retail And Others
25.84%
Other Domestic Institutions
0.11%

Similar stocks

Stock	Mkt price (1D)	52 week performance	Market cap	P/E ratio	P/B ratio
Angel OneANGELONE	₹328.40 +4.65 (1.44%)	L H	29,546.85	32.29	4.83
Choice InternationalCHOICEIN	₹670.40 +14.30 (2.18%)	L H	14,629.73	61.49	8.98
IIFL SecuritiesIIFLCAPS	₹339.85 -2.45 (0.72%)	L H	10,666.90	18.93	3.48
Anand Rathi Share & Stock BrokersARSSBL	₹529.70 +19.05 (3.73%)	L H	3,222.22	24.93	2.39

ScoutQuest • 2 weeks ago

Wealth First Portfolio Managers Ltd's FY26 revenue rises 28.7% to Rs.68.4 crore. Growth driven by AMC and insurance business expansion.

BSE • 3 months ago

Wealth First Portfolio Managers Ltd's subsidiary, Lakshya Asset Management, received SEBI approval to act as an AMC. The final license allows Lakshya Asset Management to launch and manage mutual funds starting March 25, 2026.

MarketScreener India • 3 months ago

Wealth First Portfolio Managers Ltd's unit secures SEBI mutual fund license.

ScoutQuest • 4 months ago

Wealth First's income grew 7.8% YoY to Rs. 48.8 Cr in 9M FY26. AUA rose 8.1% YoY to Rs. 12,858 Cr, with 979 new clients added.

BSE • 4 months ago

Wealth First Portfolio Managers reported a 7.8% YoY growth in Business Activity Income to Rs.48.8 Cr for 9M FY26. Total AUA grew 8.1% YoY to Rs.12,858 Cr; SEBI approval for Lakshya AMC is in final stages, enhancing revenue diversification.

2026

May

Quarterly & Annual Result

Release date

Check latest financial

10
Feb
Dividend
Ex date
₹4.00
per share

For each share you hold, you will receive ₹4.00

Dividend amount₹4.00 per share

Dividend TypeInterim 3

Ex Date10 Feb ‘26

Record Date10 Feb ‘26

Announcement date4 Feb ‘26

4
Feb
Dividend
Announced
₹4.00
per share

For each share you hold, you will receive ₹4.00

Dividend amount₹4.00 per share

Dividend TypeInterim 3

Ex Date10 Feb ‘26

Record Date10 Feb ‘26

Announcement date4 Feb ‘26

Feb

Quarterly Result

Release date

Check latest financial

2025

19
Nov
Dividend
Ex date
₹4.00
per share

For each share you hold, you will receive ₹4.00

Dividend amount₹4.00 per share

Dividend TypeInterim 2

Ex Date19 Nov ‘25

Record Date19 Nov ‘25

Announcement date13 Nov ‘25

13
Nov
Dividend
Announced
₹4.00
per share

For each share you hold, you will receive ₹4.00

Dividend amount₹4.00 per share

Dividend TypeInterim 2

Ex Date19 Nov ‘25

Record Date19 Nov ‘25

Announcement date13 Nov ‘25

Nov

Quarterly Result

Release date

Check latest financial

29
Aug
Dividend
Ex date
₹4.00
per share

For each share you hold, you will receive ₹4.00

Dividend amount₹4.00 per share

Dividend TypeFinal

Ex Date29 Aug ‘25

Record Date29 Aug ‘25

Announcement date12 May ‘25

8
Aug
Dividend
Ex date
₹4.00
per share

For each share you hold, you will receive ₹4.00

Dividend amount₹4.00 per share

Dividend TypeInterim 1

Ex Date8 Aug ‘25

Record Date8 Aug ‘25

Announcement date4 Aug ‘25

4
Aug
Dividend
Announced
₹4.00
per share

For each share you hold, you will receive ₹4.00

Dividend amount₹4.00 per share

Dividend TypeInterim 1

Ex Date8 Aug ‘25

Record Date8 Aug ‘25

Announcement date4 Aug ‘25

Aug

Quarterly Result

Release date

Check latest financial

12
May
Dividend
Announced
₹4.00
per share

For each share you hold, you will receive ₹4.00

Dividend amount₹4.00 per share

Dividend TypeFinal

Ex Date29 Aug ‘25

Record Date29 Aug ‘25

Announcement date12 May ‘25

31
Jan
Dividend
Ex date
₹4.00
per share

For each share you hold, you will receive ₹4.00

Dividend amount₹4.00 per share

Dividend TypeInterim 2

Ex Date31 Jan ‘25

Record Date31 Jan ‘25

Announcement date27 Jan ‘25

27
Jan
Dividend
Announced
₹4.00
per share

For each share you hold, you will receive ₹4.00

Dividend amount₹4.00 per share

Dividend TypeInterim 2

Ex Date31 Jan ‘25

Record Date31 Jan ‘25

Announcement date27 Jan ‘25

2024

25
Oct
Dividend
Ex date
₹8.00
per share

For each share you hold, you will receive ₹8.00

Dividend amount₹8.00 per share

Dividend TypeInterim 1

Ex Date25 Oct ‘24

Record Date25 Oct ‘24

Announcement date14 Oct ‘24

14
Oct
Dividend
Announced
₹8.00
per share

For each share you hold, you will receive ₹8.00

Dividend amount₹8.00 per share

Dividend TypeInterim 1

Ex Date25 Oct ‘24

Record Date25 Oct ‘24

Announcement date14 Oct ‘24

20
Aug
Dividend
Ex date
₹7.00
per share

For each share you hold, you will receive ₹7.00

Dividend amount₹7.00 per share

Dividend TypeFinal

Ex Date20 Aug ‘24

Record Date20 Aug ‘24

Announcement date8 May ‘24

Events calendar

View upcoming events in other stocks

Home>Stocks>Wealth First Portfolio Managers

Vaishnavi Tech Park, South Tower, 3rd FloorSarjapur Main Road, Bellandur, Bengaluru – 560103Karnataka

Download the App

Share Market

Indices

F&O

Mutual Funds

ETFs

Funds By Groww

Calculators

IPO

Miscellaneous

NIFTY Bank Options SBI Options Bajaj Finance Options Axis Bank Options Hindustan Unilever Options NIFTY Bank Futures Finnifty Futures ITC Futures ICICI Bank Futures Biocon Futures Indusind Bank Futures Crude Oil Mini Future Price Gold Petal Future Price Silver Micro Future Price Nickel Future Price Natural Gas Mini MCX Option Chain Copper MCX Option Chain

NIFTY 50 Options HDFC Bank Options Wipro Options DLF Options REC Options Yes Bank Futures Zomato Futures Ashok Leyland Futures HDFC Bank Futures UPL Futures Adani Enterprises Futures Gold Future Price Natural Gas Future Price Zinc Future Price Gold MCX Option Chain Gold Mini MCX Option Chain Commodities Expiry Calendar

Bse Sensex Options Tata Steel Options NTPC Options Bajaj Auto Options Indusind Bank Options Tata Motors Futures Infosys Futures Asian Paints Futures Lupin Futures Cipla Futures IDFC First Bank Futures Gold Mini Future Price Natural Gas Mini Future Price Copper Future Price Crude Oil MCX Option Chain Silver MCX Option Chain

Finnifty Options Infosys Options Asian Paints Options Coal India Options Ashok Leyland Options Tata Steel Futures BSE Sensex Futures Wipro Futures DLF Futures Bajaj Finance Futures Piramal Enterprises Futures Gold Ten Future Price Silver Future Price Aluminium Future Price Crude Oil Mini MCX Option Chain Silver Mini MCX Option Chain

Tata Motors Options ITC Options ICICI Bank Options Adani Enterprises Options NIFTY 50 Futures Coal India Futures Axis Bank Futures Vedanta Futures Reliance Industries Futures Hindustan Copper Futures Crude Oil Future Price Gold Guinea Future Price Silver Mini Future Price Electricity Future Price Natural Gas MCX Option Chain Zinc MCX Option Chain

MF Screener Debt Mutual Funds Best Multicap Mutual funds Best Contra Mutual funds Best Conservative Hybrid Mutual funds SBI Contra Fund Nippon India Nifty 500 Momentum 50 Index Fund HDFC Balanced Advantage Fund Quant Mid Cap Fund Bank of India Small Cap Fund Quant Multi Asset Fund Nippon India TATA Bandhan Edelweiss HSBC Union Quantum Shriram

Compare Mutual Funds Best Debt Mutual funds Best Large Cap Mutual funds Best Value Oriented Mutual funds Parag Parikh Flexi Cap Fund HDFC Mid Cap Opportunities Fund Motilal Oswal Nifty India Defence Index Fund ICICI Prudential India Opportunities Fund Kotak Small Cap Fund Canara Robeco Bluechip Equity Fund GrowwMF Motilal Oswal Aditya Birla Axis Bank of India Bajaj Finserv Helios ITI Trust

MF Knowledge Centre Best Equity Mutual funds Best Small Cap Mutual funds Best Arbitrage Mutual funds Motilal Oswal Midcap Fund SBI Small Cap Fund HDFC Small Cap Fund Kotak Multicap Fund ICICI Prudential Infrastructure Fund Bandhan Nifty Alpha 50 Index Fund SBI Quant Mirae Asset DSP Baroda BNP Paribas Mahindra Manulife Sundaram Samco Taurus

Mutual Fund Houses Best Hybrid Mutual funds Best ELSS Mutual funds Best Dividend Yield Mutual funds Nippon India Small Cap Fund HDFC Flexi Cap Fund Tata Small Cap Fund Tata Ethical Fund Mirae Asset ELSS Tax Saver Fund Quant Infrastructure Fund HDFC PPFAS UTI Kotak Mahindra Zerodha Invesco Navi PGIM

Mutual Funds Categories Best MidCap Mutual funds Best Sectoral Mutual funds Best Aggressive Hybrid Mutual funds Quant Small Cap Fund SBI Magnum Children's Benefit Fund UTI Nifty 50 Index Fund JM Flexicap Fund HSBC Small Cap Fund Franklin India Multi Cap Fund ICICI Prudential LIC Canara Robeco Whiteoak Franklin Templeton NJ JM 360 One

International Silver Midcap Liquid

Debt Index Bank Nifty Nifty IT

Equity Nifty 50 Nifty Metal Nifty Auto

Commodity Nifty Next 50 Healthcare Groww

Gold Sensex Defence

What is IPO?IPO Subscription Status IPO Allotment Status

Open IPOs How to Apply for an IPO

Upcoming IPOs What is Grey Market Premium?

Closed IPOs Mainboard IPOs

IPO GMP SME IPOs

NFO Pricing Trust & Safety Groww Digest

Intraday Blog Investor Relations Invest in Gold

Corporate Bonds Media & Press Gold Rates Invest in Silver

HUF Demat Account Careers Silver Rates Sitemap

About Us Help & Support Glossary

Others:

NSEBSEMCXTerms and ConditionsPolicies and ProceduresRegulatory & Other InfoPrivacy PolicyDisclosureSMART ODRDownload FormsInformation Security PracticesInvestor Charter and GrievanceBug Bounty

Mutual Funds:

A B C D E F G H I J K L M N O P Q R S T U V W X Y Z Others

Stocks:

A B C D E F G H I J K L M N O P Q R S T U V W X Y Z Others

About Groww

Groww is India's largest Stock Broker with more than 1.4 crore active customers where users can find their investment solutions pertaining to mutual funds, stocks, US Stocks, ETFs, IPO, and F&Os, to invest their money without hassles.

Groww objectively evaluates stocks and mutual funds and does not advise or recommend any stocks, mutual funds or portfolios. Investors shall invest at their own discretion, will and consent. Groww, at any time, does not guarantee fixed returns on the capital invested.

Groww helps investors -

· By providing 100% paperless online free Demat and trading account opening

· By providing an objective evaluation of products available on the platform

· By being transparent about fees and charges involved while investing in a product

· By offering decision-making assistance by providing technical analysis with advanced charts, well-designed line & candlestick charts that indicate share price movements, and market indices, along with more details about all registered and listed companies

SECURE TRANSACTIONS ON GROWW

All transactions on Groww are safe and secure. Users can invest through SIP or Lumpsum using Netbanking through all supported banks. It uses BSE Star MF (with Member code 11724) as transaction platform.

TRADE AND INVEST SECURELY WITH GROWW

Stocks, Mutual fund investments, F&Os, etc., are very popular with individual investors because of their numerous benefits. On Groww, an investor can -

- Invest in Nifty 50 (NSE) & Sensex (BSE) listed stocks

- Diversify across multiple stocks and other instruments

- Start SIP with any amount (as low as Rs. 500)

- Switch regular funds to direct funds

- Start automated monthly investments (SIP), and benefit from many more features

All type of mutual funds are available on Groww.

INVESTING IN MUTUAL FUND PORTFOLIOS

Portfolio is collection of mutual funds designed to meet your investment goals. Investing in mutual fund portfolios helps you in diversifying your investments and reduces the risk. Portfolios also help you in assigning an investment goals and make it easy for you to save for and achieve your goals. You can create a portfolio yourself or ask an expert to build it for you.

ATTENTION INVESTORS

1. For Stock Broking Transaction 'Prevent unauthorised transactions in your account --> Update your mobile numbers/email IDs with your stock brokers. Receive information of your transactions directly from Exchange on your mobile/email at the end of the day...Issued in the interest of Investors.

2. For Depository Transaction 'Prevent Unauthorized Transactions in your demat account --> Update your Mobile Number with your Depository Participant. Receive alerts on your Registered Mobile for all debit and other important transactions in your demat account directly from CDSL/NSDL on the same day...Issued in the interest of investors.

3. KYC is a one time exercise while dealing in securities markets - once KYC is done through a SEBI registered intermediary (Broker, DP, Mutual Fund etc.), you need not undergo the same process again when you approach another intermediary.

4. If you are subscribing to an IPO, there is no need to issue a cheque. Please write the Bank account number and sign the IPO application form to authorize your bank to make payment in case of allotment. In case of non allotment the funds will remain in your bank account.

· Investors should be cautious on unsolicited emails and SMS advising to buy, sell or hold securities and trade only on the basis of informed decision. Investors are advised to invest after conducting appropriate analysis of respective companies and not to blindly follow unfounded rumours, tips etc. Further, you are also requested to share your knowledge or evidence of systemic wrongdoing, potential frauds or unethical behaviour through the anonymous portal facility provided on BSE & NSE website.

· Awareness regarding guidelines on Margin collection

1. Stock Brokers can accept securities as margin from clients only by way of pledge in the depository system w.e.f. September 1, 2020.

2. Update your mobile number & email Id with your stock broker/depository participant and receive OTP directly from depository on your email id and/or mobile number to create pledge.

3. Pay 20% upfront margin of the transaction value to trade in cash market segment.

4. Investors may please refer to the Exchange's Frequently Asked Questions (FAQs) issued vide circular reference NSE/INSP/45191 dated July 31, 2020 and NSE/INSP/45534 dated August 31, 2020 and other guidelines issued from time to time in this regard.

5. Check your Securities /MF/ Bonds in the consolidated account statement issued by NSDL/CDSL every month.

Issued in the interest of Investors

DISCLAIMER

Groww Invest Tech Pvt. Ltd. (Formerly known as Nextbillion Technology Pvt. Ltd) (CIN: U65100KA2016PTC092879) is a member of NSE & BSE & MCX with SEBI Registration no: INZ000301838, Depository Participant of CDSL Depository with SEBI Registration no: IN-DP-417-2019 and Mutual Fund distributor with AMFI Registration No: ARN-111686. Registered office and Correspondence office - Vaishnavi Tech Park, South Tower, 3rd floor, Sarjapur Main Road, Bellandur, Bengaluru – 560103, Karnataka. For any grievances related to Stock Broking/DP, please write to [email protected] , please ensure you carefully read the Risk Disclosure Document as prescribed by SEBI.

Procedure to file a complaint on SEBI SCORES: Register on the SCORES portal. Mandatory details for filing complaints on SCORES: Name, PAN, Address, Mobile Number, E-mail ID. Benefits: Effective Communication, Speedy redressal of the grievances.

Groww Invest Tech Pvt. Ltd. (Formerly known as Nextbillion Technology Pvt. Ltd) makes no warranties or representations, express or implied, on products offered through the platform. It accepts no liability for any damages or losses, however caused, in connection with the use of, or on the reliance of its product or related services. Unless otherwise specified, all returns, expense ratio, NAV, etc are historical and for illustrative purposes only. Future will vary greatly and depends on personal and market circumstances. The information provided by our blog is educational only and is not investment or tax advice.

Investment in Securities Market are subject to market risks, read all the related documents carefully before investing

Mutual fund investments are subject to market risks. Please read all scheme related documents carefully before investing. Past performance of the schemes is neither an indicator nor a guarantee of future performance.

India's largest Stock Broker by active users on NSE as of June 30, 2025. Refer: NSE's Arbitration status

Terms and conditions of the website/app are applicable. Privacy policy of the website is applicable.

Wealth First Portfolio Managers

Performance

Fundamentals

Financial performance

About

Shareholding Pattern

Similar stocks

10FebDividendEx date₹4.00per share

4FebDividendAnnounced₹4.00per share

19NovDividendEx date₹4.00per share

13NovDividendAnnounced₹4.00per share

29AugDividendEx date₹4.00per share

8AugDividendEx date₹4.00per share

4AugDividendAnnounced₹4.00per share

12MayDividendAnnounced₹4.00per share

31JanDividendEx date₹4.00per share

27JanDividendAnnounced₹4.00per share

25OctDividendEx date₹8.00per share

14OctDividendAnnounced₹8.00per share

20AugDividendEx date₹7.00per share

About Groww

10
Feb
Dividend
Ex date
₹4.00
per share

4
Feb
Dividend
Announced
₹4.00
per share

19
Nov
Dividend
Ex date
₹4.00
per share

13
Nov
Dividend
Announced
₹4.00
per share

29
Aug
Dividend
Ex date
₹4.00
per share

8
Aug
Dividend
Ex date
₹4.00
per share

4
Aug
Dividend
Announced
₹4.00
per share

12
May
Dividend
Announced
₹4.00
per share

31
Jan
Dividend
Ex date
₹4.00
per share

27
Jan
Dividend
Announced
₹4.00
per share

25
Oct
Dividend
Ex date
₹8.00
per share

14
Oct
Dividend
Announced
₹8.00
per share

20
Aug
Dividend
Ex date
₹7.00
per share