Micro Asset Management
Market Cap
₹933 ₹933 Cr.
P/E
28.25
PEG = P/E ÷ 5yr forward EPS CAGR

The forward EPS CAGR is estimated individually for each company - factoring in its guidance, industry, and growth drivers - not generic rule-based projection.

Key Ratios

Debt to Equity
Debt to Equity
-
Div Yield (%)
Div Yield (%)
1.48
Individual < 2 lac
Individual < 2 lac
12.31 %
Institutions
Institutions
0.11 %
Market cap
Market cap
933 Cr
No. of Shareholders
No. of Shareholders
7,678
OPM (%)
OPM (%)
64.27 %
PE
PE
28.25
Prom Holding
Prom Holding
74.04 %
ROCE (%)
ROCE (%)
30.29
ROE (%)
ROE (%)
25.69
Sales
Sales
57.89 Cr
  • Wealth First Port
  • STEL Holdings
  • Centrum Capital
Last updated on 9 Oct 2026
  • Wealth First manages client wealth directly with no distribution layers. Its core business is fee-based wealth management.
  • It advises about 21,700 clients across 6,900 families on about Rs12,157 Cr of assets. About 65% of clients have stayed over 10 years.
  • Core profit is trail fees of about Rs49.8 Cr. Distribution of about Rs15 Cr is smaller and trading income is lumpy.
  • It was the first firm of its kind to list in India. Per management, its advisers carry no revenue targets to keep advice client-only.
  • It is building beyond core wealth into insurance and its own mutual fund house. It is also adding scale through the Mumbai wealth acquisition.
  • Near-term profit depends on growing fees without heavy new-business cost. Management guides about Rs20,000 Cr combined assets in five years and 20-25% yearly insurance growth.
  • Mumbai wealth acquisition close No timeline
    closure shows price paid and assets added against the filed about Rs9,000 Cr post-deal base.
  • In-house mutual fund scale-up No timeline
    progress shows approval and launch milestones and the cost carried meanwhile.
Price Range

See where the stock is trading versus its 52-week high and low.

Low
775
52W Range
High
1238
Timeline

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Forensics

7 Yes

Positive for this company

2 Neutral

Neutral for this company

7 No

Negative for this company

1 No Data

Insufficient data to analyse

Revenue mix

Product Wise Break-Up

Peer Comparison

Corporate Actions

Consolidated
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FAQs on Wealth First Portfolio Managers Ltd. Business

Wealth First Portfolio Managers Ltd. provides high-end wealth management solutions for high and medium net worth investors including equity, mutual funds, insurance, and fixed incomes. Founded in 2002.

Wealth First Port major competitors are Jindal Poly Invest, Centrum Capital, Max India, Systematix Corp Serv, Welspun Investments, DAM Capital Advisors, STEL Holdings.
Market Cap of Wealth First Port is ₹959 Crs.
While the median market cap of its peers are ₹971 Crs.

Wealth First Port seems to be financially stable compared to its competitors.
The probability of it going bankrupt or facing a financial crunch seem to be lower than its immediate competitors.

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