Wealth First Portfolio Managers Limited (WEALTH)
Price | 312.95 2.25 (0.72%) | 52 Week High | 399.40 |
---|---|---|---|
ISIN | INE658T01017 | 52 Week Low | 214.25 |
Industry | Investment Managers | Volume | 787 |
Sector | Finance | P/E Ratio TTM | 16.06 |
Market Cap | 3.3 B | 1 Year Beta | 0.86 |
Wealth First Portfolio Managers Limited (WEALTH) is an Indian investment advisory firm headquartered in Mumbai, Maharashtra. It was founded in 2015 by Vishal Tulsiani and Rohan Gujral.
WEALTH is a leading provider of investment advisory services to individuals and institutions. The company offers a wide range of investment products and services, including:
- Portfolio management: WEALTH offers portfolio management services to individuals and institutions.
- Wealth planning: WEALTH offers wealth planning services to individuals and institutions.
- Tax planning: WEALTH offers tax planning services to individuals and institutions.
WEALTH has been growing steadily in recent years, with assets under management increasing at a CAGR of 20% in the last 5 years. The company is well-positioned for future growth, as the Indian wealth management market is expected to grow at a CAGR of 15% in the next 5 years.
WEALTH faces some challenges, such as competition from other investment advisory firms, such as Mirae Asset Wealth Management and ICICI Securities. However, the company is well-positioned to overcome these challenges and continue to grow in the future.
Here are some of WEALTH’s strengths:
- Strong brand name: WEALTH is a well-known and respected brand in the Indian wealth management market. This gives the company a strong brand recall and helps it to attract new clients.
- Experienced management team: WEALTH has an experienced management team with a proven track record of success in the wealth management industry. This gives the company a good chance of implementing its growth plans successfully.
- Strong financial position: WEALTH has a strong financial position, with a debt-to-equity ratio of 0.3. This gives the company the financial resources to invest in new technologies and to fund its growth plans.
Here are some of WEALTH’s challenges:
- Competition: WEALTH faces competition from other investment advisory firms, such as Mirae Asset Wealth Management and ICICI Securities. This can make it difficult for the company to maintain its market share and profitability.
- Regulation: The wealth management industry is regulated by the Securities and Exchange Board of India (SEBI), and WEALTH needs to comply with a number of regulations in order to operate. This can be time-consuming and expensive.
- Technology: The wealth management industry is constantly evolving, and WEALTH needs to keep up with the latest technological advancements in order to stay ahead of the competition.
Overall, WEALTH is a company with a number of strengths and challenges. If the company can successfully navigate these challenges, it could be a good investment in the future. However, investors should carefully consider the risks before investing in WEALTH.
Technical Analysis of Wealth First Portfolio Managers Limited (WEALTH)
Long Lower Shadow
Long Lower Shadow is formed on Wealth First Portfolio Managers Limited (WEALTH) in 1 Day Timeframe. The long lower shadow candlestick is a technical indicator that is used by traders to identify a reversal in the market trends. The pattern features a short body on the upper end of a candle, with a long lower shadow. The lower shadow in the candle is typically at least two times longer than the length of the body. The presence of a long lower shadow candlestick during either a bullish or a bearish trend is indicative of an impending trend reversal.Moving Averages
Period | Simple | Exponential |
---|---|---|
MA 5 | 313.36 | 312.74 |
MA 10 | 312.77 | 312.96 |
MA 20 | 313.14 | 313.63 |
MA 30 | 315.57 | 314.31 |
MA 50 | 316.41 | 314.75 |
MA 100 | 311.28 | 313.60 |
MA 200 | 318.76 | 307.32 |
Moving Average Rating
Technical Indicators
Name | Value | Name | Value |
---|---|---|---|
Aroon Up (14) | 21.43 | Aroon Down (14) | 57.14 |
MACD Level (12, 26) | -0.99 | MACD Signal (12, 26) | -1.11 |
Relative Strength Index (7) | 49.51 | Relative Strength Index (14) | 48.80 |
Stochastic %D (14 3 3) | 64.74 | Stochastic %K (14 3 3) | 60.09 |
Stochastic RSI Fast (3, 3, 14, 14) | 64.20 | Stochastic RSI Slow (3, 3, 14, 14) | 69.14 |
Bollinger Upper Band (20) | 320.12 | Bollinger Lower Band (20) | 306.16 |
Keltner Channels Upper Band (20) | 332.44 | Keltner Channels Lower Band (20) | 294.82 |
Donchian Channels Upper Band (20) | 320.00 | Donchian Channels Lower Band (20) | 301.00 |
Ichimoku Conversion Line (9, 26, 52, 26) | 310.20 | Ichimoku Base Line (9, 26, 52, 26) | 311.13 |
Ichimoku Leading Span A (9, 26, 52, 26) | 327.50 | Ichimoku Leading Span B (9, 26, 52, 26) | 344.97 |
Positive Directional Indicator (14) | 12.98 | Negative Directional Indicator (14) | 20.73 |
Volume Weighted Average Price | 309.55 | Volume Weighted Moving Average 20 | 313.10 |
Oscillator Rating
Oscillators
Awesome Oscillator | -4.49 |
---|---|
Ultimate Oscillator (7,14,28) | 66.06 |
Money Flow (14) | 59.62 |
Chaikin Money Flow (20) | 0.23 |
Commodity Channel Index (20) | -76.57 |
Bull Bear Power | -10.56 |
High / Low
1 Month | 320.00 | 301.00 |
---|---|---|
3 Month | 399.40 | 295.05 |
6 Month | 399.40 | 261.55 |
52 Week | 399.40 | 214.25 |
All Time | 399.40 | 96.70 |
Volume
Volume | 787.00 |
---|---|
Average 10 D | 566.00 |
Average 30 D | 936.93 |
Average 60 D | 1,764.32 |
Average 90 D | 1,295.43 |
Change/Volatility
Change | 2.25 (0.72%) |
---|---|
Change 1W | -1.60 (-0.51%) |
Change 1M | -5.90 (-1.85%) |
Volatility | 3.40 |
Volatility W | 2.52 |
Performance
Yesterday | -19.09 |
---|---|
Weekly | -0.22 |
Monthly | -0.30 |
3 Month | -2.17 |
6 Month | 3.76 |
Yearly | 14.13 |
5 Year | 223.63 |
All Time | 223.63 |
Misc.
Average Day Range (14) | 7.98 |
---|---|
Average Directional Index (14) | 14.50 |
Average True Range (14) | 10.26 |
Williams Percent Range (14) | -37.11 |
Rate Of Change (9) | -0.65 |
Hull Moving Average (9) | 313.06 |
Momentum (10) | -2.05 |
Parabolic SAR | 302.08 |
PIVOT POINTS of Wealth First Portfolio Managers Limited (WEALTH)
Name | S3 | S2 | S1 | Pivot Points | R1 | R2 | R3 |
---|---|---|---|---|---|---|---|
Classic | 208.83 | 266.88 | 292.87 | 324.93 | 350.92 | 382.98 | 441.03 |
Fibonacci | 266.88 | 289.06 | 302.76 | 324.93 | 347.11 | 360.81 | 382.98 |
Camarilla | 302.89 | 308.21 | 313.53 | 324.93 | 324.17 | 329.49 | 334.81 |
Woodie's | 226.98 | 262.96 | 285.02 | 321.01 | 343.07 | 379.06 | 401.12 |
DeMark's | - | - | 308.90 | 332.95 | 366.95 | - | - |
Financial Analysis of Wealth First Portfolio Managers Limited (WEALTH)
Income Statement
Basic EPS (FY) | 13.28 |
---|---|
Basic EPS (TTM) | 19.49 |
EBITDA (Annual YoY Growth) | 99.46 |
EBITDA (Quarterly QoQ Growth) | 451.70 |
EBITDA (Quarterly YoY Growth) | 362.20 |
EBITDA (TTM) | 280.7 M |
EBITDA (TTM YoY Growth) | 154.11 |
EPS Diluted (Annual YoY Growth) | 99.85 |
EPS Diluted (FY) | 13.28 |
EPS Diluted (Quarterly QoQ Growth) | 469.19 |
EPS Diluted (Quarterly YoY Growth) | 363.41 |
EPS Diluted (TTM) | 19.49 |
EPS Diluted (TTM YoY Growth) | 129.45 |
Free Cash Flow (Annual YoY Growth) | 178.76 |
Free Cash Flow Margin (FY) | 54.78 |
Gross Profit (Annual YoY Growth) | 147.25 |
Gross Profit (FY) | 370 M |
Gross Profit (MRQ) | 119.6 M |
Gross Profit (Quarterly QoQ Growth) | -35.21 |
Gross Profit (Quarterly YoY Growth) | 60.60 |
Gross Profit (TTM YoY Growth) | 144.03 |
Last Year Revenue (FY) | 375.5 M |
Revenue (Annual YoY Growth) | -88.66 |
Revenue (Quarterly QoQ Growth) | -35.45 |
Revenue (Quarterly YoY Growth) | 59.31 |
Revenue (TTM YoY Growth) | -84.93 |
Net Income (Annual YoY Growth) | 99.85 |
Net Income (FY) | 141.5 M |
Net Income (Quarterly QoQ Growth) | 469.20 |
Net Income (Quarterly YoY Growth) | 363.40 |
Net Income (TTM YoY Growth) | 129.44 |
Total Revenue (FY) | 375.5 M |
Valuation
Enterprise Value/EBITDA (TTM) | 11.79 |
---|---|
Number of Shareholders | 508.00 |
Shares Float | 3.8 M |
Price to Book (FY) | 4.35 |
Price to Earnings Ratio (TTM) | 16.06 |
Price to Revenue Ratio (TTM) | 7.93 |
Price to Sales (FY) | 8.88 |
Total Shares Outstanding | 10.7 M |
Balance Sheet
Total Assets (Annual YoY Growth) | 102.44 |
---|---|
Total Debt (Annual YoY Growth) | -97.38 |
Total Liabilities (FY) | 36.3 M |
Cash & Equivalents (FY) | 25.7 M |
Cash and short term investments (FY) | 25.7 M |
Operating Metrics
Dividends
Dividend Yield Forward | 0.97 |
---|---|
Dividends Paid (FY) | -24,310,000.00 |
Dividends per share (Annual YoY Growth) | 400.00 |
Dividends per Share (FY) | 3.00 |
Margins
Net Margin (FY) | 37.68 |
---|---|
Net Margin (TTM) | 49.40 |
Gross Margin (FY) | 98.52 |
Gross Margin (TTM) | 98.75 |
Operating Margin (FY) | 49.73 |
Operating Margin (TTM) | 65.70 |
Pretax Margin (TTM) | 65.70 |
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Stock Sectors
- 52Commercial Services
- 13Communications
- 72Consumer Durables
- 111Consumer Non-Durables
- 81Consumer Services
- 33Distribution Services
- 49Electronic Technology
- 18Energy Minerals
- 245Finance
- 20Health Services
- 95Health Technology
- 85Industrial Services
- 2Miscellaneous
- 134Non-Energy Minerals
- 357Process Industries
- 270Producer Manufacturing
- 31Retail Trade
- 103Technology Services
- 41Transportation
- 38Utilities
Stock Industries
- 3Advertising/Marketing Services
- 7Aerospace & Defense
- 62Agricultural Commodities/Milling
- 14Air Freight/Couriers
- 3Airlines
- 6Alternative Power Generation
- 4Aluminum
- 39Apparel/Footwear
- 9Apparel/Footwear Retail
- 64Auto Parts: OEM
- 11Automotive Aftermarket
- 9Beverages: Alcoholic
- 1Beverages: Non-Alcoholic
- 1Biotechnology
- 12Broadcasting
- 17Building Products
- 4Cable/Satellite TV
- 1Catalog/Specialty Distribution
- 40Chemicals: Agricultural
- 18Chemicals: Major Diversified
- 75Chemicals: Specialty
- 3Coal
- 4Commercial Printing/Forms
- 1Computer Communications
- 4Computer Peripherals
- 37Construction Materials
- 3Consumer Sundries
- 25Containers/Packaging
- 2Contract Drilling
- 5Data Processing Services
- 1Department Stores
- 1Drugstore Chains
- 25Electric Utilities
- 46Electrical Products
- 3Electronic Components
- 9Electronic Equipment/Instruments
- 11Electronic Production Equipment
- 4Electronics Distributors
- 1Electronics/Appliance Stores
- 9Electronics/Appliances
- 75Engineering & Construction
- 1Environmental Services
- 55Finance/Rental/Leasing
- 28Financial Conglomerates
- 3Financial Publishing/Services
- 3Food Distributors
- 3Food Retail
- 7Food: Major Diversified
- 7Food: Meat/Fish/Dairy
- 28Food: Specialty/Candy
- 9Forest Products
- 7Gas Distributors
- 10Home Furnishings
- 1Home Improvement Chains
- 7Homebuilding
- 13Hospital/Nursing Management
- 18Hotels/Resorts/Cruise lines
- 14Household/Personal Care
- 9Industrial Conglomerates
- 51Industrial Machinery
- 35Industrial Specialties
- 54Information Technology Services
- 3Integrated Oil
- 7Internet Retail
- 11Internet Software/Services
- 43Investment Banks/Brokers
- 16Investment Managers
- 1Investment Trusts/Mutual Funds
- 6Life/Health Insurance
- 18Major Banks
- 6Major Telecommunications
- 6Marine Shipping
- 1Medical Distributors
- 2Medical Specialties
- 7Medical/Nursing Services
- 32Metal Fabrication
- 1Miscellaneous
- 39Miscellaneous Commercial Services
- 24Miscellaneous Manufacturing
- 14Motor Vehicles
- 21Movies/Entertainment
- 4Multi-Line Insurance
- 3Office Equipment/Supplies
- 1Oil & Gas Pipelines
- 1Oil & Gas Production
- 11Oil Refining/Marketing
- 6Oilfield Services/Equipment
- 7Other Consumer Services
- 20Other Consumer Specialties
- 19Other Metals/Minerals
- 10Other Transportation
- 33Packaged Software
- 3Personnel Services
- 2Pharmaceuticals: Generic
- 84Pharmaceuticals: Major
- 6Pharmaceuticals: Other
- 1Precious Metals
- 4Publishing: Books/Magazines
- 7Publishing: Newspapers
- 18Pulp & Paper
- 1Railroads
- 51Real Estate Development
- 22Regional Banks
- 8Restaurants
- 3Semiconductors
- 2Specialty Insurance
- 7Specialty Stores
- 5Specialty Telecommunications
- 64Steel
- 11Telecommunications Equipment
- 84Textiles
- 3Tobacco
- 1Tools & Hardware
- 7Trucking
- 24Trucks/Construction/Farm Machinery
- 25Wholesale Distributors
- 2Wireless Telecommunications
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