Wealth First Portfolio Managers Limited (WEALTH) — Strategic Asset Allocation Index
Wealth First Portfolio Managers Limited (WEALTH) has a Strategic Asset Allocation Index of 0.7% as of September 2025. Strategic assets (PP&E of Rs9.92 Million plus long-term investments of Rs-) total Rs9.92 Million, measured against net assets of Rs1.51 Billion. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See Wealth First Portfolio Managers Limited (WEALTH) balance sheet quality index to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
Wealth First Portfolio Managers Limited Strategic Asset Allocation Index (2011–2025)
This chart shows how Wealth First Portfolio Managers Limited's Strategic Asset Allocation Index has evolved across 13 annual periods from 2011 to 2025. As of September 2025, the index stands at 0.7%, representing strategic assets of Rs9.92 Million against net assets of Rs1.51 Billion INR. For live market cap and overall valuation, see Wealth First Portfolio Managers Limited (WEALTH) total market value.
Annual Strategic Asset Allocation Index for Wealth First Portfolio Managers Limited (2011–2025)
The table below presents the year-by-year Strategic Asset Allocation Index for Wealth First Portfolio Managers Limited from 2011 to 2025, covering 13 annual filings. Each row shows PP&E, long-term investments, strategic assets combined, net assets, the index percentage, and the change in percentage points compared to the prior year. See Wealth First Portfolio Managers Limited net assets for net asset value and shareholders' equity analysis.
| Year | SAAI | Strategic Assets (INR) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2025 | 0.6% | Rs7.55 Million | Rs7.55 Million | Rs- | Rs1.29 Billion | ▼ 0.0 pp |
| 2024 | 0.6% | Rs7.17 Million | Rs7.17 Million | Rs- | Rs1.18 Billion | ▼ -0.3 pp |
| 2023 | 0.9% | Rs6.57 Million | Rs6.57 Million | Rs- | Rs766.53 Million | ▼ -0.3 pp |
| 2022 | 1.2% | Rs7.54 Million | Rs7.54 Million | Rs- | Rs655.96 Million | ▲ +0.1 pp |
| 2021 | 1.0% | Rs4.84 Million | Rs4.84 Million | Rs- | Rs462.30 Million | ▼ -0.7 pp |
| 2020 | 1.7% | Rs6.02 Million | Rs6.02 Million | Rs- | Rs344.74 Million | ▼ -0.4 pp |
| 2019 | 2.2% | Rs7.45 Million | Rs7.45 Million | Rs- | Rs339.88 Million | ▲ +1.1 pp |
| 2018 | 1.1% | Rs2.95 Million | Rs2.95 Million | Rs- | Rs278.76 Million | ▼ -6.7 pp |
| 2015 | 7.7% | Rs3.95 Million | Rs3.95 Million | Rs- | Rs51.13 Million | ▲ +3.8 pp |
| 2014 | 3.9% | Rs9.18 Million | Rs9.18 Million | Rs- | Rs236.60 Million | ▼ -1.7 pp |
| 2013 | 5.6% | Rs11.31 Million | Rs11.31 Million | Rs- | Rs203.51 Million | ▼ -23.9 pp |
| 2012 | 29.4% | Rs9.01 Million | Rs9.01 Million | Rs- | Rs30.59 Million | ▼ -4.1 pp |
| 2011 | 33.5% | Rs10.39 Million | Rs10.39 Million | Rs- | Rs30.99 Million | — |