Wealth First Portfolio Managers Limited
Wealth First Portfolio Managers Limited provides share and stock broking services in India. It engages in the distribution of mutual funds; trades in government securities; and offers demat, portfolio management, and depository participant services. The company's products include fixed deposits, treasury and direct bonds, taxable and tax-free bonds, direct equities, PMS, unlisted securities, AIFs… Read more
Wealth First Portfolio Managers Limited (WEALTH) - Total Assets
Latest total assets as of September 2025: ₹1.60 Billion INR
Based on the latest financial reports, Wealth First Portfolio Managers Limited (WEALTH) holds total assets worth ₹1.60 Billion INR as of September 2025.
Total assets represent everything the company owns and controls, combining both current assets—like cash and cash equivalents, accounts receivable, and inventories—and non-current assets such as property, plant, equipment (PP&E), intangible assets, and long-term investments.
Wealth First Portfolio Managers Limited - Total Assets Trend (2011–2025)
This chart illustrates how Wealth First Portfolio Managers Limited’s total assets have evolved over time, based on quarterly financial data. Explore and compare other companies by total assets.
Wealth First Portfolio Managers Limited - Asset Composition Analysis
Current Asset Composition (March 2025)
Wealth First Portfolio Managers Limited's total assets of ₹1.60 Billion consist of 64.5% current assets and 35.5% non-current assets.
| Asset Category | Amount (INR) | % of Total Assets |
|---|---|---|
| Cash & Equivalents | ₹27.07 Million | 2.0% |
| Accounts Receivable | ₹61.62 Million | 4.5% |
| Inventory | ₹714.53 Million | 52.5% |
| Property, Plant & Equipment | ₹7.55 Million | 0.6% |
| Intangible Assets | ₹1.27 Million | 0.1% |
| Goodwill | ₹0.00 | 0.0% |
Asset Composition Trend (2011–2025)
This chart illustrates how Wealth First Portfolio Managers Limited's asset composition has evolved over time. Understanding changes in asset allocation can provide insights into the company's strategic shifts, capital allocation priorities, and business focus evolution.
Key Asset Composition Facts
- Current vs. Non-Current Assets: Wealth First Portfolio Managers Limited's current assets represent 64.5% of total assets in 2025, a decrease from 93.3% in 2011.
- Cash Position: Cash and equivalents constituted 2.0% of total assets in 2025, up from 0.9% in 2011.
- Tangible vs. Intangible: Intangible assets (including goodwill) make up 0.0% of total assets, unchanged from 0.0% in 2011.
- Asset Diversification: The largest asset category is inventory at 52.5% of total assets.
Wealth First Portfolio Managers Limited Competitors by Total Assets
Key competitors of Wealth First Portfolio Managers Limited based on total assets are shown below.
| Company | Country | Total Assets |
|---|---|---|
|
MGT Capital Investments Inc
PINK:MGTI
|
USA | $36.00K |
|
XTRA Bitcoin Inc
PINK:CBTC
|
USA | $109.64K |
|
Shenwan Hongyuan Group Co Ltd
SHE:000166
|
China | CN¥721.97 Billion |
|
Northeast Securities Co Ltd
SHE:000686
|
China | CN¥110.06 Billion |
|
Guangdong Golden Dragon Development Inc
SHE:000712
|
China | CN¥22.93 Billion |
|
Sealand Securities Co Ltd
SHE:000750
|
China | CN¥74.96 Billion |
|
GF Securities Co Ltd
SHE:000776
|
China | CN¥953.44 Billion |
|
Changjiang Securities Co Ltd
SHE:000783
|
China | CN¥191.54 Billion |
Wealth First Portfolio Managers Limited - Asset Efficiency Metrics
Asset efficiency metrics measure how effectively a company uses its assets to generate revenue and profits. These indicators help investors evaluate management's ability to deploy capital efficiently.
Asset Turnover Ratio
Measures how efficiently a company uses its assets to generate sales
Strong asset utilization - Wealth First Portfolio Managers Limited generates 14.37x its asset value in annual revenue.
Return on Assets (ROA)
Measures how efficiently a company uses its assets to generate profits
Excellent ROA - For every $100 in assets, Wealth First Portfolio Managers Limited generates $ 25.07 in net profit.
Wealth First Portfolio Managers Limited - Liquidity and Working Capital Analysis
Liquidity ratios measure a company's ability to pay off its short-term debts as they come due, using the company's current or quick assets. Working capital represents the operational liquidity available.
Key Liquidity Metrics
| Metric | Current | 1 Year Ago | 5 Years Ago |
|---|---|---|---|
| Current Ratio | 12.62 | 2.08 | 7.88 |
| Quick Ratio | 1.58 | 0.56 | 1.92 |
| Cash Ratio | 0.49 | 0.08 | 0.00 |
| Working Capital | ₹998.27 Million | ₹ 580.35 Million | ₹ 327.99 Million |
Wealth First Portfolio Managers Limited - Advanced Valuation Insights
This section examines the relationship between Wealth First Portfolio Managers Limited's asset base and its market valuation, helping to identify whether the company's assets are efficiently translated into market value.
Key Valuation Metrics
| Current Price-to-Book Ratio | 6.78 |
| Latest Market Cap to Assets Ratio | 0.01 |
| Asset Growth Rate (YoY) | 9.1% |
| Total Assets | ₹1.36 Billion |
| Market Capitalization | $20.05 Million USD |
Valuation Analysis
Below Book Valuation: The market values Wealth First Portfolio Managers Limited's assets below their book value (0.01 x), which may indicate investor concerns about asset quality or future growth.
Positive Asset Growth: Wealth First Portfolio Managers Limited's assets grew by 9.1% over the past year, showing continued investment in the company's operational capacity.
Annual Total Assets for Wealth First Portfolio Managers Limited (2011–2025)
The table below shows the annual total assets of Wealth First Portfolio Managers Limited from 2011 to 2025.
| Year | Total Assets | Change |
|---|---|---|
| 2025-03-31 | ₹1.36 Billion | +9.09% |
| 2024-03-31 | ₹1.25 Billion | +55.50% |
| 2023-03-31 | ₹802.86 Million | +11.98% |
| 2022-03-31 | ₹716.96 Million | +32.38% |
| 2021-03-31 | ₹541.58 Million | +35.64% |
| 2020-03-31 | ₹399.29 Million | +0.68% |
| 2019-03-31 | ₹396.60 Million | +4.48% |
| 2018-03-31 | ₹379.61 Million | -8.31% |
| 2017-03-31 | ₹413.99 Million | -8.10% |
| 2016-03-31 | ₹450.49 Million | +297.87% |
| 2015-03-31 | ₹113.22 Million | -52.34% |
| 2014-03-31 | ₹237.55 Million | +15.83% |
| 2013-03-31 | ₹205.09 Million | +306.60% |
| 2012-03-31 | ₹50.44 Million | -74.05% |
| 2011-03-31 | ₹194.36 Million | -- |