Wealth First Portfolio Managers (NSE:WEALTH) ROE % Adjusted to Book Value: 4.89% (As of Mar. 2026)

Author: Vera Yuan Vera Yuan
Vera Yuan
Vera Yuan
Director of Data and Quant Analytics at GuruFocus
Focused on building reliable datasets, financial models, and research tools for value-minded investors. Committed to turning complex data into practical guidance for value-investing and long-term wealth.
Reviewed by: Charlie Tian Charlie Tian
Charlie Tian
Charlie Tian
Founder & CEO of GuruFocus
Dr. Charlie Tian is the founder and CEO of GuruFocus.com, a leading global investment research platform established in 2004. With a Ph.D. in physics, Dr. Tian transitioned from science to finance, applying a data-driven, disciplined approach to value investing.

NSE:WEALTH Wealth First Portfolio Managers Ltd NSE:WEALTH
64 GF Score
Price ₹945.50
GF Value ₹129.30
Valuation Significantly Overvalued
! 3 Warning Signs
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What is Wealth First Portfolio Managers ROE % Adjusted to Book Value?

Wealth First Portfolio Managers NSE:WEALTH -2.03% 64 ROE % Adjusted to Book Value is 4.89% as of Mar. 2026. GuruFocus rates NSE:WEALTH with a GF Score™ of 64/100 and a GF Value™ of ₹129.30 (Significantly Overvalued). The stock has 3 warning signs investors should review.

Wealth First Portfolio Managers's ROE % for the quarter that ended in Mar. 2026 was 27.96%. Wealth First Portfolio Managers's PB Ratio for the quarter that ended in Mar. 2026 was 5.72. Wealth First Portfolio Managers's ROE % Adjusted to Book Value for the quarter that ended in Mar. 2026 was 4.89%.


Wealth First Portfolio Managers ROE % Adjusted to Book Value Related Terms


Wealth First Portfolio Managers ROE % Adjusted to Book Value Historical Data

* Premium members only.

The historical data trend for Wealth First Portfolio Managers's ROE % Adjusted to Book Value can be seen below:

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

Wealth First Portfolio Managers ROE % Adjusted to Book Value Chart

Wealth First Portfolio Managers Annual Data
Trend Mar17 Mar18 Mar19 Mar20 Mar21 Mar22 Mar23 Mar24 Mar25 Mar26
ROE % Adjusted to Book Value
Get a 7-Day Free Trial Premium Member Only Premium Member Only 7.63 4.91 7.76 3.77 4.85

Wealth First Portfolio Managers Quarterly Data
Sep20 Mar21 Sep21 Mar22 Jun22 Sep22 Dec22 Mar23 Jun23 Sep23 Dec23 Mar24 Jun24 Sep24 Dec24 Mar25 Jun25 Sep25 Dec25 Mar26
ROE % Adjusted to Book Value Get a 7-Day Free Trial Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only -1.82 0.00 3.50 0.00 4.89

NSE:WEALTH vs MS, GS, SCHW: ROE % Adjusted to Book Value Comparison

For the Capital Markets subindustry, Wealth First Portfolio Managers's ROE % Adjusted to Book Value, along with its competitors' market caps and ROE % Adjusted to Book Value data, can be viewed below:

* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.


Wealth First Portfolio Managers ROE % Adjusted to Book Value vs Capital Markets Industry

For the Capital Markets industry and Financial Services sector, Wealth First Portfolio Managers's ROE % Adjusted to Book Value distribution charts can be found below:

* The bar in red indicates where Wealth First Portfolio Managers's ROE % Adjusted to Book Value falls into.


NSE:WEALTH
64GF Score
Wealth First Portfolio Managers Ltd NSE:WEALTH
ROE % Adjusted to Book Value is just one metric. See GF Score™, valuation, warning signs, and more.
View Full Analysis

Wealth First Portfolio Managers ROE % Adjusted to Book Value Calculation

Wealth First Portfolio Managers's ROE % Adjusted to Book Value for the fiscal year that ended in Mar. 2026 is calculated as

ROE % Adjusted to Book Value=ROE % / PB Ratio
=27.72% / 5.72
=4.85%

Wealth First Portfolio Managers's ROE % Adjusted to Book Value for the quarter that ended in Mar. 2026 is calculated as

ROE % Adjusted to Book Value=ROE % / PB Ratio
=27.96% / 5.72
=4.89%

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

What does a ROE % Adjusted to Book Value of 4.89% mean?
Wealth First Portfolio Managers (NSE:WEALTH) has a ROE % Adjusted to Book Value of 4.89% as of Mar. 2026. Return on equity adjusted to book is the ratio of return on equity to price-book ratio. View historical data on Wealth First Portfolio Managers and its competitors.
Is Wealth First Portfolio Managers' ROE % Adjusted to Book Value too high?
Wealth First Portfolio Managers' current ROE % Adjusted to Book Value is 4.89%. Overall, Wealth First Portfolio Managers has a GF Score™ of 64/100 and is considered Significantly Overvalued, reflecting its overall financial health beyond just this single metric.
How does Wealth First Portfolio Managers' ROE % Adjusted to Book Value compare to MS and GS?
Wealth First Portfolio Managers' ROE % Adjusted to Book Value of 4.89% can be compared against companies in the Capital Markets industry. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good ROE % Adjusted to Book Value for a Capital Markets company?
A good ROE % Adjusted to Book Value depends on the Capital Markets industry context. However, ROE % Adjusted to Book Value should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high ROE % Adjusted to Book Value mean?
A high ROE % Adjusted to Book Value can signal that a stock is expensive relative to its fundamentals. Return on equity adjusted to book is the ratio of return on equity to price-book ratio. View historical data on Wealth First Portfolio Managers and its competitors. Wealth First Portfolio Managers's current ROE % Adjusted to Book Value is 4.89%. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Wealth First Portfolio Managers stock overvalued right now?
Based on GuruFocus' analysis, Wealth First Portfolio Managers (NSE:WEALTH) is currently considered Significantly Overvalued. The stock's GF Value™ is ₹129.30, compared to a current price of ₹945.50 — trading 631.2% above its estimated fair value. The current ROE % Adjusted to Book Value is 4.89%. Wealth First Portfolio Managers' overall GF Score™ is 64/100 with 3 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is ROE % Adjusted to Book Value calculated?
ROE % Adjusted to Book Value is calculated from a company's financial statements. For Wealth First Portfolio Managers (NSE:WEALTH), the current ROE % Adjusted to Book Value is 4.89% as of Mar. 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.

Is Wealth First Portfolio Managers (NSE:WEALTH) Overvalued in 2026?

Based on GuruFocus' analysis, Wealth First Portfolio Managers stock appears to be overvalued. The current stock price of ₹945.50 is trading 631.2% above its estimated GF Value™ of ₹129.30. GuruFocus considers Wealth First Portfolio Managers to be Significantly Overvalued.

Key valuation signals for NSE:WEALTH:

  • ROE % Adjusted to Book Value: 4.89%
  • GF Value™: ₹129.30 vs. price of ₹945.50 (631.2% above fair value)
  • GF Score™: 64/100 with 3 warning signs

No single metric tells the full story. See the NSE:WEALTH stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.


Wealth First Portfolio Managers Business Description

Other Exchanges 544536:India
Address Near Prahaladnagar Garden, Off S.G. Highway, Capitol House, 10 Paras-II, Anandnagar, Near Campus Corner, Ahmedabad, GJ, IND, 380015
Wealth First Portfolio Managers Ltd is a financial service provider for various types of financial products available in the Indian market. The company offers research for products that deliver compatible performance in terms of yield. The product portfolio of the company consists of government bonds and securities, direct equity, cash management services, derivative products, mutual funds, insurance products, commodities, and market-making services. The mutual fund brokerage generates maximum revenue for the company. It offers its services only to the Indian market.
64GF Score

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ROE % Adjusted to Book Value is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

₹945.50
Price
₹129.30
GF Value