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Home › News › WEALTH › Financial Results

Wealth First Portfolio Managers Limited (WEALTH) — Financial Results | 13 August 2026

13 August 2026 · NSE 🔴 High Importance ✨ Positive
By StockFin Research Team•AI-Assisted Analysis•Source: BSE/NSE Filings
📢 Key Event
Wealth First Portfolio Managers announced Q1 FY27 results and completed acquisition of Wealth First Advisors Private Limited.
🔮 What's Next
Target combined AUM of ₹20,000 crores within five years post-acquisition; completion of Phase I stake by Dec 2026; expansion into insurance broking and asset management JV.
💡 Investor Takeaway
The company is scaling rapidly through strategic acquisitions and client growth, positioning for long-term AUM expansion and market leadership in wealth management.

Wealth First Portfolio Managers reported Q1 FY27 revenue of ₹14.3 crores and PAT of ₹10.4 crores, up from ₹12.3 crores in revenue and [amount not verified] in PAT YoY, with Assets Under Advisory rising to ₹13,647 crores (+12.3% QoQ). The company acquired a 51% stake in Wealth First Advisors via share-swap, targeting combined AUM of ₹9,000 crores and a five-year goal of ₹20,000 crores. Strategic initiatives include launching Lakshya Asset Management JV and expanding into insurance broking. Client base grew to 6,967 families (+5% YoY), with 240 new clients added. Forward guidance emphasizes scaling AUM to ₹20,000 crores by 2030 through synergistic growth and market expansion.

📄 View Original Announcement (PDF)

📊 Stock Analysis — WEALTH✨ Ask AI About This

About Wealth First Portfolio Managers Limited (WEALTH)

Financial Services · Stock/ Commodity Brokers · Listed on NSE

Market Cap: ₹884.37 CrP/E: 26.8ROE: 21.9%ROCE: 29.2%Div Yield: 0.12%

View full WEALTH stock details →

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"How will the acquisition impact profitability by FY28?""What is the expected contribution from insurance broking to future revenue?""How does the JV with Benchmark AMC affect competitive positioning?"
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📊 More WEALTH filings

  • 🟡 Voting Results — 28 September 2026Wealth First Portfolio Managers held its AGM on 24 September 2026 via video conference. All seven re...
  • 🔴 Corporate Action — 28 September 2026Wealth First Portfolio Managers announced it acquired 10 lakh non-convertible redeemable preference ...
  • 🟡 Board Meeting — 24 September 2026Wealth First Portfolio Managers held its 24th AGM on 24 September 2026 via video conference, approvi...
  • Announcement — 23 September 2026Wealth First Portfolio Managers Ltd announced that its trading window will close on 1 October 2026 f...
  • 🔴 Announcement — 11 September 2026Wealth First Portfolio Managers Ltd announced its schedule for upcoming analyst and institutional in...
See all WEALTH filings →

🔥 Also filed on 13 August 2026

EIFFLEuro India Fresh Foods LimitedCorporate ActionAPOLLOHOSPApollo Hospitals Enterprise LimitedFinancial ResultsEIDPARRYEID Parry India LimitedFinancial ResultsTAJGVKTaj GVK Hotels & Resorts LimitedCorporate ActionSIGMAADVSIGMA ADVANCED SYSTEMS LIMITEDFinancial ResultsINDIQUBEIndiqube Spaces LimitedFinancial Results
View all today's announcements →

Source: Stock Announcements. Analysis by StockFin.ai. For informational purposes only — not investment advice.

Editorial & Data Transparency Notice

This analysis was programmatically compiled using StockFin AI utilizing official regulatory disclosures from the BSE and NSE. Content is automatically synthesized and audited against public financial filings. StockFin.ai is an educational research platform and is NOT a SEBI-registered investment advisor or research analyst.

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© 2026 StockFin.ai is not a SEBI-registered advisor. For informational purposes only.

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