Wealth First Portfolio Managers Limited (WEALTH) — Financial Results | 13 August 2026
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.
About Wealth First Portfolio Managers Limited (WEALTH)
Financial Services · Stock/ Commodity Brokers · Listed on NSE
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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...
🔥 Also filed on 13 August 2026
Source: Stock Announcements. Analysis by StockFin.ai. For informational purposes only — not investment advice.
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