StockFin.ai
NewsScreensInsightsPricing
/
Sign inTry Free
SF
New ChatNewsInsightsScreenerPricing
Sign In
NewsScreensChatSign In

Tools

Search Companies
News & Filings
Insights & Articles
FeaturesComing Soon
Pricing
Home › News › WEALTH › Annual Report

Wealth First Portfolio Managers Ltd (WEALTH) — FY26 Annual Report | 2 September 2026

2 September 2026 · BSE 🔴 High Importance Neutral
By StockFin Research Team•AI-Assisted Analysis•Source: BSE/NSE Filings
📢 Key Event
Wealth First Portfolio Managers Ltd filed its FY2025-26 annual report, highlighting ₹68.4 crore revenue, ₹38.3 crore PAT, ₹12,157 crore AUM, and expansion into asset management and insurance.
🔄 What Changed
Revenue grew to ₹68.4 crore from ₹53.2 crore; PAT remained ₹38.3 crore; AUM increased to ₹12,157 crore; cost-to-income ratio rose to 29.9% due to one-time costs; proposed final dividend of ₹1 per share.
🔮 What's Next
Target ₹20,000 crore AUM by FY2029; ₹61 crore capital commitment to Lakshya AMC; expansion into asset management and insurance; focus on NRI PMS and structural market growth.
💡 Investor Takeaway
The company is transitioning from a regional advisory firm to a national financial services institution with scalable growth ambitions, supported by strong financials and structural market trends.

Wealth First Portfolio Managers Ltd (BSE: WEALTH) reported FY2025-26 revenue of ₹68.4 crore and PAT of ₹38.3 crore, up from ₹53.2 crore revenue and ₹38.3 crore PAT in FY25, driven by expansion into asset management (Lakshya AMC), insurance broking (Wealthshield), and NRI-focused PMS. The company added ₹61 crore capital to Lakshya AMC, acquired WFAPL for ₹52.10 crore, and targeted ₹20,000 crore AUM by 2029. It emphasized structural growth in India's financial markets, with 21.6 crore demat accounts and 25% women investors. The 24th AGM is scheduled for September 24, 2026, via video conference, with a proposed final dividend of ₹1 per share. Financials show ₹12,157 crore AUM, ₹386 crore net inflows, and a 29.9% cost-to-income ratio including one-time costs. The auditor confirmed adequate internal controls and no material audit qualifications.

📄 View Original Announcement (PDF)

📊 Stock Analysis — WEALTH✨ Ask AI About This

About Wealth First Portfolio Managers Ltd (WEALTH)

Financial Services · Stock/ Commodity Brokers · Listed on BSE

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

View full WEALTH stock details →

📡 Get AI alerts when WEALTH files next

Free • Daily 5 PM digest • Track filings, board meetings, and corporate actions

Track WEALTH — Free

💡 Ask AI about this filing

"What is the expected timeline for Lakshya AMC to contribute to revenue?""How will the ₹20,000 crore AUM target be achieved given current growth rates?""What is the impact of the 29.9% cost-to-income ratio on long-term profitability?"
Ask AI Free →

📊 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 2 September 2026

WAAREEENERWaaree Energies LtdAnnual ReportPEARLPOLYPearl Polymers LtdAnnual Report544627Purple Wave Infocom LtdAnnual Report544437Marc Loire Fashions LtdAnnual ReportRTNINDIARattanIndia Enterprises LtdAnnual Report544596Safecure Services LtdAnnual Report
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.

📡 Get AI alerts when WEALTH files new disclosures

Track WEALTH filings, board meetings, and corporate actions. Free email alerts at 5 PM.

Track WEALTH — Free

Free account · 2 AI queries/day

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

Data provided by CMOTS Internet Technologies Pvt Ltd

AboutPrivacy PolicyTerms of ServicePricing

Latest News

View all →
Urban Company Ltd

Urban Company receives GST show cause notice alleging tax short payment

29 SeptURBANCO
Read more →
Tata Teleservices (Maharashtra) Ltd

Company denies knowledge of negotiations or undisclosed information

29 SeptTTML
Read more →
Ravindra Energy Ltd

Ravindra Energy announces amalgamation of EIM and launch of integrated clean energy and EV platform

29 SeptRELTD
Read more →
Alphalogic Techsys Ltd

Alphalogic Industries ceases to be a subsidiary and becomes an associate following share dilution.

29 Sept542770
Read more →
KEC International Ltd

Mali branch receives tax penalty assessment

29 SeptKEC
Read more →
Max Healthcare Institute Ltd

NCLT adjourns KHL litigation hearing to October 29, 2026

29 SeptMAXHEALTH
Read more →
Prismx Global Ventures Ltd

Shareholders approve amendment to company's main object in MoA

29 SeptPRISMX
Read more →
Focus Business Solution Ltd

All resolutions passed at 19th AGM including dividend declaration and auditor appointment

29 Sept543312
Read more →
Equitas Small Finance Bank Ltd

Listing approved for 50,000 NCDs worth Rs.500 crores

29 SeptEQUITASBNK
Read more →
Juniper Green Energy Ltd

Credit ratings assigned to Sigma Limited and Spark Ten Private Limited.

29 SeptJNPR
Read more →
Tata Chemicals Ltd

Company denies knowledge of negotiations affecting share price

29 SeptTATACHEM
Read more →
Shahi Shipping Ltd

Shareholders approved appointment of secretarial auditor for five-year term

29 Sept526508
Read more →
Taylormade Renewables Ltd

AGM held to adopt FY2025-26 financials and reappoint key leadership.

29 Sept541228
Read more →
Majestic Auto Ltd

Completion of subsidiary sale and gain recognition

29 SeptMAJESAUT
Read more →
Majestic Auto Ltd

Completion of subsidiary sale transaction

29 SeptMAJESAUT
Read more →
Tata Motors Passenger Vehicles Ltd

Company denies negotiations and rumors about Tata Sons listing.

29 SeptTMPV
Read more →
Aurum Proptech Ltd

Preferential allotment of 1.979 million shares to REA India Pte. Limited for acquisition of Locon Solutions.

29 SeptAURUM
Read more →
IFB Agro Industries Ltd

CEO Soumitra Chakraborty retired from Marine Business role

29 SeptIFBAGRO
Read more →
Aurum Proptech Ltd

Allotment of 1.979 million equity shares to REA India Pte. Limited

29 SeptAURUM
Read more →
Vipul Ltd

Board approved no dividend and appointed auditors for FY2026-27

29 SeptVIPULLTD
Read more →