EGM notice seeks approval for preferential allotment and a ₹60 Crore RPT cap with Lakshya Asset Management. Meeting scheduled for November 21, 2026 via video conference.
The company's 21 November EGM seeks approval for preferential issue of shares worth Rs.12.10 Crore. The shares will acquire an 11.84% stake in Wealth First Advisors.
Value
₹12.10 Cr
Execution
Allotment within 15 days of passing the special resolution, subject to pending approvals
Wealth First Portfolio Managers issued 136,575 preferential equity shares to three allottees for ₹12.10 Crore. The board approved the allotment on 19 October 2026.
Wealth First Portfolio Managers acquired 51% of Wealth First Advisors Private Limited for INR 52.10 Cr via SPA, partly in cash and partly through a preferential share swap of Rs.12.10 Cr.
Wealth First corrected a date error in its PIBM for the October 26, 2026 board meeting. The agenda centers on approving a preferential equity share issuance.
Wealth First Portfolio Managers intimated that its Board will meet on 26 October 2026. The agenda includes consideration of a preferential issuance of equity shares or warrants.
Wealth First Portfolio Managers Ltd filed its quarterly shareholding pattern for the period ended September 30, 2026, as per SEBI regulatory requirements.
Wealth First Portfolio Managers acquired 1,000,000 preference shares in its wholly-owned subsidiary, Lakshya Trustee Private Limited, for a total consideration of Rs. 1 Crore.
Wealth First Portfolio Managers held its 24th AGM on September 24, 2026, to transact ordinary and special business, including dividend declaration and capital increase.
Wealth First Portfolio Managers Limited has submitted its 24th Annual Report for the financial year 2025-26. The report includes the AGM notice and audited financial statements.
Wealth First Portfolio Managers Limited's board approved convening its 24th Annual General Meeting on September 24, 2026. The board also appointed a scrutinizer for the e-voting process.
Wealth First Q1 FY27 consolidated revenue hit ₹14.3 Cr with PAT of ₹10.4 Cr. The company is pivoting from pure wealth management to a comprehensive financial services provider including AMC and insurance.
Wealth First Portfolio Managers Limited will hold a Board Meeting on August 13, 2026. The board will consider and approve unaudited financial results for the June quarter.
Wealth First Portfolio Managers Ltd signed an MOU to acquire Wealth First Advisors Private Ltd. The phased 51% then 49% purchase will broaden assets and distribution.
Wealth First Portfolio Managers acquired a 51% controlling stake in WFAPL for ₹102.15 crore. This acquisition expands the firm's presence into the Mumbai market.
Wealth First delivered record FY26 PAT of ₹38.3cr, a 12.3% YoY increase, while pivoting strategy by exiting its equity trading book to focus on recurring wealth, AMC, and insurance verticals.
Wealth First Portfolio Managers re-appointed H D Panchal & Co as Internal Auditor for a twelve-month term. The decision ensures continuity in the company's internal audit function.
Wealth First reported a sharp turnaround in Q4 FY26 with operations revenue at ₹16.5 Cr. The firm is transitioning from pure wealth management to a comprehensive financial services provider via AMC and insurance broking.
Wealth First Portfolio Managers approved FY26 audited results and recommended a 10% final dividend. The board also re-appointed internal auditors and increased authorized share capital.
Wealth First Portfolio Managers updated its May 29 board agenda to include a final dividend recommendation. The board will also consider FY2026 audited financial results.
Wealth First Portfolio Managers scheduled a board meeting for May 29, 2026. Directors will consider annual audited financial results and a proposed increase in authorized capital.
Wealth First Portfolio Managers Ltd confirmed it does not fall under the SEBI 'Large Corporate' criteria for FY 2025-26. The company reported zero outstanding borrowings as of March 31, 2026. This mandatory regulatory filing provides transparency regarding the firm's debt profile and compliance status.
Wealth First Portfolio Managers Limited submitted its quarterly compliance certificate for the period ended March 31, 2026. The Registrar and Share Transfer Agent, Bigshare Services, confirmed that no securities were received for dematerialisation during this quarter. This is a routine regulatory filing with no material financial impact.