NSE filing, NSE: WEALTH. Summary written from the filing by ALFA Finder's alert engine.
Wealth First Portfolio Managers Ltd: key numbers
- Share price
- ₹818.85
- Market cap
- ₹872.5 Cr
- Revenue (annual)
- ₹68.39 Cr
- Net profit (annual)
- ₹38.66 Cr
- P/E (TTM)
- 31.3×Sector 20.8×
- Promoter holding
- 74.04%+0.00% QoQ
- FII holding
- 0.00%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from Wealth First Portfolio Managers Ltd
All →Wealth First Portfolio Managers Investor Presentation: Key Takeaways
Q2 FY27 total revenue ₹17.2 Cr (-17.0% YoY) and PAT ₹5.9 Cr (-46.7%); H1 revenue ₹36.2 Cr (-20.7%). Recurring trail revenue up 4.7%; AUA ₹13,798 Cr (+9.7%). Investment-phase costs weigh on margins.
Wealth First Portfolio Managers Q2 FY27 Results: Net Profit ₹5.9 Cr, Down 46.8% YoY
Wealth First Portfolio Managers Ltd reported revenue from operations of ₹15.3 Cr (-25.7% YoY) and net profit of ₹5.9 Cr (-46.8% YoY) for Q2 FY27.
- Key figure
- Net profit ₹5.9 Cr · -46.8% YoY
Wealth First Portfolio Managers Annual General Meeting
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.
Wealth First Portfolio Managers Preferential Issue
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 Board Meeting Date
Wealth First Portfolio Managers Ltd scheduled a board meeting for 3 November 2026 to consider Q1 and H1 standalone and consolidated financial results.
Wealth First Portfolio Managers Preferential Issue
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.
- Value
- ₹12.10 Cr
Other board meeting outcome announcements
All →Balmer Lawrie Investments Board Meeting Outcome
Balmer Lawrie Investments appointed M/s. K. K. Chanani & Associates as Statutory Auditor for FY 2026-27 under Section 139(5), per a C&AG letter. The appointment is effective from 10 November 2026.
- Execution
- FY 2026-27
Jiwanram Sheoduttrai Industries Board Meeting Outcome
Jiwanram Sheoduttrai's board approved convening its 29th AGM on 30 November 2026 and re-appointing a retiring non-executive director. The board also approved the FY2025-26 Board's Report.
Finolex Cables Board Meeting Outcome
Finolex Cables' board approved amending its insider trading code of conduct on 7 November 2026. Amended code was filed under PIT Regulation 8(2).
Chatterbox Technologies Board Meeting Outcome
Chatterbox's board approved a Rs. 7 crore related-party ceiling with its UAE subsidiary and a vendor change for IPO funds. Monitoring agency and deviation reports were also noted.
BCC Fuba India Board Meeting Outcome
BCC Fuba India's board met on November 6, 2026 and took note of consolidated related party transactions for the half year ended September 30, 2026. No financial results, capital raise or other material decision was reported.
Voltas Board Meeting Outcome
Voltas Limited's board approved Deloitte Haskins & Sells as statutory auditors for five years from the 73rd AGM, replacing SRBC & Co. LLP, whose second and final term ends at that AGM. Subject to shareholder approval.
- Execution
- Five years: financial years 2027-28 to 2031-32 (from the 73rd AGM in 2027 to the 78th AGM in 2032)