ALFA Finder| Management target | Revenue 5 years |
|---|
| Revenue growth | Consolidated Revenue ₹14.3 Cr |
|---|---|
| Margins | PAT margin at 54.9%; PBT margin 72.4% |
| Demand visibility | Strong; AUA grew 8.6% YoY to ₹13,647 Cr |
| Management confidence | High; citing 'important milestone' in growth engine setup |
Growth
Revenue fell YoY due to nil trading book and high base; Trail-based revenue grew 4.4% YoY to ₹12.3 Cr.
Outlook
Targets growing AUM platform to ₹20,000 Cr over five years; acquisition of WFA to strengthen Mumbai presence.
Risks
Rising operating costs from new business setups; removal of trading income impacts optical YoY comparisons.
Last quarter's promises, checked
Delivered
- Reduce trading book to zero → delivered nil trading book (= BEAT)
- Obtain SEBI AMC & IRDAI insurance licenses → delivered both operational (= BEAT)
- Launch index-based PMS for NRI clients → delivered launch in Q1 FY27 (= BEAT)
Partly delivered
- Cost-to-income ratio 20-30% → delivered 27.6% (PBT margin 72.4%) (= PARTIAL)
Investor Presentation filed with BSE, NSE: WEALTH. Summary written with AI assistance from the document.
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