Wealth First Portfolio Managers Limited — PPTs, 04-08-2025: Investor Presentation

**1. Financial Highlights:**

Wealth First reported a strong Q1 FY26. Total revenue climbed 15% YoY to Rs. 24.9 Cr, with business activity income up 18% YoY to Rs. 15.8 Cr. Profit After Tax (PAT) increased 14% YoY to Rs. 16.0 Cr. Assets Under Advisory (AUA) grew 10% YoY to Rs. 12,570 Cr, driven by healthy inflows. Cost to Income ratio improved to 19.9% excluding one-time AMC setup expenses.

**2. Strategic Initiatives & Growth Drivers:**

The company received in-principle SEBI approval to launch a Mutual Fund, named Lakshya Asset Management. It also secured IRDAI approval to operate as a Direct Insurance Broker, Wealthshield Insurance Brokers. These strategic expansions position the firm to capture significant opportunities in India's growing financial markets.

**3. Business Developments:**

Operational growth saw a 19% increase in Relationship Managers and an 11% rise in client families, now totaling 6,626. The client base expanded 5% to over 20,900, with 81% clients retaining association for over five years, highlighting strong client stickiness.

**4. Market Position & Competitive Advantage:**

The firm maintains a client-centric, product-agnostic strategy, prioritizing customer returns. Key strengths include comprehensive product knowledge, vigilant risk management, enduring client relationships built on trust, and a proven ability to retain top talent.

**5. Investor Implications:**

The robust financial performance and strategic moves into new high-growth segments like Mutual Funds and Insurance Broking suggest positive growth potential. The company's disciplined, customer-focused approach and stated dividend policy could enhance long-term investor value.