Wealth First Portfolio Managers Limited — PPTs, 04-02-2026: Investor Presentation

Wealth First Portfolio Managers saw its core Business Activity Income grow 7.8% year-over-year to ₹48.8 Cr for the nine months ended 31st December, 2025. Total Assets Under Administration (AUA) also climbed 8.1% year-over-year to ₹12,858 Cr, fueled by strong client engagement. Net profit for the nine months was ₹27.80 Cr, with EPS at ₹26.41. Profit declined due to a Mark-to-Market drawdown in the equity trading book and increased setup costs for new ventures, aligning with the strategic reduction of the trading book, expected to be minimal by March 2026.

The company is strategically diversifying, nearing SEBI approval for Lakshya AMC and strengthening its Wealthshield Insurance Broking business. These initiatives aim to create scalable revenue streams. Management highlights a favorable growth outlook, supported by increasing financialization of savings and rising HNI/UHNI wealth in India. The company also declared an interim dividend of ₹12.0 per share and has a policy to distribute a minimum of 30% of consolidated PAT.