Wealth First Portfolio Managers Limited — PPTs, 29-05-2026: Investor Presentation

Wealth First Portfolio Managers delivered a strong performance for the financial year.

**Business Performance:** Revenue from operations saw a significant turnaround in Q4, reaching Rs. 16.5 Cr compared to a negative figure previously. Profit After Tax also sharply rebounded to Rs. 10.5 Cr for the quarter. For the full year, revenue rose 28.6% to Rs. 68.4 Cr, and PAT increased 12.1% to Rs. 38.3 Cr. Trail-based revenue remained resilient at Rs. 49.8 Cr. Assets Under Advisory (AUA) grew 4.6% YoY to Rs. 12,157 Cr. Client families expanded 5% to 6,889.

**Growth Drivers & Strategy:** The company is strategically strengthening its core businesses, reducing its trading book to zero and deploying capital to new ventures like the Asset Management Company (AMC). This diversification aims for more predictable earnings. The focus remains on building relationships and client education.

**Recent Developments:** Wealth First received final SEBI approval for its AMC, Lakshya, which is now operational. It also secured an IRDAI license for Wealthshield Insurance Brokers, entering the General Insurance segment. The Board approved a final dividend of Rs. 1 per share, bringing the total for the year to Rs. 13 per share.

**Key Financial Metrics:** Q4 Revenue Rs. 16.5 Cr, Q4 PAT Rs. 10.5 Cr. FY Revenue Rs. 68.4 Cr, FY PAT Rs. 38.3 Cr. AUA Rs. 12,157 Cr.

**Management Outlook:** Management is optimistic about long-term growth, driven by new initiatives and an expanding market opportunity in India's wealth management sector.