Wealth First Portfolio Managers Limited — PPTs, 01-07-2026: Investor Presentation

Wealth First Portfolio Managers (WFPML) is acquiring Wealth First Advisors (WFA), a wealth management and financial distribution firm. This strategic acquisition is set to accelerate WFPML’s Assets Under Management (AUM) growth and expand its client base.

WFA, established in 2001, has over 4,400 clients and manages ₹3,746 Cr in Assets Under Advisory. For FY26, WFA reported ₹17.9 Cr in revenue and a PAT of ₹6.0 Cr. Post-acquisition, the combined Assets Under Advisory will reach ₹26,157 Cr, serving over 8,400 clients.

The acquisition will occur in two phases. Initially, WFPML will acquire a 51% stake for ₹52.1 Cr by December 2026, funded by ₹40 Cr in cash and ₹12.1 Cr via a share swap. The remaining 49% will be acquired in FY30 through a share swap, with the consideration based on future valuation.

Management believes this creates a stronger platform with enhanced scale and capabilities to serve more families and expand across India. This move positions the company to capitalize on India’s robust wealth management opportunity, with industry AUM projected to grow from ~US$1.1 Tn to ~US$2.3 Tn by FY29.