Wealth First Portfolio Managers Limited — PPTs, 13-08-2026: Investor Presentation

**1. Business Performance:**

Wealth First reported Q1 FY27 revenue from operations at ₹14.3 Cr and Profit After Tax (PAT) at ₹10.4 Cr. Trail-based revenue grew 4.4% year-over-year to ₹12.3 Cr. Total Assets Under Advisory (AUA) reached ₹13,647 Cr, marking an 8.6% increase YoY and 12.3% quarter-over-quarter. Client families expanded 5% YoY to 6,967.

**2. Growth Drivers or Strategy:**

The company is aggressively expanding its footprint and offerings, venturing into Lakshya Asset Management (AMC), Wealthshield Insurance Brokers, and an index-based PMS for US/Canada NRI investors. A strategic acquisition of Wealth First Advisors (WFA) significantly strengthens its Mumbai presence, boosting the combined AUM to nearly ₹9,000 Cr, with a five-year target of ₹20,000 Cr.

**3. Recent Developments:**

Key updates include the successful acquisition of Wealth First Advisors, the operational launch of Lakshya AMC, Wealthshield Insurance Brokers receiving its licence and onboarding 30 Point of Sale Persons (POSPs), and the fully functional NRI-focused PMS platform welcoming initial investors.

**4. Key Financial Metrics:**

Q1 FY27 Revenue from Operations: ₹14.3 Cr. Profit After Tax: ₹10.4 Cr. Total AUA: ₹13,647 Cr. Assets Under Management (ARR AUM): ₹6,401 Cr.

**5. Management Commentary / Outlook:**

Management highlighted Q1 FY27 as a steady period, noting that revenue from operations was influenced by a conscious reduction in trading activities and differing revenue recognition timing from the prior year. Expenses increased due to continued investment in talent and new business platforms. The focus remains on disciplined execution, deepening client relationships, and thoughtfully building each business to translate current investments into substantial long-term scale and value.