Wealth First Portfolio Managers Limited — PPTs, 14-08-2026: Investor Presentation

**1. Business Performance:**

Wealth First reported Q1 FY27 revenue of Rs. 14.3 Cr and PAT of Rs. 10.4 Cr. Trail-based revenue grew 4.4% YoY to Rs. 12.3 Cr. Total Assets Under Advisory (AUA) surged 8.6% YoY to Rs. 13,647 Cr. Revenue decline was due to strategic shifts and investments in new businesses.

**2. Growth Drivers or Strategy:**

Strategic expansion is key. The company acquired Wealth First Advisors, boosting combined AUM to ~Rs. 9,000 Cr, targeting Rs. 20,000 Cr in five years. New ventures include Lakshya Asset Management, Wealthshield Insurance Brokers, and an index-based PMS for US/Canada NRIs.

**3. Recent Developments:**

Key updates: Wealth First Advisors acquisition, launch of Lakshya Asset Management & Wealthshield Insurance Brokers, plus initial investor onboarding for the NRI PMS platform.

**4. Key Financial Metrics:**

Q1 FY27 results: Revenue Rs. 14.3 Cr, PAT Rs. 10.4 Cr. Trail Revenue Rs. 12.3 Cr. Total AUA Rs. 13,647 Cr. Proforma combined AUM Rs. 9,547 Cr.

**5. Management Commentary / Outlook:**

Management sees Q1 as pivotal, shifting from setup to scale over five years. Focus is on disciplined execution, client relationships, and building businesses for long-term value.