Wealth First Portfolio Managers Limited
Wealth First Portfolio Managers Ltd is engaged in the business of providing share & stock broking services, portfolio management, mutual funds distribution, depository participant services and other related activities. (Pg. 87)
What Wealth files
- Others50
- Investor Meet22
- Board Meeting12
- PPTs11
- Dividend/Bonus11
- Important11
**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...
**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%...
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...
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,...
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,...