Financial Results
Wealth First Publishes Q2 FY27 Results
Wealth First Portfolio Managers published newspaper advertisements for its unaudited standalone and consolidated financial results for the quarter and half year ended September 30, 2026.
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Financial Results
Wealth First Portfolio Managers published newspaper advertisements for its unaudited standalone and consolidated financial results for the quarter and half year ended September 30, 2026.
Investor Presentation
Wealth First Portfolio Managers released its investor presentation covering Q2 and H1 FY27 results, business expansion, AUA growth and strategic initiatives.
Financial Results
Wealth First Portfolio Managers approved unaudited standalone and consolidated results for Q2 and H1 FY27 ended 30 September 2026, along with limited review reports.
AGM/EGM Notice
Wealth First Portfolio Managers published newspaper notices confirming dispatch of the 1st Extraordinary General Meeting notice, cut-off date and e-voting information.
Preferential Allotment/QIP
Wealth First Portfolio Managers will hold an EGM on 21 November 2026 to seek approval for issuing up to 1,36,575 shares to acquire an 11.84% stake in Wealth First Advisors Private Limited.
Wealth First Portfolio Managers Ltd (WEALTH) is currently trading at 848.40 per share. Stock prices fluctuate during market hours on NSE and BSE based on demand, company updates, and overall market conditions. Refer to the live price chart above for the most recent price movement.
Wealth First Portfolio Managers Limited is an independent Indian wealth-management and financial-services platform offering investment advisory, mutual-fund distribution, broking, bonds, direct equity, PMS, AIF, insurance, pension products and related planning services. The company’s core recurring engine remains resilient: H1 FY27 trail revenue rose 4.7% year over year to ₹25.9 crore, while total AUA increased 9.7% to ₹13,798 crore despite lower transactional income and broadly similar or slightly weaker equity-market levels. Profitability declined sharply because prior-year insurance and secondary-market brokerage transactions did not repeat, while employee, technology, licensing and setup costs increased ahead of commercialization for Lakshya Asset Management and Wealthshield Insurance Brokers. The acquisition of Wealth First Advisors is a meaningful geographic and scale initiative, adding a Mumbai-based HNI/UHNI franchise and taking pro forma H1 FY27 AUA to ₹9,728 crore, with management targeting approximately ₹20,000 crore of platform AUM by FY31. Client relationships are a major intangible asset: 65% of clients have been associated for more than ten years, 80% for over five years, and the core client-family base increased to 7,039 by September 2026.
Over the past 52 weeks, Wealth First Portfolio Managers Ltd has traded between a low of ₹690.20 and a high of ₹1,249.00. The 52-week high and low indicate the stock’s price range over the last year and help investors understand its volatility and recent trading levels.
Wealth First Portfolio Managers Ltd has a market capitalization of approximately 871.58. Market capitalization represents the total value of a company’s outstanding shares and helps investors understand its size, stability, and relative risk compared to other listed companies.
Wealth First Portfolio Managers Ltd’s investment profile depends on its business fundamentals, valuation, and long-term outlook. The stock currently trades at a PE ratio of 31.60 and operates in the its sector sector. Investors typically assess financial performance, growth prospects, and individual risk tolerance before making investment decisions.
Based on its market capitalization of 871.58 Cr, Wealth First Portfolio Managers Ltd is classified as a Small Cap stock. Large-cap stocks are generally more stable, while mid-cap and small-cap stocks tend to offer higher growth potential along with higher price volatility.
Wealth First Portfolio Managers Ltd operates in the its sector sector. Sector classification matters because companies in the same sector are often affected by similar economic conditions, regulatory changes, and competitive dynamics, which can influence overall stock performance.
The Price-to-Earnings (PE) ratio of Wealth First Portfolio Managers Ltd is 31.60. The PE ratio compares a company’s share price to its earnings and is commonly used to assess valuation. Comparing the PE ratio with sector peers and historical levels provides better context.
Wealth First reported consolidated net profit of Rs 16.32 crore for the half year ended 30 September 2026. This compared with Rs 27.03 crore in the corresponding half year of 2025, a decline of 40%.
Wealth First plans to pay Rs 52.1 crore for a 51% stake in WFA during Phase I. The presentation says Phase I is scheduled to close on or before December 2026. It does not disclose the transaction’s funding method.
Wealth First reported revenue from operations of Rs 29.6 crore in H1 FY27, compared with Rs 45.4 crore in H1 FY26. Management attributed the decline mainly to the absence of one-time and transactional income in the prior period, particularly from insurance and secondary-market brokerage.
Wealth First holds 69.7% of Lakshya Asset Management. It has invested approximately Rs 41 crore, while the joint-venture partners hold 30.3% after contributing approximately Rs 20 crore.

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Other Financial Services
904 Cr
Low Risk
32.8
15.9
0.7
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1,249.00
690.20
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