Wealth First Portfolio Managers Ltd (WEALTH) Announcements - Latest Exchange Filings with AI Summaries
Latest corporate announcements filed by Wealth First Portfolio Managers Ltd on NSE and BSE, with an AI summary of each filing.
Investor Presentation for the quarter ended 30.09.2026
Investor Presentation · 03 Nov 2026, 11:05 pm
Wealth First Reports Q2 FY27 Results and Advances Strategic Mumbai Expansion Wealth First Portfolio Managers reported a 17.0% YoY decline in Q2 FY27 consolidated revenue to Rs. 17.2 crore, with PAT falling 46.7% YoY to Rs. 5.9 crore due to lower transactional income and setup costs for new verticals. However, recurring trail-based AUM grew 22.2% YoY to Rs. 6,438 crore as of 30th Sep'26, driving record quarterly trail revenue of Rs. 13.5 crore. Total AUA rose 9.7% YoY to Rs. 13,798 crore. Strategic initiatives include acquiring a 51% stake in Mumbai-based WFA and progressing Lakshya AMC's ETF launch.
Financial Result for the quarter ended 30.09.2026
Financial Result · 03 Nov 2026, 10:59 pm
Wealth First Portfolio Managers Limited has submitted to the Exchange, the financial results for the period ended September 30, 2026.
Outcome · 03 Nov 2026, 10:51 pm
Outcome of Board Meeting held on 3rd November, 2026
Outcome · 03 Nov 2026, 10:50 pm
Wealth First Portfolio Managers Reports Q2 FY27 Consolidated Results Wealth First Portfolio Managers reported consolidated revenue from operations of ₹1,528.04 lakh for the quarter ended 30th Sep'26, down 25.7% YoY from ₹2,057.44 lakh in 30th Sep'25 but up 6.7% QoQ. Total income stood at ₹1,722.46 lakh against ₹2,076.44 lakh YoY. Net profit fell 46.7% YoY and 43.4% QoQ to ₹589.83 lakh. Basic and diluted EPS for the quarter dropped to ₹5.54 from ₹10.39 in Q2 FY26. For H1 FY27, consolidated revenue reached ₹2,960.40 lakh with net profit of ₹1,631.93 lakh.
Intimation of 01/2026-27 Extra Ordinary General Meeting of the Company to be held on Saturday, 21st November, 2026.
Extra Ordinary General Meeting · 30 Oct 2026, 5:16 pm
Wealth First Portfolio Managers EGM Notice For WFAPL Stake Acquisition And RPT Approval Wealth First Portfolio Managers scheduled an EGM on 21st Nov'26 to seek shareholder approval for acquiring a 51.00% controlling stake in Wealth First Advisors Private Limited for up to Rs. 52.10 Cr. The transaction comprises a cash buyout of a 39.16% stake for up to Rs. 40.00 Cr and a preferential share swap of up to 1,36,575 equity shares at Rs. 885.89 each (aggregating Rs. 12.10 Cr) for an 11.84% stake. Shareholders will also vote on material related-party transactions up to Rs. 60.00 Cr with subsidiary Lakshya Asset Management.
WEALTH FIRST PORTFOLIO MANAGERS LIMITED has informed the Exchange about Board Meeting to be held on 03-Nov-2026 to consider and approve the Quarterly Unaudited Financial results of the Company for the period ended September 2026 and Other business.
Intimation · 03 Nov 2026, 5:30 am
Wealth First Portfolio Managers Ltdhas informed BSE that the meeting of the Board of Directors of the Company is scheduled on 03/11/2026 ,inter alia, to consider and approve Intimation ....
Intimation · 03 Nov 2026, 5:30 am
Wealth First Portfolio Managers Schedules Board Meeting for Q2 FY27 Results Wealth First Portfolio Managers Limited has scheduled a Board of Directors meeting for 3rd Nov'26. The board will consider and approve the unaudited standalone and consolidated financial results, along with the limited review reports, for the quarter and half-year ended 30th Sep'26. In accordance with SEBI insider trading regulations, the trading window for dealing in company equity shares by designated persons remains closed and will reopen 48 hours post the declaration of results.
To consider and approve the financial results for the period ended September 30, 2026 and other business matters
Intimation · 03 Nov 2026, 5:30 am
Announcement under Regulation 30 (LODR) - Issue of Securities
Others (Uncategorized) · 26 Oct 2026, 5:45 pm
Wealth First to Acquire 51% Stake in Wealth First Advisors for Rs 52.10 Cr Wealth First Portfolio Managers entered into a Share Purchase Agreement on 26th Oct'26 to acquire a 51.00% controlling stake (up to 2,09,304 shares) in Wealth First Advisors for ~Rs 52.10 Cr at Rs 2,489.11 per share. Consideration includes a preferential share swap of up to 1,36,575 equity shares at Rs 885.89 per share (worth Rs 12.10 Cr) to acquire an 11.84% stake from selling shareholders, with the remainder paid in cash. The transaction is subject to shareholder approval at an EGM on 21st Nov'26.
Intimation of Execution of Share Purchase Agreement.
Others (Uncategorized) · 26 Oct 2026, 5:40 pm
Wealth First to Acquire 51% Stake in Wealth First Advisors for Rs 52.10 Cr Wealth First Portfolio Managers executed a Share Purchase Agreement on 26th Oct'26 to acquire a 51.00% controlling stake (2,09,304 equity shares) in promoter group entity Wealth First Advisors Private Limited for Rs 52.10 Cr at Rs 2,489.11 per share. Consideration will be settled via cash and a share swap. The board approved a preferential issue of up to 1,36,575 equity shares at Rs 885.89 per share (Rs 12.10 Cr) for non-cash consideration, subject to shareholder approval at an EGM on 21st Nov'26.
Outcome of Board Meeting dated 26th October, 2026.
Outcome · 26 Oct 2026, 5:34 pm
Wealth First Portfolio Managers Approves 51% Stake Acquisition in Wealth First Advisors Wealth First Portfolio Managers signed an SPA on 26th Oct'26 to acquire a 51.00% controlling stake (up to 2,09,304 equity shares) in Wealth First Advisors Private Limited for ~INR 52.10 Cr at INR 2,489.11 per share. Consideration will be settled via cash and a share swap. The board approved a preferential issue of up to 1,36,575 equity shares at INR 885.89 per share (aggregating INR 12.10 Cr) for non-cash consideration to acquire an 11.84% stake from selling shareholders, subject to EGM approval on 21st Nov'26.
Wealth First Portfolio Managers Ltdhas informed BSE that the meeting of the Board of Directors of the Company is scheduled on 26/10/2026 ,inter alia, to consider and approve Revised Intimation ....
Intimation · 26 Oct 2026, 5:30 am
Wealth First Portfolio Managers Board to Consider Preferential Securities Issuance Wealth First Portfolio Managers Limited has scheduled a Board of Directors meeting on 26th Oct'26 to consider and approve the issuance of equity shares, warrants, or other securities on a preferential basis, subject to shareholder and regulatory approvals. The company clarified this via a revised intimation correcting a typographical date error on the covering letter. Additionally, the trading window remains closed until 48 hours post the declaration of unaudited standalone and consolidated financial results for the quarter and half-year ended 30th Sep'26.
WEALTH FIRST PORTFOLIO MANAGERS LIMITED has informed the Exchange about Board Meeting to be held on 26-Oct-2026 to consider and approve Fund raising/Other business.
Intimation · 19 Oct 2026, 4:59 pm
Wealth First Portfolio Managers Ltdhas informed BSE that the meeting of the Board of Directors of the Company is scheduled on 26/10/2026 ,inter alia, to consider and approve Intimation ....
Intimation · 26 Oct 2026, 5:30 am
Wealth First Portfolio Managers Board to Consider Preferential Issue Wealth First Portfolio Managers Limited will hold a Board of Directors meeting on 26th Oct'26 to consider and approve the issuance of equity shares, warrants, or other securities on a preferential basis, subject to shareholder and regulatory approvals. The company noted that its trading window for designated persons remains closed until 48 hours after the declaration of unaudited standalone and consolidated financial results for the quarter and half-year ended 30th Sep'26.
Intimation of Investor Meet to be held on 14th October, 2026.
Intimation · 09 Oct 2026, 10:45 pm
Wealth First Portfolio Managers Schedules Virtual Analyst Group Meeting Wealth First Portfolio Managers Limited has scheduled a virtual group meeting with institutional investors and analysts on 14th Oct'26, starting at 4:00 PM IST. The company stated that discussions will rely strictly on publicly available information, with no unpublished price-sensitive information (UPSI) to be shared during the interaction.
Intimation of Investor meet to be held on 13th October 2026.
Intimation · 07 Oct 2026, 9:58 pm
Wealth First Portfolio Managers Schedules Investor Meeting on 13th Oct'26 Wealth First Portfolio Managers Limited announced an upcoming 1x1 analyst and institutional investor meeting scheduled for 13th Oct'26 at 4:00 PM onwards. The virtual interaction is organized by PhillipCapital (India) Pvt Ltd. The company confirmed discussions will rely solely on publicly available information, with no unpublished price-sensitive information (UPSI) to be shared.
Intimation of Acquisition.
Others (Uncategorized) · 28 Sept 2026, 10:56 pm
Wealth First Invests Rs. 1 Crore in Subsidiary Lakshya Trustee Wealth First Portfolio Managers has acquired 10,00,000 8% Non-Convertible Non-Cumulative Redeemable Preference Shares of face value Rs. 10 each at par in wholly-owned subsidiary Lakshya Trustee Private Limited via a rights issue, totaling Rs. 1,00,00,000 in cash consideration. Lakshya Trustee serves as trustee/nominee for Lakshya Asset Management funds, reporting nil turnover and a net loss of Rs. 9,22,700 for FY 25-26. Post-allotment, the entity remains a 100% wholly-owned subsidiary with no change in ownership or control. Capital will fund administrative and operational requirements.
Voting Result with Scrutinizer Report for the 24th AGM of the Company.
Annual General Meeting · 28 Sept 2026, 7:26 pm
Proceedings of the 24th AGM of the Company.
Annual General Meeting · 24 Sept 2026, 10:15 pm
Intimation of Investor Meet to be held on 17th September, 2026.
Intimation · 11 Sept 2026, 11:38 pm
Wealth First Portfolio Managers Schedules Virtual Analyst Group Meeting Wealth First Portfolio Managers Limited announced a virtual group meeting with analysts and institutional investors scheduled for 17th Sep'26 at 4:00 PM onwards. Discussions will rely solely on publicly available information, with no unpublished price-sensitive information (UPSI) to be shared, pursuant to Regulation 30(6) of SEBI LODR Regulations.
24th Annual Report of the Company for the F.Y 2025-26.
Others (Uncategorized) · 02 Sept 2026, 7:37 pm
24th AGM of the Company to be held on Thursday, 24th September, 2026.
Annual General Meeting · 02 Sept 2026, 7:29 pm
Corporate Action - Fixes Record Date as 17th September, 2026 for Final Dividend of F.Y 2025-26.
Dividend · 02 Sept 2026, 7:26 pm
Wealth First Portfolio Managers Sets 17th Sep'26 as Record Date for FY26 Final Dividend Wealth First Portfolio Managers Limited scheduled its 24th AGM for 24th Sep'26 via video conference. The company fixed 17th Sep'26 as the Record Date to determine shareholder eligibility for the FY26 final dividend, which will be disbursed within 30 days of AGM approval. Furthermore, 17th Sep'26 also serves as the cut-off date for e-voting eligibility. Remote e-voting for shareholders will commence on 21st Sep'26 and conclude on 23rd Sep'26.
Outcome of Board Meeting dated 28th August, 2026.
Others (Uncategorized) · 28 Aug 2026, 5:36 pm
Revised Investor Presentation on Financial Results for the quarter ended 30.06.2026.
Investor Presentation · 14 Aug 2026, 4:18 pm
Wealth First: Q1 FY27 Results Weighed by Strategic Investments For Q1 FY27, Wealth First reported a revenue of ₹14.3 crore and PAT of ₹10.4 crore, down 34.7% YoY. The decline is attributed to a high base in Q1 FY26, which included spillover insurance revenue and ₹9 crore from trading activities, a segment now discontinued. PAT was further impacted by higher setup costs for new AMC and insurance broking ventures. Operationally, total AUA grew 8.6% YoY and 12.3% QoQ to ₹13,647 crore as of Jun'26, driven by strong MTM gains and net sales.