Wealth First Portfolio Managers Limited has announced a scheduled virtual meeting with analysts and institutional investors, demonstrating its commitment to maintaining transparent communication with the investment community. The meeting is being organized in accordance with regulatory requirements under SEBI (Listing Obligations and Disclosure Requirements) Regulations 2015.

Meeting Details and Format

The company has provided specific details regarding the upcoming investor interaction through its official communication to stock exchanges.

Regulatory Compliance and Information Sharing

The meeting is being conducted pursuant to Regulation 30(6) of the Securities and Exchange Board of India (Listing Obligations and Disclosure Requirements) Regulations 2015. The company has emphasized that all discussions will be based strictly on publicly available information.

Key compliance aspects include:

• No unpublished price sensitive information (UPSI) will be discussed
• Information will be disclosed on the company website at www.wealth-firstonline.com
• The meeting details have been formally communicated to both NSE and BSE
• Changes may occur due to exigencies on the part of participants or the company

Corporate Communication Framework

The announcement was made on March 20, 2026, through official communication to the National Stock Exchange of India Limited and BSE Limited. The company's Managing Director, Ashish Shah (DIN: 00089075), has signed the official intimation, ensuring proper corporate governance protocols are followed.

This investor meeting represents part of the company's ongoing efforts to maintain regular communication with the investment community while adhering to regulatory requirements and ensuring transparency in information sharing.

Wealth First Portfolio Managers Limited has released its investor presentation for the financial results of the third quarter and nine months ended December 31, 2025, under Regulation 30 of SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015. The presentation was submitted to stock exchanges on February 4, 2026, providing comprehensive insights into the company's performance and strategic initiatives.

Management Commentary on Q3 FY26 Performance

Commenting on the results, Mr. Ashish Shah, Managing Director, highlighted the company's resilient performance despite market volatility. The core revenue stream, Business Activity Income, demonstrated steady growth with a 7.8% year-on-year increase to Rs. 48.8 crores in nine months FY26. This performance reinforces the company's ability to maintain consistent and sustainable growth.

Strategic Business Developments

The company is in the final stages of receiving SEBI approval to set up Lakshya AMC, which is expected to create a strong and scalable revenue stream. Simultaneously, the company is strengthening its Insurance Broking business to offer comprehensive financial solutions and drive future growth.

Trading income stood at Rs. 3.1 crores in nine months FY26 compared to Rs. 11.2 crores in the previous year, indicating the gradual reduction of the trading book in line with the company's strategy to focus on core business activities. The trading book is expected to be substantially reduced by March 2026, with minimal impact from trading activities from April 2026 onwards.

Asset Management and Client Growth

Total Assets Under Advice (AUA) reached Rs. 12,858 crores, registering healthy year-on-year growth of 8.1%, reflecting strong client engagement and sustained business momentum. The client base expanded steadily with 979 new clients added during the year, taking the total to 21,487. Additionally, 437 new client families were onboarded, increasing the total to 6,832.

Revenue Diversification and Business Model

The presentation highlighted the company's trail-based revenue model, which has demonstrated strong and consistent growth with a CAGR of 29.2% over the last five years. The Business Activity Income, being the core revenue stream, has shown resilience and continues to remain on a strong upward trajectory.

Revenue composition includes multiple streams: trail-based revenue from mutual funds, PMS and AIF, distribution of financial products including insurance brokerage, and secondary market brokerage. This diversification is expected to translate into greater predictability and reduced volatility in profitability.

Future Growth Outlook

The company expects to sustain strong growth supported by disciplined asset allocation, robust investment processes, and a relationship-driven model anchored at the firm level. The growth outlook remains favorable, driven by increasing financialization of savings, rising HNI and UHNI wealth in India, and expected momentum from the Insurance Broking and upcoming AMC businesses.

The investor presentation reinforces the company's commitment to sustainable growth through diversified revenue streams and strategic business expansion while maintaining its core strength in wealth management services.