Wealth First Portfolio Managers will host a series of one-on-one and group meetings with investors and analysts on August 14, 2026, at the Equirus Annual India Conference in Mumbai. The company announced the schedule on August 10, 2026, stating that discussions will be strictly based on publicly available information, with no unpublished price-sensitive information (UPSI) intended for disclosure. This engagement provides market participants with an opportunity to interact with company officials regarding its business outlook and performance.

The meetings are scheduled to begin at 10:00 am IST and are organized under the Equirus Annual India Conference framework. Wealth First Portfolio Managers Limited submitted this intimation to the National Stock Exchange of India Ltd (NSE) and the Bombay Stock Exchange (BSE) pursuant to Regulation 30(6) of the SEBI (Listing Obligations and Disclosure Requirements), Regulations 2015. The regulatory filing ensures transparency and allows all stakeholders, including the public at large, access to the details of the investor interaction.

Ashish Navnitlal Shah, Managing Director of Wealth First Portfolio Managers Limited, signed the intimation letter addressed to the Manager – Listing Department at NSE and the Head – Listing Operations at BSE. The company emphasized that while the schedule is firm, changes may occur due to exigencies on the part of participants or the company. Investors are advised to monitor official communications for any last-minute updates.

This investor outreach aligns with standard corporate governance practices required by SEBI for listed entities. By participating in the Equirus conference, Wealth First Portfolio Managers aims to maintain regular dialogue with institutional investors and financial analysts. The event serves as a platform for broader industry networking and strategic visibility within the asset management sector.

The company’s stock trades under the symbol WEALTH on the NSE and carries the scrip code 544536 on the BSE. The detailed schedule and related disclosures have also been published on the company’s official website, www.wealth-firstonline.com , ensuring equitable dissemination of information to all shareholders and potential investors.

Wealth First Portfolio Managers has announced the acquisition of a 51% controlling interest in Wealth First Advisors Private Limited (WFAPL) for a total consideration of ₹52.1 crore. This strategic move strengthens the firm's presence in Mumbai and Maharashtra, taking the combined business to ₹8,419 crore in assets under management (AUM). The transaction marks a milestone in Wealth First's evolution from a regional practice into a national financial services institution.

Acquisition Structure

The acquisition will be executed in two phases. Phase I involves the purchase of 51% of the equity share capital for ₹52.1 crore, funded by a mix of internal accruals and share swap. The company will pay ₹40 crore in cash and the balance ₹12.1 crore via share swap. The remaining 49% stake will be acquired in FY30 based on a valuation report prepared at that time. The entire consideration for Phase II will be settled through a share swap. The Board of Directors approved the investment on June 30, 2026.

Strategic Rationale and Growth Targets

The acquisition complements Wealth First's recent entry into asset management through the sponsorship of Lakshya Asset Management. By combining manufacturing capabilities with an expanded advisory and distribution franchise, the firm aims to build an integrated financial services platform. The combined entity will oversee ₹8,419 crore in assets, creating one of India's leading independent advice-led wealth and asset management businesses.

Wealth First has set a five-year objective to more than double its assets under management to approximately ₹20,000 crore. Founder & Managing Director Ashish Shah stated that the ambition is not simply to be larger, but to build an institution that endures. The firm projects that India's asset and wealth management industry will nearly double to US$1.7 trillion by 2030, driven by increasing household financialisation and capital market participation.

Transaction Details and Advisors

The investment falls within the limits prescribed under Section 186(2) of the Companies Act, 2013. The disclosure was made pursuant to Regulation 30 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015. Aurtus Consulting LLP acted as the lead advisors, while Gandhi Law Associates served as the legal advisors for the transaction.