Wealth First Portfolio Managers Limited
All news and filings related to Wealth First Portfolio Managers Limited.
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Wealth First Acquires ₹1 Crore Preference Shares in Wholly-Owned Subsidiary Lakshya Trustee
Wealth First Portfolio Managers Limited acquired 10,00,000 preference shares in its wholly-owned subsidiary, Lakshya Trustee Private Limited, for ₹1 Crore. The investment was made via a Right Issue to meet operational requirements. Lakshya Trustee reported ₹0 turnover and a PAT of (₹9,22,700) for FY 2025-26.
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Wealth First Portfolio Managers Limited: AGM Approves All Resolutions, Including Dividends and Director Re-appointment
Wealth First Portfolio Managers Limited's 24th AGM on September 24, 2026, saw all resolutions passed. Key approvals included the adoption of FY26 financial statements, confirmation of interim dividend, and declaration of a ₹1.00 final dividend for FY26. Ms. Binal Bhukhanwala Gandhi was re-appointed as a director and approved for commission payment. A material related party transaction and capital increase were also approved.
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Wealth First Portfolio Managers Limited Concludes 24th AGM on Sep 24, 2026
Wealth First Portfolio Managers Limited held its 24th AGM on September 24, 2026. Key resolutions included adopting FY26 financial statements, confirming interim dividend, declaring a final dividend of ₹1.00 per share, re-appointing a director, and approving capital changes. Voting results are expected by Sep 28, 2026.
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Wealth First Portfolio Managers: Trading Window Closed from Oct 1 for Q2 FY27 Results
Wealth First Portfolio Managers Limited announces trading window closure from October 1, 2026. The window will reopen 48 hours after the declaration of Unaudited Standalone and Consolidated Financial Results for the quarter and half-year ended September 30, 2026.
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Wealth First to Hold Investor Meeting on September 17, 2026
Wealth First Portfolio Managers Limited will hold a virtual group meeting with investors and analysts on September 17, 2026, from 4:00 pm onwards. Discussions will focus on publicly available information, with no unpublished price-sensitive information to be disclosed.
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Wealth First Portfolio Managers Announces 24th AGM and E-Voting Info
Wealth First Portfolio Managers Limited has announced its 24th Annual General Meeting (AGM). The notice, including the record date and e-voting details, was published on September 3, 2026. The Annual Report for FY 2025-26 has been dispatched to shareholders.
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Wealth First to Hold 24th AGM on Sep 24, 2026, Final Dividend Decision Pending
Wealth First Portfolio Managers Limited will hold its 24th AGM on September 24, 2026, via VC/OAVM. The record date for the final dividend is September 17, 2026. The meeting will discuss FY26 financial statements, interim dividends, and a final dividend. Approval for related party transactions up to ₹52.10 crore and an increase in authorized capital to ₹12 crore are also on the agenda.
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Wealth First Announces 24th AGM on Sep 24, 2026; Sets Record Date for Dividend
Wealth First Portfolio Managers Limited will hold its 24th AGM on September 24, 2026, via VC/OAVM. The Record Date for the final dividend (for FY26) is September 17, 2026. Remote E-voting is available from September 21-23, 2026.
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Wealth First Portfolio Managers Announces 24th AGM on September 24, 2025
Wealth First Portfolio Managers Limited will hold its 24th Annual General Meeting on September 24, 2025, at 4:00 PM IST. The meeting will be conducted virtually via Video Conferencing (VC) / Other Audio Visual Means (OAVM).
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Wealth First Portfolio Managers to hold 24th AGM on September 24, 2026
Wealth First Portfolio Managers Limited will hold its 24th Annual General Meeting on September 24, 2026, at 4:00 PM IST via Video Conferencing. The Board approved the meeting notice and directors' report for FY 2025-26. A company secretary has been appointed as a scrutinizer for the e-voting process.
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Wealth First Portfolio Managers Ltd. Publishes Newspaper Advertisement for Q1 FY27 Financial Results
Wealth First Portfolio Managers Limited published its Q1 FY27 financial results in newspapers on August 14, 2026. The results for the quarter ended June 30, 2026, are available on the company website and stock exchanges.
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Wealth First Releases Revised Investor Presentation for Q1 FY27, Cites Date Change
Wealth First Portfolio Managers Limited released a revised investor presentation for Q1 FY27, primarily due to a date correction. The company's AUM reached approx. ₹9,000 crore post-WFA acquisition, targeting ₹20,000 crore by FY31. Q1 FY27 revenue was ₹14.3 crore, with AUA at ₹13,647 crore. New ventures include Lakshya Asset Management and Wealthshield Insurance Brokers.
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Wealth First Q1 FY27: Acquisition of WFA, AUM nears ₹9,000 Cr, Revenue ₹14.3 Cr
Wealth First Portfolio Managers announced its Q1 FY27 investor presentation. Revenue from operations stood at ₹14.3 crore. The company acquired Wealth First Advisors Private Limited (WFA), bringing combined AUM to nearly ₹9,000 crore, with a target of ₹20,000 crore in five years. New ventures include Lakshya Asset Management and Wealthshield Insurance Brokers.
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Wealth First Q1 FY27 Results: Standalone Profit Drops to ₹1,034 Crore, Consolidated Profit at ₹1,042 Crore
Wealth First Portfolio Managers Limited reported its Q1 FY27 results. Standalone net profit decreased to ₹1,034.43 crore from ₹1,623.22 crore year-on-year. Consolidated net profit was ₹1,042.10 crore, down from ₹1,596.09 crore year-on-year. Revenue from operations also saw a decline.
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Wealth First Portfolio Managers to Meet Investors on Aug 14th at Equirus Conference
Wealth First Portfolio Managers Limited will participate in the Equirus Annual India Conference on August 14th, 2026. Officials will engage in 1x1 and group meetings in Mumbai from 10:00 am onwards. Discussions will be limited to publicly available information.
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Wealth First Portfolio Managers Ltd. Submits SEBI Regulation 74(5) Certificate for Q1 FY27
Wealth First Portfolio Managers Limited submitted its SEBI Regulation 74(5) certificate for the quarter ended June 30, 2026. The RTA confirmed no securities were received for dematerialization during the period, meaning no certificates were cancelled or replaced.
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Wealth First Acquires Controlling Stake in WFAPL for ₹102.15 Crore, Boosting AUM to ₹9,000 Crore
Wealth First Portfolio Managers Limited acquired a controlling interest in Wealth First Advisors Pvt. Ltd. (WFAPL) for ₹102.15 crore. This acquisition increases combined AUM to nearly ₹9,000 crore and aims to reach ₹20,000 crore in five years. Wealth First initially acquires 51% stake, with the remaining 49% to be acquired later via share swap.
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Wealth First Portfolio Managers to Acquire 51% Stake in Wealth First Advisors for ₹52.1 Crore
Wealth First Portfolio Managers will acquire a 51% stake in Wealth First Advisors for ₹52.1 crore. Phase I involves ₹40 crore cash and ₹12.1 crore share swap by December 2026. Phase II for the remaining 49% will occur in FY30 via share swap. This strategic move aims to expand AUM, client base, and market presence.
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Wealth First Portfolio Managers: Trading Window Closed July 1, 2026, for Q2 FY27 Results
Wealth First Portfolio Managers Limited will close its trading window from July 1, 2026, until 48 hours after the declaration of Q2 FY27 financial results. This affects designated persons and their relatives. The board meeting date for results declaration will be intimated later.
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Wealth First Portfolio Managers Uploads Q4 & FY26 Earnings Call Recording
Wealth First Portfolio Managers Limited has released the earnings call recording for Q4 & 12M FY26. The recording, discussing financial performance, is available on the company's website. This follows the intimation of the investor/analyst conference call on May 26, 2026.
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Wealth First Portfolio Managers Limited Publishes Newspaper Advertisement for Financial Results
Wealth First Portfolio Managers Limited published newspaper advertisements on May 30, 2026, for its audited standalone and consolidated financial results for the year ended March 31, 2026. Standalone net profit after tax was ₹40.23 crore, and consolidated net profit after tax was ₹38.28 crore. EPS stood at ₹37.76 standalone and ₹36.29 consolidated.
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Wealth First FY26 Revenue Rises 28.6% to ₹68.4 Cr; PAT up 12.1% to ₹38.3 Cr
Wealth First Portfolio Managers reported FY26 revenue of ₹68.4 crore, up 28.6%, and PAT of ₹38.3 crore, up 12.1%. Q4 FY26 revenue turned positive at ₹16.5 crore. Assets Under Advisory reached ₹12,157 crore. The company received SEBI approval for its AMC, Lakshya, and an IRDAI license for insurance broking. A final dividend of ₹1 per share was declared.
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Wealth First Board Approves FY26 Results, Recommends 10% Final Dividend
Wealth First Portfolio Managers Limited reported strong Q4 FY26 results. Standalone profit after tax was ₹1,370.20 Lacs for the quarter and ₹4,022.98 Lacs for the year. Consolidated profit after tax was ₹1,051.89 Lacs for the quarter and ₹3,866.32 Lacs for the year. The Board recommended a final dividend of 10% (₹1.00 per share).
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Wealth First Approves Audited FY26 Results, Recommends 10% Final Dividend, and Boosts Share Capital
Wealth First announced audited FY26 results with standalone net profit of ₹1,370.20 lacs and consolidated net profit of ₹1,051.89 lacs. The Board recommended a 10% final dividend (₹1 per share). The company also proposed increasing authorized share capital to ₹12 Crores and re-appointed internal auditors. An Investment Committee was constituted.
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Wealth First Board Approves Audited Results, Recommends 10% Final Dividend
Wealth First Portfolio Managers Limited approved audited standalone and consolidated financial results for FY26. The Board recommended a 10% final dividend (₹1.00 per share) for FY26, pending shareholder approval at the 24th AGM. M/s H D Panchal & Co was re-appointed as Internal Auditors. Authorized share capital to be increased from ₹11 Cr to ₹12 Cr.
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Wealth First Schedules Earnings Call for Q4 & FY26 Results on June 1, 2026
Wealth First Portfolio Managers Limited will hold an Earnings Call on June 1, 2026, at 2:00 PM IST to discuss audited standalone and consolidated financial results for Q4 & FY26 ended March 31, 2026. Key management will participate.
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Wealth First Board Meeting on May 29 to Consider FY26 Results & Final Dividend
Wealth First Portfolio Managers Limited's Board Meeting on May 29, 2026, will consider audited standalone and consolidated financial results for FY26 ended March 31, 2026. An additional agenda item includes recommending and declaring a final dividend for the financial year. The trading window remains closed until 48 hours post-results declaration.
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Wealth First Portfolio Managers Ltd. Submits SEBI Depository Compliance Certificate for Q4FY26
Wealth First Portfolio Managers Limited submitted a SEBI compliance certificate for Q4FY26. The RTA confirmed no securities were processed for dematerialization, adhering to Regulation 74(5).
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Wealth First Portfolio Managers: Promoter Group Holds 74.04% Shares, No Encumbrance Reported
Wealth First Portfolio Managers Limited's Promoter and Promoter Group holds 74.04% equity shares (78,89,326 shares) as of March 31, 2026. No shares were encumbered by the promoter group during the financial year ended March 31, 2026.
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Wealth First Subsidiary Lakshya AMC Gets SEBI License to Launch Mutual Fund Business
Wealth First Portfolio Managers' subsidiary, Lakshya AMC, has received SEBI's final license to operate as an Asset Management Company. The AMC is backed by the founding team of Benchmark AMC, pioneers in India's ETF market. Lakshya AMC aims to build innovative investment products and will be headquartered in Ahmedabad.
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Wealth First Subsidiary Receives SEBI AMC License for Mutual Fund
Wealth First Portfolio Managers Limited's subsidiary, Lakshya Asset Management Private Limited, has received final approval and license from SEBI on March 25, 2026, to operate as an Asset Management Company (AMC) for mutual funds.
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Wealth First Portfolio Managers: Trading Window Closed From April 1, 2026, for FY26 Audited Results
Wealth First Portfolio Managers Limited will close its trading window from April 1, 2026. This closure is in effect until 48 hours after the declaration of audited standalone and consolidated financial results for the quarter and financial year ending March 31, 2026. The board meeting date for results declaration will be announced later.
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Wealth First Portfolio Managers to Hold Investor Meet on March 25
Wealth First Portfolio Managers Limited will hold a virtual group meeting with investors and analysts on March 25, 2026, from 4:00 pm onwards. Discussions will be limited to publicly available information.
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Wealth First Portfolio Managers to Attend Investor Conference on March 9
Wealth First Portfolio Managers Limited will attend an Investor Conference on March 9, 2026. The virtual group meeting, organized by Arihant Capital, will discuss publicly available information. No UPSI will be shared.
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Wealth First Portfolio Managers Limited: Newspaper Publication on Financial Results & E-Auction
Wealth First Portfolio Managers Limited published a newspaper advertisement on February 5, 2025, concerning its financial results for the quarter and nine months ended December 31, 2025. The publication also features multiple e-auction sale notices by Capri Global Housing Finance, Capri Global Capital, and Tyger Capital for immovable assets, with auctions on March 13, 2026. A tender notice from Tamil Nadu PWD is also included.
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Wealth First declares 40% interim dividend; sets Feb 10 as record date
Wealth First Portfolio Managers declared a Third Interim Dividend of 40% (₹4.00 per share) for FY 2025-26, amounting to ₹4.26 Crores. The record date for the dividend is February 10, 2026. The company also approved its unaudited standalone and consolidated financial results for Q3 and nine months ended December 31, 2025.
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Wealth First Declares 40% Interim Dividend, Approves Q3 FY26 Results
Wealth First Portfolio Managers declared its third interim dividend of 40% (₹4.00 per share) for FY 2025-26. The record date for the dividend is February 10, 2026. The company also approved its unaudited standalone and consolidated financial results for the third quarter and nine months ended December 31, 2025.
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Wealth First Portfolio Managers: Certificate Under SEBI Depositories and Participants Regulations
Wealth First Portfolio Managers Limited submitted a certificate for Q3 FY26 under SEBI Depositories and Participants Regulations. The RTA confirmed no securities were received for dematerialization during the quarter ended December 31, 2025.
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Wealth First Portfolio Managers: Trading Window Closed Jan 1, 2026 for Q3 FY26 Results
Wealth First Portfolio Managers Limited will close its trading window from January 1, 2026. The window will reopen 48 hours after the declaration of Q3 FY26 financial results. Designated persons and their relatives are restricted from trading during this period.
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Wealth First Portfolio Managers to Meet Investors/Analysts on Dec 24
Wealth First Portfolio Managers Limited will hold a virtual group meeting with investors and analysts on December 24th, 2025. Discussions will be limited to publicly available information, with no UPSI to be shared.
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Newspaper Publication of Financial Results for Quarter Ended 30 Sep 2025
Wealth First Portfolio Managers Limited announced the publication of newspaper advertisement regarding audited standalone and consolidated financial results for the quarter ended September 30, 2025.
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Wealth First Portfolio Managers Reports Q2 & H1 FY26 Results; Declares Interim Dividend and Progresses on AMC Venture
Wealth First reported Q2/H1 FY26 results with core business growth, despite PAT decline due to market volatility and one-time costs. Company declared ₹8 interim dividend and progressed on AMC and insurance broking ventures.
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WEALTH approves Q2 results, declares ₹4.00 interim dividend & change in designation
Wealth First approves Q2 results, declares ₹4.00 interim dividend & change in designation of Ms. Binal Bhukhanwala Gandhi from Non-Executive Independent Director to Non-Executive Non-Independent Director.
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Wealth First Portfolio Managers Declares Interim Dividend & Approves Results
Wealth First Portfolio Managers approved Q2 results, declared an interim dividend of ₹4 per share, changed a director's designation, and reconstituted board committees in its meeting held on 13th November 2025.
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Wealth First Portfolio Managers Reports Decline in Q2 and H1 FY26 Net Profit
Wealth First Portfolio Managers approved Q2 and H1 FY26 standalone and consolidated financial results, showing a decline in net profit and EPS compared to the previous year.
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Wealth First Approves Interim Dividend, Financial Results & Director Change
Wealth First approves financial results, declares ₹4 dividend (40%), changes director designation, and reconstitutes board committees. Record date for dividend is November 19, 2025.
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Board Meeting on Nov 13, 2025, to consider Q2FY26 results and 2nd Interim Dividend; Record Date Nov 19
Wealth First to hold board meeting on Nov 13, 2025, to approve Q2FY26 results and consider second interim dividend. Record date for dividend is Nov 19, 2025.
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Board Meeting on Nov 13 for Q2/H1 FY26 Results and 2nd Interim Dividend; Nov 14 Record Date
Wealth First Portfolio Managers to hold a board meeting on November 13, 2025, to approve Q2/H1 FY26 results and consider a second interim dividend, with November 14 as the record date.
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Wealth First acquires additional shares in subsidiary; Lakshya Asset Management becomes 69.70% owned
Wealth First Portfolio Managers acquired 66,66,666 shares in Lakshya Asset Management for ₹39.99 crore, reducing its stake to 69.70%. The subsidiary will operate as an Asset Management Company.
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Wealth First Portfolio Managers to hold virtual analyst/investor meeting on October 16, 2025
Wealth First Portfolio Managers Limited announced a virtual group meeting with analysts and institutional investors on October 16, 2025, to discuss publicly available information, with no UPSI intended for disclosure.
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