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.
The announcement details significant financial growth, strategic business expansion into AMC and insurance broking, and positive client acquisition metrics. These factors are expected to have a substantial positive impact on the company's future performance and market position.
The company reported strong year-on-year growth in revenue and PAT, a significant turnaround in quarterly profits, and achieved key strategic milestones like SEBI approval for its AMC and an IRDAI license for insurance broking. The increase in AUA and client base, along with a consistent dividend payout, further supports a positive sentiment.
Wealth First Portfolio Managers Limited announced its audited financial results for the quarter and financial year ended March 31, 2026. The company reported a significant turnaround in its quarterly performance, with revenue from operations for Q4 FY26 rising to ₹16.5 crore from a loss of ₹3.3 crore in Q4 FY25. This improvement was driven by robust insurance sales and enhanced net sales performance.
For the full financial year FY26, revenue from operations increased by 28.6% to ₹68.4 crore, compared to ₹53.2 crore in FY25. Profit After Tax (PAT) for FY26 grew by 12.1% to ₹38.3 crore from ₹34.1 crore in the previous year. The company's trail-based revenue showed resilience, growing 9% year-on-year to ₹12.5 crore in Q4 FY26 and ₹49.8 crore for the full year.
Assets Under Advisory (AUA) increased by 4.6% year-on-year to ₹12,157 crore as of March 2026. The company also achieved key strategic milestones during FY26, including receiving final SEBI approval for its Asset Management Company, Lakshya, which is now operational. Additionally, it obtained an IRDAI license to operate as a Direct Insurance Broker.
Client franchise strengthened, with total client families increasing by 5% to 6,889 and the total client base growing by 5% to 21,746. The Board of Directors approved a final dividend of ₹1 per equity share for FY26, bringing the total dividend for the year to ₹13 per share, in line with its policy of distributing a minimum of 30% of consolidated PAT annually.
What to do with a filing like this
Wealth First Portfolio Managers Limited filed this with the NSE as a statutory disclosure, categorised under quarterly results. It is a primary document, not a recommendation, and the desk marks it high impact, which is the band that most often changes something.
That call is the part a filing cannot make for you. On RealCase, SEBI-registered research analysts and investment advisers read announcements like this one and turn the ones that matter into actions inside their model portfolios: a change in weight, a hold, or nothing at all. You are not left working out which of the roughly 250 filings published each day needs a response. The portfolio you follow is updated when a filing actually warrants it, with the reason written down.
See the model portfoliosA plain-language summary of a public exchange filing by Wealth First Portfolio Managers Limited. Read the original for the full detail.