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.
The acquisition of WFA and the expansion into AMC and insurance broking are significant strategic moves that are expected to contribute to future growth. The reported financial metrics show steady performance.
The company reported growth in AUA and client base, and highlighted strategic acquisitions and new venture launches (AMC, Insurance Broking), indicating positive business development and expansion.
Wealth First Portfolio Managers Limited has announced its investor presentation for the quarter ended June 30, 2026. The company reported revenue from operations of ₹14.3 crore for Q1 FY27. Trail-based revenue remained resilient, growing 4.4% year-on-year to ₹12.3 crore.
Total Assets Under Advisory (AUA) grew 8.6% year-on-year and 12.3% quarter-on-quarter to ₹13,647 crore as of June 2026. The client base also expanded, with client families growing 5% year-on-year to 6,967 and the overall client base increasing 5% year-on-year to 21,986.
A significant development for the quarter was the acquisition of Wealth First Advisors Private Limited (WFA). This acquisition expands the company's presence into Mumbai and strengthens its advisory and distribution franchise. The combined Assets Under Management (AUM) of Wealth First and WFA platforms is close to ₹9,000 crore, with a five-year target to grow this to around ₹20,000 crore.
The company also highlighted the launch of an Asset Management Company (AMC) under the name ‘Lakshya Asset Management Private Limited’ and entered into a strategic joint venture for this venture. Additionally, Wealth First has expanded into the Insurance Broking business, receiving an IRDAI license to operate as a Direct Insurance Broker (Life & General) under the name ‘Wealthshield Insurance Brokers Private Limited’.
Furthermore, the company launched a Nifty 100 Index PMS targeting US and Canadian tax residents, addressing the challenges posed by PFIC regulations. Management commentary from Ashish Shah, Managing Director, emphasized the company's strategic progress, including reducing its trading book to nil, expanding its footprint to Mumbai, and establishing the new ventures.
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