Wealth First Portfolio Managers Ltd

Wealth First Portfolio Managers: Key Growth Metrics & Strategic Moves 📊

- Trail-based AUM: ₹6,011 crore | Total AUA grew 5% YoY to ₹12,574 crore

- Client base: 21,237 (+1,010 new clients) | Client families up 8% YoY to 6,717

- Interim dividend: ₹8 per equity share declared for H1 FY26

- Business Activity Income: +9.7% YoY in Q2 FY26, +13.3% in H1 FY26

- Q2 FY26 revenue: ₹20.8 crore (-11.8% YoY) | PAT at ₹11.1 crore (-27% YoY)

- Regulatory approvals: SEBI in-principle nod for Mutual Fund | IRDAI approval for insurance broking

- Employee expenses rose due to new hires & appraisals

- Strategic focus on AMC launch & insurance broking expansion

- Industry outlook: Strong growth potential in India's wealth management & mutual fund sectors