Wealth First Portfolio Managers Limited is a financial services company offering wealth management, investment advisory, and broking services to high-net-worth individuals and corporate clients.;

CEO/MD

Ashish Navnitlal Shah

Founded in

2002

NSE symbol

WEALTH

Industry

Shareholding pattern

Sep '25

Dec '25

Mar '26

Jun '26

Sep '26

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BSE • 1 week ago

Wealth First reported a 46.7% YoY drop in Q2 FY27 PAT to ₹5.9 crore, with revenue falling 17% to ₹17.2 crore. Total Assets Under Advisory grew 9.7% YoY to ₹13,798 crore; company is acquiring a 51% stake in Wealth First Advisors.

BSE • 2 weeks ago

Wealth First Portfolio Managers will acquire a 51% stake in Wealth First Advisors for around Rs 52.1 crore. The board approved issuing up to 1,36,575 equity shares at Rs 885.9 each via preferential allotment for the acquisition.

BSE • 3 weeks ago

Wealth First Portfolio Managers' board will meet on October 26, 2026, to consider issuing securities on a preferential basis. The trading window remains closed until 48 hours after declaring financial results for the half-year ended September 30, 2026.

BSE • 1 month ago

Wealth First Portfolio Managers has scheduled a 1x1 virtual investor meeting on October 13, 2026, from 4:00 pm onwards, organised by PhillipCapital (India) Pvt Ltd. Discussions during the meeting will be based solely on publicly available information, with no unpublished price sensitive information (UPSI) intended to be shared.

ScoutQuest • 1 month ago

Wealth First invested Rs. 1 crore in Lakshya Trustee via rights issue. 10 lakh preference shares subscribed at Rs. 10 each; no control change.

BSE • 2 months ago

Wealth First's 24th AGM convened on 24th Sep 2026 via VC, chaired by Ashish Shah. Key resolutions included FY26 financials adoption, dividend declaration, and capital increase approval.

BSE • 2 months ago

Wealth First Portfolio Managers Ltd schedules virtual investor/analyst meet on 17th Sept 2026 at 4 PM. Discussions will use public info only; no unpublished price-sensitive data will be shared.

BSE • 3 months ago

Wealth First Portfolio Managers' board approved holding its 24th AGM on 24th Sep 2026 via VC/OAVM. The board also approved AGM notice, Directors' Report, and appointed CS Kunal Sharma as E-Voting Scrutinizer.

BSE • 3 months ago

Wealth First Portfolio Managers Ltd released revised investor presentation for Q2 FY26 financial results, highlighting updates like date changes in covering letters. Key achievements include reducing trading book to nil, expanding to Mumbai, launching NRI-focused index-based PMS, and acquiring Wealth First Advisors, boosting AUM to ~₹9,000 Cr.

ScoutQuest • 3 months ago

Wealth First's AUM rises to ₹9,000 Cr. after acquiring Wealth First Advisors. Q1 FY27 revenue at ₹14.3 Cr., PAT ₹10.4 Cr.; AUA grew 8.6% YoY.

2026

Nov

Quarterly Result

Release date

Check latest financial

17
Sep
Dividend
Ex date
₹1.00
per share

For each share you hold, you will receive ₹1.00

Dividend amount₹1.00 per share

Dividend TypeFinal

Ex Date17 Sep ‘26

Record Date17 Sep ‘26

Announcement date29 May ‘26

Aug

Quarterly Result

Release date

Check latest financial

29
May
Dividend
Announced
₹1.00
per share

For each share you hold, you will receive ₹1.00

Dividend amount₹1.00 per share

Dividend TypeFinal

Ex Date17 Sep ‘26

Record Date17 Sep ‘26

Announcement date29 May ‘26

May

Quarterly & Annual Result

Release date

Check latest financial

10
Feb
Dividend
Ex date
₹4.00
per share

For each share you hold, you will receive ₹4.00

Dividend amount₹4.00 per share

Dividend TypeInterim 3

Ex Date10 Feb ‘26

Record Date10 Feb ‘26

Announcement date4 Feb ‘26

4
Feb
Dividend
Announced
₹4.00
per share

For each share you hold, you will receive ₹4.00

Dividend amount₹4.00 per share

Dividend TypeInterim 3

Ex Date10 Feb ‘26

Record Date10 Feb ‘26

Announcement date4 Feb ‘26

Feb

Quarterly Result

Release date

Check latest financial

2025

19
Nov
Dividend
Ex date
₹4.00
per share

For each share you hold, you will receive ₹4.00

Dividend amount₹4.00 per share

Dividend TypeInterim 2

Ex Date19 Nov ‘25

Record Date19 Nov ‘25

Announcement date13 Nov ‘25

13
Nov
Dividend
Announced
₹4.00
per share

For each share you hold, you will receive ₹4.00

Dividend amount₹4.00 per share

Dividend TypeInterim 2

Ex Date19 Nov ‘25

Record Date19 Nov ‘25

Announcement date13 Nov ‘25

Nov

Quarterly Result

Release date

Check latest financial

29
Aug
Dividend
Ex date
₹4.00
per share

For each share you hold, you will receive ₹4.00

Dividend amount₹4.00 per share

Dividend TypeFinal

Ex Date29 Aug ‘25

Record Date29 Aug ‘25

Announcement date12 May ‘25

8
Aug
Dividend
Ex date
₹4.00
per share

For each share you hold, you will receive ₹4.00

Dividend amount₹4.00 per share

Dividend TypeInterim 1

Ex Date8 Aug ‘25

Record Date8 Aug ‘25

Announcement date4 Aug ‘25

4
Aug
Dividend
Announced
₹4.00
per share

For each share you hold, you will receive ₹4.00

Dividend amount₹4.00 per share

Dividend TypeInterim 1

Ex Date8 Aug ‘25

Record Date8 Aug ‘25

Announcement date4 Aug ‘25

Aug

Quarterly Result

Release date

Check latest financial

12
May
Dividend
Announced
₹4.00
per share

For each share you hold, you will receive ₹4.00

Dividend amount₹4.00 per share

Dividend TypeFinal

Ex Date29 Aug ‘25

Record Date29 Aug ‘25

Announcement date12 May ‘25

31
Jan
Dividend
Ex date
₹4.00
per share

For each share you hold, you will receive ₹4.00

Dividend amount₹4.00 per share

Dividend TypeInterim 2

Ex Date31 Jan ‘25

Record Date31 Jan ‘25

Announcement date27 Jan ‘25

27
Jan
Dividend
Announced
₹4.00
per share

For each share you hold, you will receive ₹4.00

Dividend amount₹4.00 per share

Dividend TypeInterim 2

Ex Date31 Jan ‘25

Record Date31 Jan ‘25

Announcement date27 Jan ‘25

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Wealth First Portfolio Managers

Performance

Fundamentals

Financial performance

About

Shareholding pattern

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17SepDividendEx date₹1.00per share

29MayDividendAnnounced₹1.00per share

10FebDividendEx date₹4.00per share

4FebDividendAnnounced₹4.00per share

19NovDividendEx date₹4.00per share

13NovDividendAnnounced₹4.00per share

29AugDividendEx date₹4.00per share

8AugDividendEx date₹4.00per share

4AugDividendAnnounced₹4.00per share

12MayDividendAnnounced₹4.00per share

31JanDividendEx date₹4.00per share

27JanDividendAnnounced₹4.00per share

About Groww

17
Sep
Dividend
Ex date
₹1.00
per share

29
May
Dividend
Announced
₹1.00
per share

10
Feb
Dividend
Ex date
₹4.00
per share

4
Feb
Dividend
Announced
₹4.00
per share

19
Nov
Dividend
Ex date
₹4.00
per share

13
Nov
Dividend
Announced
₹4.00
per share

29
Aug
Dividend
Ex date
₹4.00
per share

8
Aug
Dividend
Ex date
₹4.00
per share

4
Aug
Dividend
Announced
₹4.00
per share

12
May
Dividend
Announced
₹4.00
per share

31
Jan
Dividend
Ex date
₹4.00
per share

27
Jan
Dividend
Announced
₹4.00
per share