Wealth First Portfolio Managers Ltd. · NSE:WEALTH
Wealth First Portfolio Managers — Merger or Acquisition (July 2026)
9 slides from Wealth First Portfolio Managers's merger presentation, Jul 1, 2026
Slide 1: Stock exchange cover letter on acquisition investor presentation
DATE: 1ST JULY, 2026 To To Manager - Listing Department Head – Listing Operations, National Stock Exchange of India Ltd. BSE Limited Exchange Plaza, Plot No. C/1, G Block, P.J. Towers, Dalal Street, Bandra-Kurla Complex, Bandra (E), Fort, Mumbai – 400 001 Mumbai-400051 BSE SCRIP CODE: 544536 NSE SYM
Slide 2: Strategic Acquisition of Wealth First Advisors Private Limited
Strategic Acquisition Of Investor Presentation Wealth First Advisors Private Limited Q2 & H1 FY26
Slide 3: Management Commentary
Management Commentary Commenting on the acquisition, Mr. Ashish Shah, Managing Director of Wealth First Portfolio Managers Limited said: “At Wealth First, every milestone in our journey has been built on trust, shared values, and long-term relationships. Our partnership with Wealth First Advisors is
Slide 4: About the Company: Acquisition Target Overview
About the Company Acquisition Target Overview Brief on Target Company (Promoter Group) : Financials for FY26 (₹ Cr) • Established in 2001, Wealth First Advisors (‘WFA’) is a wealth management and financial distribution firm providing investment Revenue PAT Networth advisory, mutual fund distribution
Slide 5: Deal Contours
Deal Contours • The acquisition will be completed in two phases • Phase I (on or before December 2026): Acquisition for 51% stake for a total consideration of ₹52.1 crores to be funded by mix of internal accruals and / or swap of shares. Of the total consideration, the Company will pay purchase cons
Slide 6: Strategic Rationale & Synergies
Strategic Rationale & Synergies Why This Acquisition? Scale Distribution Reach Capabilities • Accelerates AUM growth through acquisition-led • Broadens product offerings across wealth • Strengthens presence across key markets expansion solutions • Expands geographic footprint and client access • Exp
Slide 7: India's Wealth Management Opportunity
India's Wealth Management Opportunity A structural, long-term growth story underpinning this acquisition ~US$2.3 Tn ~12–16% ~US$9 Tn Projected Wealth Management AUM by FY29 Annual Growth in India's Projected Liquid Wealth (up from ~US$1.1 Tn in FY24) HNI Population seen reaching ~1.65 mn by 2027 by
Slide 8: Safe Harbour
Safe Harbour This presentation and the accompanying slides which have been prepared by Wealth First Portfolio Managers Limited (the “Company”), have been prepared solely for information purposes and do not constitute any offer, recommendation or invitation to purchase or subscribe for any securities
Slide 9: Thank You!
THANK YOU ! Company: Wealth First Portfolio Managers Limited CIN: L67120GJ2002PLC040636 Mr. Nishil Pandya / Ms. Sajni Patel nishil@wealthfirst.biz / sajni@wealthfirst.biz www.wealth-firstonline.com Investor Relations: Strategic Growth Advisors Pvt. Ltd. CIN: U74140MH2010PTC204285 Mr. Karan Thakker /
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