Top Tweets for #WealthFirst
34 years. One constant: Trust.
Markets evolve. Strategies adapt. Generations bring new perspectives.
But the values that guide us remain the same.
Since 1992, we've been building more than portfolios we've been compounding trust.
#WealthFirst #CompoundingTrust #Since1992
Wealth First Port ๐ Q4 & FY26 Concall Summary #WEALTHFIRST
๐ก MANAGEMENT PROJECTION :
Wealth First anticipates insurance to contribute 15-20% of total business revenue by FY28, with the AMC expected to become a significant contributor as well. The wealth business is projected to maintain a cost-to-income ratio of 20-25%. Management plans to launch three new products within the next 12 months, focusing on innovative and gap-filling offerings rather than 'me-too' products. The company has already subscribed 60 crores into its AMC, exceeding the 50 crore minimum net worth requirement.
๐ด Red Alert :
While the company has reduced its trading book to zero to enhance stability, the cost-to-income ratio saw an increase to 29.9% in FY26 from 23% in FY25. This rise was attributed to one-time strategic investments including BSE listing expenses, PMS renewal fees, SIP registration fees, elevated CSR obligations, and higher employee benefit expenses, which temporarily impacted profitability.
๐ข Green Alert :
For FY26, consolidated revenue from operations grew 28.7% to 68.4 crores from 53.2 crores in FY25. Profit after tax for FY26 stood at 38.3 crores, up from 34.1 crores in FY25, driven by strong performance in wealth management, insurance, and ARRS assets. Q4 FY26 showed a significant turnaround, with PAT rising to 10.5 crores against a loss of 4.3 crores in Q4 FY25, primarily due to robust insurance sales and absence of M2M impact.
๐ต Blue Alert :
Wealth First has formally entered the asset management space with the establishment of Lakshya AMC, a joint venture with a founding team that previously built Benchmark AMC. Additionally, the company has launched Wealth First Insurance Brokers, marking a formal entry into life and general insurance distribution through both B2C and B2B models, and introduced an index-based PMS for NRI clients in the US and Canada.
๐ง Deep Insight :
FY26 marks a transformative year for Wealth First, with strategic moves into AMC and insurance, aiming to build a diversified and resilient platform. The company's philosophy centers on trust and doing the right thing for clients, exemplified by relationship managers not operating under revenue targets, fostering client-centricity. This strategic shift is supported by a 28.7% revenue growth to 68.4 crores and PAT of 38.3 crores, positioning the company for long-term sustainable growth and investor value creation.
Companies posted good results yesterday are :
#NMDC
#BFINVESTMENT
#NIBE
#HARDWYNINDIA
#DYNEMICPRODUCTS
#GIPCL
#EMKAYTOOLS
#LUMAXAUTO
#KINFA
#JAMNAAUTO
#KERNEXMICROSYS
#TECHNOCRAFT
#RATTANINDIAENT
#AMARJOTHI
#WEALTHFIRST
#TALBROS
#MIDHANI
#VETO
#ORIANAPOWER
#SHRADDHAPRIME
Wealth First Portfolio Managers Ltd Q4FY26 Results:-
#Q4Results #Q4FY26 #Stockmarket #Nifty #wealthfirst
Revenue 16.51 Cr vs -3.26 Cr YoY & 6.49 Cr QoQ
Other Income 2.14 Cr vs 0.96 Cr YoY & 0.29 Cr QoQ
PBT +13.76 Cr vs -5.40 Cr YoY & +1.16 Cr QoQ
PAT +10.48 Cr vs -4.29 Cr YoY & +0.77 Cr QoQ
PAT After Minority interest
+10.52 Cr vs -4.29 Cr YoY & +1.11 Cr QoQ
The Wealth First family extends warm greetings and best wishes for a happy & prosperous new tax year. ๐ต
May our relations grow stronger, our goals aim higher and our achievements be bigger in the year ahead. ๐
#newyear #FinancialNewYear #wealthmanagement #india #wealthfirst
Wealth First Portfolio Managers Limited Q3 FY26 Results:-
#Q3Results #Q3FY26 #Stockmarket #Nifty #wealthfirst
Revenue 6.78 Cr vs 17.22 Cr
(-60.62% YoYโ-67.34% QoQ)
PBT Ex-Exceptional Items 1.17 Cr vs 13.74 Cr
(-91.49% YoYโ-92.34% QoQ)
PAT 0.77 Cr vs 9.27 Cr
(-91.71% YoYโ-93.06% QoQ)
PAT After Minority interest 1.12 Cr vs 9.27 Cr
(-87.96% YoYโ-89.92% QoQ)
In Q3FY25 Exceptional loss of 1.50 Cr
Numbers looks weak because of MTM loss in income from trading activities
Budget 2026 decoded by Mr. Ashish Shah, Founder-Promotor & M.D., Wealth First Portfolio Managers LTD. on Mutual Funds With Groww.
Agree with his take?
#budget2026 #unionbudget #unionbudget2026 #wealthfirst #nirmalasitharaman #wealthmanagement
Lifeโs a one-time journey: wealth comes first,
stay calm, just focus on making money.
#WealthFirst #SteadyAndSure #LifeMantra
Wealth First Portfolio Managers Limited Q2 FY26 Results:-
Total Revenue 20.57 Cr vs 19.52 Cr
(+5.43% YoY & -17.09% QoQ)
PAT 11.07 Cr vs 15.16 Cr
(-26.99% YoY & -30.66% QoQ)
Other Income 0.19 Cr vs 4.02 Cr YoY & 0.07 Cr QoQ
#Q2Results #Q2FY26 #stockmarket #nifty
#wealthfirst
Nippon Small Cap Fund
โ
2011NAV :- 10
โ
2025 NAV :- 171๐
More than a 17X in 14 yrs!
Indiaโs Largest and oldest small Cap Fund
#accordfinance #MutualFund #Emmys #sstvi #wealthfirst #Bank #IndianCricket #India
Following stocks making good short term patterns
#firstcry
#wealthfirst
#unitednilgiri
#tatainvestment
Plz share your opinion?
Can they move 20-50% in next few weeks?
HIGH EPS COMPANIES & DEBT FREE COMPANIES
#ShilcharTech.
#JyotiResins
#HDFCAMC
#WealthFirst
#RPGLife
#ICICILombard
#ElantasBeck
#UTIAMC
Soon coming to vapi gujarat for session on wealth creation.
#FinancialPlanning
#wealthfirst
#wealthcreation
#WealthFirst
CMP- 1272
Stock P/E- 38.9
PEG Ratio- 0.42
Mcap- 1356cr
Debts- NiL
Fundamentally Strong
Cash Flows: +ve
Wealth First Portfolio Managers Ltd is in the business of wealth management
Industry Outlook & Management Tone:
- Long-Term Optimism: Management is โdeeply optimisticโ about the future of Indian wealth management, citing ongoing financialization, under-penetration (only 4 crore MF investors vs 16-18 crore demat accounts), and rising demand for credible, full-service advisory.
- Competition: Management claims โthere is no real competitionโ due to the vastness of the opportunity and the shortage of high-integrity, full-service firms. โWe can all co-exist.โ
- AUM Growth Guidance: Medium-term aspiration to double AUM in three years (26% CAGR), with expenses growing slower than AUM, thus improving profitability.
- Market Sentiment: While mid/lower-tier investor sentiment was damaged post-October 2024 correction, Wealth Firstโs client base is educated for long-term investing and has not seen significant outflows or panic
Wealth First Portfolio - #WealthFirst
QoQ: Poor | YoY: Ok
Operating Revenue: 15.8 (QoQ: -3.7, -19.0% | YoY: +0.8, +5.3%)
Operating Profit: 12.5 (QoQ: -3.1, -19.9% | YoY: +0.3, +2.5%)
Net Profit: 9.0 (QoQ: -6.2, -40.8% | YoY: -1.1, -10.7%)
@MichaelXBT Caribbean on hold, trenches activated! ๐ช๐ฐ Generational wealth isnโt built on beachesโitโs forged in the grind. @CRGPT is the key to flipping your future while others are sipping piรฑa coladas. Retire early, live large later. ๐๐พ
#CRGPT #WealthFirst #EthereumEcosystem
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