Analysis: Wealth First Portfolio Managers Limited

NSE:WEALTH Finance - Capital Markets Market cap: ₹905 cr

Why is Wealth First Portfolio Managers Limited stock rising?

  • lakshya amc to launch first three innovative products by q3 fy27
  • wealthshield insurance revenue to grow 20-25% annually through b2c cross-selling and b2b expansion
  • index-based pms for nri clients in us and canada to address $15-20 billion aum gap by fy28
  • expand physical presence to 5 offices by fy27 through inorganic acquisitions outside gujarat
  • redeploy $41 crore capital from trading book wind-down to amc and infrastructure by q3 fy27

Research report

companyname: Wealth First Portfolio Managers Limited ticker: WEALTH sector: Financial Services / Wealth Management Wealth First is an independent, client-facing wealth management firm headquartered in Ahmedabad, Gujarat. It was founded in 1992 as Dalal and Shah Fiscal Services Limited by Ashish Shah, a mechanical engineer who left a job at HPCL to start a financial advisory business from a 12 x 10 foot office with three team members. Over three decades, the firm evolved from a fixed-income spec...

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Growth guidance

Insurance revenue growth guided at 20-25% over next 2-3 years driven by B2B/B2C expansion

Guidance maintained
RS rating: 13 Stage: Stage 4

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