BSEOthers2d ago · 3 Sept 2026, 06:39 pm

PFA exchange intimation w.r.t Annual Report for FY 2026

Nuvama Wealth Management Ltd · 543988

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Nuvama Wealth Management Ltd has announced its Annual Report for FY 2026, along with the Notice of the 33rd Annual General Meeting, to be held on September 28, 2026. The report highlights the company's resilient performance, consistent progress, and key highlights, including a 5% YoY increase in client assets and a 8% YoY increase in revenue.

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Earnings Impact5/10
Growth Catalyst2/10
Governance Concern1/10
Regulatory Risk1/10
Balance Sheet Risk2/10
Liquidity Impact8/10
Market Sentiment5/10

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Nuvama Wealth Management Ltd - 543988 - Reg. 34 (1) Annual Report.

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NWML/SEC/2027/48 September 3, 2026 The Manager, The Manager, Listing Department, Listing Department, BSE Limited, National Stock Exchange of India Ltd., Phiroze Jeejeebhoy Tower, Exchange Plaza, 5th Floor, Plot C/1, G Block, Dalal Street, Bandra - Kurla Complex, Bandra (E), Mumbai - 400 001. Mumbai - 400 051. BSE Scrip Code: 543988 NSE Symbol: NUVAMA Subject: - Annual Report for FY 2026 and Notice of the 33rd Annual General Meeting of the Company Dear Sir(s)/Madam(s), We wish to inform you that the 33rd Annual General Meeting (‘AGM’) of the Members of the Company is scheduled to be held on Monday, September 28, 2026, at 3:30 p.m. (IST) through Video Conferencing /Other Audio-Visual Means, without the physical presence of the Members at a common venue to transact the business as set out in the Notice of the AGM (‘AGM Notice’) in compliance with the provisions of the Companies Act, 2013 and SEBI (Listing Obligations and Disclosure Requirements), Regulations 2015 (‘Listing Regulations’) read with General Circular No. 14/2020 dated April 8, 2020, 17/2020 dated April 13, 2020, 20/2020 dated May 5, 2020 and subsequent circulars issued in this regard, the latest being 03/2025 dated September 22, 2025, issued by the Ministry of Corporate Affairs and all the other applicable circulars issued by SEBI in this regard (collectively referred as ‘MCA and SEBI Circulars’). The venue of the AGM shall be deemed to be the Registered Office of the Company i.e. 801- 804, Wing A, Building No. 3, Inspire BKC, G Block, Bandra Kurla Complex, Bandra East, Mumbai – 400 051. Pursuant to Regulation 34 read with Regulation 30 of the Listing Regulations, please find enclosed herewith the following: a. Annual Report (including Business Responsibility and Sustainability Report) for the FY 2026; and b. 33rd AGM Notice. In accordance with Regulation 36(1) of the Listing Regulations and the aforesaid MCA Circulars, the Annual Report along with the AGM Notice is being sent only through electronic mode to those Members whose e-mail addresses are registered with the Company/ Depositories/Registrar to an Issue and Share Transfer Agent. The Annual Nuvama Wealth Management Limited Corporate Identity Number: L67110MH1993PLC344634 Registered Office: 801- 804, Wing A, Building No. 3, Inspire BKC, G Block, Bandra Kurla Complex, Bandra East, Mumbai – 400 051 • Tel No. +91 22 6620 3030 • secretarial@nuvama.com • nuvama.com Report along with AGM Notice is being dispatched to the Members today i.e. September 3, 2026. The Annual Report along with the AGM Notice is available on the website of the Company at www.nuvama.com. Kindly take the same on record. Thanking you, Yours faithfully, For Nuvama Wealth Management Limited Sneha Patwardhan Company Secretary and Compliance Officer Encl: as above Nuvama Wealth Management Limited Corporate Identity Number: L67110MH1993PLC344634 Registered Office: 801- 804, Wing A, Building No. 3, Inspire BKC, G Block, Bandra Kurla Complex, Bandra East, Mumbai – 400 051 • Tel No. +91 22 6620 3030 • secretarial@nuvama.com • nuvama.com Annual Report 2025-26 D O N E I S N O T T H E DESTINATION D O N E I S N O T T H E DESTINATION Success has a way of creating a false sense of completion. A target is achieved. A milestone is crossed. A business is scaled. It is tempting to pause and believe the journey has reached its destination. But the most meaningful journeys rarely work that way. At Nuvama, every achievement has taught us the same lesson: Progress does not end at a milestone. It begins there. Over the years, we have strengthened our platform, expanded our capabilities, deepened client relationships, and built a diversified and integrated wealth management franchise. Each step has made us stronger. Yet, each step has also revealed a larger opportunity ahead. Nowhere is this truer than in India. As wealth creation accelerates, financialisation deepens, and millions of investors enter the formal financial ecosystem, the opportunity before the industry is significantly larger than what has been realised so far. The horizon continues to expand. This is why we do not view progress as a destination. We view it as a responsibility. A responsibility to serve clients better. To build stronger capabilities. To innovate faster. To create greater value for all our stakeholders. The work that brought us here matters. But it is the work ahead that excites us even more. Because every milestone reached becomes a new starting line. For us, done is not the destination. It is where the next chapter begins. STATUTORY REPORTS 84 Management Discussion and Analysis 116 Directors’ Report & Annexures 144 Corporate Governance Report To get this report online and for any other information, kindly visit: 176 Business Responsibility & CORPORATE OVERVIEW nuvama.com Sustainability Report 04 Key Highlights 58 ESG 06 Nuvama at a Glance - Environmental 12 Milestones - Social 226 14 Geographical Presence - Governance 16 Message from the Chairperson 74 Brand in Spotlight FINANCIAL STATEMENTS 20 Message from the MD & CEO - Campaigns 226 Consolidated Financial 24 Key Performance Indicators - Events Statements 26 Business Segments - Media 335 Standalone Financial - Wealth Management - Awards and Recognition Statements - Asset Management 82 Corporate Information - Asset Services - Capital Markets 38 Technology 421 48 Client Experience 54 People AGM NOTICE C O N T E N T S Corporate Overview Statutory Reports Financial Statements 04 84 226 KEY HIGHLIGHTS Resilient Performance. Consistent Progress. ` 4,52,548 ` 3,122 Cr Cr Client Assets Revenue 5% YoY 8% YoY 23% CAGR over 5 years 26% CAGR over 5 years ` 1,049 56% Operating PAT Cost to Income 6% YoY 1% YoY 39% CAGR over 5 years 17% absolute improvement over 5 years 28.1% ~49% Return on Equity Dividend Payout 3% YoY 12% absolute increase over 5 years 04 Nuvama Wealth Management Limited Annual Report 2025-26 05 Corporate Overview Statutory Reports Financial Statements 04 84 226 NUVAMA AT A GLANCE Built For What’s Next - India’s Leading Wealth Management Platform At a Glance We are a leading integrated wealth management company in India, serving ultra-high-net-worth families, high-net-worth and affluent individuals, family offices, corporates, and institutions. The diversified scaled platform spans Wealth Management, Asset Management, Asset Services and Capital Markets, 30+ ` 4.5+ providing comprehensive solutions to meet the evolving needs of our clients. years Lakh Crore Legacy Client Assets 100+ 3,400+ Offices Employees Affluent and HNIs UHNIs and Family Offices Corporates and Institutions Trusted by Diverse Client Segments 06 Nuvama Wealth Management Limited Annual Report 2025-26 07 Corporate Overview Statutory Reports Financial Statements 04 84 226 Comprehensive and Integrated One Nuvama - Every Capability. Wealth Management Every Client Need. Platform Research, Grow, preserve Client Our Business Segments and transfer execution and Needs market insights wealth Wealth Management Asset Management u e n AccG se scn oe dmr ifa fet ee r entiated aec dac in lg rd a io oud nny d, nstitutions d i vi products Plan succession s & I dr uns sl cis tend Sw sfe ea ul et rh iceB sene srds vp fi on ov s Htm NIe snt D df ate Isr ne ii ea t tHe aoNd lt Mfe fr un aa nte t r, kn Hv ee Ns I,t sae mn it ys o Olu ffit cio en ss u al NIsO p t i sdi s ri Sn ls &t n mc y sl iu nre etid si nt wneS ek se i s Uite Ha Nl t ee ar g r Faa ant msi ilo f ye n Ora fl Corporat Custody and clearing solutions for Institutional equities and investment niq u e ducts Client Insights Asset Managers banking services for Institutions, Corporates and Promoters stri searc uti Our strength lies in the seamless integration of Wealth Management, Asset Management, Asset Services, and Capital e & Markets, operating as one unified platform. Each business brings deep domain expertise and distinct capabilities, & y fe e Nn ua vb amlin ag eu cs t so d ste eli mve .r comprehensive, tailored solutions while leve [Showing first 8,000 characters — download PDF for full document]