Investor Presentation

DATE: 3RD NOVEMBER, 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 SYMBOL: WEALTH REF: WEALTH FIRST PORTFOLIO MANAGERS LIMITED SUB: INVESTOR PRESENTATION ON FINANCIAL RESULT FOR THE QUARTER AND HALF YEAR ENDED 30TH SEPTEMBER, 2026. Dear Sir, Pursuant to Regulation 30 of the SEBI (Listing Obligation and Disclosure Requirements) Regulations, 2015, find enclosed herewith the Investor Presentation on the Un-Audited Financial Results for the Quarter and Half Year ended 30th September, 2026. You are requested to kindly display the same on the Notice Board of the Stock Exchange. Thanking you. Yours faithfully, FOR AND ON BEHALF OF WEALTH FIRST PORTFOLIO MANAGERS LIMITED ASHISH SHAH MANAGING DIRECTOR DIN: 00089075 WEALTH FIRST PORTFOLIO MANAGERS LIMITED Q2 & H1 FY27 INVESTOR PRESENTATION 12,410 dots. One for every day of the last 34 years. 34 times 365, the arithmetic of an institution. No two are alike. Some sit large and deeply coloured, the days that defined a decade. Most are small, faint, almost invisible, the ordinary days when nothing seemed to move at all. That’s the honest shape of 34 years: not a clean arc upward, but an uneven accumulation of days, Q2 & H1FYno2 two7 eve r the same. Step back, and it stops looking uneven. Financial IHt looiksg inevhitablle. ights Not because every day was a good one. Because, every single one was met with the same four commitments. Discipline. Perspective. Endurance. Trust. 12,410 days. No two the same. One institution. 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, and shall not form the basis or be relied on in connection with any contract or binding commitment whatsoever. No offering of securities of the Company will be made except by means of a statutory offering document containing detailed information about the Company. This Presentation has been prepared by the Company based on information and data which the Company considers reliable, but the Company makes no representation or warranty, express or implied, whatsoever, and no reliance shall be placed on, the truth, accuracy, completeness, fairness and reasonableness of the contents of this Presentation. This Presentation may not be all inclusive and may not contain all of the information that you may consider material. Any liability in respect of the contents of, or any omission from, this Presentation is expressly excluded. Certain matters discussed in this Presentation may contain statements regarding the Company’s market opportunity and business prospects that are individually and collectively forward-looking statements . Such forward-looking guidance / statements are not guarantees of future performance and are subject to known and unknown risks, uncertainties and assumptions that are difficult to predict. These risks and uncertainties include, but are not limited to, the performance of the Indian economy and of the economies of various international markets, the performance of the industry in India and world-wide, competition, the company’s ability to successfully implement its strategy, the Company’s future levels of growth and expansion, technological implementation, changes and advancements, changes in revenue, income or cash flows, the Company’s market preferences and its exposure to market risks, as well as other risks. The Company’s actual results, levels of activity, performance or achievements could differ materially and adversely from results expressed in or implied by this Presentation. The Company assumes no obligation to update any forward-looking information / statement contained in this Presentation. Any forward-looking information / statements and projections made by third parties included in this Presentation are not adopted by the Company and the Company is not responsible for such third-party statements and projections. Q2 & H1FY27 Financial Highlights Management Commentary Commenting on the results and performance for Q2 & H1 FY27, Mr. Ashish Shah, Managing Director of Wealth First Portfolio Managers Limited said: “The evolution of Wealth First into a broader financial services platform is progressing steadily, with each of our business verticals advancing towards the next stage of development. During Q2 FY27, we continued to make progress across our strategic priorities, strengthening our business capabilities, advancing key product initiatives and expanding our geographical presence. From a financial perspective, our underlying business continued to demonstrate resilience, with trail-based revenue growing by 4.7% YoY to Rs. 25.9 crore during H1 FY27. Total Assets Under Advisory (AUA) stood at Rs.13,798 crore as of September 2026, registering growth of 9.7% YoY. This reflects the continued expansion of our asset base and the strength of our client franchise. Our expansion into Mumbai through the acquisition of Wealth First Advisors Private Limited (WFA) is an important step in broadening our geographical presence and strengthening our wealth advisory and distribution franchise. We are excited about the opportunities this market offers and look forward to building on our presence in this key financial centre. Across our newer business verticals, we continue to make steady progress. Wealthshield Insurance Brokers has moved beyond the initial team-building phase, with the focus now shifting towards activating its distribution network and Mr. Ashish Shah driving business generation. At Lakshya Asset Management, we have progressed our flagship ETF initiative with the Managing Director resubmission of the Scheme Information Document to SEBI. Our proposed international fund initiative has also received encouraging feedback from investors and intermediaries, and we are advancing launch preparations for offerings catering to Indian residents and NRIs. In parallel, we are strengthening our leadership team by bringing in experienced professionals across key functions to support the next phase of growth. Looking ahead, our focus will be on translating these developments into stronger business outcomes through improved distribution productivity, successful product launches, deeper client relationships and disciplined execution. As our newer businesses progress towards commercialization and scale, we remain committed to building a diversified, scalable and sustainable financial services institution that creates long-term value for all stakeholders.” Key Business Update Scaling Our Platform, Expanding Offerings and Strengthening Execution Mumbai Expansion Insurance Broking Business Asset Management & Product Initiatives through WFA Acquisition Moving from Establishment to Scalable Growth Advancing Product Pipeline and Execution Entered into a Share Purchase Agreement to acquire 51% stake in WFA, strengthening our 01 Flagship ETF Product 119 72 presence in Mumbai Scheme Information Document (SID) resubmitted POS Referral incorporating SEBI feedback; progressing Onboarded Associates towards regulatory approval and launch Combined Platform AUM 01 Retail Business 02 International Fund Initiative ~₹20,000 cr Positive momentum in Motor Retail (MOM); Extensive market consultations across India focus on acquisition, renewals and cross-selling and UAE for proposed offshore fund investing in US index options. ~₹9,000 cr 2x+ 02 Insurer Partnerships Advancing launch preparations with separate Brokerage rates aligned with commercial offerings for Indian residents and NRIs, subject to benchmarks, ensuring sustainable relationships approvals. FY26 FY31 and healthy margins 03 [Showing first 8,000 characters — download PDF for full document]