PFA investor presentation in US Dollars

NWML/SEC/2027/42 August 5, 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: - Investor Presentation (in US Dollars) on the unaudited Consolidated Financial Results for the quarter ended June 30, 2026 Dear Sir(s) / Madam(s), Further to our intimation dated July 30, 2026, and pursuant to Regulation 30 of the Securities and Exchange Board of India (Listing Obligations and Disclosure Requirements) Regulations, 2015, we are enclosing herewith the Investor Presentation (in US Dollars) on the unaudited Consolidated Financial Results of the Company for the quarter ended June 30, 2026. The same has also been made available on the website of the Company, i.e., 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 NUVAMA Investor Presentation Q1 FY27 Exchange rate of 1 USD = INR 91 has been assumed Contents 1 2 3 4 About Us Industry Performance Strategy Overview Update Contents Summary ▪ Strong institutional ownership: PAG (promoter of company), 1. ABOUT US one of the largest Asia-based alternative investment managers ▪ Integrated wealth management platform with exhaustive 2. INDUSTRY OVERVIEW suite of offerings ▪ Only established player with proven execution across Affluent, HNI and UHNI client segments 3. PERFORMANCE UPDATE ▪ High growth company with diversified and superior quality of earnings 4. STRATEGY ABOUT Nuvama Serving Client-first UHNI & Family Offices foundation HNI & Affluent Individuals Corporates & Institutions Well Scaled Client Assets of US $ 58+ Billion Wide Presence 1,250+ RMs 3,500+ employees across 100+ offices Unique Proposition Strong Governance Multi Client Segment Experienced board and Comprehensive Platform management team Hybrid Channel Proven Execution Legacy Integrated Wealth Revenue FY26: US $ 343 Mn - 26% CAGR 5Y 30+ years of existence Management Operating PAT FY26: US $ 115 Mn-39% CAGR 5Y platform 1. All figures are as on 30th June 2026 unless mentioned otherwise Majority owned by PAG (promoter of company) a LEADING INVESTMENT FIRM One of the largest Asia-based alternative investment managers with USD 55B+ of assets under management in private equity, real assets, credit & markets Assets Under Management 1 Number of offices 2 Total Employees 1 USD 55B+ 13 ~900 ASIA’S PREMIER ALTERNATIVE ASSET MANAGER Deep regional and sectorial Global best practice in risk Deep global and expertise across market cycles management and governance India network Adding strategic value to Nuvama 1. As of 31st March 2026 2. In Asia Pacific. Additional offices in London, New York and Dublin COMPREHENSIVE WEALTH MANAGEMENT PLATFORM with exhaustive suite of offerings Our vision is to provide our clients with comprehensive and tailored wealth management solutions and advice We Serve We Provide Access To 1. Products 2. Advisory 3. Capital Markets UHNI and Family Offices Proprietary Third Party Institutional Exchange Wealth Investment (In-house Product Investor Traded Affluent and HNI manufactured Advisory Banking Distribution Access Products products) 5. Integrated Technology Corporates and Institutions 4. Capital Platform Onboarding, Servicing, Lending Against Securities Transactions Reporting, Advice ESOP Funding Empowering Clients and Margin Trading Facility Relationship Managers Evolved from individual businesses into an INTEGRATED WEALTH MANAGEMENT PLATFORM 4. Listed, Strong Governance Company to 3. Transitioned Smoothly, Deliver Long-term Value Operating with Independent with PAG as the Promoter 2. Global Partnership Board, Governance, Operations Validating Platform and Management 1. Built Businesses - Backed By High- Strength quality Parentage Wealth & Wealth Management Independent Board NUVAMA Asset business carved-out and Management demerged from Edelweiss Independent Credit Rating as a separate entity Integrated ecosystem driving Asset Services Tech transition & investments superior client experience Institutional Institutional Strengthened governance and accelerating business Equities Equities growth Investment Investment Investment acquires a controlling stake New Brand & Headquarters Banking Banking Banking 1996 - 2000 2000 - 2005 2005 - 2021 2021 2022 - 2023 Q2’FY24 WELL-POSITIONED in this evolving wealth space Only scaled player in both client Culture Client segments with “Full Platform” capabilities Established UHNI and Wealth Managers g Family Boutique Offices Private Banks tn High e ilCit Networth / Domestic Banks e Affluent RO Individuals Fintech Brokers w Mass Retail Single-Product Multi-Product Limited-Solutions Full-Platform Breadth of Offering Product Orientation Solution Orientation As an ESTABLISHED WEALTH MANAGER, we cover client segments constituting majority of wealth 70-75% UHNI Households of total financial ~30 lacs wealth HNI & AFFLUENT Households MASS MARKET RETAIL UNIQUE BUSINESS MODEL, enabling value and seamless client solutioning across ecosystem Small & Medium UHNI Business Owners Family Offices & Business Owners Advisory & Unique Research Products Referrals & Client Distribution Insights Corporates Affluent & Institutions Individuals ONE NUVAMA A HIGH GROWTH COMPANY with diversified and superior quality of earnings Revenue All figures are in US $ Mn % are YoY +41% +31% +19% +32% 173 131 110 82 83 81 53 52 37 36 36 18 19 17 7 7 6 6 FY21 FY22 FY23 FY24 FY25 FY26 Wealth Management Asset Management Asset Services Capital Markets1 1. Capital Markets segment includes Institutional Equities (IE) & Investment Banking (IB) Contents Summary ▪ India stands at the intersection of growth, market maturity 1. ABOUT US and a large opportunity size ▪ Making India world’s largest emerging wealth pool 2. INDUSTRY OVERVIEW ▪ Creating a structural opportunity for wealth management platforms 3. PERFORMANCE UPDATE 4. STRATEGY India stands at the intersection of growth, market maturity and a large opportunity size Thailand Source: BCG Global Wealth Report 2026 – The Great Reordering, “Where the Next Wave of Wealth Is Coming From”. Figures are 2025–2030 estimates 13 Making India world’s largest emerging wealth pool India leads EM wealth creation, accounting for ~35% of the US$ 7 Tn opportunity in the >US$250k client segment by 2030 WEALTH TO BE ADDED BY 2030 INDIA’S SHARE IN EM WEALTH WEALTH CAGR THROUGH 2030 GROWTH OF MILLIONAIRES BY 2029 US$ 2 Tn+ ~35% ~12% 55%+ WHAT IS DRIVING INDIA'S WEALTH SURGE INDIA TO ADD MOST WEALTH BY 2030 IN >US$250k SEGMENT o 6%+ GDP growth, led by domestic consumption and infrastructure o Rising household savings and economic formalization o Financialisation of assets and deepening equity participation CAGR % (2025-2030) o Wealth spreading beyond metros into Tier 2 and Tier 3 cities India 12% 1.87 o A new cohort of millennial, first-generation entrepreneurs Brazil 8% 2.37 Mexico 6% THE GAP IS THE OPPORTUNITY US $ Saudi Arabia 7% 7 Trillion o Rising affluent and UHNI wealth pool Turkey 12% 0.22 o ~70% of financial assets are traditional in nature such as deposit, Malaysia 8% 0.25 pension, insurance, etc. South Africa 7% 0.27 o Regulatory and product innovation widening product access Others 0.29 1.08 o Growing demand for portfolio led / wealth advisory (~15% of Indian 0.55 wealth is professionally managed v/s ~75% in matured markets) o Comprehensive wealth platforms preferred over mono-line players 1. US $ 7 trillion wea [Showing first 8,000 characters — download PDF for full document]