Revised Investor Presentation on Financial Results for the quarter ended 30.06.2026.

DATE: 14TH AUGUST, 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: REVISED INVESTOR PRESENTATION ON FINANCIAL RESULT FOR THE QUARTER ENDED 30TH JUNE, 2026. Dear Sir, Pursuant to Regulation 30 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015, please find enclosed herewith the revised Investor Presentation on the Un- Audited Financial Results for the Quarter ended 30th June, 2026. The revision is limited to a change in the date mentioned in the covering letter. 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 Investor Presentation Investor Presentation | Q1 FY27 Q2 & H1 FY26 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. Q1 FY27 Financial Highlights Management Commentary Commenting on the results and performance for Q1 FY27, Mr. Ashish Shah, Managing Director of Wealth First Portfolio Managers Limited said: “This quarter marks an important milestone in the journey we embarked on, eighteen months ago, to put in place the key growth engines that will drive the next phase of Wealth First. The necessary licenses and approvals are now in place, and we are progressing with building out the teams, platforms and technology across our businesses. We have also delivered on the key commitments we had set out, including reducing our trading book to nil, expanding our footprint to Mumbai, launching our index-based PMS for US and Canada-based NRI investors, and establishing Lakshya Asset Management and Wealthshield Insurance Brokers. With these building blocks now in place, we are well positioned to move from the investment and setup phase towards execution and scale over the next five years. Mr. Ashish Shah Within this broader journey, the acquisition of Wealth First Advisors Private Limited (WFA) was the key development of the quarter Managing Director and an important milestone for us. The acquisition expands our presence into Mumbai while bringing on board a team whose values, culture and commitment to advice closely mirror our own. It significantly strengthens our advisory and distribution franchise and takes the combined AUM of the Wealth First and WFA platforms to close to Rs. 9,000 crore. Over the next five years, we aim to grow this Consolidated Performance platform to around Rs. 20,000 crore, while continuing to build a strong and enduring institution. for Q1 FY27 The first quarter of FY27 started on a steady note, with revenue from operations at Rs. 14.3 crore. Trail-based revenue remained resilient, growing 4.4% YoY to Rs. 12.3 crore, while total Assets Under Advisory (AUA) grew 8.6% YoY and 12.3% QoQ to Rs. 13,647 crore Rs. 14.3 Cr. as of June 2026. Revenue from Operations Our client franchise also continued to expand, with client families growing 5% YoY to 6,967 as of June 2026, supported by the addition of 341 families over the past year. Our overall client base increased 5% YoY to 21,986, with 240 clients added during Q1 FY27. This continued growth reflects the strength of our client relationships and the relevance of our proposition, providing a strong foundation for the next phase Rs. 12.3 Cr. Rs. 10.4 Cr. of our journey. Trail Base Revenue PAT As we look ahead, the opportunity now is to translate the foundation we have built into scale and stronger business outcomes. We will remain focused on disciplined execution, deepening client relationships and building each of our businesses thoughtfully. The next five years are an important phase for Wealth First, and we are confident that the investments we have made today will create a stronger and Rs. 6,401 Cr. Rs. 13,647 Cr. more valuable institution over time.” ARR AUM AUA Acquisition Overview Financials for FY26 (Rs. Cr) Brief on Target Company (Promoter Group) Deal Contours • Established in 2001, Wealth First Advisors (‘WFA’) is a wealth Revenue PAT Networth management and financial distribution firm providing • Acquisition to be completed in two phases investment advisory, mutual fund distribution, and sub-broking 17.9 6.0 22.0 • Phase I (on or before Dec 2026): Acquisition of 51% stake for a services consideration of ₹52.1 Cr • Founded by experienced financial professionals, the • Phase II (FY30): Acquisition of the remaining 49% stake, with Company has built a 25-year track record of delivering consideration based on a pre-agreed valuation formula independent, relationship-driven wealth management through a ₹3,746 Cr 25 • Share-swap transaction: Promoter Mr. Ashish Shah will remain client-centric and conflict-free advisory approach. Assets Under Advisory Team Size invested in the combined entity, reflecting confidence in its long- term growth • Based out of Mumbai and have strong presence in Maharashtra 4,400+ 2,800+ • Leadership continuity: Key talent and relationship managers to be retained for a seamless client transition • Company has clients across HNIs & UHNIs individuals Total Clients Client Families Why this acquisition? Experienced Board of Directors of WFA “ A strategic step Rakesh Mehta : Rakesh Mehta [Showing first 8,000 characters — download PDF for full document]