Скачать или смотреть Wealth First Portfolio- Trading Segment Revenue Fell 80%| PE Is Just 25| My Framework In This Market

Established in 2002 Wealth First Portfolio Managers focuses on managing the wealth of effluents and HNIs. They offer a wide range of products and services, including wealth creation, retirement planning, succession planning, tax planning, etc. The company is Gujarat based and 70% of their revenue comes from this region.

The company has posted very weak numbers in Q3FY25. Following are the highlights of the result:

1. AUA grew 26% YOY
2. Revenue grew 5% YOY
3. Trail revenue is almost 50% of the total revenue and it grew 82% YOY
4. Cost to income in 9MFY25 stood at 26%
5. Net profit de-grew 8% YOY

Check out the previous analysis on Wealth First Portfolio 👇

Q2FY25 Result Analysis -    • Wealth First Portfolio Q2FY25 Result- The ...  

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