Nuvama Wealth Management presented an investor overview highlighting the unaudited consolidated financial results for Q3 FY26 and the nine months ending December 31, 2025. The presentation emphasizes the company’s wealth management platform and key financial metrics, offering insights into its performance and strategic direction. Revenue reached US $83 Mn for the quarter and US $252 Mn for the nine months.
Company Highlights
Nuvama Wealth Management’s investor presentation for Q3 FY26 outlines its position as a leading wealth management firm with strong institutional ownership and a diversified service portfolio. Key aspects covered include:
- Strong Institutional Ownership: PAG (promoter) holds a significant stake.
- Integrated Platform: Offering a comprehensive suite of wealth management services.
- Client Segments: Proven execution across affluent, HNI, and UHNI client segments.
- Diversified Earnings: High-growth company with diversified and superior quality earnings.
Financial Performance
The presentation details the financial performance across different segments:
- Q3 FY26 Revenue: US $83 Mn, representing a 4% year-over-year increase.
- Nine Months Revenue: US $252 Mn, an increase of 8% year-over-year.
- Operating PAT: US $29 Mn for Q3 FY26, a 4% year-over-year increase; US $86 Mn for the nine-month period, a 7% year-over-year increase.
- Wealth Management: Delivered 18% YoY growth in Q3 FY26.
- Asset Services: Revenues grew by 7% QoQ.
Segmental Performance
A breakdown of performance in Wealth Management, Asset Management, and Asset Services & Capital Markets is provided:
- Wealth Management: Key metrics include client assets of US $12,237 Mn and a Net Promoter Score of 84.
- Nuvama Private: Client assets of US $23,922 Mn.
- Asset Management: AUM of US $1,385 Mn.
- Asset Services and Capital Markets: Assets under Custody and Clearing of US $13,220 Mn.
Strategic Outlook
The presentation concludes with a discussion of the company’s strategy and future trajectory, focusing on wealth management, asset management and asset services. In the next five years, the company aims to expand to NRI client segment, double the client base to 2x-2.5x, and increase assets to 2-2.5x, showing a clear path for future expansion.
Source: BSE
