NUVAMA · Nuvama Wealth Management Ltd · Investment Services
NUVAMA · Nuvama Wealth Management Ltd · Investment Services
As of 06 Nov close
52-week range
10.1% below 52-week high
52-week range: as of 06 Nov 2026 close.
Price chartDaily closes on the stock page.
Weighted combination of 8 measured readings. Not a probability, a rating or a forecast.
Full signal detail →Fundamentals as of 15 Sep 2026 · the company's own latest record is 52 days old
Revenue (latest Q)
₹1,204 Cr
Revenue YoY
PAT YoY
+15.8%
Operating margin
Revenue, last 8 quarters
P/E (TTM)
P/B
7.9
P/S (TTM)
7.2
Sector P/E
14.4
Dividend yield
+1.6%
| Company | P/E | P/B | Net margin | ROE | D/E | Div. yield |
|---|---|---|---|---|---|---|
| NUVAMA (this stock) | 30.3 | 7.9 | +24.5% | +26.3% | 2.85 | +1.6% |
| ICICI Prudential Asset Management Company Ltd | 47.7 | 37.7 | +56.0% | Not available from data source | 3.22 | +0.9% |
| HDFC Asset Management Company | 39.9 | 12.3 | +69.3% | Not available from data source | 1.86 | +2.0% |
| Nippon Life India Asset Management | 50.1 | 16.3 | +56.4% | +34.5% | 1.36 | +1.8% |
Promoter
falling 3q
FII
rising 3q
MF
6.77% (+0.16pp)
rising 1q
Insider trades
No insider trades in the last 12 months.
Bulk/block deals
No bulk/block deals in the last 12 months.
News timeline
No related news.
Concalls & investor presentations
AI-generatedKey takeaway: Nuvama Wealth Management Limited reported strong performance for Q1 FY27 during its earnings conference call. Management highlighted record quarterly profits exceeding INR 300 crores, with revenues surpassing INR 900 crores. Client assets reached INR 5.36 lakh crores, driven by significant net new money inflows. The company noted a 20% year-on-year growth in revenue from its MPIS model and a 32% increase in overall assets. Management discussed the evolving industry landscape, emphasizing the importance of technology and generative AI in enhancing efficiency. They also mentioned the successful launch of their PRIME commercial real estate fund, which raised INR 4,000 crores. Despite strong growth, management cautioned about potential moderation in future quarters, particularly in asset services. Overall, the company remains focused on expanding its offerings and enhancing client service through technology investments.
Management emphasized strong growth and record profits while acknowledging potential future moderation.
Sourced from an exchange-filed transcript, dated 05 Aug 2026. Summary is RedixFi-generated and distinct from investment advice.
Key takeaway: Nuvama Wealth Management Limited held its earnings conference call on May 12, 2026, to discuss its performance for the quarter and financial year ended March 31, 2026. Management reported overall revenues of approximately INR 3,100 crores and an operating profit after tax of about INR 1,050 crores. Wealth Management showed a 23% profit growth, while asset services also performed well, recovering fully from earlier challenges. The company emphasized the importance of a diversified multiproduct platform in the wealth management sector and noted a strong growth in managed products and investment solutions, with a 38% revenue increase year-on-year. The loan book grew by 27%, and management highlighted ongoing investments in technology and AI to enhance productivity. The call concluded with management expressing optimism about future growth opportunities despite macroeconomic uncertainties.
Management highlighted strong growth and recovery across various business segments.
Sourced from an exchange-filed transcript, dated 18 May 2026. Summary is RedixFi-generated and distinct from investment advice.
AI Summary of Annual Report
AI-generatedNuvama Wealth Management Limited's FY2025-26 annual report highlights its role as a leading integrated wealth management company in India, serving diverse client segments including ultra-high-net-worth individuals and institutions. The report emphasizes the company's focus on governance, talent development, and risk management as foundational elements for long-term competitive advantage. Strategic priorities include expanding brand visibility, enhancing client engagement through technology-driven initiatives, and strengthening its position in wealth management, asset management, and capital markets. The company also outlines its commitment to corporate social responsibility and sustainability.
- The company emphasizes governance, talent, culture, and risk discipline as key attributes for sustainable competitive advantage.
- Strategic focus on expanding brand visibility and client engagement through technology-driven initiatives and global outreach.
- Commitment to corporate social responsibility, sustainability, and long-term value creation for stakeholders.
Key takeaway: Nuvama Wealth Management Limited prioritizes governance, talent development, and risk management as foundational elements for long-term competitive advantage, while expanding its brand and client engagement initiatives.
The following annual report excerpts provide qualitative strategic context. Do not treat any specific financial figures in these excerpts as authoritative — they may be incorrectly labeled due to PDF table extraction limitations. For precise financial data, refer to the structured fundamentals data above.
Governance disclosures
AI-generatedNeeds attention
Regulatory Action (1 item); Default / Covenant Breach (1 item)
Items of these kinds are disclosed in the filings. This is a count of disclosed items. It is not a finding about the company and its cause has not been independently established.
Regulatory Action
1 occurrenceRecent (last 12 months)
Administrative warning letters were issued and penalties imposed by SEBI and NSE on the material subsidiary company.
Default / Covenant Breach
1 occurrenceEarlier (1-3 years ago)
Nuvama Wealth Management Limited defaulted in repayment of loans from banks and financial institutions.
Routine disclosures
Contingent Liability
2 occurrencesRecent (last 12 months)
The Group reviews pending cases, claims by third parties and other contingencies. For contingent losses that are considered probable, an estimated loss is recorded as an accrual in consolidated financial statements. Loss contingencies that are considered possible are not provided for but disclosed as contingent liabilities.
Earlier (1-3 years ago)
The Group has received demand notices from tax authorities regarding disallowance of expenditure for earning exempt income under Section 14A of the Income Tax Act. The Group has filed appeals and is defending its position, with tax advisors indicating a reasonable certainty of sustaining its position in pending cases.
Related-Party Transaction
1 occurrenceEarlier (1-3 years ago)
The company has transactions with Nuvama Clearing Services Limited, Nuvama Financial Services (UK) Limited, Nuvama Financial Services Inc., and Nuvama Investment Advisors (Hong Kong) Private Limited, including trade receivables, trade payables, investments in equity shares, and accrued interest income.
Statutory dues in dispute
1 occurrenceRecent (last 12 months)
The company has outstanding statutory dues disputes, including income tax, service tax, and GST, with amounts ranging from 0.66 crore to 36.13 crore, pending before various forums like the High Court, CESTAT, and Commissioner (Appeals).
Promoter Share Pledge
1 occurrenceRecent (last 12 months)
36.65% of promoter holding pledged (quarter 2026-Q3 as of 2026-07-18).