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Anand Rathi Wealth
SectorFinancial Services
Anand Rathi Wealth Limited is an Indian wealth solutions provider for high and ultra-high net worth individuals. The company offers services for distribution and sale of financial products, with its flagship Private Wealth business managing assets under management totaling Rs 57,807 Crores as of March 31, 2024. It operates through three main verticals: Private Wealth, Digital Wealth, and Omni Financial Advisors. The company has expanded its presence to multiple cities across India and also serves non-resident Indian clients through a representative office in Dubai. Anand Rathi Wealth Limited went public in December 2021, raising Rs 659.38 Crores through an Initial Public Offering.
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The Quarter story
The two most recent quarterly results, compared side-by-side.
Anand Rathi Wealth drives strong AUM and profit growth through HNI focus and advisor efficiency, while managing cooling net inflows and rising operational costs.
Asset Under Management grows from ₹23,653 Cr in Q1 FY26 to ₹1,03,774 Cr in Q1 FY27, reflecting strong portfolio expansion.
Total Net-Inflows decline from ₹3,825 Cr in Q1 FY26 to ₹2,743 Cr in Q1 FY27, signaling weakening client deposits.
PAT Margin expands from 33.0% in Q1 FY26 to 37.7% in Q1 FY27, signaling improved profitability.
Employee Costs rise from ₹114.8 Cr in Q1 FY26 to ₹176.2 Cr in Q1 FY27, indicating significant headcount expansion.
AUM Per RM rises from ₹224 Cr in Q1 FY26 to ₹249 Cr in Q1 FY27, showing higher advisor productivity.
Equity Mutual Funds Net-Inflows fall from ₹2,062 Cr in Q2 FY26 to ₹1,887 Cr in Q4 FY26, showing slowing fund inflows.
Monthly SIP Inflows increase from ₹75 Cr in Q1 FY26 to ₹94 Cr in Q1 FY27, highlighting consistent recurring investment growth.
AUM Share for the ₹50 Lakhs to ₹5 Crores segment falls from 20.3% in Q1 FY26 to 19.1% in Q1 FY27, indicating mid-tier portfolio contraction.
Digital Businesses clients grow from 6,284 in Q1 FY26 to 7,320 in Q1 FY27, indicating steady digital adoption.
Total Cost increases from ₹157.9 Cr in Q1 FY26 to ₹180.1 Cr in Q1 FY27, reflecting scaling operational expenditures.
Company insights, generated from the most recent coverage.
MF distribution revenue grew 18% to ₹145 Cr in Q2 FY27, faster than total revenue at 16% — mutual funds are reclaiming share of the mix as SIP flows recover.
Reported employee costs jumped 50.1% to ₹187.6 Cr in Q2 FY27 against 16% revenue growth, driving total costs up 38.5% — distribution capacity is being front-loaded ahead of the AUM it will earn.
The gap between adjusted and reported PBT widened to roughly ₹46 Cr in Q2 FY27 as fair-value gains reversed — mark-to-market income that flattered prior-year profit has become a headwind, so headline earnings quality is weaker than the adjusted series suggests.