Anand Rathi Wealth Limited — PPTs, 09-07-2026: Investor Presentation

Anand Rathi Wealth kicked off Q1FY27 strong! Total Revenue jumped 18.4% YoY to ₹336.4 Cr, and Profit After Tax grew 23.5% YoY to ₹115.9 Cr. Assets Under Management (AUM) surged 21.1% YoY to ₹1,06,300 Cr, a significant milestone. Net inflows reached ₹3,824 Cr, with monthly SIP inflows at ₹94 Cr.

The company prioritizes building long-term relationships, client transparency, and cultivating Relationship Managers organically. Their strategy focuses on intergenerational wealth, leading to HNI clients upgrading to higher AUM segments. Digital platforms are also key, scaling up for mass affluent and retail segments.

Q1FY27 PAT Margin improved to 34.4%. Management's FY27 guidance for revenue (₹1,415 Cr), PAT (₹460 Cr), and AUM (₹1,20,000 Cr) saw good progress, with 24-25% of revenue/PAT and 89% of AUM targets already met. India's growing mutual fund penetration and HNI population offer strong tailwinds.