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ValueProductPastPerformance

Company NameReco DateReco PriceExit PriceExit Date% ReturnIn days
Bharat Forge Ltd. 25/07/20241,593.85952.3007/04/2025 -40.25% 256 days
ITC Ltd. 28/12/2023464.20487.5002/01/2025 5.02% 1 yrs
Britannia Industries Ltd. 27/07/20234,875.805,028.2512/11/2024 3.13% 1 yrs
JSW Steel Ltd. 22/02/2024826.951,003.0026/09/2024 21.29% 217 days
Bajaj Auto Ltd. 22/08/20249,910.0011,930.0017/09/2024 20.38% 26 days
Dr. Reddy's Laboratories Ltd. 26/10/20235,429.306,536.0005/07/2024 20.38% 253 days
Shriram Finance Ltd. 25/04/20242,430.102,955.0028/06/2024 21.60% 64 days
Coal India Ltd. 25/01/2024389.50501.6022/05/2024 28.78% 118 days
Infosys Ltd. 27/10/20221,522.601,411.6019/04/2024 -7.29% 1 yrs
State Bank Of India 25/05/2023581.30782.0505/03/2024 34.53% 285 days

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Wealth Management Company Reports 33 Per Cent Net Profit Jump, 30 Per Cent Revenue Surge, 76 Per Cent Net Inflow Growth, And Declares Rs 7 Dividend In FY25
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Wealth Management Company Reports 33 Per Cent Net Profit Jump, 30 Per Cent Revenue Surge, 76 Per Cent Net Inflow Growth, And Declares Rs 7 Dividend In FY25

Over the past year, it has delivered a return of -9.41 per cent, while its three-year return stands impressively at 478.87 per cent.

Anand Rathi Wealth Limited in its financial year ended on March 2025 has exhibited tremendous growth in its financials. In the fiscal year ended March 31, 2025, the company posted a consolidated net profit of Rs 301 crores which is 33 per cent higher than the previous year’s net profit and the total revenue stood at Rs 981 crores, a 30 per cent increase. In addition, the company’s Assets Under Management (AUM) also rose by 30 per cent to Rs 77,103 crores. Also, the mutual fund distribution revenue stood at Rs 406 crores which is an increase of 52 per cent and the net inflows stood at Rs 12,617 crores, a 76 per cent increase. Further, the company has declared the final dividend at the rate of Rs 7 per equity share. Feroze Azeez is now the Joint CEO following his successful leadership. The management stated that the year under review was characterized by resilience and opportunity in India as well as worldwide. In the current environment, we are well-placed to take the lead – as always, with our uncomplicated approach and an absolute commitment to the financial well-being of our clients.’

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The current stock price of Anand Rathi Wealth Limited is Rs 1770.75. The lowest price in the last 52 weeks was at Rs 1696.85 and the highest was at Rs 2261. The current stock price of the company is Rs 1770.75.

Anand Rathi Wealth Ltd. was established on 22nd of March 1995 and is a leading non-bank wealth solutions firm in India and is placed among the top three non-bank mutual fund distributors. The company provides a broad range of wealth solutions, financial product distribution, and technology solutions. It operates under the Anand Rathi Group which is an investment services company that offers a wide range of investment services across asset classes. It operates in the private wealth management segment and has an AUM of Rs 57,800 crore in FY 24 and targets high and ultra-high net worth individuals. The Digital Wealth segment is for the mass affluent market and the Omni Financial Advisor segment is for mutual fund distributors. The company has a strong geographical coverage with 17 offices in major cities of India and one representative office in Dubai. In FY24, the mutual fund distribution income accounted for 37 per cent of the revenue mix. Anand Rathi Wealth Ltd. focuses on the process of client acquisition, value added services and capturing the share of the wallet of the existing clients.\

The company has a market capitalization of Rs 14,701 crore. Over the past year, it has delivered a return of -9.41 per cent, while its three-year return stands impressively at 478.87 per cent. The stock is currently trading at a Price-to-Earnings (PE) ratio of 51.78.

Among the major public shareholders, Feroze Azeez – Azeez Family Trust holds a 2.67 per cent stake, followed by Supriya Rathi with 2.36 per cent, and Feroze Azeez individually with 2.05 per cent. Munix (India) Private Limited and Echjay Industries Private Limited also hold significant stakes of 1.19 per cent and 1.14 per cent, respectively.

Disclaimer: The article is for informational purposes only and not investment advice.

 

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