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Anand Rathi Wealth Limited (ANANDRATHI.NS)

INR2,081.80 +1.00 (+0.05%)
IN NSE Financial Services Asset Management
Address Trade Link, Kamla Mill Compound 400013
Mumbai, IN
CEO Rakesh Rawal
IPO 2021-12-14
ISIN INE463V01026

Explore sections of this company profile

Also trades on Bombay Stock Exchange · ANANDRATHI.BO (INR) National Stock Exchange of India · ANANDRATHI.NS (INR)
Description

Anand Rathi Wealth Limited operates as a non-banking firm dedicated to providing comprehensive wealth management services, focusing on the distribution and sale of various financial instruments across India. The company's offerings include a diverse range of products such as equity and debt mutual funds, non-convertible market-linked debentures, and other financial products. Additionally, it maintains a sophisticated technology platform tailored for independent financial advisors, which features client reporting, business performance dashboards, client engagement tools, online mutual fund transaction capabilities, and goal-oriented planning functionalities. Established in 1995, the entity was originally named Anand Rathi Wealth Services Limited before adopting its current name, Anand Rathi Wealth Limited, in January 2021. Its headquarters are located in Mumbai, India.

Market Cap & Enterprise Value
Merger & Acquisition History

No mergers or acquisitions recorded for this company.

Technical Outlook
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Signal Summary Loading…
Indicator 1D1W2W3W1M
Each column is computed on that timeframe's candles (1D = daily, 1W ≈ weekly, 1M ≈ monthly), not on the same last day. ▲ bullish · ▼ bearish · — neutral. The Net row counts signals per column; hover any cell (or the indicator name) to see the exact rule behind it.
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
Indicative levels generated algorithmically. Not financial advice.
Risk Profile
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Price Chart
Averages
Trend
Price
Levels
Draw
INR2,081.80 +1.00 (+0.05%)
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Volume Profile
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Liquidity & share structure
Average Volume
747.5K
Beta
0.36
Float Shares
37.28M
Free Float %
44.9%
Rolling Volatility
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Drawdown
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Relative Strength
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Monthly Returns Heatmap
From To
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Annual Monthly Returns
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Daily Returns Distribution
vs.
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Revenue flow

Revenue by geography

Revenue by segment

From To

Revenue composition

From To

By product

By geography

Financial Statements

Income Statement

Balance Sheet

Cash Flow Statement

Key Metrics

Financial Ratios

Employees

Financial Growth (CAGR)

Market Data

Price Targets & DCF
Current price
2,081.80
DCF (Unlevered) 3,599.33 +72.9%
DCF (Levered) 3,362.24 +61.5%

DCF figures are point estimates: small changes in growth or discount-rate assumptions move them materially. Read them as a reference, not a precise target.

Ratings Trend (MoM) 0% Bullish
Rating 2026-04 Change
Strong Buy 0 -1
Buy 0 0
Hold 2 0
Sell 0 0
Strong Sell 0 0
Quality scores
Altman Z-Score
59.10
Safe zone
Piotroski F-Score
6 / 9
Average
MOAT Score
7 / 10
Strong MOAT
Composite Rating
B+
Overall Score
3 / 5
Medium
DCF Score
4 / 5
High
ROE Score
5 / 5
High
ROA Score
5 / 5
High
D/E Score
2 / 5
Medium
P/E Score
1 / 5
Low
P/Book Score
1 / 5
Low
Operational MOAT
✗ Below peers
  • Revenue growth Asset Management: +17.4%
    +27.8% Q2'26: +57.8% (vs Q2'25)
  • EPS growth Asset Management: +22.7%
    +30.9% Q2'26: +71.0% (vs Q2'25)
  • FCF margin FCF growth · Asset Management: +27.7%
    +22.8% Q2'26: +0.0% (vs Q2'25)
  • EBIT margin Asset Management: +50.6%
    +42.8% Q2'26: +47.7% (vs Q2'25)
  • ROIC Asset Management: +6.5%
    +126.1% Q2'26: +198.8% (vs Q2'25)
  • Share dilution Asset Management: +0.0%
    +0.9% Q2'26: +1.6% (vs Q2'25)
  • Debt / EBITDA Net debt/EBITDA · Asset Management: -0.03×
    0.13× Q2'26: 0.10× (vs Q2'25)
Valuation Multiples From To
Price Forecast (3Y) From To
Model
Adjust
P/E
Theoretical Return — If Invested Today

* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.

DCF Interactive Model (UFCF)
Projection years:
Market assumptions
WACC components (optional)
Ke (Cost of Equity) = Rf + β (0.01) × ERP
WACC = 100% × Ke + 0% × Kd (3.9%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Intrinsic value (base): 3,560.74 Current price: 2,081.80
Enterprise Value: Equity Value: Terminal Value: TV as % of EV:

Base values reflect the latest available data for this company and market conditions.

Consensus Estimates
Metric Mar 2024
actual
Mar 2025
actual
Mar 2026
2 Rev. Ana.
2 EPS Ana.
Mar 2027
2 Rev. Ana.
2 EPS Ana.
Mar 2028
1 Rev. Ana.
2 EPS Ana.
Mar 2029
1 Rev. Ana.
1 EPS Ana.
Mar 2030
1 Rev. Ana.
1 EPS Ana.
Mar 2031
1 Rev. Ana.
1 EPS Ana.
Revenue
7.52B
est: 7.29B (+3.2%)
9.81B
est: 9.48B (+3.4%)
11.47B
11.44B – 11.50B
+21.0% YoY
14.10B
14.02B – 14.18B
+22.9% YoY
17.17B
17.13B – 17.22B
+21.8% YoY
21.66B
21.64B – 21.68B
+26.1% YoY
26.44B
26.37B – 26.51B
+22.1% YoY
32.33B
32.25B – 32.41B
+22.3% YoY
EBITDA
3.32B
est: 3.33B (-0.2%)
4.25B
est: 4.33B (-1.8%)
5.23B
5.22B – 5.25B
+21.0% YoY
6.43B
6.40B – 6.47B
+22.9% YoY
7.84B
7.82B – 7.86B
+21.8% YoY
9.88B
9.88B – 9.89B
+26.1% YoY
12.06B
12.04B – 12.09B
+22.1% YoY
14.75B
14.72B – 14.79B
+22.3% YoY
EBIT
3.12B
est: 3.28B (-4.8%)
4.17B
est: 4.26B (-2.2%)
5.16B
5.14B – 5.17B
+21.0% YoY
6.34B
6.30B – 6.37B
+22.9% YoY
7.72B
7.70B – 7.74B
+21.8% YoY
9.74B
9.73B – 9.74B
+26.1% YoY
11.88B
11.85B – 11.91B
+22.1% YoY
14.53B
14.50B – 14.57B
+22.3% YoY
Net Income
2.25B
est: 4.60B (-51.1%)
3.00B
est: 3.01B (-0.4%)
3.83B
3.82B – 3.85B
+27.3% YoY
4.37B
4.36B – 4.84B
+14.0% YoY
5.83B
5.79B – 5.87B
+33.5% YoY
7.45B
7.42B – 7.47B
+27.7% YoY
9.02B
8.99B – 9.05B
+21.1% YoY
10.90B
10.87B – 10.94B
+20.9% YoY
SGA
276.12M
est: 243.95M (+13.2%)
339.19M
est: 317.23M (+6.9%)
383.82M
382.75M – 384.89M
+21.0% YoY
471.79M
469.18M – 474.40M
+22.9% YoY
574.70M
573.28M – 576.11M
+21.8% YoY
724.86M
724.29M – 725.44M
+26.1% YoY
884.77M
882.59M – 886.95M
+22.1% YoY
1.08B
1.08B – 1.08B
+22.3% YoY
EPS
13.53
est: 27.45 (-50.7%)
18.03
est: 17.95 (+0.4%)
22.85
22.78 – 22.92
+27.3% YoY
27.43
25.99 – 28.87
+20.0% YoY
34.75
34.54 – 34.97
+26.7% YoY
44.40
44.25 – 44.54
+27.7% YoY
53.75
53.58 – 53.92
+21.1% YoY
65.00
64.79 – 65.21
+20.9% YoY

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
436.83M
OE per share TTM
6.69
Owner's Yield
0.15%
Maintenance CapEx ratio
12.72%
Maint CapEx / Avg PPE
19.5%

Ownership Overview

Ownership breakdown

Ownership breakdown not available.

At a glance
Institutional holders
Total invested
Insider transactions (90d)
0
Beneficial owners (>5%)
0
Beneficial owners (>5%)

No beneficial ownership filings recorded.

Institutional Activity (13F)

Institutional ownership trend

Institutional history not available.

Top institutional holders

Top holders not available.

ETF Ownership

Top ETFs holding this stock Held by 16 ETFs in our universe
# ETF Weight Est. AUM exposure TER
1 Vanguard FTSE All-World ex-US Small-Cap ETF VSS 0.03% 4.85M 0.06%
2 Vanguard FTSE Emerging Markets Shares ETF VGE.AX 0.01% 163.5K 0.48%
3 Vanguard FTSE Emerging Markets All Cap Index ETF VEE.TO 0.01% 368.7K 0.26%
4 Vanguard FTSE Emerging Markets ETF VWO 0.01% 18.20M 0.06%
5 Vanguard ESG International Stock ETF VSGX 0.00% 269.6K 0.10%
6 Vanguard Total International Stock ETF VXUS 0.00% 19.56M 0.05%
7 Vanguard ESG Global All Cap UCITS ETF (USD) Accumulating V3AA.L 0.00% 39.2K 0.24%
8 Vanguard ESG Global All Cap UCITS ETF (USD) Distributing V3AL.L 0.00% 39.2K 0.24%
9 Vanguard Total World Stock ETF VT 0.00% 1.16M 0.06%
10 Vanguard FTSE Global All Cap ex Canada Index ETF VXC.TO 0.00% 29.2K 0.22%

Insider Activity

Insider Activity — Latest Quarter

No insider activity available.

Insider buys vs sells (history)

Insider history not available.

Recent insider transactions

No recent insider transactions.

Executive team

Top executives
EBIT / Employee
4.62M
Shares Outstanding
83.02M

Executive compensation

Executive compensation (annual)

Executive compensation not available.

CEO compensation breakdown

No CEO compensation history available.

Proxy statements

Proxy statements (DEF 14A)

No proxy statements available for this company yet.

Recent SEC filings

Recent SEC filings

No SEC filings available for this company yet.

Executive team

NameTitleCompensationGender
Rakesh Rawal Joint Chief Executive Officer & Whole-Time Director 147M male
Chethan Shenoy Director and Head of Research & Product male
Chirag Muni Head of Business Process Design & Implementation male
Feroze Azeez Joint Chief Executive Officer male
Hrishikesh Palve Director & Head of Financial Data Analysis male
Niranjan Babu Ramayanam Chief Operating Officer male
Pravin Jogani Company Secretary & Compliance Officer male
Rajesh Kumar Bhutara Chief Financial Officer male
Tejal Shah Chief Human Resources Officer female
Anand Nanakishore Rathi Founder & Non-Executive Non-Independent Chairman male
Vishal Sanghavi Head of Investor Relations male
ESG Score History

No data available for this company.

Senate Trading Activity

No Senate trading activity found for this company.

House Trading Activity

No House trading activity found for this company.

Market share among peers
Peer comparison — filtered group (TTM)
Your opinion

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Dividend yield history

Dividend history

Earnings history

Earnings reports

Stock splits