# Anand Rathi Wealth (ANANDRATHI) — Stock analysis

> Faxioms all-in-one stock review. Canonical page: https://faxioms.com/stocks/anandrathi

## Current market snapshot

- Exchange: NSE
- Country: India
- Price: ₹2,373.5
- Change: +0.15%
- As of: 2026-11-06
- 1D return: +0.15%
- 5D return: +5.40%
- 1M return: +10.97%
- Latest complete quarter: fy27_q2

## Faxioms Analysis

_As of 2026-11-06_

### Technical Outlook

ANANDRATHI exhibits a strong, established uptrend across daily, weekly, and monthly timeframes as of the close on 2026-11-05. The stock closed at ₹2370.00, trading near its available high with a Year-to-Date return of +53.2% and a one-year return of +51.9%. Price action is positioned above all key moving averages (EMA/SMA 20/50/200) and the Supertrend indicator, which remains bullish. Trend strength is confirmed by an ADX of 27.26 on the daily chart and a robust 76.49 on the monthly chart. Momentum is supported by a Morning Star pattern forming on 2026-11-05 following upward gaps on both 2026-11-03 and 2026-11-05. Participation metrics show positive attention events outnumbering downside events over the last 30 days. However, the stock is in the upper 95th percentile of its recent ranges, suggesting limited immediate upside room without consolidation. Risk is moderate, with annualized volatility at +27.5% and a maximum historical drawdown of -20.4%. Key support levels to monitor are ₹2332.33 (-1.59%) and ₹2320.67 (-2.08%). A break below these supports or a failure to maintain price above the 20-day EMA would signal weakening momentum.

- Trend Direction: Bullish across all horizons; price is above all supplied moving averages and the Supertrend.
- Momentum & Patterns: Active Morning Star formation on 2026-11-05 corroborates recent upward gaps (+3.2% on 2026-11-05, +0.5% on 2026-11-03).
- Range Position: Trading near the upper end of 20-day (+95.2%), 50-day (+95.3%), and 252-day (+98.3%) ranges.
- Risk & Levels: Annualized volatility is +27.5%; nearest supports are ₹2332.33 and ₹2320.67.

- Morning Star
- Doji
- Harami
- Bearish Engulfing Reversal
- Bullish Engulfing Reversal
- Inside Bar

### News Context

Anand Rathi Wealth reported strong Q2 FY27 results, with consolidated net profit rising 22% year-on-year to ₹122 crores and revenue increasing 16% to ₹357 crores. Operational momentum was evident through a record quarterly net flow of ₹4,186 crores (up 39%) and the addition of 1,500 new client families, bringing the total to 14,309. The Board declared an interim dividend of ₹4 per share. Strategic expansion continues with regulatory approval for GIFT City operations, the commencement of London-based operations, and an application for a mutual fund license targeted for late October 2026.

On the corporate governance front, the company has initiated a postal ballot seeking shareholder approval for two key matters. First, a special resolution to alter its Memorandum of Association to include activities as a Sponsor, Asset Management Company, and Trustee for various investment funds. Second, an ordinary resolution approving material related-party transactions with Aligned Investment Private Limited for debenture purchases/sales, capped at ₹1,200 crores with estimated revenue of ₹96 crores through March 2027. Voting is scheduled from October 26 to November 24, 2026. Additionally, the company notified virtual investor meetings on October 29, 2026.

- Q2 FY27 financials: Net profit grew 22% YoY to ₹122 crores; revenue rose 16% to ₹357 crores; H1 FY27 PAT increased ~23% to ₹238 crores.
- Operational highlights: Record quarterly net flow of ₹4,186 crores (+39%); highest-ever equity MF net flows of ₹2,867 crores; added 1,500 client families.
- Corporate actions: Postal ballot open Oct 26–Nov 24, 2026, for MoA alteration (AMC/Sponsor/Trustee activities) and RPTs with Aligned Investment Pvt Ltd (capped at ₹1,200 crores).
- Market performance: Stock closed at ₹2,370 on Nov 5, 2026, reflecting a YTD return of +53.2% and a 1-year return of +51.9%; technical indicators show a bullish daily supertrend.

- Anand Rathi Wealth Limited has informed the Exchange about Schedule of Group of Individual Investors Meetings on 29th October, 2026 |SUBJECT: Analysts/Institutional Investor Meet/Con. Call Updates
- Anand Rathi Wealth Limited has informed the Exchange about Copy of Newspaper Publication for Postal Ballot Notice and Remote E-Voting |SUBJECT: Copy of Newspaper Publication
- Anand Rathi Wealth Limited has informed the Exchange about Shareholders meeting |SUBJECT: Shareholders meeting
- Anand Rathi Wealth Limited has informed the Exchange about Notice of Shareholders Meeting for Postal Ballot |SUBJECT: Notice Of Shareholders Meetings-XBRL
- Anand Rathi Wealth Limited has informed the Exchange about Q2 & H1 FY27 Earnings Conference Call Transcript dated 12th October, 2026 |SUBJECT: Analysts/Institutional Investor Meet/Con. Call Updates

### Official Filings

Anand Rathi Wealth Limited is advancing strategic expansion and seeking shareholder approval for key governance changes. The Board has declared an interim dividend of ₹4 per share with a record date of October 15, 2026. Financially, the company reported consolidated net profit of ₹122 crores for Q2 FY27 (up 22% year-on-year) and revenue of ₹357 crores (up 16%). For H1 FY27, PAT grew approximately 23% to ₹238 crores, with revenue increasing 17% to ₹693 crores. Operational highlights include a record quarterly net flow of ₹4,186 crores (up 39%) and highest-ever equity mutual fund net flows of ₹2,867 crores. The company added 1,500 new client families, bringing the total to 14,309. Strategic updates include receiving regulatory approval to commence operations in GIFT City, India, starting operations in London, UK, and applying for a mutual fund license by the end of October 2026.

A Postal Ballot Notice filed on October 22, 2026, seeks shareholder approval for two matters. Item 1 is a Special Resolution to alter the Objects Clause of the Memorandum of Association to include activities as a Sponsor, Asset Management Company, and/or Trustee for investment funds, mutual funds, REITs, InvITs, and AIFs. Item 2 is an Ordinary Resolution approving Material Related Party Transactions with Aligned Investment Private Limited for the purchase/sale of debentures or securities, capped at an aggregate value of ₹1,200 Crores with estimated revenue of ₹96.00 Crores up to March 31, 2027. The remote e-voting period runs from October 26, 2026, to November 24, 2026.

- Postal Ballot: Shareholder voting on MoA alteration (AMC/Sponsor/Trustee status) and related-party transactions (capped at ₹1,200 Cr; est. revenue ₹96 Cr) runs Oct 26–Nov 24, 2026.
- Dividend: Interim dividend of ₹4 per share declared; record date was October 15, 2026.
- Financials: Q2 FY27 net profit ₹122 Cr (+22% YoY), revenue ₹357 Cr (+16%); H1 FY27 PAT ₹238 Cr (+23%), revenue ₹693 Cr (+17%).
- Operations: Record quarterly net flow ₹4,186 Cr (+39%); equity MF net flows ₹2,867 Cr; 1,500 new client families added (total 14,309).

- [Anand Rathi Wealth Limited has informed the Exchange about Schedule of Group of Individual Investors Meetings on 29th October, 2026 |SUBJECT: Analysts/Institutional Investor Meet/Con. Call Updates](https://nsearchives.nseindia.com/corporate/ANANDRATHI_23102026113549_INTIMATION.pdf)
- [Anand Rathi Wealth Limited has informed the Exchange about Copy of Newspaper Publication for Postal Ballot Notice and Remote E-Voting |SUBJECT: Copy of Newspaper Publication](https://nsearchives.nseindia.com/corporate/ANANDRATHI_23102026120845_IntimaionofnewspaperpubSd.pdf)
- [Anand Rathi Wealth Limited has informed the Exchange about Shareholders meeting |SUBJECT: Shareholders meeting](https://nsearchives.nseindia.com/corporate/ANANDRATHI_22102026203244_PostalballotnoticeSD.pdf)
- [Anand Rathi Wealth Limited has informed the Exchange about Notice of Shareholders Meeting for Postal Ballot |SUBJECT: Notice Of Shareholders Meetings-XBRL](https://nsearchives.nseindia.com/corporate/xbrl/NOTICE_OF_SHAREHOLDERS_MEETINGS_19810_WebXMLFile_20261022_204758872.xml)
- [Anand Rathi Wealth Limited has informed the Exchange about Q2 & H1 FY27 Earnings Conference Call Transcript dated 12th October, 2026 |SUBJECT: Analysts/Institutional Investor Meet/Con. Call Updates](https://nsearchives.nseindia.com/corporate/ANANDRATHI_16102026122639_IntimationSD.pdf)
- [SERIES:EQ |PURPOSE:INTERIM DIVIDEND - RS 4 PER SHARE |FACE VALUE:5 |RECORD DATE:15-Oct-2026 |BOOK CLOSURE START DATE:- |BOOK CLOSURE END DATE:-](https://www.nseindia.com/companies-listing/corporate-filings-actions)
- [Anand Rathi Wealth Limited has informed the Exchange about Schedule of Group of Individual Investors Meetings on 22nd October, 2026 |SUBJECT: Analysts/Institutional Investor Meet/Con. Call Updates](https://nsearchives.nseindia.com/corporate/ANANDRATHI_15102026122743_IntimationSD.pdf)
- [SERIES:EQ |PURPOSE:INTERIM DIVIDEND - RS 4 PER SHARE |FACE VALUE:5 |RECORD DATE:15-Oct-2026 |BOOK CLOSURE START DATE:- |BOOK CLOSURE END DATE:-](https://www.nseindia.com/companies-listing/corporate-filings-actions)

### Fundamentals

Anand Rathi Wealth (NSE) reported a sharp sequential decline in profitability for Q2 FY27, with Net Profit falling to ₹89.26 crore from ₹163.01 crore in Q1 FY27. While Revenue From Operations grew sequentially to ₹343.99 crore, expenses rose faster to ₹239.66 crore, compressing margins and driving Basic EPS down to ₹5.38 per share from ₹9.82. This recent quarterly softness contrasts with strong long-term fundamentals; the company has delivered a 3-year compounded sales growth of 31% and profit growth of 33%, supported by an exceptional Return on Equity of 45% last year and ROCE rising to 57% in Mar 2026.

Balance sheet health remains robust, with total assets expanding to ₹1,601.60 crore as of Sep 2026 and cash reserves increasing to ₹294.01 crore. The balance sheet also reflects a significant equity base increase to ₹1,297.63 crore, likely due to capital raises or retained earnings, while borrowings decreased to ₹68.0 crore. Shareholding patterns show promoter stakes diluting slightly to 40.95%, while DII and FII holdings have increased to 10.25% and 6.64% respectively, indicating growing institutional confidence despite the recent profit dip.

- Q2 FY27 Net Profit dropped 45% sequentially to ₹89.26 crore as expense growth outpaced revenue growth, reversing Q1's strong performance.
- Long-term growth trajectory remains intact with 3-year CAGR sales at 31% and ROE at 45%; ROCE improved to 57% in FY26.
- Financial position strengthened with Cash & Equivalents rising to ₹294.01 crore and Total Assets reaching ₹1,601.60 crore as of Sep 2026.
- Institutional ownership is rising, with DIIs holding 10.25% and FIIs 6.64%, while promoter stake settled at 40.95%.

### Bull Case

Anand Rathi Wealth (NSE: ANANDRATHI) demonstrates a robust technical structure across multiple timeframes, providing a conditional basis for constructive interpretation despite recent price volatility. As of November 5, 2026, the stock closed at ₹2,370.00, reflecting strong momentum with a +51.9% return over the past year and a +53.2% year-to-date gain. The daily trend remains bullish, supported by an ADX value of 27.26 indicating moderate trend strength, while the Supertrend indicator confirms an upward trajectory. Monthly trends are even more pronounced, with an ADX of 76.49 and a Supertrend direction of bullish, suggesting sustained institutional interest or structural buying pressure. Key support levels are identified at ₹2,332.33 and ₹2,320.67, offering defined risk parameters for monitoring. While the maximum drawdown has reached -20.4%, the current drawdown is at +0.0%, indicating the stock has stabilized after previous corrections. Investors should monitor whether the price holds above the ₹2,332 support zone to maintain this positive technical posture.

- Multi-timeframe bullish technicals: Daily and monthly Supertrend directions are bullish, with monthly ADX at 76.49 indicating strong trend persistence as of November 5, 2026.
- Strong performance metrics: The stock has delivered a +51.9% one-year return and a +53.2% YTD return, closing at ₹2,370.00 on November 5, 2026.
- Defined support levels: Immediate support exists at ₹2,332.33 (-1.59%) and ₹2,320.67 (-2.08%), providing clear reference points for downside risk management.
- Volatility context: Annualized volatility stands at +27.5% with a maximum historical drawdown of -20.4%, requiring monitoring of price stability above key support zones.

- [Anand Rathi Wealth Limited has informed the Exchange about Schedule of Group of Individual Investors Meetings on 29th October, 2026 |SUBJECT: Analysts/Institutional Investor Meet/Con. Call Updates](https://nsearchives.nseindia.com/corporate/ANANDRATHI_23102026113549_INTIMATION.pdf)
- [Anand Rathi Wealth Limited has informed the Exchange about Copy of Newspaper Publication for Postal Ballot Notice and Remote E-Voting |SUBJECT: Copy of Newspaper Publication](https://nsearchives.nseindia.com/corporate/ANANDRATHI_23102026120845_IntimaionofnewspaperpubSd.pdf)
- [Anand Rathi Wealth Limited has informed the Exchange about Shareholders meeting |SUBJECT: Shareholders meeting](https://nsearchives.nseindia.com/corporate/ANANDRATHI_22102026203244_PostalballotnoticeSD.pdf)
- [Anand Rathi Wealth Limited has informed the Exchange about Notice of Shareholders Meeting for Postal Ballot |SUBJECT: Notice Of Shareholders Meetings-XBRL](https://nsearchives.nseindia.com/corporate/xbrl/NOTICE_OF_SHAREHOLDERS_MEETINGS_19810_WebXMLFile_20261022_204758872.xml)
- [Anand Rathi Wealth Limited has informed the Exchange about Q2 & H1 FY27 Earnings Conference Call Transcript dated 12th October, 2026 |SUBJECT: Analysts/Institutional Investor Meet/Con. Call Updates](https://nsearchives.nseindia.com/corporate/ANANDRATHI_16102026122639_IntimationSD.pdf)
- [SERIES:EQ |PURPOSE:INTERIM DIVIDEND - RS 4 PER SHARE |FACE VALUE:5 |RECORD DATE:15-Oct-2026 |BOOK CLOSURE START DATE:- |BOOK CLOSURE END DATE:-](https://www.nseindia.com/companies-listing/corporate-filings-actions)
- [Anand Rathi Wealth Limited has informed the Exchange about Schedule of Group of Individual Investors Meetings on 22nd October, 2026 |SUBJECT: Analysts/Institutional Investor Meet/Con. Call Updates](https://nsearchives.nseindia.com/corporate/ANANDRATHI_15102026122743_IntimationSD.pdf)
- [SERIES:EQ |PURPOSE:INTERIM DIVIDEND - RS 4 PER SHARE |FACE VALUE:5 |RECORD DATE:15-Oct-2026 |BOOK CLOSURE START DATE:- |BOOK CLOSURE END DATE:-](https://www.nseindia.com/companies-listing/corporate-filings-actions)

### FAQs

**What are the key financial results and operational highlights for Anand Rathi Wealth in Q2 FY27?**

For Q2 FY27, the company reported a consolidated net profit of INR 122 crores (up 22% year-on-year) and revenue of INR 357 crores (up 16%). Operational highlights include a record quarterly net flow of INR 4,186 crores (up 39%) and highest-ever equity mutual fund net flows of INR 2,867 crores. The Board also declared an interim dividend of INR 4 per share.

**What shareholder approvals is the company seeking via postal ballot?**

Shareholders are voting on two matters: a Special Resolution to alter the Memorandum of Association to allow activities as a Sponsor, Asset Management Company, and/or Trustee for investment funds, REITs, InvITs, and AIFs; and an Ordinary Resolution approving material related-party transactions with Aligned Investment Private Limited for debenture purchases/sales capped at Rs. 1,200 Crores with estimated revenue of Rs. 96.00 Crores up to March 31, 2027.

**What is the current technical trend and price performance for the stock?**

As of November 5, 2026, the stock closed at ₹2,370.00, showing a bullish daily supertrend direction. Year-to-date returns stand at +53.2%, with a one-year return of +51.9%. Key support levels are identified at ₹2,332.33 and ₹2,320.67, while the annualized volatility is recorded at +27.5%.

**What strategic expansions has the company recently announced?**

The company has received regulatory approval to commence operations in GIFT City, India, and started operations in London, UK. Additionally, it applied for a mutual fund license by the end of October 2026. These moves align with the proposed MoA changes to expand into asset management and trust activities.

- [Anand Rathi Wealth Limited has informed the Exchange about Schedule of Group of Individual Investors Meetings on 29th October, 2026 |SUBJECT: Analysts/Institutional Investor Meet/Con. Call Updates](https://nsearchives.nseindia.com/corporate/ANANDRATHI_23102026113549_INTIMATION.pdf)
- [Anand Rathi Wealth Limited has informed the Exchange about Copy of Newspaper Publication for Postal Ballot Notice and Remote E-Voting |SUBJECT: Copy of Newspaper Publication](https://nsearchives.nseindia.com/corporate/ANANDRATHI_23102026120845_IntimaionofnewspaperpubSd.pdf)
- [Anand Rathi Wealth Limited has informed the Exchange about Shareholders meeting |SUBJECT: Shareholders meeting](https://nsearchives.nseindia.com/corporate/ANANDRATHI_22102026203244_PostalballotnoticeSD.pdf)
- [Anand Rathi Wealth Limited has informed the Exchange about Notice of Shareholders Meeting for Postal Ballot |SUBJECT: Notice Of Shareholders Meetings-XBRL](https://nsearchives.nseindia.com/corporate/xbrl/NOTICE_OF_SHAREHOLDERS_MEETINGS_19810_WebXMLFile_20261022_204758872.xml)
- [Anand Rathi Wealth Limited has informed the Exchange about Q2 & H1 FY27 Earnings Conference Call Transcript dated 12th October, 2026 |SUBJECT: Analysts/Institutional Investor Meet/Con. Call Updates](https://nsearchives.nseindia.com/corporate/ANANDRATHI_16102026122639_IntimationSD.pdf)
- [SERIES:EQ |PURPOSE:INTERIM DIVIDEND - RS 4 PER SHARE |FACE VALUE:5 |RECORD DATE:15-Oct-2026 |BOOK CLOSURE START DATE:- |BOOK CLOSURE END DATE:-](https://www.nseindia.com/companies-listing/corporate-filings-actions)
- [Anand Rathi Wealth Limited has informed the Exchange about Schedule of Group of Individual Investors Meetings on 22nd October, 2026 |SUBJECT: Analysts/Institutional Investor Meet/Con. Call Updates](https://nsearchives.nseindia.com/corporate/ANANDRATHI_15102026122743_IntimationSD.pdf)
- [SERIES:EQ |PURPOSE:INTERIM DIVIDEND - RS 4 PER SHARE |FACE VALUE:5 |RECORD DATE:15-Oct-2026 |BOOK CLOSURE START DATE:- |BOOK CLOSURE END DATE:-](https://www.nseindia.com/companies-listing/corporate-filings-actions)
## Technical analytics

- As of: 2026-11-06
- Daily trend: Strong Uptrend
- Weekly trend: Moderate Uptrend
- Pivot point: ₹2,356.5
- Risk regime: Price Risk Currently Contained

### Support levels
- 2028.275
- 2004.55
- 1767.475

### Resistance levels
- 2401.5
- 2433
- 2478

### Return and range metrics

| Metric | Value |
| --- | --- |
| return_1 | +0.15% |
| return_10 | +6.20% |
| return_1m | +10.81% |
| return_1y | +52.91% |
| return_20 | +10.97% |
| return_3m | +14.58% |
| return_5 | +5.40% |
| return_6m | +31.19% |
| return_since_start | +141.00% |
| return_ytd | +53.38% |

### Risk and volatility metrics

| Metric | Value |
| --- | --- |
| state | contained_risk |
| label | Price risk currently contained |
| summary | Recent drawdown and price variability remain within the producer's contained-risk thresholds. |
| maximum_drawdown | -20.43% |
| annualized_volatility | +27.45% |

## Quarterly financials

- Latest complete quarter: fy27_q2

# Revenue grew, while profit and per-share earnings declined

For Anand Rathi Wealth Limited, the reporting period is the half-year ended 30 September 2026. In the quarter ended that date, revenue from operations increased from a year earlier, while profit before tax and net profit declined.

## Revenue

Revenue from operations was ₹343.99 crore, up 6.8% from the previous quarter and 15.7% from the corresponding quarter a year earlier. It also rose from ₹321.99 crore in the previous quarter.

## Profitability

Profit before tax was ₹116.93 crore, down 43.3% sequentially and 12.8% year over year. Net profit was ₹89.26 crore, down 45.2% from the previous quarter and 10.7% from a year earlier.

Profit before tax equalled 34.0% of revenue, compared with 64.0% in the previous quarter and 45.1% a year earlier. This shows that pre-tax profit declined relative to revenue; it does not, on its own, establish which expenses drove the change. Employee benefit expense was ₹187.56 crore and other expenses were ₹39.58 crore. Finance costs were ₹3.20 crore, down from ₹4.83 crore a year earlier.

## Tax

Tax expense was ₹27.68 crore, compared with ₹43.19 crore in the previous quarter. Tax expense as a share of profit before tax was 23.7%, versus 20.9% in the previous quarter and 25.5% a year earlier.

## Earnings per share

Basic earnings per share was ₹5.38, down from ₹9.82 in the previous quarter and ₹12.03 a year earlier. Diluted earnings per share was ₹5.30. Paid-up equity share capital was ₹83.02 crore, compared with ₹41.51 crore in the previous quarter of the prior fiscal year; this comparison alone does not establish how much of the EPS movement resulted from a change in share count.

## Management Commentary

Anand Rathi Wealth delivered a consistent, market-agnostic performance in Q2FY27 despite challenging global conditions. Consolidated PAT grew 22% YoY to ₹122 Cr and revenue 16% YoY to ₹357 Cr, with H1FY27 achieving 52% of full-year PAT guidance (₹460 Cr) and 49% of revenue guidance (₹1,415 Cr). AUM rose 18% YoY to ₹1,08,377 Cr, outperforming the Nifty which declined 8% over the same period. The company posted its highest-ever quarterly net inflows of ₹4,186 Cr (+39% YoY), with equity MF net inflows of ₹2,867 Cr (+39% YoY), driven largely by existing clients increasing wallet share. Client attrition remained minimal at 0.26% of AUM lost in H1FY27, while regret RM attrition stayed at 0.48%. Management expressed confidence in delivering 20–25% long-term growth, citing the uncomplicated and scalable business model, and noted that short-term volatility does not change the long-term opportunity as domestic investors continue to show strong conviction.

## Key Takeaway

Revenue increased in the quarter, but both pre-tax profit and net profit were lower than a year earlier. Profit before tax also represented a smaller share of revenue than in the prior-year quarter.

### Ratios

## Shareholding pattern

- Quarter: FY2027-Q1
- As of: 2026-06-30
- Promoter holding: +41.37%
- FII holding: +6.37%
- DII holding: +10.40%
- Mutual fund holding: +9.23%
- Retail holding: +16.44%
- Promoter pledged: +0.00%

### Major reported shareholders

- Anand Rathi Financial Services Limited — +18.17% (Bodies Corporate)
- Anand Rathi — +9.97%
- Pradeep Kumar Gupta — +4.43%
- Quant Mutual Fund - Quant Small Cap Fund — +2.86%
- Priti Pradeep Gupta — +2.66%
- Sbi Small Cap Fund — +2.57%
- Feroze Azeez - Azeez Family Trust — +2.03% (Trusts)
- Pradeep Kumar Gupta HUF — +1.79%
- Feroze Azeez — +1.53%
- Jaipur Securities Private Limited — +1.48% (Bodies Corporate)

## Official filings

- 2026-10-23 — Generic Announcement: Anand Rathi Wealth Limited — [Official attachment](https://nsearchives.nseindia.com/corporate/ANANDRATHI_23102026113549_INTIMATION.pdf)
- 2026-10-23 — Generic Announcement: Anand Rathi Wealth Limited — [Official attachment](https://nsearchives.nseindia.com/corporate/ANANDRATHI_23102026120845_IntimaionofnewspaperpubSd.pdf)
- 2026-10-22 — Generic Announcement: Anand Rathi Wealth Limited — [Official attachment](https://nsearchives.nseindia.com/corporate/ANANDRATHI_22102026203244_PostalballotnoticeSD.pdf)
- 2026-10-22 — Generic Announcement: Anand Rathi Wealth Limited — [Official attachment](https://nsearchives.nseindia.com/corporate/xbrl/NOTICE_OF_SHAREHOLDERS_MEETINGS_19810_WebXMLFile_20261022_204758872.xml)
- 2026-10-16 — Earnings Transcript: Anand Rathi Wealth Limited — [Official attachment](https://nsearchives.nseindia.com/corporate/ANANDRATHI_16102026122639_IntimationSD.pdf)
- 2026-10-15 — Corporate Action Notice: Anand Rathi Wealth Limited - Ex-Date: 15-Oct-2026 — [Official attachment](https://www.nseindia.com/companies-listing/corporate-filings-actions)
- 2026-10-15 — Corporate Action Notice: Anand Rathi Wealth Limited - Ex-Date: 15-Oct-2026 — [Official attachment](https://www.nseindia.com/companies-listing/corporate-filings-actions)
- 2026-10-15 — Corporate Action Notice: Anand Rathi Wealth Limited - Ex-Date: 15-Oct-2026 — [Official attachment](https://www.nseindia.com/companies-listing/corporate-filings-actions)
- 2026-10-15 — Generic Announcement: Anand Rathi Wealth Limited — [Official attachment](https://nsearchives.nseindia.com/corporate/ANANDRATHI_15102026122743_IntimationSD.pdf)
- 2026-10-14 — Corporate Action Notice: Anand Rathi Wealth Limited - Ex-Date: 15-Oct-2026 — [Official attachment](https://www.nseindia.com/companies-listing/corporate-filings-actions)
- 2026-10-14 — Corporate Action Notice: Anand Rathi Wealth Limited - Ex-Date: 15-Oct-2026 — [Official attachment](https://www.nseindia.com/companies-listing/corporate-filings-actions)
- 2026-10-14 — Corporate Action Notice: Anand Rathi Wealth Limited - Ex-Date: 15-Oct-2026 — [Official attachment](https://www.nseindia.com/companies-listing/corporate-filings-actions)
- 2026-10-13 — Corporate Action Notice: Anand Rathi Wealth Limited - Ex-Date: 15-Oct-2026 — [Official attachment](https://www.nseindia.com/companies-listing/corporate-filings-actions)
- 2026-10-12 — Generic Announcement: Anand Rathi Wealth Limited — [Official attachment](https://nsearchives.nseindia.com/corporate/ANANDRATHI_12102026163659_IntimationearningsaudiocallSd.pdf)
- 2026-10-10 — Generic Announcement: Anand Rathi Wealth Limited — [Official attachment](https://nsearchives.nseindia.com/corporate/ANANDRATHI_10102026120909_NewspaperPubSd.pdf)
- 2026-10-09 — Generic Announcement: Anand Rathi Wealth Limited — [Official attachment](https://nsearchives.nseindia.com/corporate/ANANDRATHI_09102026174840_OutcomeofBMSD.pdf)
- 2026-10-09 — Press Release: Anand Rathi Wealth Limited — [Official attachment](https://nsearchives.nseindia.com/corporate/ANANDRATHI_09102026175453_PressreleaseSD.pdf)
- 2026-10-09 — Generic Announcement: Anand Rathi Wealth Limited — [Official attachment](https://nsearchives.nseindia.com/corporate/ANANDRATHI_09102026180426_OutcomeofBMSD.pdf)
- 2026-10-09 — Financial Results Filing: Anand Rathi Wealth Limited — [Official attachment](https://nsearchives.nseindia.com/corporate/xbrl/INTEGRATED_FILING_INDAS_1735128_09102026061819_WEB.xml)
- 2026-10-09 — Financial Results Filing: Anand Rathi Wealth Limited — [Official attachment](https://nsearchives.nseindia.com/corporate/xbrl/INTEGRATED_FILING_INDAS_1735140_09102026062425_WEB.xml)
- 2026-10-09 — Earnings Presentation: Anand Rathi Wealth Limited — [Official attachment](https://nsearchives.nseindia.com/corporate/ANANDRATHI_09102026183742_InvestorpresentationSD.pdf)
- 2026-10-09 — Generic Announcement: Anand Rathi Wealth Limited — [Official attachment](https://nsearchives.nseindia.com/corporate/xbrl/OUTCOME_19810_WebXMLFile_20261009_184844493.xml)
- 2026-10-08 — Generic Announcement: Anand Rathi Wealth Limited — [Official attachment](https://nsearchives.nseindia.com/corporate/ANANDRATHI_08102026150807_InimationDividendRevisedRecordDate.pdf)
- 2026-10-07 — Generic Announcement: Anand Rathi Wealth Limited — [Official attachment](https://nsearchives.nseindia.com/corporate/ANANDRATHI_07102026185821_IntimationRecordDateSD.pdf)
- 2026-10-05 — Generic Announcement: Anand Rathi Wealth Limited — [Official attachment](https://nsearchives.nseindia.com/corporate/ANANDRATHI_05102026193939_IntimationofanalystsmeetingSd.pdf)

## News and market events

- 2026-10-09 — Mint: **Anand Rathi Wealth Q2 results 2026: Dividend declared; check amount, record date, net profit, revenue and key financials** — Anand Rathi Wealth, on Friday, reported a 10.37% year-on-year decline in Q2FY27 net profit to ₹88.95 crore, while operating revenue rose to ₹343.98 crore. Its board approved an interim dividend of ₹4 per share, check record date — [Source](https://www.livemint.com/market/stock-market-news/anand-rathi-wealth-q2-results-2026-dividend-declared-check-amount-record-date-net-profit-revenue-and-key-financials-11791550522687.html)
- 2026-10-09 — BUSINESSTODAY: **Poonawalla, AR Wealth, Can Fin Homes: How result bound stocks are faring; check previews & targets** — Canara Robeco AMC, Poonawalla Fincorp, Anand Rathi Wealth, Can Fin Homes, Canara HSBC Life Insurance, Canara Robeco AMC shares, Poonawalla Fincorp shares, Anand Rathi Wealth shares, Can Fin Homes shares, Canara HSBC Life Insurance shares, Canara Robeco AMC target price, Poonawalla Fincorp target price, Anand Rathi Wealth target price, Can Fin Homes target price, Canara HSBC Life Insurance target price, Canara Robeco AMC Q2 results preview, Poonawalla Fincorp Q2 results preview, Anand Rathi Wealth Q2 results preview, Can Fin Homes Q2 results preview, Canara HSBC Life Insurance Q2 results previe — [Source](https://www.businesstoday.in/markets/trending-stocks/story/poonawalla-ar-wealth-can-fin-homes-how-result-bound-stocks-are-faring-check-previews-targets-560569-2026-10-09)
- 2026-10-01 — BUSINESSTODAY: **Anand Rathi Wealth, Bharti Hexacom, Cupid: Stocks to trade — Key levels, target prices & stop loss** — Stocks to buy, Stock picks, Stocks to trade, trading views, Anand Rathi Wealth, Bharti Hexacom, Cupid, Anand Rathi Wealth shares, Bharti Hexacom shares, Cupid shares, Anand Rathi Wealth share price, Bharti Hexacom share price, Cupid share price, Anand Rathi Wealth stock price, Bharti Hexacom stock price, Cupid stock price, Anand Rathi Wealth target price, Bharti Hexacom target price, Cupid target price — [Source](https://www.businesstoday.in/markets/trending-stocks/story/anand-rathi-wealth-bharti-hexacom-cupid-stocks-to-trade-key-levels-target-prices-stop-loss-558934-2026-10-01)
- 2026-09-30 — MONEYCONTROL: **BSE shares fall 2.5% on profit booking after Nifty inclusion; Ujjivan SFB, Siemens India rise up to 2.5% on F&O entry** — BSE share price, Wipro, F&O, option trading — [Source](https://www.moneycontrol.com/news/business/markets/bse-shares-fall-2-5-on-profit-booking-after-nifty-inclusion-ujjivan-sfb-siemens-india-rise-up-to-2-5-on-f-o-entry-14041872.html)
- 2026-09-30 — CNBC-TV18: **Three new stocks to have F&O contracts from today - Check lot sizes and other details** — In case an existing F&O stock fails to meet the regulatory criteria for three months in a row, it is phased out and faces a mandatory one-year re-entry ban. — [Source](https://www.cnbctv18.com/market/three-new-stocks-with-futures-and-options-contracts-anand-rathi-wealth-siemens-energy-india-ujjivan-sfb-share-price-lot-size-inclusion-criteria-returns-20001582.htm)
- 2026-09-29 — Mint: **Life-cycle mutual funds vs DIY portfolio: Automate investing or manage it yourself for 30 years—what experts suggest | Mint** — Life-cycle mutual funds automatically adjust their asset allocation as a goal approaches, while a DIY portfolio lets investors decide how to divide their money across equity, debt and gold or silver ETFs. Experts explain how the two approaches differ and which one you should choose. — [Source](https://www.livemint.com/money/personal-finance/lifecycle-mutual-funds-vs-diy-portfolio-automate-investing-or-manage-it-yourself-for-30-years-what-experts-suggest-11790707465188.html)
- 2026-09-24 — MONEYCONTROL: **Active or passive small-cap fund? Why what works in a rally may not work in a fall** — active small-cap funds, passive small-cap funds, small-cap mutual funds, Nifty Smallcap 250, small-cap index funds, active vs passive funds, Chintan Haria, small-cap investing — [Source](https://www.moneycontrol.com/news/business/mutual-funds/active-or-passive-small-cap-fund-why-what-works-in-a-rally-may-not-work-in-a-fall-14037365.html)
- 2026-09-22 — Mint: **Motilal Oswal Nasdaq Q50 ETF crashed 46% in two days after trading at a 235% premium to NAV, what happened? | Mint** — Motilal Oswal Nasdaq Q50 ETF crashed 20% on 22 September and lost about 46% from its peak in two sessions after trading at a nearly 235% premium to its NAV. Experts explain how supply constraints and strong demand pushed the ETF far above its underlying value. — [Source](https://www.livemint.com/money/personal-finance/motilal-oswal-nasdaq-q50-etf-crashed-46-in-two-days-after-trading-at-a-235-premium-to-nav-what-happened-11790079223161.html)
- 2026-09-22 — Economic Times: **MF Tracker: HDFC Pharma & Healthcare Fund tops equity MFs at 25% in 1 year. Should investors chase the rally?** — HDFC Pharma and Healthcare Fund recorded an impressive 25% return in the last year, surpassing its category average across various time frames. The robust performance is primarily due to heightened demand for generic drugs and recent FDA approvals. Investors are advised to steer clear of merely chasing past successes and instead focus on a sustainable long-term strategy. — [Source](https://economictimes.indiatimes.com/mf/analysis/mf-tracker-hdfc-pharma-healthcare-fund-tops-equity-mfs-at-25-in-1-year-should-investors-chase-the-rally/articleshow/134402281.cms)
- 2026-09-15 — Economic Times: **MF Tracker: Bank of India Small Cap Fund tops equity funds with 25.21% returns in 7 years. Can the run continue?** — Bank of India Small Cap Fund delivered the highest CAGR of 25.21% over seven years among equity funds, excluding sectoral and thematic schemes, according to ETMutualFunds analysis. The fund outperformed peers with seven-year returns ranging from 9.14% to 22.97%. Launched in December 2018, the scheme has also received four-star ratings from both Value Research and Morningstar. — [Source](https://economictimes.indiatimes.com/mf/analysis/mf-tracker-bank-of-india-small-cap-fund-tops-equity-funds-with-25-21-returns-in-7-years-can-the-run-continue/articleshow/134254373.cms)
- 2026-09-12 — Mint: **What happens to your mutual fund units if an AMC shuts down? Franklin Templeton and Morgan Stanley cases offer answers | Mint** — An AMC shutting down does not mean investors lose their mutual fund units or the underlying stocks and bonds held by the scheme. Here’s what happens when a fund house closes, transfers schemes to another AMC or winds up a mutual fund. — [Source](https://www.livemint.com/money/personal-finance/what-happens-to-your-mutual-fund-units-if-an-amc-shuts-down-franklin-templeton-and-morgan-stanley-cases-offer-answers-11789150572953.html)
- 2026-09-10 — Mint: **Debt mutual fund flows reverse sharply in August; is it a warning sign for investors? | Mint** — Debt mutual funds swung from a ₹1.87 lakh crore net inflow in July to a ₹8,127 crore outflow in August. Experts say the reversal reflects seasonal corporate and institutional cash movements, while investors continued to favour liquid, money market and ultra-short duration funds. — [Source](https://www.livemint.com/money/personal-finance/debt-mutual-fund-flows-reverse-sharply-in-august-is-it-a-warning-sign-for-investors-11789044732230.html)
- 2026-09-09 — MONEYCONTROL: **Your mutual fund is underperforming. Should you switch to another fund or wait?** — mutual fund underperformance, underperforming mutual fund, switch mutual funds, mutual fund SIP, mutual fund exit, switch within same AMC, mutual fund capital gains tax, mutual fund exit load — [Source](https://www.moneycontrol.com/news/business/personal-finance/your-mutual-fund-is-underperforming-should-you-switch-to-another-fund-or-wait-14025969.html)
- 2026-09-09 — Economic Times: **This 58-year-old invests Rs 50,000 in 8 mutual funds. Expert flags portfolio imbalance, suggests rejig** — A financial expert examined the mutual fund portfolio of a 58-year-old investor and detected several imbalances. With a concentration in mid and small-cap funds, the portfolio needs careful adjustments. As retirement nears, prioritizing asset allocation and liquidity becomes vital. The expert recommends restructuring the portfolio to mitigate risks and enhance diversification, ultimately supporting the investor's long-term financial aspirations. — [Source](https://economictimes.indiatimes.com/mf/analysis/this-58-year-old-invests-rs-50000-in-8-mutual-funds-expert-flags-portfolio-imbalance-suggests-rejig/articleshow/133954152.cms)
- 2026-09-04 — Economic Times: **MF Tracker: HSBC Midcap Fund turns Rs 10,000 SIP to over Rs 2 crore, emerges 3-year topper with 24% return** — HSBC Midcap Fund achieved a remarkable 24% return over three years. A Rs 10,000 monthly SIP grew to over Rs 2 crore since inception. The fund manager emphasizes bottom-up stock selection and long-term growth potential. Experts attribute recent outperformance to strong stock picking within key sectors. Investors are advised to focus on long-term strategy and portfolio suitability. — [Source](https://economictimes.indiatimes.com/mf/analysis/mf-tracker-hsbc-midcap-fund-turns-rs-10000-sip-to-over-rs-2-crore-emerges-3-year-topper-with-24-return/articleshow/133751515.cms)
- 2026-08-17 — MONEYCONTROL: **EPF vs NPS vs PPF vs mutual funds: How quickly can you get your retirement money?** — EPF withdrawal time, NPS withdrawal time, PPF withdrawal time, mutual fund withdrawal time, retirement savings withdrawal, EPF vs NPS vs PPF, retirement fund liquidity, how quickly EPF withdrawal, NPS withdrawal process, mutual fund redemption time — [Source](https://www.moneycontrol.com/news/business/personal-finance/epf-vs-nps-vs-ppf-vs-mutual-funds-how-quickly-can-you-get-your-retirement-money-14005963.html)
- 2026-08-08 — BUSINESSTODAY: **Are investors turning to multi-asset funds for gold and silver exposure?** — Are investors turning to multi-asset funds for gold and silver exposure? — [Source](https://www.businesstoday.in/mutual-funds/story/are-investors-turning-to-multi-asset-funds-for-gold-and-silver-exposure-548104-2026-08-08)
- 2026-07-28 — Economic Times: **MF Tracker: Can Motilal Oswal Midcap Fund retain its edge after topping the 5-year return chart?** — Motilal Oswal Midcap Fund leads five-year returns, raising questions about future performance. The fund delivered strong CAGR, outperforming its benchmark and category average. However, recent valuations suggest a lower scope for similar past returns. Experts advise diversified equity fund investments to mitigate concentration risk. Investors can consider SIPs for rupee cost averaging during market fluctuations. — [Source](https://economictimes.indiatimes.com/mf/analysis/mf-tracker-can-motilal-oswal-midcap-fund-retain-its-edge-after-topping-the-5-year-return-chart/articleshow/132676880.cms)
- 2026-07-27 — Mint: **Building your first mutual fund portfolio at 25? Experts share the ideal allocation and common mistakes to avoid | Mint** — Experts say investors aged 25-30 should focus on goal-based asset allocation rather than chasing returns. Here's how to allocate equity, debt and gold, and the mistakes to avoid. — [Source](https://www.livemint.com/money/personal-finance/building-your-first-mutual-fund-portfolio-at-25-experts-share-the-ideal-allocation-and-common-mistakes-to-avoid-11785148669453.html)
- 2026-07-27 — Mint: **Prepare your SIP before the next market correction: Experts share a 5-point checklist | Mint** — Market volatility is inevitable, but experts say investors can avoid emotional decisions by planning ahead. From setting investment rules to building an emergency fund, here's how to prepare your SIP before markets turn turbulent. — [Source](https://www.livemint.com/money/personal-finance/prepare-your-sip-before-the-next-market-correction-experts-share-a-5-point-checklist-11785042760135.html)
- 2026-07-26 — Mint: **ETF market price vs NAV: Why some funds trade at a 20% premium while others stay close to fair value? | Mint** — Most domestic ETFs are trading close to their NAV, while some international ETFs trade at steep premiums due to supply constraints. Experts advise investors to compare an ETF's market price with its NAV or iNAV to avoid overpaying and make better investment decisions. — [Source](https://www.livemint.com/money/personal-finance/etf-market-price-vs-nav-why-some-funds-trade-at-a-20-premium-while-others-stay-close-to-fair-value-11785026904402.html)
- 2026-07-17 — Mint: **Pulse of the Street: Earnings sentiment rescues volatile week; real test ahead | Stock Market News** — The 30-share Sensex rose 0.75% for the week, while the broader Nifty 50 gained 0.53%, with most of the gains coming on Friday. The Nifty jumped 1.1% to close at 24,334.30, while the Sensex advanced 1.25% to settle at 78,151.44, its highest closing level since 12 June 2026. — [Source](https://www.livemint.com/market/earnings-sentiment-rescues-volatile-stock-market-week-real-test-ahead-11784291623956.html)
- 2026-07-15 — CNBC-TV18: **Sensex Today | Stock Market LIVE Updates: Nifty futures hint at a positive start; Brent above $86** — Sensex Today | Stock Market LIVE Updates: Oil prices still remain above $80, even though they are off Tuesday's high. The Nifty range remains the same as 24,000, followed by 23,800 remain major supports on the downside, and 24,250 - 24,350 levels remain an important supply zone. — [Source](https://www.cnbctv18.com/market/stock-market-live-updates-sensex-nifty-50-today-infosys-wipro-it-stocks-ibm-angel-groww-hdb-hdfc-amc-life-share-price-liveblog-19945617.htm)
- 2026-07-14 — CNBC-TV18: **Stocks to Watch for July 15: Tata Elxsi, L&T Tech, Anand Rathi and more** — From Tata Elxsi and Anand Rathi reporting its Q1 results to Jain Resource Recycling reporting a furnace explosion at its manufacturing facility in Tamil Nadu, here are stocks to track ahead of Wednesday trading session. — [Source](https://www.cnbctv18.com/photos/market/stocks-to-watch-for-july-15-tata-elxsi-lt-tech-anand-rathi-and-more-19945316.htm)
- 2026-07-14 — The Hindu: **Q1 Results Today Live: LTTS, Tata Elxsi, Jindal Saw, Anand Rathi Share, Den Networks to announce Q1 results, SG Finserve, Madhya Bharat Agro & Dhampur Bio Organics profit up in Q1** — Q1 Results Today, 14th July 2026 Live Updates: Follow latest Q1 updates from businessline here — [Source](https://www.thehindubusinessline.com/markets/q1-results-today-live-updates-ltts-tata-elxsi-jindal-saw-sg-finserve-anand-rathi-share-den-networks-hcl-tech-icici-pru-bajaj-consumer-results-14-july-2026/article71216753.ece)

## Business profile

**Strategic vision:** Provides wealth solutions for high-net-worth individuals.

### Business segments
- **Private Wealth Management:** Specializes in providing structured and data-backed financial insights for long-term wealth goals to High-Net-Worth Individuals (HNIs) and Ultra-High-Net-Worth Individuals (UHNIs).
- **Financial Product Distribution:** Focuses on distributing financial products and operates as a Mutual Fund Distributor registered with AMFI.
- **Omni Financial Advisor Platform:** A technology solution for mutual fund distributors and independent financial advisors, offering client reporting, business dashboards, and online transactions.
- **Business Brokerage:** Involves activities related to business brokerage.

### Competitive strengths
- Focus on serving High-Net-Worth Individuals (HNIs) and Ultra-High-Net-Worth Individuals (UHNIs).
- Technology-driven platforms for financial advisors and distributors.
- Integrated services within the Anand Rathi Group.

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## Freshness and sources

- Data as of: 2026-11-06
- Source: Faxioms public stock analysis API

Canonical: https://faxioms.com/stocks/anandrathi
Markdown representation: https://faxioms.com/stocks/anandrathi?render=md