Anand Rathi Wealth Ltd
Ticker: ANANDRATHI
Decent
71/100
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Investing Reference
Price
3088.40
Market Cap
25640.09
Debt/Equity
0.1153
ROE %
44.446
PB
37.2876
Promoter %
42.717
Pledge %
0.005
1Y Rev Growth %
30.411
5Y Rev Growth %
23.859
NP Margin %
30.575
NP Margin 5Y Avg %
27.301
Trading Reference
1M Return %
10.972
6M Return %
80.176
1Y Return %
49.706
% Away 52W High
7.544
% Away 52W Low
93.752
Daily Volume
119388
Investment Verdict
Hold
Score 64/100 · Position size: 30%
Fundamentals are OK but not compelling. Maintain current position; avoid fresh adds.
Trading Verdict
Momentum
Score 81/100 · Position size: 20%
Momentum weak or trend adverse. Avoid trading at this point.
Confidence
100%
Confidence reflects data coverage and agreement across fundamentals, valuation, and momentum signals.
Summary
Anand Rathi Wealth Ltd shows strong growth potential in wealth management.
✅ Positives
- Robust revenue growth over the past few years
- Strong brand reputation in wealth management
- Diverse service offerings attracting high-net-worth clients
⚠️ Negatives
- High competition in the wealth management sector
- Market volatility affecting client investments
- Dependence on economic conditions for growth
Verdict
Positive outlook with cautious monitoring required.
Recommendation: Consider buying on dips.
Upside Probability: 25% | Downside Probability: 15%
Last generated: 30/10/2025
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Business Overview
Anand Rathi Wealth Ltd is a premier wealth management firm in India, dedicated to providing comprehensive financial solutions to individuals and families. With a strong focus on personalized service, it caters to high-net-worth clients seeking to grow and preserve their wealth. The firm’s expertise in investment strategies and financial planning makes it a trusted partner for those looking to achieve their financial goals. Anand Rathi Wealth stands out for its commitment to transparency, integrity, and client satisfaction, making it a valuable choice in the wealth management landscape.
- Established leader in wealth management
- Tailored financial solutions for high-net-worth individuals
- Strong focus on client satisfaction and transparency
- Expertise in investment strategies and financial planning
- Robust track record of wealth preservation and growth
Investment Thesis
Anand Rathi Wealth Ltd stands out as a compelling investment opportunity due to its strong promoter credibility, robust growth in digital services, and attractive valuation compared to its peers. The company's strategic focus on technology-driven wealth management positions it well for future growth.
- Strong promoter group with a proven track record enhances investor confidence.
- Significant growth potential in digital services catering to evolving customer needs.
- Attractive valuation metrics compared to industry peers, offering a margin of safety.
- Established brand reputation in wealth management fosters client loyalty.
- Strategic initiatives aimed at expanding market share in the growing Indian wealth management sector.
Opportunity vs Risk
Opportunities
- Strong growth in wealth management
- Increasing affluent customer base
- Expansion into new markets
- Robust digital platform
- Strategic partnerships with financial institutions
Risks ⚠️
- Market volatility affecting investments
- Regulatory changes impacting operations
- Intense competition in wealth management
- Economic slowdown risks
- Dependence on key management personnel
Peer Perspective
Anand Rathi Wealth Ltd trades at a premium compared to peers like ICICI Securities and Motilal Oswal, reflecting its robust growth potential. A sustained improvement in margin stability could trigger a rerating in its valuation.
Future Outlook
Anand Rathi Wealth Ltd is well-positioned for growth, driven by increasing demand for wealth management services. Successful execution of strategic initiatives and effective cost control will be crucial to maximizing shareholder value.
AI FAQs for Retail Users
- Q: What does Anand Rathi Wealth Ltd do?A: Anand Rathi Wealth Ltd provides wealth management and financial advisory services to clients.
- Q: Is Anand Rathi Wealth Ltd a good investment?A: Investment suitability depends on individual financial goals and risk tolerance; consider consulting a financial advisor.
- Q: What are the recent financial results of Anand Rathi Wealth Ltd?A: Recent results show growth in revenue and profit; check the latest financial statements for detailed insights.
- Q: How can I buy shares of Anand Rathi Wealth Ltd?A: Shares can be purchased through a brokerage account on stock exchanges where the company is listed.
- Q: What are the risks associated with investing in Anand Rathi Wealth Ltd?A: Risks include market volatility, economic factors, and company-specific challenges; thorough research is recommended.
📊 Stock Investment Checklist (100 Points)
Anand Rathi Wealth Ltd • Updated: 2025-09-17 01:12:18
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10BusinessHighThe wealth management sector is growing, but competition is intense.
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10GrowthHighConsistent revenue growth observed, but profit margins are under pressure.
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10ProfitabilityHighROE and ROCE are decent, but OCF is fluctuating.
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8ValuationHighValuation metrics are slightly above peers, indicating potential overvaluation.
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7BalanceHighDebt levels are manageable, but liquidity could be improved.
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9GovernanceHighPromoter holding is strong, but some pledging exists.
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5DriversGoodGrowth drivers are present, but execution risks remain.
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5TechnicalsGoodMarket sentiment is neutral with low liquidity.
Final Score & Verdict
Score 71 / 100
• Decent
Anand Rathi Wealth Ltd shows potential for growth in a competitive sector, but faces challenges in profitability and valuation metrics.
AI Confidence Score
Instead of just “overall score,” broken into categories:
- Business Strength: 75/100
- Growth Potential: 70/100
- Profitability: 80/100
- Governance: 65/100
- Market Confidence: 72/100