Anand Rathi Wealth Reports Strong Q1 FY27 Results; Revenue Grows 18%, AUM Crosses ₹1 Lakh Crore

Anand Rathi Wealth Reports Strong Q1 FY27 Results; Revenue Grows 18%, AUM Crosses ₹1 Lakh Crore

Anand Rathi Wealth Reports Strong Q1 FY27 Results; Revenue Grows 18%, AUM Crosses ₹1 Lakh Crore​

Mumbai, July 9, 2026 - Anand Rathi Wealth Limited announced robust financial results for the quarter ending June 2026 (Q1 FY27), showcasing significant growth across its operations. The company reported a consolidated Profit After Tax of ₹ 116 crore, marking a 24% year-on-year increase. Total revenue for the period also saw a strong surge, rising by 18% to reach ₹ 336 crore. Furthermore, Assets Under Management (AUM) grew by 21% over the previous year, reaching ₹ 1,06,300 crore.

The results highlight the company's resilience and scalability, even amid volatile market conditions. A key milestone achieved during Q1 FY27 was crossing the ₹ 1 lakh crore mark in Assets Under Management (AUM).

Consolidated Financial Performance Highlights - Q1 FY27​

The performance across various metrics is detailed below:

MetricQ1 FY26 (₹ Crore)Q1 FY27 (₹ Crore)Year-on-Year Growth
Total Revenue284.1336.418%
Profit Before Tax126.2156.324%
Profit After Tax (Excluding Fair Value Gains)93.8115.924%
Assets Under Management (AUM)87,7971,06,30021%

In another segment of the consolidated results provided, which includes fair value gains and ESOP expenses, the Total Revenue stood at ₹ 432.3 crore in Q1 FY27, compared to ₹ 284.1 crore in Q1 FY26. Profit After Tax (excluding specific adjustments) recorded was ₹ 163.0 crore for Q1 FY27.

Operational and Segment Highlights​

Beyond the consolidated financial growth, Anand Rathi Wealth Limited reported several operational achievements across its various business units:

  • Client Acquisition: The company onboarded 1,611 new client families over the preceding twelve months on a net basis, bringing the total active client families to 13,941, representing a 13% year-on-year growth in Private Wealth (PW).
  • Client Attrition: Client attrition, measured by AUM lost, remained low at 0.09%. The company also recorded zero regret RM attrition during the quarter.
  • Mutual Fund Distribution: Mutual Fund Distribution Revenue increased by 16% year-on-year, reaching ₹ 132 crore.
  • Net Inflows: The company registered net inflows of ₹ 2,743 crore despite volatile market conditions.

Subsidiary Company Updates​

The subsidiary operations also showed positive developments:

EntityKey MetricQ1 FY27 Update
Digital Wealth (DW)AUM Increase23% year-on-year, totaling ₹ 2,526 crore.
Omni Financial Advisor (OFA)Subscriber BaseIncreased to 6,890 from 6,627 in Q1 FY26.
International OperationsStatusThe UK subsidiary commenced its operations.

Management Commentary on Performance​

Mr. Rakesh Rawal, Chief Executive Officer, and Mr. Feroze Azeez, Joint Chief Executive Officer, commented on the company’s performance for Q1 FY27, noting that their uncomplicated business model and focus on client outcomes allowed them to deliver consistent and marketagnostic growth in a volatile equity environment.

They stated that, excluding the impact of fair value gains and ESOP expenses, the Profit after Tax for Q1 FY27 increased by 24% year-on-year to ₹ 116 crore, with total revenue rising 18% year-on-year to ₹ 336 crore. Furthermore, during the first quarter of FY27, the company achieved 24% of its full-year revenue guidance (guidance set at ₹ 1,415 crore) and 25% of its full-year PAT guidance (guidance set at ₹ 460 crore).

The executives emphasized that the growth reflects their ability to attract new clients and strengthen existing relationships. They added that while building a wealth management business is a slow compounding trust process, they remain confident in achieving their guidance given the opportunities ahead.

About Anand Rathi Wealth Limited​

Anand Rathi Wealth Limited operates as one of India's leading wealth solutions firms, serving high and ultra-high-net-worth individuals with a differentiated client strategy. The company conducts operations across 18 cities in India and maintains a representative office in Dubai. It has recently commenced operations in London, UK, through a wholly owned subsidiary, and is also working towards establishing a presence in Bahrain and commencing operations in GIFT City, India.

ANANDRATHI Stock Price Movement​

Anand Rathi Wealth Limited shares gained 2.92% today, settling at ₹2095.6 in post-market trading after surging to mark a new 52-week high during the session. The stock saw robust activity with a total traded volume of 455,048 shares.
 

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