Anand Rathi Wealth Limited 🇮🇳

Anand Rathi Wealth Limited announces H1 FY26-27 (consolidated) results, posting an increase in total revenue to Rs. 693 crores from Rs. 591 crores, a growth of 17% Y-o-Y. The organisation has also seen an increase in PAT to Rs. 238 crores from Rs. 194 crores, a growth of 23% Y-o-Y. In addition, the AUM has grown to Rs. 1,08,377 crores from Rs. 91,568 crores, a growth of 18% Y-o-Y. The organisation announced an interim dividend of ₹4 per equity share. Our results reflects our approach: Private Wealth. Uncomplicated. Know more: anandrathiwealth.in/ The financial results for H1 FY27 have been adjusted to exclude fair value gains on investments, ESOP expenses, and the related combined tax effects, to reflect the business performance.

Market headlines, product choices and changing sentiment can make every development feel like a reason to act. A structured investment process helps you assess what matters to your wealth goals and stay focused on the bigger picture. Keep it uncomplicated. Less noise. Better decisions. Stay connected with Anand Rathi Wealth for more data backed perspectives on the Indian economy. Take the next step towards an objective driven wealth approach. Connect with us here: shorturl.at/hLY5q

When a fixed deposit approaches maturity, the decision to renew should go beyond the interest rate being offered. Liquidity requirements, interest rate expectations and post tax returns are equally important considerations. In an article published in Financial Express (India), Mukesh Kumawat, Executive Director, Anand Rathi Wealth, shares his perspective on how investors can approach fixed deposit renewals in a changing interest rate environment. He explains that investors expecting interest rates to remain elevated or rise further may consider avoiding a complete lock in of their maturity proceeds into long tenure deposits. Renewing a portion while retaining flexibility with the remaining amount can help investors respond to future interest rate movements without leaving the entire corpus idle. He also highlights the importance of evaluating post tax returns rather than focusing solely on advertised FD rates. Depending on their tax bracket, investment horizon and risk appetite, investors can compare fixed deposits with alternatives such as debt and arbitrage mutual funds, while considering the differences in risk and liquidity. The larger perspective is that an objective driven approach to reinvestment should balance returns, liquidity and tax efficiency while remaining aligned with individual wealth goals. Read the complete article in Financial Express: financialexpress.com/money/i…

Small-cap Funds Are Drawing Investor Money. Are They Right for Your Portfolio? Small-cap funds have seen consistent positive inflows since April 2024, reflecting sustained investor interest in the category. Over the last seven months, they attracted an average inflow of around ₹7,000 crore a month, with September 2026 recording the highest monthly inflow of ₹9,039 crore. They also recorded the highest inflows among active equity mutual fund categories for the third month in a row. But should investors increase their exposure to small caps simply because more money is flowing into them? The opportunity comes with higher risk Smaller companies can offer considerable room for growth, making them an interesting part of an equity portfolio. Investing in small caps also gives investors exposure to a different segment of the market, alongside large-cap and mid-cap companies. However, these companies can be more vulnerable to changes in business conditions and market sentiment, which can lead to sharp falls in their share prices. Recoveries may also take longer than expected, making small-cap funds a riskier investment for those who may need their money in the near future or are uncomfortable with significant ups and downs. How much should you invest in small caps? The right allocation to small caps depends on how much of your portfolio is already invested in them, so the answer will vary from one investor to another. Those with high exposure, say 80%, may need to reduce it, while investors with limited, say 10%, or no exposure may consider increasing their allocation. The aim is to maintain a balanced mix of large-cap, mid-cap, and small-cap investments based on your financial goals, investment horizon, and comfort with market fluctuations, rather than increasing your exposure simply because the category is attracting strong inflows. Our preferred market-cap allocation is 50–55% in large caps, 20–25% in mid-caps, and the remaining allocation in small caps. This approach allows investors to participate in the growth opportunities offered by smaller companies without allowing small caps to take up too large a share of their equity portfolio. Getting the allocation right Diversification is not just about reducing risk, but about building an all-weather portfolio that can navigate different market conditions. Small-cap funds can contribute to this by offering growth opportunities alongside large-cap and mid-cap investments, but they do not need to make up a large share of every investor's portfolio.

Protima Dhawan, Director and Unit Head, Anand Rathi Wealth Limited, shares her perspective with Moneycontrol on how investors can interpret foreign portfolio investor activity without reacting to headline outflow numbers. While overall FPI flows have remained significantly negative, Protima highlights that foreign investors continue to participate in select opportunities in the primary market, particularly large IPOs. This indicates that part of the institutional liquidity is moving from the secondary market towards the primary market. For SIP investors, foreign selling should not become a trigger to stop investing. SIPs are designed to invest across market cycles, and periods of correction can allow investors to accumulate more units at lower prices. The uncomplicated approach is to stay focused on long term wealth goals and investment discipline rather than reacting to short term movements in foreign investor flows.

Did you know? India’s AI opportunity extends beyond the size of its investment today. As AI adoption grows, Indian IT services could help businesses integrate AI, modernise operations and improve productivity. Demand could also create opportunities across data centres and digital infrastructure. For investors, the focus is on businesses that can translate AI adoption into sustainable growth. Stay connected with Anand Rathi Wealth for more data backed perspectives on the Indian economy. Take the next step towards an objective driven wealth approach. Connect with us here: shorturl.at/hLY5q

Wealth decisions don’t have to be complicated. What matters is understanding your choices, knowing what works for you, and having the clarity to move forward with confidence. Because the right guidance makes even the difficult parts easier to navigate.

Chirag Muni, Executive Director, Anand Rathi Wealth Limited, shares his perspective with Financial Express on what rising bond yields could mean for debt fund investors. With the RBI raising the repo rate by 25 basis points and the 10 year government bond yield moving above 7%, debt mutual funds are seeing near term mark to market pressure. Chirag highlights that short and medium duration funds appear better placed from a risk adjusted perspective in the current environment, as their lower duration can reduce the impact if yields rise further. Long duration funds may see higher near term volatility, but they could become more attractive if inflation moderates and the interest rate cycle eventually turns. The key is not to invest simply because yields have risen. The duration of the fund should align with the investor’s time horizon and the objective of the allocation. Investors with longer horizons can also evaluate target maturity funds aligned with when the money may be required. The uncomplicated approach is to match debt allocation with the goal and investment horizon rather than react to short term movements in yields. Stay connected with Anand Rathi Wealth for more data backed perspectives on the Indian economy. Take the next step towards an objective driven wealth approach. Connect with us here: bit.ly/4ywWb9o

Excellence is not defined by a single achievement. It is built through consistency, shared values, and the trust of our people. We are proud to announce that Anand Rathi Wealth has been Great Place To Work® Certified for the 8th consecutive year. This milestone reflects the culture we continue to nurture, one where collaboration, individual growth, and a shared sense of purpose are at the heart of everything we do. We extend our gratitude to every member of the Anand Rathi Wealth family for making this recognition possible. Discover more about Anand Rathi Wealth: shorturl.at/hLY5q

Small cap mutual funds continue to attract attention, but sustaining long term wealth creation requires looking beyond recent returns. In an article published in The Economic Times, Jasmeet Singh, Executive Director, Anand Rathi Wealth, shares his perspective on the outlook for small cap funds and the importance of maintaining a disciplined investment approach. He remains positive on the segment over the medium to long term, highlighting that the recent market correction has made valuations more comfortable, with negative froth of 16% to 20%. Improving earnings momentum, including 38% earnings growth in the broader mid and small cap space during Q1, further supports the fundamental outlook. However, he emphasises that small caps are inherently more volatile and may experience sharper corrections during periods of tighter liquidity and global uncertainty. Recent performance should therefore not become a reason to aggressively increase exposure or attempt to time the market. For long term investors, he highlights the importance of gradually building exposure through SIPs or staggered investments, with a diversified market capitalisation allocation of 55% large caps, 23% mid caps and 22% small caps. An approach centred on actively diversified equity funds can help maintain exposure across sectors and market cycles while supporting portfolio stability and liquidity. The focus remains on disciplined allocation, diversification and aligning investments with long term wealth goals rather than reacting to short term market movements. Read the complete article in The Economic Times: economictimes.indiatimes.com…

What would greater financial freedom give you more time for?

An engaging and insightful session led by Protima Dhawan, Director and Unit Head, Hyderabad and Visakhapatnam, Anand Rathi Wealth Limited, bringing meaningful perspectives on objective driven wealth creation. The discussion focused on an uncomplicated, data backed approach, risk adjusted returns, and aligning financial decisions with long term wealth goals. Grateful to all attendees for their presence and thoughtful participation. 🔗 shorturl.at/hLY5q

Estate planning is not only about transferring wealth. It is about creating clarity around how that wealth should move across generations. Clear documentation, defined succession structures and thoughtful planning can help families reduce uncertainty and preserve continuity over the long term. The approach is uncomplicated. Leave behind wealth with clarity, not confusion. Stay connected with Anand Rathi Wealth for more data backed perspectives on the Indian economy. Take the next step towards an objective driven wealth approach. Connect with us here: shorturl.at/hLY5q

Meet Prithu Dhawan, whose 10-year journey at Anand Rathi Wealth reflects the importance of patience, integrity, and putting clients first. In the latest episode of Champions of Growth, Prithu shares how a commitment to doing what's right, building meaningful relationships, and embracing continuous learning has shaped his professional journey. ▪️ Prioritizing client needs over sales-driven decisions ▪️ Building long-term wealth through thoughtful financial strategies ▪️ Growing in a culture that values family, mentorship, and work-life balance ▪️ Leading with low ego, empathy, gratitude, and generosity His journey reminds us that lasting success isn't just about financial achievements it's about the trust we build, the values we uphold, and the lives we positively impact.

Did you know? September recorded India’s highest mainboard IPO fundraising of 2026 so far, with ₹407.4 billion raised, surpassing August’s ₹294.6 billion. Behind these numbers is a story of companies turning to the capital markets and investors showing appetite for new listings. It reflects the growing depth of India’s equity ecosystem, while bringing more shares into the market to compete for investor capital. Stay connected with Anand Rathi Wealth for more data backed perspectives on the Indian economy. Take the next step towards an objective driven wealth approach. Connect with us here: bit.ly/4ywWb9o

Meet Maninder Singh, whose 10-year journey at Anand Rathi Wealth reflects the power of consistency, client-first thinking, and meaningful relationships. In the latest episode of Champions of Growth, Maninder shares how trusting the process, embracing continuous learning, and staying committed to long-term goals have shaped his professional journey. ▪️ Building client confidence through transparency and disciplined investment strategies ▪️ Navigating market uncertainty with patience and conviction ▪️ Growing through mentorship, teamwork, and a supportive work culture ▪️ Celebrating a decade of meaningful relationships and client trust His journey is a reminder that lasting success is built not through shortcuts, but through integrity, commitment, and the trust we earn along the way.

Meet Nagendra Singh, whose decade-long journey at Anand Rathi Wealth is a testament to dedication, integrity, and a client-first approach. In the latest episode of Champions of Growth, Nagendra shares how trust, transparency, and long-term thinking have shaped his professional journey and helped him build meaningful relationships with clients. ▪️ A decade of commitment to client success and wealth creation ▪️ Building lasting relationships through trust and integrity ▪️ The importance of research-driven investment strategies ▪️ Growing in a culture of teamwork, mentorship, and mutual support ▪️ Heartfelt client testimonials that reflect years of trust and dedication Nagendra's story reminds us that true success isn't just about financial milestones — it's about the relationships we nurture and the trust we earn along the way.

Our Joint CEO, Mr. Feroze Azeez, shared his views on gold prices, portfolio allocation, and the risks of investing in gold with Manisha Gupta on CNBC_Awaaz: - Investors should avoid chasing gold after sharp price rallies and consider the risk of buying at elevated levels. - Gold should complement equity in a portfolio, with allocation guided by existing gold and debt holdings. - Any fall in international gold prices could have a greater impact on domestic prices if the rupee strengthens and import duties decline. Watch the full conversation for an uncomplicated perspective on gold investing and portfolio diversification.

Wishing our Joint CEO, Mr. Feroze Azeez, a very Happy Birthday. Your vision sets direction, your conviction inspires confidence, and your leadership continues to raise the bar for excellence. May the year ahead bring you immense happiness, good health and many more reasons to celebrate.

A meaningful session in Chennai with Krishanu Choudhary, Director and Unit Head - Chennai, Coimbatore & Kochi and Shweta Rajani, Head of Mutual Funds, who came together at short notice to address an insightful group of women investors. The conversation focused on uncomplicated, objective driven wealth creation, with data backed perspectives and thoughtful discussions around evolving wealth goals. Grateful to everyone who joined and made the session so engaging.

Risk is an essential part of investing, but understanding it is what brings greater clarity to long term wealth creation. A resilient portfolio begins with recognising how much risk is being taken, why it is being taken and whether it remains aligned with long term financial objectives. The approach is uncomplicated. Understand the risk before focusing on the reward. Stay connected with Anand Rathi Wealth for more data backed perspectives on the Indian economy. Take the next step towards an objective driven wealth approach. Connect with us here: shorturl.at/hLY5q