Capital Markets company Anand Rathi Wealth announced Q3FY25 results Financial Highlights: Mutual Fund Distribution Revenue: Increased by 63% YoY to Rs 303 crore. Net Inflows: Recorded a YoY growth of 69% to Rs 9,145 crore. Equity Mutual Fund Net Inflows: Increased by 51% YoY to Rs 5,831 crore. Share of Equity Mutual Funds in AUM: Rose to 55% as of December 2024, compared to 52% in December 2023. Return on Equity (ROE - Annualized): 45%. Other Highlights: Private Wealth (PW) (Holding Company): Active client families grew by 19% YoY to 11,426. Relationship Managers (RMs) increased by 61 over the past twelve months bringing the total to 383. Digital Wealth (DW) (Subsidiary Company): Total revenue surged by 18% YoY to Rs 22 crore. AUM increased by 23% YoY to Rs 1,827 crore. Omni Financial Advisors (“OFA”) (Subsidiary Company): Total revenue grew by 15% YoY to Rs 5.7 crore. Technology platform subscriber base for Mutual Fund Distributors / Independent Financial Advisors. (MFDs/IFAs) expanded to 6,273 (Previous Year: 5,932). Mr. Rakesh Rawal, Chief Executive Officer, said: “We are thrilled to report another outstanding financial result and extend our heartfelt gratitude to our clients and team members for their continued trust and support. During the nine-month period of FY25, our total revenue grew by 33% YoY to Rs 739 crore, while Profit after Tax (PAT) increased by 34% to Rs 227 crore. Our AUM recorded a significant rise of 39%, reaching Rs 76,402 crore. We have achieved 75% of our revised revenue guidance of Rs 980 crore and 77% of our revised PAT guidance of Rs 295 crore in the first nine months of FY25. Additionally, we on boarded 1,785 new client families during last one year, bringing our total client base to 11,426 families. As a part of our policy to reward our shareholders, the Board has approved one bonus equity share for every one equity share held by shareholders, subject to approval of shareholders. India’s economy continues to grow steadily, driven by rising income levels and increased financialization. This shift is driving unprecedented financial activity and positioning wealth management industry exceptionally strong position. We believe that our business holds inherent growth potential of 20-25%, which we expect to sustain for many years. Our confidence stems from our uncomplicated wealth solutions for our clients to build their wealth seamlessly.” Feroze Azeez, Deputy Chief Executive Officer, said: “The magnitude of capital poised to flow into India is substantial and unprecedented. With a growing investor base and positive macroeconomic indicators, the Indian equity market presents an unparalleled opportunity for both domestic and foreign investors. This vast pool of capital, combined with India’s strong performance, makes the equity markets a more compelling investment destination. We believe our performance has been consistent and market agnostic. If you look at the worst NIFTY performance after we have got listed; was Q1FY23 when it fell by 9.6% and last quarter when it fell by 8.4%. However, for that both quarters our profit grew by more than 33% on YoY basis. We have recorded highest ever quarterly net inflows during last quarter in spite sentiment not being the best. During 9MFY25 our total net inflows registered a remarkable year-on-year growth of 69%, reaching Rs 9,145 crore. Our client centric approach has resulted in 0.28% client attrition rate in terms of AUM lost during the nine months of FY25. In the last quarter, we achieved near-zero regret RM attrition, following five consecutive quarters of zero regret RM attrition. This is a true testament to our entrepreneurial work culture and our unwavering commitment to the growth and satisfaction of our team.” Result PDF