Anand Rathi Wealth reported strong financial results for the December quarter, demonstrating consistent growth across key performance metrics. The wealth management firm's consolidated profit after tax surged 30% year-on-year, while revenue growth remained robust at 25%, reflecting the company's ability to capitalize on favorable market conditions and expand its client base.

Financial Performance Highlights

The company's quarterly financial performance showcased strong momentum across revenue and profitability metrics:

For the nine-month period ended December 31, 2025, the company maintained its growth trajectory with PAT rising 29% year-on-year to ₹294.00 crore and revenue increasing 21% to ₹897.00 crore.

Assets Under Management and Business Metrics

Anand Rathi Wealth's Assets Under Management witnessed significant expansion, growing 30% year-on-year to ₹99,008.00 crore compared to ₹76,402.00 crore in the corresponding period last year. The mutual fund distribution segment contributed substantially to this growth:

Client Base and Digital Initiatives

The company's client acquisition and retention strategies yielded positive results during the reporting period. Active client families grew 16% year-on-year to 13,262, while the relationship manager count increased from 383 to 393 during the nine-month period. The digital wealth segment showed strong momentum with AUM increasing 29% year-on-year to ₹2,359.00 crore. Additionally, the Omni Financial Advisor subscriber base expanded to 6,850 compared to 6,273 in the previous year.

Management Commentary

CEO Rakesh Rawal highlighted the company's consistent performance, stating that during the nine-month period of FY26, the firm achieved 76% of its full-year revenue guidance of ₹1,175.00 crore and 78% of its full-year PAT guidance of ₹375.00 crore. He emphasized that the company onboarded over 1,800 clients during the last year, bringing the total client base to 13,262 families. The client attrition rate, measured by AUM lost, remained low at 0.31% for the nine months of FY26, reflecting continued trust in the company's client-centric approach.

Anand Rathi Wealth has announced its long-term growth expectations, projecting sustained business expansion in the range of 20% to 25%. This growth target represents the company's strategic outlook for future performance and reflects management's confidence in the underlying business fundamentals.

Growth Projection Overview

The company's growth projection falls within a specific range that indicates measured optimism about future business prospects. The following table summarizes the key projection details:

Strategic Implications

The announced growth expectations suggest that Anand Rathi Wealth has identified sustainable opportunities for business expansion. The 20% to 25% range provides a framework for stakeholders to assess the company's future trajectory while maintaining realistic expectations about performance outcomes.

This growth target positioning reflects the company's assessment of market conditions and its ability to capitalize on opportunities within the wealth management sector. The specific range indicates a balanced approach to growth planning that accounts for various market scenarios.

Market Positioning

By establishing clear growth expectations, the company provides transparency regarding its strategic direction and performance objectives. The projected growth range serves as a benchmark for evaluating future business performance and operational effectiveness.

The long-term nature of these projections indicates that the company is focusing on sustainable growth rather than short-term gains, which aligns with typical wealth management industry practices where client relationships and trust are built over extended periods.