Anand Rathi Wealth Ltd

Anand Rathi Wealth Limited reported its financial results for Q1 FY27 (ending June 2026), with Profit After Tax (PAT) growing 24% year-on-year to ₹116 crore. Total revenue increased by 18% to ₹336 crore. Assets Under Management (AUM) grew 21% year-on-year to ₹1,06,300 crore, crossing the ₹1 lakh crore milestone. The company also saw a 16% year-on-year increase in Mutual Fund Distribution Revenue to ₹132 crore and reported net inflows of ₹2,743 crore. Active client families grew by 13% to 13,941, and Relationship Managers increased to 417. The digital wealth AUM rose by 23% to ₹2,526 crore.

Anand Rathi Wealth Ltd announced its unaudited financial results for the first quarter ended June 30, 2026, both on a standalone and consolidated basis. The Board of Directors approved these results and the accompanying limited review report from statutory auditors, M/s kkc & associates llp. Additionally, the company plans to apply to SEBI to act as a sponsor for a Mutual Fund, which would involve establishing an Asset Management Company and a Trustee Company.

Anand Rathi Wealth Ltd's Board of Directors met on July 9, 2026, to approve the unaudited financial results for the first quarter ended June 30, 2026, on a standalone and consolidated basis. The Board also took on record the Limited Review Report from statutory auditors, M/s kkc & associates llp. Additionally, the company announced its intention to apply to SEBI to act as a sponsor of a Mutual Fund, which would involve establishing a new Asset Management Company and Trustee Company.

Anand Rathi Wealth Ltd has announced that its Board of Directors will convene on July 9, 2026, to consider and approve the unaudited standalone and consolidated financial results for the first quarter ended June 30, 2026. The results will be reviewed by the Audit Committee prior to board approval. Additionally, the company has informed that the trading window for dealing in its securities will remain closed from July 1, 2026, until 48 hours after the public announcement of the financial results, in compliance with SEBI regulations on insider trading.

Anand Rathi Wealth Limited has announced the closure of its trading window for dealing in the company's securities. This closure will be effective from Wednesday, July 1st, 2026, and will remain in effect until 48 hours after the declaration of the company's financial results for the first quarter ended June 30th, 2026. The decision is in compliance with SEBI (Prohibition of Insider Trading) Regulations, 2015, and the company's internal code of conduct. All directors, designated persons, and their immediate relatives are advised against trading during this period. The exact date of the board meeting to approve these financial results will be communicated later.

Anand Rathi Wealth Limited has announced the appointment of Mr. Chintak Shah as the new Head - NRI, effective June 15, 2026. Mr. Shah, who joined the company in 2015, has been instrumental in scaling the Tax division and currently manages a team of 10. This expanded role will see him lead the company's initiatives for NRI clients while continuing his oversight of the Tax function, aiming to build a focused approach for this client segment.

Anand Rathi Financial Services Limited, a promoter of Anand Rathi Wealth Limited, has disclosed the encumbrance of 11,90,000 shares, representing 0.72% of the total share capital. This encumbrance was created on June 8, 2026, and is categorized as a pledge for the transfer of collateral to another broker, Suresh Rathi Securities Limited. The disclosure was made in accordance with SEBI (SAST) Regulations, 2011.

Anand Rathi Financial Services Ltd has submitted disclosures under Regulation 31(1) and 31(2) of the SEBI (Substantial Acquisition of Shares & Takeovers) Regulations, 2011, to the stock exchanges. These disclosures pertain to the creation and release of encumbrances on shares of Anand Rathi Wealth Limited. Specifically, the filing details the pledge and release of shares by Anand Rathi Financial Services Ltd and Suresh Rathi Securities Limited, with transactions occurring on June 8, 2026. The disclosures also list the promoter holdings and the percentage of shares encumbered or released.

Anand Rathi Financial Services Limited has submitted revised disclosures regarding the encumbrance of shares in Anand Rathi Wealth Limited. The revision corrects inadvertent reporting errors in previous filings dated May 21, 2026, and June 2, 2026. The errors pertained to the opening and closing encumbrance balances, stemming from a misconfirmation with a broker. The company clarifies that these are clerical/operational errors and do not impact the underlying transactions or the promoter's holding structure beyond the corrected balances. Revised opening, transaction, and closing balances are now provided.

Anand Rathi Financial Services Limited, a promoter of Anand Rathi Wealth Limited, has submitted revised disclosures regarding the encumbrance of shares. The company cited an inadvertent reporting error in a previous disclosure dated May 29, 2026. The error occurred due to incorrect confirmation from the broker and pledge master report, leading to misreporting of the release of pledged shares versus government securities. This resulted in incorrect opening and closing encumbrance balances in subsequent filings. The revised disclosures correct these balances, clarifying that the errors were clerical and operational in nature.