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.

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

9 Investment Mistakes to Leave Behind This Navratri Navratri commemorates Goddess Durga’s victory over Mahishasura, culminating in Vijayadashami. The story symbolises the triumph of good over evil and reminds us that overcoming challenges takes strength and determination. Similarly, our investment journey comes with its own set of challenges. This Navratri, here are nine habits investors can leave behind to make better decisions. 1. Choosing funds based on recent returns: A fund that performed well last year may not do as well next year. Look beyond recent returns and understand whether the fund suits your needs. 2. Investing without a goal: Know what you want your money to achieve and when you’ll need it. This helps you choose investments that fit your goals. 3. Selling investments out of fear: Market falls can be unsettling, but panic-selling can turn temporary losses into permanent ones. Review your goals before making a decision. 4. Putting too much money into one part of the market: Concentrating your investments in one sector or market segment can increase risk. Spreading them across different areas can help manage it. 5. Assuming more mutual funds mean better diversification: Different funds may hold the same stocks. Choose funds that serve distinct purposes instead of simply adding more schemes. 6. Waiting for the perfect time to invest: Predicting market movements is difficult. Waiting too long may mean missing opportunities. A clear plan and regular investing can help you stay disciplined. 7. Overlooking asset allocation: Choosing good funds is only part of building a portfolio. How you divide your money across equity, debt and other asset classes should reflect your goals, investment horizon and ability to take risks. 8. Checking investments every day: Daily market movements can cause unnecessary worry. Review your portfolio periodically instead of reacting to every change in value. 9. Expecting quick results: Wealth creation takes time, and returns vary from year to year. Give your investments time to grow and let compounding work in your favour. A fresh start for your financial journey Navratri is a time of renewal, making it a good opportunity to reflect on our financial choices. We may not always get every investment decision right, but a clear plan and the discipline to follow it can go a long way towards building wealth over time. May this festive season bring clarity to your financial journey and prosperity in the years ahead. Wishing you and your family a happy Navratri!

Our Joint CEO, Mr. Feroze Azeez, shared his views on market resilience, domestic inflows, and valuations with Lovisha Darad on Moneycontrol: - The Nifty’s resilience despite negative news signals improving market stability. - Continued domestic investor participation provides a strong market cushion, while stable inflows could help absorb selling by foreign investors. - Investors who remain patient and disciplined could benefit as valuations and market sentiment improve. Watch the full conversation for an uncomplicated perspective on market corrections, institutional flows and sectoral opportunities.

Our Joint CEO, Feroze Azeez, shares his thoughts on the H1 FY26-27 results.

Our Joint CEO, Feroze Azeez, shares his thoughts on the H1 FY26-27 results.