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F-14/15, Orbit Mall, Civil Lines, Jaipur-302006 support@thetaxheaven.comAnand Rathi Wealth Ltd, a part of the Anand Rathi Group, is one of India’s leading non-bank wealth management firms. With a strong focus on high-net-worth individuals (HNIs) and ultra-HNIs, the company has built a solid reputation for providing financial advisory, investment planning, and portfolio management services. Over the years, Anand Rathi Wealth has demonstrated consistent growth in revenue, profit margins, and client base, making it an attractive pick for long-term investors.
In this article, we’ll explore Anand Rathi Wealth’s share price targets from 2025 to 2030, along with an analysis of its fundamentals, shareholding pattern, and investment outlook.
| Detail | Value |
|---|---|
| Open | ₹3,046.00 |
| Previous Close | ₹2,934.90 |
| Volume | 4,656,826 |
| Value (Lacs) | ₹1,50,648.32 |
| VWAP | ₹3,207.49 |
| Market Cap (Rs. Cr.) | ₹26,857 |
| High | ₹3,321.40 |
| Low | ₹3,020.00 |
| UC Limit | ₹3,521.80 |
| LC Limit | ₹2,348.00 |
| 52-Week High | ₹3,321.40 |
| 52-Week Low | ₹1,594.00 |
| Face Value | ₹5.00 |
| Book Value Per Share | ₹66.69 |
| Dividend Yield | 0.43% |
Founded in 1994, Anand Rathi Wealth Ltd is a subsidiary of the Anand Rathi Group, a diversified financial services conglomerate. The company focuses primarily on wealth management, catering to individuals with investable surplus across India and abroad.
Its business model revolves around fee-based wealth management and advisory services, which ensures stable income streams and strong margins. With digital advisory, personalized investment solutions, and a robust distribution network, Anand Rathi Wealth has carved a niche in India’s growing wealth management sector.
One of the top wealth management firms in India.
Strong focus on affluent and high-net-worth clients.
Consistent growth in Assets Under Management (AUM).
Expanding client base with advisory-driven approach.
High promoter confidence and retail participation.
| Investor Type | Holding (%) |
|---|---|
| Retail & Others | 43.98% |
| Promoters | 42.72% |
| Mutual Funds | 7.92% |
| Foreign Institutions | 4.90% |
| Other Domestic Institutions | 0.48% |
This diversified shareholding pattern indicates strong public trust and institutional participation in the company.
| Year | Minimum Target (₹) | Maximum Target (₹) |
|---|---|---|
| 2025 | 3,100 | 3,300 |
| 2026 | 3,450 | 3,750 |
| 2027 | 3,900 | 4,300 |
| 2028 | 4,400 | 4,850 |
| 2029 | 4,900 | 5,400 |
| 2030 | 5,600 | 6,200 |
These projections are based on the company’s financial growth, consistent earnings, market trends, and India’s expanding wealth management sector.
By 2025, the company’s focus on client retention and digital wealth solutions is expected to boost its profitability.
Why?
Expanding product mix in mutual funds, bonds, and PMS.
Strong Q2 and Q3 earnings growth.
Continued rise in retail investor participation.
Investment Advice: A good entry point for long-term investors; consider buying during market corrections.
In 2026, growth in Assets Under Management (AUM) and increased client onboarding could drive share price appreciation.
Why?
Expanding advisory services across tier-2 cities.
Stable fee-based income ensures high margins.
New partnerships with financial institutions.
Investment Advice: Hold and reinvest dividends for compounding gains.
The 2027 forecast indicates steady growth due to digital transformation and financial literacy initiatives.
Why?
Rising demand for professional wealth advisors.
Increased cross-selling of investment products.
Growing retail and NRI client base.
Investment Advice: Maintain long-term holding; expect stable CAGR returns.
By 2028, the company could expand its footprint internationally through partnerships and global advisory services.
Why?
Expansion in GCC and Southeast Asia markets.
Improved asset allocation models and technology adoption.
High investor confidence due to steady dividend history.
Investment Advice: Continue SIP or systematic investment strategy for long-term wealth creation.
The company’s consistent profitability and growing AUM make it one of the best wealth management stocks to watch.
Why?
Increasing number of HNIs and UHNIs in India.
Growing brand reputation in financial advisory.
Rising investor interest in equity and debt portfolios.
Investment Advice: Ideal for long-term investors seeking stable growth and lower volatility.
By 2030, Anand Rathi Wealth could establish itself among India’s top three wealth management firms.
Why?
Strong leadership and consistent performance.
Expansion of digital wealth platforms.
Growing trust from institutional and retail investors.
Investment Advice: Excellent long-term pick for investors focusing on financial sector exposure and consistent dividend payouts.
Yes. Anand Rathi Wealth Ltd has shown remarkable performance in revenue, profitability, and client retention. As India’s middle class grows wealthier, demand for structured wealth management services is rising, benefiting companies like Anand Rathi Wealth.
Strong promoter backing and growing brand reputation.
Consistent growth in AUM and client base.
Diversified revenue model and stable margins.
Expansion opportunities in domestic and global markets.
Market volatility affecting investment returns.
Regulatory changes in financial advisory norms.
Dependence on market-linked products for growth.
Expert Advice: Long-term investors can consider gradual accumulation, especially during price dips.
Anand Rathi Wealth Ltd is a fundamentally strong and fast-growing wealth management company with a focus on advisory excellence and digital transformation. With a market capitalization of over ₹26,000 crore and strong promoter confidence, it is well-positioned for continued growth in the financial services sector.
As of 2025, the share trades around ₹3,046, and based on financial performance and sector trends, analysts estimate that the Anand Rathi Wealth share price target could reach ₹6,200 by 2030. For investors looking for exposure to the wealth management and financial advisory industry, this stock can be a solid long-term bet.
1. What is the next target for Anand Rathi Wealth share price?
The next short-term target is expected to be around ₹3,300, depending on market sentiment and quarterly performance.
2. Is Anand Rathi Wealth a good stock to buy?
Yes, it is a fundamentally strong company with steady growth in assets and profitability.
3. What is the long-term outlook for Anand Rathi Wealth?
The long-term outlook remains positive, driven by India’s growing wealth and rising demand for professional financial advisory services.
4. What is the share price target for Anand Rathi Wealth in 2025?
The estimated 2025 target ranges between ₹3,100 and ₹3,300.
5. What is the 2030 target for Anand Rathi Wealth?
Analysts expect the 2030 target to reach between ₹5,600 and ₹6,200, based on growth projections.
6. Does Anand Rathi Wealth pay dividends?
Yes, the company has a stable dividend payout with a yield of 0.43%.
7. Who are the major shareholders of Anand Rathi Wealth?
Promoters hold 42.72%, and retail investors hold around 43.98% of the total shares.
8. Is Anand Rathi Wealth overvalued?
Valuation depends on earnings growth and market conditions; currently, it trades at a premium due to consistent performance.
9. How do I invest in Anand Rathi Wealth shares?
You can invest via NSE or BSE using any registered stockbroker or trading platform.
10. What are the key growth drivers for Anand Rathi Wealth?
Digital transformation, expanding AUM, and strong client trust are the main growth drivers.
Disclaimer: This article is for educational and informational purposes only. Investors should consult certified financial advisors before making investment decisions.
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