About Anand Rathi Wealth Limited (ARWL)

Anand Rathi Wealth Limited (ARWL) is one of India’s leading providers of wealth solutions for High Net-worth and Ultra High Net-worth Individuals. Established in 2002 as an AMFI-registered mutual fund distributor, it has evolved into a holistic wealth solutions firm offering objective-driven, data-backed advice and a long-term, uncomplicated approach to investing, risk management, estate planning and tax management. 

The company operates across 18 Indian cities with an international representative office in Dubai, ensuring accessibility for clients nationwide and overseas . ARWL’s key portfolio includes its flagship Private Wealth services, a Digital Wealth platform, and the Omni Financial Advisor (OFA) technology platform for mutual fund distributors and independent financial advisors, reflecting a blend of human expertise and technology at scale. The company highlights its leadership position among non-bank-sponsored and non-aggregator mutual fund distributors in India.

Anand Rathi Wealth Limited’s Business Segments

• Private Wealth (PW): The core vertical managed ₹75,291 crore in assets as of March 31, 2025, serving 11,732 active client families via 380 Relationship Managers, and focuses on process-driven strategies to optimize returns with controlled risk.
• Digital Wealth (ARDWPL): A phygital model for the mass affluent segment (₹10 lakh–₹5 crore), combining human advice with automation and AI; AUM grew 17.3% year-on-year to ₹1,812 crore, with clients rising to 6,087 and FY2024–25 revenue of ₹29.20 crore and net profit of ₹3.88 crore.
• Omni Financial Advisor (FIINFRA/OFA): A tech platform enabling MFDs/IFAs to deliver goal planning, client reporting, analytics and transactions through a co-branded, mobile-first experience, strengthening ARWL’s partner-led distribution reach .
• Freedom Wealth Solutions (FWSPL): Reported FY2024–25 total revenue of ₹0.41 crore and PAT of ₹0.28 crore.

Anand Rathi Wealth Limited Key Management

• Anand Rathi, Chairman & Non-Executive Director: Chairs the Board and provides strategic oversight.
• Rakesh Rawal, Whole-time Director & Chief Executive Officer: Leads business execution and authored the CEO’s message outlining performance, client retention and growth priorities.
• Feroze Azeez, Joint Chief Executive Officer (since April 10, 2025): Elevated to Joint CEO during the year to support leadership depth.

Latest Updates on Anand Rathi Wealth Limited (ARWL)

• Scale and flows: AUM reached an all-time high of ₹77,103 crore; net inflows surged 75.7% to ₹12,617 crore, including ₹7,706 crore in Equity Mutual Funds, with a 5.5% market share in equity MF net inflows after SIP adjustment; the company achieved a monthly net inflows milestone of ₹1,000 crore  .
• Client and talent metrics: Client attrition measured by AUM exited was 0.52%, and regret RM attrition remained below 1%; total RMs stood at 380.
• Corporate actions: The year featured a buy-back via tender offer, a 1:1 bonus issue recommended on January 13, 2025, and dividends declared (including an interim dividend during FY2024–25).
• Expansion: A wholly owned subsidiary was incorporated in London, UK, to expand global presence; operations are pending regulatory approvals.
• Sustainability: The Business Responsibility and Sustainability Report (BRSR) for FY2024–25 has been included, with disclosures indicating that financial and other advisory services account for 100% of turnover and operations span 18 domestic offices and one international location.