| Category | Min Lots | Shares | Amount |
|---|---|---|---|
| Retail (sNII) | 1 | 27 | ₹14,850 |
| HNI / NII | 14 | 378 | ₹2,07,900 |
| bHNI / bNII | 68 | 1,836 | ₹2,07,900 |
| Category | Sub (×) | Offered | Bid For | Amt (Cr)* |
|---|---|---|---|---|
| QIB | — | 58,75,000 (48.96%) | — | ₹32,312.50 Cr |
| NII / HNI (Total) | — | 17,62,500 (14.69%) | — | ₹9,693.75 Cr |
| Retail Investors | — | 41,12,500 (34.27%) | — | ₹22,618.75 Cr |
| Employee | — | 2,50,000 (2.08%) | — | ₹137.50 Cr |
| Total ** | — | 1,20,00,000 (100.00%) | — | ₹660,000.01 Cr |
| Metric | 31-Aug-21 | 31-Mar-21 | 31-Mar-20 |
|---|---|---|---|
| Revenue | 168.90 | 279.25 | 336.41 |
| PAT | 51.09 | 45.10 | 61.61 |
| EBITDA | — | — | — |
| Net Worth | — | — | — |
| Total Assets | 402.32 | 339.44 | 409.06 |
| Reserves | — | — | — |
| Borrowings | — | — | — |
Anand Rathi Wealth is one of the leading non-bank wealth solutions firms in India and has been ranked amongst the top three non-bank mutual fund distributors in the country. The company offers a wide product portfolio of wealth solutions, financial product distribution, and technology solutions to its clients. The company provides services primarily through its flagship Private Wealth (PW) vertical where it manages ₹ 294.72 Bn in AuM as of August 31, 2021. The company's PW vertical caters to 6,564 active client families, through a team of 233 RMs. In addition to the PW vertical, the company has 2 other new-age technology-led business verticals, i.e., Digital Wealth (DW) and Omni Financial Advisors (OFA).
The company has achieved a dominant position in the distribution of financial products, with a focus on the growing HNI segment. Currently, the company has a presence across 11 cities in India.
Competitive Strengths: