1) They are one of the leading non-bank wealth management services firms in India that caters to a large spectrum of clients through a mix of advisory, distribution, and technology solutions. They are one of the few wealth management companies in India that cater to clients across mass affluent, HNI as well as the Ultra HNIs through various solutions ranging from personal service to technology and Robo-advisory.
They carry out their business through three business verticals, namely;
a) Private Wealth Management (“PWM”)-
They provide wealth management solutions to their clients which include facilitating client investments in various financial instruments including but not limited to, mutual funds, debentures, structured products, and equity derivatives for the purpose of investment strategies. PWM vertical caters to the Ultra HNI and HNI segments of the clientele. The revenue-generating activities include distribution of mutual funds, sale of financial products, and investment advisory fees.
b) Digital Wealth Management (“DWM”)
The DWM vertical allows them to build an economically feasible wealth management model for services to the mass affluent market.
c) Omni Financial Advisors (“OFA”).
OFA is India’s leading tech platform for IFAs to service their clients and grow their business.
2) They are part of the Anand Rathi Group, founded by Mr. Anand Rathi and Mr. Pradeep Gupta in the year 1994
with a focus on stock-broking services and subsequently, has expanded into a diversified financial services
conglomerate in the country with a presence in segments, including non-banking financial services, wealth
management, stockbroking, investment banking, and insurance broking. The Anand Rathi Group has expanded
its geographical footprint and operates through 98 offices across India and the Middle East, which they service
through business associates and representative offices/associate companies.
3) The Asset under administration (AuA) of the company has jumped from.15,489 crore to Rs.18,121 crore between the end of FY18 and FY19. The number of wealth strategists has increased from 199 in the previous year to 234 at the end of last year.
Business Performance in 2018-19
a) During the financial year 2018-19, the total income of the company was at Rs. 280.6 crore as against Rs. 219.3 crore in the previous year recording a growth of 28%.
b) Incommensurate with an increase in revenue and total expenditure also increased by 26% from Rs. 147.97 crore in FY18 to Rs. 187.04 crore in FY19.
c) During the year under review, with much higher growth in revenue versus expenditure, company’s before tax increased nearly 31 % to Rs.95.5 crore and profit after tax by 29.62% to Rs. 65.2crore.
d) Total number of Financial Strategists has increased from 199 in March 2018 to 237 in March 2019.
e) Total asset under administration (AuA) has increased from Rs. 15,489 crore to Rs. 18121 crore between the end of FY18 and FY19.
f) During the year Three Off-site conducted (Including Two International Offsites).
g) No. Of relationships (active client families) has increased from 3235 as of 31 March 18 to 4208 as of 31 March 19.
h) Increase in team size increased from 392 as of 31 March 2018 to 572 as of 31 March 2019.
|Total Available Shares:||100|
|Face Value:||₹ 5 Per Equity Share|
|Lot Size:||25 Shares|
|Current Unlisted Share Price:||₹ Best in Industry Per Equity Share|
|Retail Discount:||Bulk Deal (1%)|
|Particulars( in Lakhs)||2020-21||2019-20||2018-19||2017-18|
|Profit Before Tax||6288||8660||8425||6730|
|IIFL Welath Management||1600||894||55%||370||23%||4700||1.68x||27||10k||6.25x|
|Anand Rathi Wealth||280||85||30%||44||15%||35||0x||40||1800||6.42x|
Please find below the procedure for buying Anand Rathi Wealth Services Unlisted Shares at UnlistedZone.
Please find below the procedure for selling Anand Rathi Wealth Services Unlisted Shares at UnlistedZone.
Lock-in period of Anand Rathi Wealth Services Unlisted Shares depends upon category of investors.
DIS - Delivery Instruction Slip is the way through which an investor can sell or transfer the Anand Rathi Wealth Services Unlisted Shares from his/her demat account to any other demat account. There are two Types of DIS Slip.
In the last 4-5 years, the unlisted share market has become quite big and as a result of that, the ticket size has reduced from usual 5-10 Lac to 35-50k in today's scenario. So, via our UnlistedZone platform, if somebody wants to buy Anand Rathi Wealth Services Unlisted Shares then minimum investment would be 35-50k.
Yes, buying and selling of unlisted shares in India is 100% legal.
If you sell your shares within 2 years, then you will have to pay Short-term Capital gain on unlisted shares. Short-Term Capital Gain is added in your Income. So, as per individual tax slab you need to pay capital gain tax.
If you sell your shares after 2 years, then you will have to pay Long-term Capital gain on unlisted shares LTCG is 20% with indexation benefits.
Taxes will remain the same irrespective of listing of shares, if bought in unlisted market. Actually, to be eligible for taxes as per listed market, one has to pay STT on buying and selling of shares. But, if you buy in unlisted and sell in listed market, one pay STT only on selling so, taxes of listed market will not be applicable
If you buy Anand Rathi Wealth Services Unlisted Shares from UnlistedZone then these shares can checked in two ways. However, before we tell you the process of checking of shares, it is intimated that as per SEBI regulations, the shares can be transferred in demat account only.
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The Anand Rathi Wealth Services Unlisted Shares are credited in demat account same day of transferring funds in our company's bank account.
The price of Anand Rathi Wealth Services Unlisted Shares can be checked in two ways. First, you can join our telegram channel where on daily basis we share the latest prices of all the unlisted shares in the morning and secondly, you can register on UnlistedZone.live platform to see the historical graphs and prices of all the shares at one place.
If you see the thesis of investment in the unlisted shares then it is being done mainly to take the advantage of IPO market. And, if the IPO plans of company get delayed due to market conditions or any other reason then demand suddenly drops in the market. The unlisted market works mainly on demand and supply and if there is no IPO news then getting exit would be difficult.
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We at UnlistedZone do the valuation based on 2 methods.
As an investor in the unlisted space, we would always recommend that you must check all the risk parameter carefully before investing in the unlisted space.
We source shares either from the employees or initial investors looking to liquidate their Anand Rathi Wealth Services Unlisted Shares.
Pre-IPO shares means which are planning for an IPO in near future. So, all the shares which are traded on the platform are not Pre-IPO Shares. However, if the company's business is going good and then demand will always be there in the unlisted space, so even if the IPO does not come, the investors can easily liquidate their Anand Rathi Wealth Services Unlisted Shares in the unlisted market itself.
Rules and regulations of SEBI are applicable in the Unlisted space like lock-in period of 6 months, paying of Stamp Duty, and DP Charges for every transaction etc. However, to become an unlisted broker there is no such regulation by SEBI as of yet.
For tracking news and other information about Anand Rathi Wealth Services Unlisted Shares, one can visit our website wherein we post news and other information on daily basis and one can also join our telegram channel.