Anand Rathi Wealth · Analyst questions, management answers, and the quality of the response where the ledger is available.
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Questions audited
9
Answered directly
83%
Numeric claims
0
Consistency
—
Question ledger
Rohan M · Equirus Securities
directOut of 110 cr rupees 96 cr rupees is mark to market gain in the holding of Anandrai Global Finance limited. Primary issuances at gross level in Q1 was about 8% higher compared to last year - 2,187 cr compared to 1,740 cr in Q1 FY25. Secondary was 968 crores in Q1 FY27 compared to 755 cr in Q1 FY26.
Vikas Sagarwal · Individual Investor
directGenerally 70 to 80% of the assets at least get retained. 758 crores net flow was with those three persons; now we have 685 crores of the 758 crores with us currently. So basically 90% of it is retained approximately without the market movement.
Priyank · Three Netra Asset Managers
partial20 to 25% AUM growth - 10-12% coming from mark to market and 10-12% coming from 1% per month of net sale. If I my AUM is 1 lakh 6,000 crores internally we discuss that we need to bring 1,100,200 crores will be my implied net target for that month.
Nitro · Security
partialSome degree of two and fro happens but since we are a seriously large distributor it becomes difficult for them to transmit all of it. Our market share on net flow has gone up from 0.18% to 2.47%. Impact on us - negligible or nil, in fact positive impact.
Anita Singha · Individual Investor
directWe have board consent to apply for AMC license. Investment banking - we believe that is capital management not wealth management by design. Wealth management is intergenerational. LRS is something which is currently far-fetched - we are okay to miss it.
Rupali Patel · Elementus
directGrowth has to be reasonable high probability retention. Four cylinders: embedded growth from client returns, capacity utilization (33 clients per RM, can add 6,500 families), new RMs being trained (490 people, next 100 set 60% ready), penetration (1 lakh 6,000 cr from 13,941 families, at least twice more outside). Put together 20 to 25% - odds 90-95%.
Sunil Sha · SPNS
partialYes sir, we will definitely explore that. With S&P volatility at 19% vs Nifty at 13%, it's like a lottery for a person who is long gamma. I will make sure Kalpesh (head of structured products) does some designing and deliberates internally.
Shubi Gupta · Three Netra Asset Managers
directPlatinum clients would be about 230 now approximately from 211. Upgrade rates would be something like a few per quarter - 10, 15, 20 a quarter. In last two years it went up from 45-50 to 230. I wouldn't be surprised that you would see it in four digits in few years.
Jes · Individual Investor
directHighest beta portfolio is 0.65 - taking lower risk than Nifty mathematically. We don't recommend gold because India has enough of real estate and gold - 28% of India's household savings already in gold (30,000 tons).
