The management attributes this success to "strong engagement on both platforms (DW and OFA) and steady momentum in digital and distribution efforts.”
Anand Rathi's Digital Wealth business runs on a phygital model—a combination of digital convenience and human advisory
Anand Rathi Wealth (ARW) posted robust performance in its two fast-growing digital business verticals: Digital Wealth (DW) and Omni Financial Advisor (OFA). The DW platform saw client count rise by 25 percent to 6,087 and Assets Under Management (AUM) grew 17 percent year-on-year to ₹1,812 crore. At the same time, the OFA expanded its Mutual Fund Distributor (MFD) network to 6,447 partners, serving 22.47 lakh clients and managing AUM of over ₹1.42 lakh crore.
Together, these two businesses saw a combined 18% rise in revenue, highlighting the impact of Anand Rathi’s continued focus on scalable digital delivery and partner-led distribution.
The company in the fiscal year 2024-25 registered some historic achievements, according to Anand Rathi’s annual report for FY25. The wealth management provider recorded, “the highest ever net inflows, highest ever AUM, the highest annual revenue and profit in our history.”
The management, speaking exclusively to FE CIO, attributed this success to "strong engagement on both platforms (DW and OFA) and steady momentum in digital and distribution efforts, helping reach more clients and partners while delivering better outcomes across the ecosystem."
It’s important to note in FY25, ARW spent ₹8.63 Cr on Data Processing and IT-enabled services (FY24 - ₹8.57 Cr) and ₹1.90 Cr on Computer & Software Maintenance (it was 1.65 Cr in FY24), according to the company’s financial filings for FY24-25.
ARW’s Digital Wealth business runs on a phygital model—a combination of digital convenience and human advisory.
Serving the rising “mass affluent” segment with investible assets between ₹10 lakh and ₹5 crore, the platform blends automation and Artificial Intelligence (AI) capabilities combined with personalised advisory. DW’s operational model is structured to be both scalable and low-cost.
FY25 highlights for the Digital Wealth vertical:
Client base up 25.2% (to 6,087)
AUM up 17.3% (to ₹1,812 crore)
Revenue up 19.2% (₹29.20 crore vs ₹24.51 crore in FY24)
Net Profit up 13.65% (to ₹3.88 crore)
The Omni Financial Advisor (OFA) platform from the company empowers India’s large base of Mutual Fund Distributors and IFAs. It offers a mobile-first, co-branded digital infrastructure for MFDs to serve clients with enhanced reporting, transaction processing, goal planning, and dashboard analytics.
OFA’s performance in FY25 stood out:
MFD/IFA count rose from 5,994 to 6,447
Platform clients increased from 20.62 lakh to 22.47 lakh
Platform AUM grew to ₹1.43 lakh crore from ₹1.32 lakh crore
Revenue from operations up 11.13% (to ₹6.25 crore)
Total revenue up 13.5% (to ₹7.66 crore)
PAT more than doubled—up 122.5% to ₹1.62 crore
Importantly, the surge in profitability was enabled by operating leverage, as platform costs remained stable while client volume and transaction depth grew. OFA, on the other hand, fills the market gap for MFDs and IFAs looking to digitise their offerings without having to build their own infrastructure. Through OFA, MFDs gain enterprise-grade tools with the branding, analytics, and compliance framework needed to scale.
‘Workstation’ for Relationship Managers (RMs)
ARW in FY25 introduced a proprietary web and mobile platform called ‘Workstation’, designed to empower Relationship Managers (RMs) to focus more on client engagement. Now they spend relatively less time on administrative tasks. This integrated solution consolidates client data, transaction capabilities, and internal workflows into a single, user-friendly interface. By bringing these functions together, the platform ensures seamless collaboration between RMs and product specialists.
It has improved RM productivity allowing advisors to focus more on client engagement rather than administrative tasks. Additionally, Workstation contributed to the company’s record net inflows of ₹12,617 Crores, marking a 76% year-on-year growth.
Rakesh Rawal Whole-time Director & CEO, ARW, says, “For the second consecutive year, our regret Relationship Manager (RM) attrition rate remained below 1%. This metric highlights the resilience of our organisational culture and the effectiveness of our long-term employee engagement strategies. It speaks to our ability to retain top talent— individuals who are crucial to sustaining client relationships and delivering superior service.”
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