Univest
Univest
  • Markets

Anand Rathi Wealth Share Price: 65.5% CAGR in 3 Years as This Wealth Manager Races Ahead of 360 ONE WAM

  • November 5, 2026
  • Posted by: Kunal Singla
  • Category: Best Stocks
No Comments
Anand Rathi Wealth Share Price: 65.5% CAGR in 3 Years as This Wealth Manager Races Ahead of 360 ONE WAM

Table of Contents

Toggle
  • Anand Rathi Wealth Share Price: 65.5% CAGR in 3 Years as This Wealth Manager Races Ahead of 360 ONE WAM
    • How Much Has the Anand Rathi Wealth Share Price Returned in 3 Years?
    • Anand Rathi Wealth vs 360 ONE WAM: 3-Year CAGR Compared
    • Valuation and Quality Compared
    • What Is Driving the Anand Rathi Wealth Stock?
    • How the Established Players Stack Up
    • What Should Investors Track Next?
    • How to Compare Wealth Management Stocks Yourself
    • A Recent Listing With a High Return on Equity
    • Frequently Asked Questions
      • What is the Anand Rathi Wealth share price today?
      • What is the 3-year CAGR of the Anand Rathi Wealth stock?
      • Is Anand Rathi Wealth better than 360 ONE WAM?
      • What does Anand Rathi Wealth do?
      • Is the Anand Rathi Wealth stock debt free?
      • How does the P/E of Anand Rathi Wealth compare with its peers?
      • Which wealth management stock gave the highest return in 3 years?
      • How do I calculate CAGR for a stock?

Anand Rathi Wealth Share Price: 65.5% CAGR in 3 Years as This Wealth Manager Races Ahead of 360 ONE WAM

Anand Rathi Wealth previous close Rs 2,296. 3-year CAGR 65.5%. Up 4.5x since 3 Nov 2023. ROE 35.43%. Market cap Rs 38,181 crore.

Quick Answer

The Anand Rathi Wealth share price closed at Rs 2,296 on 4 November 2026, a compounded annual return of 65.5% over three years. That compares with 360 ONE WAM at 26.2%. The company has a market cap of Rs 38,181 crore and an ROE of 35.43%.

The Anand Rathi Wealth share price has quietly become one of the standout compounders among financial services names listed in the last few years. Anand Rathi Wealth, which came to the market in late 2021, has grown its client base of affluent families while the stock multiplied investor money several times over.

We measure that run against 360 ONE WAM, the best-known listed wealth manager. The article calculates the three-year CAGR for both, then compares market cap, valuation, return on equity and debt. All prices are adjusted for corporate actions so the comparison is like for like.

Click Here – Get Free Investment Predictions

How Much Has the Anand Rathi Wealth Share Price Returned in 3 Years?

The Anand Rathi Wealth stock closed at Rs 506.15 on 3 November 2023 and at Rs 2,296.00 on 4 November 2026. Rs 1 lakh invested three years ago would have grown to about Rs 4.54 lakh, which is a CAGR of 65.5%. This is a price return and leaves out dividends.

CAGR condenses a bumpy three-year ride into one yearly number, which is why it is the fairest way to compare companies of different sizes. A stock such as Anand Rathi Wealth can look spectacular on a chart and still have earned a modest yearly return, so the compounded figure keeps the comparison honest.

The Anand Rathi Wealth share price reflects a wider theme: Indian household savings are moving into financial assets, and wealth managers that earn recurring fees on client assets have been rewarded for it.

Anand Rathi Wealth vs 360 ONE WAM: 3-Year CAGR Compared

The table ranks the companies by three-year CAGR. Prices on 3 November 2023 are adjusted for splits and bonuses, and the latest figures are the previous close on 4 November 2026.

Company Close on 3 Nov 2023 Previous close (4 Nov 2026) Price multiple 3-year CAGR
Anand Rathi Wealth Rs 506.15 Rs 2,296.00 4.5x 65.5%
360 ONE WAM Rs 531.10 Rs 1,068.70 2.0x 26.2%

The Anand Rathi Wealth stock leads the pair at 65.5%, ahead of 360 ONE WAM at 26.2%. Anand Rathi Wealth compounded faster than 360 ONE, though 360 ONE is the larger business with a broader client base that includes ultra high net worth families and institutions.

Look at the Anand Rathi Wealth share price alongside the peers as a snapshot of the last three years. It describes what happened, and valuation and earnings will decide what happens next.

Valuation and Quality Compared

Company Market cap P/E ROE Debt to equity
360 ONE WAM Rs 45,841 crore 36.77 12.03% 1.67
Anand Rathi Wealth Rs 38,181 crore 83.74 35.43% 0.05

By market cap, 360 ONE WAM is the largest of the group at Rs 45,841 crore, while the Anand Rathi Wealth stock stands at Rs 38,181 crore, about 83% of that size. On earnings, Anand Rathi Wealth shares trade at a P/E of 83.74. Peer multiples are 360 ONE WAM at 36.77.

Return on equity is 35.43% for the Anand Rathi Wealth stock, which ranks first among the two, and debt to equity stands at 0.05. Trailing EPS is Rs 27.46. Wealth managers with recurring, asset-linked revenue usually command premium multiples, so the P/E needs to be read alongside the return on equity.

What Is Driving the Anand Rathi Wealth Stock?

Anand Rathi Wealth is a Mumbai-based wealth solutions provider that serves affluent and high net worth families. It advises on mutual funds, portfolio management, structured products and other investments, and earns largely recurring revenue linked to the assets it looks after for clients.

The model is built on relationships and a financial planning approach rather than trading volume. Revenue grows as client assets grow, which gives it more stability than businesses that depend on market activity alone.

Followers of the Anand Rathi Wealth share price generally track assets under management, net inflows, the number of relationship managers and the share of recurring income in total revenue.

How the Established Players Stack Up

360 ONE WAM is a wealth and asset manager that serves high net worth and ultra high net worth clients and family offices. It compounded at 26.2% a year on a market cap of Rs 45,841 crore and a P/E of 36.77.

What Should Investors Track Next?

Three things are worth watching on the Anand Rathi Wealth share price. First, the pace of net inflows into client assets. Second, the productivity of its relationship manager network. Third, the mix between recurring fee income and one-time distribution income.

With a P/E of 84, the market already expects strong growth. A three-year CAGR describes the past, and fee-based businesses can slow when markets turn.

Check the Univest Screener for live fundamentals of wealth management stocks

How to Compare Wealth Management Stocks Yourself

You can repeat this exercise for any pair of stocks, including the Anand Rathi Wealth stock against its peers. Note the adjusted closing price on the base date, take the latest close, divide one by the other, raise the result to the power of one third and subtract one. Then place the CAGR next to market cap, P/E against the industry P/E, ROE and debt to equity. Benchmark the result against the Nifty 50 as well, so you know whether the stock beat the broader market.

A stock that scores well on growth but weakly on quality, or the reverse, deserves closer study before it enters a portfolio. When tracking the Anand Rathi Wealth share price, the same four checks give a more complete picture than price alone.

Download the Univest iOS App or Univest Android App to track the Anand Rathi Wealth share price and compare financial stocks live.

A Recent Listing With a High Return on Equity

The Anand Rathi Wealth share price compounded at 65.5% a year over three years, ahead of 360 ONE WAM at 26.2%. Its ROE of 35.43% is also the higher of the two.

360 ONE offers scale and a wider client base, while Anand Rathi Wealth offers faster growth and a very high return on equity at a rich valuation. Weigh both before making a decision.

Disclaimer: Data and figures in this article are sourced from publicly available information. These may or may not be accurate. Please verify all data with the official NSE (nseindia.com) and BSE (bseindia.com) websites before making any investment decision. Investments in securities are subject to market risk. This content is for educational purposes only and is not investment advice by Univest (SEBI RA INH000013776).

Frequently Asked Questions

What is the Anand Rathi Wealth share price today?

Ans. Anand Rathi Wealth closed at Rs 2,296 on 4 November 2026, according to NSE data. It has a market cap of Rs 38,181 crore and a P/E of 83.74. Check live quotes before acting, as prices change every trading day.

What is the 3-year CAGR of the Anand Rathi Wealth stock?

Ans. Anand Rathi Wealth delivered a price CAGR of 65.5% over three years, moving from Rs 506.15 on 3 November 2023 to Rs 2,296.00 on 4 November 2026. The figure excludes dividends and uses adjusted closing prices.

Is Anand Rathi Wealth better than 360 ONE WAM?

Ans. The Anand Rathi Wealth stock delivered a higher three-year CAGR at 65.5% than 360 ONE at 26.2%. Anand Rathi Wealth also earns a higher ROE of 35.43% against 12.03%, while 360 ONE is larger by market cap and trades at a lower P/E of 36.77.

What does Anand Rathi Wealth do?

Ans. Anand Rathi Wealth is a Mumbai-based wealth solutions provider for affluent and high net worth families. It offers mutual funds, portfolio management, structured products and financial planning.

Is the Anand Rathi Wealth stock debt free?

Ans. The debt to equity ratio of the Anand Rathi Wealth stock is 0.05 and its return on equity is 35.43%. Always check the latest balance sheet for current figures, as debt levels change with expansion plans.

How does the P/E of Anand Rathi Wealth compare with its peers?

Ans. Anand Rathi Wealth trades at a P/E of 83.74, compared with 360 ONE WAM at 36.77. A multiple needs to be read together with growth and return on equity.

Which wealth management stock gave the highest return in 3 years?

Ans. Among the companies compared here, Anand Rathi Wealth delivered the highest three-year CAGR at 65.5%, followed by 360 ONE WAM at 26.2%. Past returns do not guarantee future performance.

How do I calculate CAGR for a stock?

Ans. Divide the latest price by the starting price, raise the result to the power of one divided by the number of years, and subtract one. Multiply by 100 for a percentage. Use split and bonus adjusted prices for accurate results.



Anand Rathi Wealth share price Anand Rathi Wealth vs 360 ONE best wealth stocks 3 year return wealth management stocks India
Author: Kunal Singla
Kunal Singla is the Associate Director - Research at Univest, leading quantitative equity research, intraday trading setups, and derivatives strategy. With 4+ years of experience in Indian equity markets, he combines rigorous quantitative methods with classical technical analysis to build high-conviction research frameworks for retail and advisory clients. He holds an MSc from the Indian Institute of Technology (IIT) Delhi — one of India's most selective institutions — and has completed the Certificate in Quantitative Finance (CQF), a globally recognised programme covering derivatives pricing, risk modelling, machine learning for finance, and advanced portfolio theory. This combination places him in a small group of Indian analysts with both deep academic training in quantitative methods and SEBI-recognised research credentials. Kunal holds seven SEBI-recognised NISM certifications spanning research, derivatives, portfolio management, and securities operations: Series-XV (Research Analyst), Series-XXI-A (Portfolio Managers), Series-XVI (Commodity Derivatives), Series-VIII (Equity Derivatives), Series-VII (SORM), Series-V-A (Mutual Fund Distributors), and Series-I (Currency Derivatives). At Univest — India's SEBI-registered research and advisory platform — Kunal leads research inputs for Pro Lite, Pro Super, Pro Gold, and Pro Commodity advisory services, alongside publishing intraday stock picks on Univest Blogs.

Leave a Reply Cancel reply