{"id":325416,"date":"2026-10-23T14:32:50","date_gmt":"2026-10-23T09:02:50","guid":{"rendered":"https:\/\/univest.in\/blogs-2\/?p=325416"},"modified":"2026-10-23T14:32:50","modified_gmt":"2026-10-23T09:02:50","slug":"mutual-fund-house-registrar-and-transfer-agent-and-wealth-management-firm-stocks-roadmap-pinnacle-list","status":"publish","type":"post","link":"https:\/\/univest.in\/blogs-2\/mutual-fund-house-registrar-and-transfer-agent-and-wealth-management-firm-stocks-roadmap-pinnacle-list\/","title":{"rendered":"3 Mutual Fund House, Registrar and Transfer Agent and Wealth Management Firm Stocks With a Strong Future Roadmap: UTI Asset Management Company, KFin Technologies and Anand Rathi Wealth"},"content":{"rendered":"<p style=\"border-left:4px solid #1F4E79;background:#EBF3FB;padding:10px 16px;font-style:italic;\"><em>UTI Asset Management Company, KFin Technologies and Anand Rathi Wealth: ROE of 10.7% to 35.4% and FY22 to FY26 revenue CAGR of 6.6% to 31.0%. Prices as of 22 Oct 2026.<\/em><\/p>\n<div style=\"background:#F0F9FF;border-left:4px solid #2E7D32;border-radius:6px;padding:14px 18px;margin:18px 0;\">\n<p style=\"margin:0;color:#1F4E79;font-size:14px;\"><strong>Quick Answer<\/strong><\/p>\n<p style=\"margin:8px 0 0;\">The three mutual fund, registrar and wealth stocks to watch are UTI Asset Management Company, KFin Technologies and Anand Rathi Wealth. Their return on equity ranges from 10.7% to 35.4%, and their revenue compound annual growth from FY22 to FY26 ranges from 6.6% to 31.0%. Anand Rathi Wealth leads on both return on equity at 35.4% and revenue growth at 31.0% a year. Prices are based on the 22 October 2026 close, and this article is educational, not investment advice.<\/p>\n<\/div>\n<p>Mutual fund, registrar and wealth stocks let investors follow companies that benefit as more Indian households invest. UTI Asset Management Company, KFin Technologies and Anand Rathi Wealth cover a mutual fund house, a registrar and transfer agent and a wealth management firm.<\/p>\n<p>This list covers three mutual fund, registrar and wealth stocks with complete current figures: UTI Asset Management Company, KFin Technologies and Anand Rathi Wealth. Every figure comes from the latest reported financials and the 22 October 2026 market close. Companies without complete current figures were left out.<\/p>\n<p style=\"margin-top:24px;\"><strong><a href=\"https:\/\/univest.in\/user\/log-in?utm_source=blogs&#038;utm_medium=mutual-fund-house-registrar-and-transfer-agent-and-wealth-management-firm-stocks-roadmap-pinnacle-list\">Click Here &#8211; Get Free Investment Predictions<\/a><\/strong><\/p>\n<div id=\"ez-toc-container\" class=\"ez-toc-v2_0_65 counter-hierarchy ez-toc-counter ez-toc-grey ez-toc-container-direction\">\n<div class=\"ez-toc-title-container\">\n<p class=\"ez-toc-title \" >Table of Contents<\/p>\n<span class=\"ez-toc-title-toggle\"><a href=\"#\" class=\"ez-toc-pull-right ez-toc-btn ez-toc-btn-xs ez-toc-btn-default ez-toc-toggle\" aria-label=\"Toggle Table of Content\"><span class=\"ez-toc-js-icon-con\"><span class=\"\"><span class=\"eztoc-hide\" style=\"display:none;\">Toggle<\/span><span class=\"ez-toc-icon-toggle-span\"><svg style=\"fill: #999;color:#999\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" class=\"list-377408\" width=\"20px\" height=\"20px\" viewBox=\"0 0 24 24\" fill=\"none\"><path d=\"M6 6H4v2h2V6zm14 0H8v2h12V6zM4 11h2v2H4v-2zm16 0H8v2h12v-2zM4 16h2v2H4v-2zm16 0H8v2h12v-2z\" fill=\"currentColor\"><\/path><\/svg><svg style=\"fill: #999;color:#999\" class=\"arrow-unsorted-368013\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"10px\" height=\"10px\" viewBox=\"0 0 24 24\" version=\"1.2\" baseProfile=\"tiny\"><path d=\"M18.2 9.3l-6.2-6.3-6.2 6.3c-.2.2-.3.4-.3.7s.1.5.3.7c.2.2.4.3.7.3h11c.3 0 .5-.1.7-.3.2-.2.3-.5.3-.7s-.1-.5-.3-.7zM5.8 14.7l6.2 6.3 6.2-6.3c.2-.2.3-.5.3-.7s-.1-.5-.3-.7c-.2-.2-.4-.3-.7-.3h-11c-.3 0-.5.1-.7.3-.2.2-.3.5-.3.7s.1.5.3.7z\"\/><\/svg><\/span><\/span><\/span><\/a><\/span><\/div>\n<nav><ul class='ez-toc-list ez-toc-list-level-1 ' ><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-1\" href=\"https:\/\/univest.in\/blogs-2\/mutual-fund-house-registrar-and-transfer-agent-and-wealth-management-firm-stocks-roadmap-pinnacle-list\/#What_Are_Mutual_Fund_Registrar_and_Wealth_Stocks\" title=\"What Are Mutual Fund, Registrar and Wealth Stocks?\">What Are Mutual Fund, Registrar and Wealth Stocks?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-2\" href=\"https:\/\/univest.in\/blogs-2\/mutual-fund-house-registrar-and-transfer-agent-and-wealth-management-firm-stocks-roadmap-pinnacle-list\/#Mutual_Fund_Registrar_and_Wealth_Stocks_at_a_Glance\" title=\"Mutual Fund, Registrar and Wealth Stocks at a Glance\">Mutual Fund, Registrar and Wealth Stocks at a Glance<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-3\" href=\"https:\/\/univest.in\/blogs-2\/mutual-fund-house-registrar-and-transfer-agent-and-wealth-management-firm-stocks-roadmap-pinnacle-list\/#Why_Do_Mutual_Fund_Registrar_and_Wealth_Stocks_Have_a_Strong_Roadmap_in_India\" title=\"Why Do Mutual Fund, Registrar and Wealth Stocks Have a Strong Roadmap in India?\">Why Do Mutual Fund, Registrar and Wealth Stocks Have a Strong Roadmap in India?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-4\" href=\"https:\/\/univest.in\/blogs-2\/mutual-fund-house-registrar-and-transfer-agent-and-wealth-management-firm-stocks-roadmap-pinnacle-list\/#Why_UTI_Asset_Management_Company_Features_Among_These_Mutual_Fund_Registrar_and_Wealth_Stocks\" title=\"Why UTI Asset Management Company Features Among These Mutual Fund, Registrar and Wealth Stocks\">Why UTI Asset Management Company Features Among These Mutual Fund, Registrar and Wealth Stocks<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-5\" href=\"https:\/\/univest.in\/blogs-2\/mutual-fund-house-registrar-and-transfer-agent-and-wealth-management-firm-stocks-roadmap-pinnacle-list\/#Why_KFin_Technologies_Features_Among_These_Mutual_Fund_Registrar_and_Wealth_Stocks\" title=\"Why KFin Technologies Features Among These Mutual Fund, Registrar and Wealth Stocks\">Why KFin Technologies Features Among These Mutual Fund, Registrar and Wealth Stocks<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-6\" href=\"https:\/\/univest.in\/blogs-2\/mutual-fund-house-registrar-and-transfer-agent-and-wealth-management-firm-stocks-roadmap-pinnacle-list\/#Why_Anand_Rathi_Wealth_Features_Among_These_Mutual_Fund_Registrar_and_Wealth_Stocks\" title=\"Why Anand Rathi Wealth Features Among These Mutual Fund, Registrar and Wealth Stocks\">Why Anand Rathi Wealth Features Among These Mutual Fund, Registrar and Wealth Stocks<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-7\" href=\"https:\/\/univest.in\/blogs-2\/mutual-fund-house-registrar-and-transfer-agent-and-wealth-management-firm-stocks-roadmap-pinnacle-list\/#UTI_Asset_Management_Company_vs_KFin_Technologies_vs_Anand_Rathi_Wealth_on_Key_Financials\" title=\"UTI Asset Management Company vs KFin Technologies vs Anand Rathi Wealth on Key Financials\">UTI Asset Management Company vs KFin Technologies vs Anand Rathi Wealth on Key Financials<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-8\" href=\"https:\/\/univest.in\/blogs-2\/mutual-fund-house-registrar-and-transfer-agent-and-wealth-management-firm-stocks-roadmap-pinnacle-list\/#Key_Risks_to_Check_Before_Investing_in_Mutual_Fund_Registrar_and_Wealth_Stocks\" title=\"Key Risks to Check Before Investing in Mutual Fund, Registrar and Wealth Stocks\">Key Risks to Check Before Investing in Mutual Fund, Registrar and Wealth Stocks<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-9\" href=\"https:\/\/univest.in\/blogs-2\/mutual-fund-house-registrar-and-transfer-agent-and-wealth-management-firm-stocks-roadmap-pinnacle-list\/#Final_Thoughts_on_Mutual_Fund_Registrar_and_Wealth_Stocks\" title=\"Final Thoughts on Mutual Fund, Registrar and Wealth Stocks\">Final Thoughts on Mutual Fund, Registrar and Wealth Stocks<\/a><ul class='ez-toc-list-level-3' ><li class='ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-10\" href=\"https:\/\/univest.in\/blogs-2\/mutual-fund-house-registrar-and-transfer-agent-and-wealth-management-firm-stocks-roadmap-pinnacle-list\/#What_are_mutual_fund_registrar_and_wealth_stocks\" title=\"What are mutual fund, registrar and wealth stocks?\">What are mutual fund, registrar and wealth stocks?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-11\" href=\"https:\/\/univest.in\/blogs-2\/mutual-fund-house-registrar-and-transfer-agent-and-wealth-management-firm-stocks-roadmap-pinnacle-list\/#Which_mutual_fund_registrar_and_wealth_stocks_are_covered_in_this_list\" title=\"Which mutual fund, registrar and wealth stocks are covered in this list?\">Which mutual fund, registrar and wealth stocks are covered in this list?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-12\" href=\"https:\/\/univest.in\/blogs-2\/mutual-fund-house-registrar-and-transfer-agent-and-wealth-management-firm-stocks-roadmap-pinnacle-list\/#Why_do_mutual_fund_registrar_and_wealth_stocks_have_a_strong_future_roadmap_in_India\" title=\"Why do mutual fund, registrar and wealth stocks have a strong future roadmap in India?\">Why do mutual fund, registrar and wealth stocks have a strong future roadmap in India?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-13\" href=\"https:\/\/univest.in\/blogs-2\/mutual-fund-house-registrar-and-transfer-agent-and-wealth-management-firm-stocks-roadmap-pinnacle-list\/#How_has_UTI_Asset_Management_Company_performed_financially\" title=\"How has UTI Asset Management Company performed financially?\">How has UTI Asset Management Company performed financially?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-14\" href=\"https:\/\/univest.in\/blogs-2\/mutual-fund-house-registrar-and-transfer-agent-and-wealth-management-firm-stocks-roadmap-pinnacle-list\/#How_has_KFin_Technologies_performed_financially\" title=\"How has KFin Technologies performed financially?\">How has KFin Technologies performed financially?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-15\" href=\"https:\/\/univest.in\/blogs-2\/mutual-fund-house-registrar-and-transfer-agent-and-wealth-management-firm-stocks-roadmap-pinnacle-list\/#How_has_Anand_Rathi_Wealth_performed_financially\" title=\"How has Anand Rathi Wealth performed financially?\">How has Anand Rathi Wealth performed financially?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-16\" href=\"https:\/\/univest.in\/blogs-2\/mutual-fund-house-registrar-and-transfer-agent-and-wealth-management-firm-stocks-roadmap-pinnacle-list\/#What_risks_should_investors_check_before_buying_mutual_fund_registrar_and_wealth_stocks\" title=\"What risks should investors check before buying mutual fund, registrar and wealth stocks?\">What risks should investors check before buying mutual fund, registrar and wealth stocks?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-17\" href=\"https:\/\/univest.in\/blogs-2\/mutual-fund-house-registrar-and-transfer-agent-and-wealth-management-firm-stocks-roadmap-pinnacle-list\/#Is_this_list_of_mutual_fund_registrar_and_wealth_stocks_investment_advice\" title=\"Is this list of mutual fund, registrar and wealth stocks investment advice?\">Is this list of mutual fund, registrar and wealth stocks investment advice?<\/a><\/li><\/ul><\/li><\/ul><\/nav><\/div>\n<h2><span class=\"ez-toc-section\" id=\"What_Are_Mutual_Fund_Registrar_and_Wealth_Stocks\"><\/span><strong>What Are Mutual Fund, Registrar and Wealth Stocks?<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Mutual fund, registrar and wealth stocks are listed companies that manage investments, service fund investors and advise wealthy families. Their earnings depend on assets under management, systematic investment flows and market levels.<\/p>\n<h2><span class=\"ez-toc-section\" id=\"Mutual_Fund_Registrar_and_Wealth_Stocks_at_a_Glance\"><\/span><strong>Mutual Fund, Registrar and Wealth Stocks at a Glance<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<div style=\"overflow-x:auto;\">\n<table style=\"border-collapse:collapse;width:100%;\">\n<thead>\n<tr>\n<th style=\"border:1px solid #DDDDDD;padding:8px 10px;text-align:left;background:#F0F4F8;\">Company<\/th>\n<th style=\"border:1px solid #DDDDDD;padding:8px 10px;text-align:left;background:#F0F4F8;\">CMP (Rs)<\/th>\n<th style=\"border:1px solid #DDDDDD;padding:8px 10px;text-align:left;background:#F0F4F8;\">Market Cap (Rs Cr)<\/th>\n<th style=\"border:1px solid #DDDDDD;padding:8px 10px;text-align:left;background:#F0F4F8;\">P\/E<\/th>\n<th style=\"border:1px solid #DDDDDD;padding:8px 10px;text-align:left;background:#F0F4F8;\">Industry P\/E<\/th>\n<th style=\"border:1px solid #DDDDDD;padding:8px 10px;text-align:left;background:#F0F4F8;\">ROE (%)<\/th>\n<th style=\"border:1px solid #DDDDDD;padding:8px 10px;text-align:left;background:#F0F4F8;\">D\/E<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td style=\"border:1px solid #DDDDDD;padding:8px 10px;text-align:left;\"><a href=\"https:\/\/univest.in\/stocks\/utiamc\/uti-asset-management-company-ltd-share-price-today\">UTI Asset Management Company<\/a><\/td>\n<td style=\"border:1px solid #DDDDDD;padding:8px 10px;text-align:left;\">851.15<\/td>\n<td style=\"border:1px solid #DDDDDD;padding:8px 10px;text-align:left;\">10,933<\/td>\n<td style=\"border:1px solid #DDDDDD;padding:8px 10px;text-align:left;\">21.3<\/td>\n<td style=\"border:1px solid #DDDDDD;padding:8px 10px;text-align:left;\">16.9<\/td>\n<td style=\"border:1px solid #DDDDDD;padding:8px 10px;text-align:left;\">10.7<\/td>\n<td style=\"border:1px solid #DDDDDD;padding:8px 10px;text-align:left;\">0.03<\/td>\n<\/tr>\n<tr>\n<td style=\"border:1px solid #DDDDDD;padding:8px 10px;text-align:left;\"><a href=\"https:\/\/univest.in\/stocks\/kfintech\/kfin-technologies-ltd-share-price-today\">KFin Technologies<\/a><\/td>\n<td style=\"border:1px solid #DDDDDD;padding:8px 10px;text-align:left;\">848.8<\/td>\n<td style=\"border:1px solid #DDDDDD;padding:8px 10px;text-align:left;\">15,062<\/td>\n<td style=\"border:1px solid #DDDDDD;padding:8px 10px;text-align:left;\">44.1<\/td>\n<td style=\"border:1px solid #DDDDDD;padding:8px 10px;text-align:left;\">41.8<\/td>\n<td style=\"border:1px solid #DDDDDD;padding:8px 10px;text-align:left;\">20.5<\/td>\n<td style=\"border:1px solid #DDDDDD;padding:8px 10px;text-align:left;\">0.03<\/td>\n<\/tr>\n<tr>\n<td style=\"border:1px solid #DDDDDD;padding:8px 10px;text-align:left;\"><a href=\"https:\/\/univest.in\/stocks\/anandrathi\/anand-rathi-wealth-ltd-share-price-today\">Anand Rathi Wealth<\/a><\/td>\n<td style=\"border:1px solid #DDDDDD;padding:8px 10px;text-align:left;\">2,223<\/td>\n<td style=\"border:1px solid #DDDDDD;padding:8px 10px;text-align:left;\">36,778<\/td>\n<td style=\"border:1px solid #DDDDDD;padding:8px 10px;text-align:left;\">80.7<\/td>\n<td style=\"border:1px solid #DDDDDD;padding:8px 10px;text-align:left;\">16.9<\/td>\n<td style=\"border:1px solid #DDDDDD;padding:8px 10px;text-align:left;\">35.4<\/td>\n<td style=\"border:1px solid #DDDDDD;padding:8px 10px;text-align:left;\">0.05<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/div>\n<p>On valuation, all three trade at a P\/E above their industry P\/E, which reflects the growth the market already expects from them. Readers comparing mutual fund, registrar and wealth stocks should look at return on equity and debt together, since a high return earned with low debt is easier to sustain.<\/p>\n<h2><span class=\"ez-toc-section\" id=\"Why_Do_Mutual_Fund_Registrar_and_Wealth_Stocks_Have_a_Strong_Roadmap_in_India\"><\/span><strong>Why Do Mutual Fund, Registrar and Wealth Stocks Have a Strong Roadmap in India?<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Mutual fund, registrar and wealth stocks have a strong roadmap in India because rising household savings are flowing into mutual funds and advisory services.<\/p>\n<ul>\n<li><strong>Systematic investments.<\/strong> Monthly investment plans bring steady inflows.<\/li>\n<li><strong>Service volumes.<\/strong> More folios and transactions lift registrar income.<\/li>\n<li><strong>Wealth creation.<\/strong> Advisory firms grow as more families build wealth.<\/li>\n<\/ul>\n<h2><span class=\"ez-toc-section\" id=\"Why_UTI_Asset_Management_Company_Features_Among_These_Mutual_Fund_Registrar_and_Wealth_Stocks\"><\/span><strong>Why UTI Asset Management Company Features Among These Mutual Fund, Registrar and Wealth Stocks<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Among the mutual fund, registrar and wealth stocks on this list, UTI Asset Management Company manages mutual funds, portfolio management services and retirement schemes, with a large investor base and a long track record in the industry.<\/p>\n<p>Revenue rose from Rs 1,327 crore in FY22 to Rs 1,714 crore in FY26, a compound annual growth rate of 6.6%. Net profit for FY26 was Rs 472 crore, a net margin of 27.6%.<\/p>\n<p>In the June 2026 quarter, revenue grew 6.7% year on year to Rs 585 crore, while net profit rose 15.8% to Rs 294 crore. The company has a return on equity of 10.7%, a debt to equity ratio of 0.03 and a market capitalisation of Rs 10,933 crore. The stock trades at a P\/E of 21.3, above the industry P\/E of 16.9.<\/p>\n<p><strong>Roadmap:<\/strong> The company benefits from rising household savings flowing into mutual funds and systematic investment plans. Its reach through a large distribution network supports asset growth.<\/p>\n<p><strong>What to watch:<\/strong> Follow assets under management, systematic investment plan flows and the mix of equity funds.<\/p>\n<h2><span class=\"ez-toc-section\" id=\"Why_KFin_Technologies_Features_Among_These_Mutual_Fund_Registrar_and_Wealth_Stocks\"><\/span><strong>Why KFin Technologies Features Among These Mutual Fund, Registrar and Wealth Stocks<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Among the asset management company shares on this list, KFin Technologies is a registrar and transfer agent that serves mutual funds, corporate issuers and pension and alternative investment clients in India and overseas.<\/p>\n<p>In the June 2026 quarter, revenue grew 29.1% year on year to Rs 367 crore. Revenue rose from Rs 646 crore in FY22 to Rs 1,344 crore in FY26, a compound annual growth rate of 20.1%.<\/p>\n<p>Net profit grew from Rs 149 crore in FY22 to Rs 344 crore in FY26, which works out to a compound annual growth rate of 23.3%. The company has a return on equity of 20.5%, a debt to equity ratio of 0.03 and a market capitalisation of Rs 15,062 crore. The stock trades at a P\/E of 44.1, above the industry P\/E of 41.8.<\/p>\n<p><strong>Roadmap:<\/strong> Its growth comes from mutual fund assets, corporate registry work, and a rising international presence, including offshore fund administration. Diversified services reduce reliance on any one client category.<\/p>\n<p><strong>What to watch:<\/strong> Monitor mutual fund industry growth and new international client wins.<\/p>\n<h2><span class=\"ez-toc-section\" id=\"Why_Anand_Rathi_Wealth_Features_Among_These_Mutual_Fund_Registrar_and_Wealth_Stocks\"><\/span><strong>Why Anand Rathi Wealth Features Among These Mutual Fund, Registrar and Wealth Stocks<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Among the three companies on this list, Anand Rathi Wealth provides wealth management services to affluent and high net worth families, offering mutual funds, structured products and financial planning through a large team of relationship managers.<\/p>\n<p>The company has a return on equity of 35.4%, a debt to equity ratio of 0.05 and a market capitalisation of Rs 36,778 crore. The stock trades at a P\/E of 80.7, above the industry P\/E of 16.9.<\/p>\n<p>Revenue rose from Rs 425 crore in FY22 to Rs 1,253 crore in FY26, a compound annual growth rate of 31.0%. Net profit grew from Rs 127 crore in FY22 to Rs 397 crore in FY26, which works out to a compound annual growth rate of 33.1%.<\/p>\n<p><strong>Roadmap:<\/strong> The company is adding clients and relationship managers while deepening wallet share in its existing client base. Rising financial wealth in India supports demand for advice-led services.<\/p>\n<p><strong>What to watch:<\/strong> Follow growth in client assets, the number of relationship managers and recurring revenue.<\/p>\n<h2><span class=\"ez-toc-section\" id=\"UTI_Asset_Management_Company_vs_KFin_Technologies_vs_Anand_Rathi_Wealth_on_Key_Financials\"><\/span><strong>UTI Asset Management Company vs KFin Technologies vs Anand Rathi Wealth on Key Financials<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>The table below sets the three mutual fund, registrar and wealth stocks side by side on revenue, profit and margin, using reported figures.<\/p>\n<div style=\"overflow-x:auto;\">\n<table style=\"border-collapse:collapse;width:100%;\">\n<thead>\n<tr>\n<th style=\"border:1px solid #DDDDDD;padding:8px 10px;text-align:left;background:#F0F4F8;\">Company<\/th>\n<th style=\"border:1px solid #DDDDDD;padding:8px 10px;text-align:left;background:#F0F4F8;\">FY22 Revenue (Rs Cr)<\/th>\n<th style=\"border:1px solid #DDDDDD;padding:8px 10px;text-align:left;background:#F0F4F8;\">FY26 Revenue (Rs Cr)<\/th>\n<th style=\"border:1px solid #DDDDDD;padding:8px 10px;text-align:left;background:#F0F4F8;\">Revenue CAGR (FY22-FY26)<\/th>\n<th style=\"border:1px solid #DDDDDD;padding:8px 10px;text-align:left;background:#F0F4F8;\">FY26 Net Profit (Rs Cr)<\/th>\n<th style=\"border:1px solid #DDDDDD;padding:8px 10px;text-align:left;background:#F0F4F8;\">FY26 Net Margin<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td style=\"border:1px solid #DDDDDD;padding:8px 10px;text-align:left;\">UTI Asset Management Company<\/td>\n<td style=\"border:1px solid #DDDDDD;padding:8px 10px;text-align:left;\">1,327<\/td>\n<td style=\"border:1px solid #DDDDDD;padding:8px 10px;text-align:left;\">1,714<\/td>\n<td style=\"border:1px solid #DDDDDD;padding:8px 10px;text-align:left;\">6.6%<\/td>\n<td style=\"border:1px solid #DDDDDD;padding:8px 10px;text-align:left;\">472<\/td>\n<td style=\"border:1px solid #DDDDDD;padding:8px 10px;text-align:left;\">27.6%<\/td>\n<\/tr>\n<tr>\n<td style=\"border:1px solid #DDDDDD;padding:8px 10px;text-align:left;\">KFin Technologies<\/td>\n<td style=\"border:1px solid #DDDDDD;padding:8px 10px;text-align:left;\">646<\/td>\n<td style=\"border:1px solid #DDDDDD;padding:8px 10px;text-align:left;\">1,344<\/td>\n<td style=\"border:1px solid #DDDDDD;padding:8px 10px;text-align:left;\">20.1%<\/td>\n<td style=\"border:1px solid #DDDDDD;padding:8px 10px;text-align:left;\">344<\/td>\n<td style=\"border:1px solid #DDDDDD;padding:8px 10px;text-align:left;\">25.6%<\/td>\n<\/tr>\n<tr>\n<td style=\"border:1px solid #DDDDDD;padding:8px 10px;text-align:left;\">Anand Rathi Wealth<\/td>\n<td style=\"border:1px solid #DDDDDD;padding:8px 10px;text-align:left;\">425<\/td>\n<td style=\"border:1px solid #DDDDDD;padding:8px 10px;text-align:left;\">1,253<\/td>\n<td style=\"border:1px solid #DDDDDD;padding:8px 10px;text-align:left;\">31.0%<\/td>\n<td style=\"border:1px solid #DDDDDD;padding:8px 10px;text-align:left;\">397<\/td>\n<td style=\"border:1px solid #DDDDDD;padding:8px 10px;text-align:left;\">31.7%<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/div>\n<p>Anand Rathi Wealth posts the highest return on equity in this group at 35.4%. UTI Asset Management Company has the largest FY26 revenue at Rs 1,714 crore, and Anand Rathi Wealth shows the fastest revenue growth with a 31.0% compound annual rate.<\/p>\n<h2><span class=\"ez-toc-section\" id=\"Key_Risks_to_Check_Before_Investing_in_Mutual_Fund_Registrar_and_Wealth_Stocks\"><\/span><strong>Key Risks to Check Before Investing in Mutual Fund, Registrar and Wealth Stocks<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Every theme carries risks that deserve a check before any decision. For these mutual fund, registrar and wealth stocks, the main points are:<\/p>\n<ul>\n<li><strong>Market levels.<\/strong> Fee income follows asset values.<\/li>\n<li><strong>Competition.<\/strong> Fee pressure can affect margins.<\/li>\n<li><strong>Valuation levels.<\/strong> Some of these companies trade at high earnings multiples, so growth must continue to justify them.<\/li>\n<\/ul>\n<p>Treat this list as a starting point for research and not as a recommendation. Read the latest results presentation, check the management commentary on order books or capacity plans, and compare each company with its peers before you decide anything.<\/p>\n<p style=\"margin-top:24px;\"><strong><a href=\"https:\/\/univest.in\/screeners\">Use the Univest Stock Screener<\/a><\/strong> to filter mutual fund, registrar and wealth stocks by market capitalisation, P\/E, ROE and growth, and build your own shortlist.<\/p>\n<h2><span class=\"ez-toc-section\" id=\"Final_Thoughts_on_Mutual_Fund_Registrar_and_Wealth_Stocks\"><\/span><strong>Final Thoughts on Mutual Fund, Registrar and Wealth Stocks<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Mutual fund, registrar and wealth stocks reward investors who follow assets under management, investment flows and fees together. UTI Asset Management Company, KFin Technologies and Anand Rathi Wealth each serve the savings boom. Based on the 22 October 2026 close, UTI Asset Management Company trades at Rs 851.15, KFin Technologies at Rs 848.8 and Anand Rathi Wealth at Rs 2,223.<\/p>\n<p style=\"margin-top:24px;\"><em>Download the <a href=\"http:\/\/apps.apple.com\/in\/app\/univest-stocks-investment\/id6443753518\" rel=\"nofollow noopener\" target=\"_blank\">Univest iOS App<\/a> or <a href=\"http:\/\/play.google.com\/store\/apps\/details?id=com.univest.capp&#038;hl=en_IN\" rel=\"nofollow noopener\" target=\"_blank\">Univest Android App<\/a> to track mutual fund, registrar and wealth stocks, set price alerts and get research-backed stock ideas.<\/em><\/p>\n<div style=\"background:#CC0000;border-radius:8px;padding:16px 20px;margin:24px 0;\">\n<p style=\"color:#FFFFFF;font-size:13px;line-height:1.7;margin:0;\"><strong style=\"color:#FFFFFF;\">Disclaimer:<\/strong> 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).<\/p>\n<\/div>\n<h3><span class=\"ez-toc-section\" id=\"What_are_mutual_fund_registrar_and_wealth_stocks\"><\/span><strong>What are mutual fund, registrar and wealth stocks?<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><strong>Ans.<\/strong> Mutual fund, registrar and wealth stocks are listed companies that manage investments, service fund investors and advise wealthy families. Their earnings depend on assets under management, systematic investment flows and market levels. This list looks at three of them, UTI Asset Management Company, KFin Technologies and Anand Rathi Wealth, using reported FY22 to FY26 financials and the 22 October 2026 closing prices.<\/p>\n<h3><span class=\"ez-toc-section\" id=\"Which_mutual_fund_registrar_and_wealth_stocks_are_covered_in_this_list\"><\/span><strong>Which mutual fund, registrar and wealth stocks are covered in this list?<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><strong>Ans.<\/strong> This list covers UTI Asset Management Company, KFin Technologies and Anand Rathi Wealth. Based on the 22 October 2026 close, UTI Asset Management Company traded at Rs 851.15, KFin Technologies at Rs 848.8 and Anand Rathi Wealth at Rs 2,223. Their return on equity ranges from 10.7% to 35.4%, and their revenue compound annual growth from FY22 to FY26 ranges from 6.6% to 31.0%.<\/p>\n<h3><span class=\"ez-toc-section\" id=\"Why_do_mutual_fund_registrar_and_wealth_stocks_have_a_strong_future_roadmap_in_India\"><\/span><strong>Why do mutual fund, registrar and wealth stocks have a strong future roadmap in India?<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><strong>Ans.<\/strong> Mutual fund, registrar and wealth stocks have a strong roadmap in India because rising household savings are flowing into mutual funds and advisory services. The main drivers are as follows. Systematic investments. Monthly investment plans bring steady inflows. Service volumes. More folios and transactions lift registrar income. Wealth creation. Advisory firms grow as more families build wealth. Together these factors give the companies on this list a visible path for growth over the coming years.<\/p>\n<h3><span class=\"ez-toc-section\" id=\"How_has_UTI_Asset_Management_Company_performed_financially\"><\/span><strong>How has UTI Asset Management Company performed financially?<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><strong>Ans.<\/strong> Revenue rose from Rs 1,327 crore in FY22 to Rs 1,714 crore in FY26, a compound annual growth rate of 6.6%. Net profit for FY26 was Rs 472 crore, a net margin of 27.6%. In the June 2026 quarter, revenue grew 6.7% year on year to Rs 585 crore, while net profit rose 15.8% to Rs 294 crore. The company has a return on equity of 10.7%, a debt to equity ratio of 0.03 and a market capitalisation of Rs 10,933 crore. The stock trades at a P\/E of 21.3, above the industry P\/E of 16.9. Looking ahead, the company benefits from rising household savings flowing into mutual funds and systematic investment plans. Its reach through a large distribution network supports asset growth.<\/p>\n<h3><span class=\"ez-toc-section\" id=\"How_has_KFin_Technologies_performed_financially\"><\/span><strong>How has KFin Technologies performed financially?<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><strong>Ans.<\/strong> Revenue rose from Rs 646 crore in FY22 to Rs 1,344 crore in FY26, a compound annual growth rate of 20.1%. Net profit grew from Rs 149 crore in FY22 to Rs 344 crore in FY26, which works out to a compound annual growth rate of 23.3%. In the June 2026 quarter, revenue grew 29.1% year on year to Rs 367 crore. The company has a return on equity of 20.5%, a debt to equity ratio of 0.03 and a market capitalisation of Rs 15,062 crore. The stock trades at a P\/E of 44.1, above the industry P\/E of 41.8. Looking ahead, its growth comes from mutual fund assets, corporate registry work, and a rising international presence, including offshore fund administration. Diversified services reduce reliance on any one client category.<\/p>\n<h3><span class=\"ez-toc-section\" id=\"How_has_Anand_Rathi_Wealth_performed_financially\"><\/span><strong>How has Anand Rathi Wealth performed financially?<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><strong>Ans.<\/strong> Revenue rose from Rs 425 crore in FY22 to Rs 1,253 crore in FY26, a compound annual growth rate of 31.0%. Net profit grew from Rs 127 crore in FY22 to Rs 397 crore in FY26, which works out to a compound annual growth rate of 33.1%. The company has a return on equity of 35.4%, a debt to equity ratio of 0.05 and a market capitalisation of Rs 36,778 crore. The stock trades at a P\/E of 80.7, above the industry P\/E of 16.9. Looking ahead, the company is adding clients and relationship managers while deepening wallet share in its existing client base. Rising financial wealth in India supports demand for advice-led services.<\/p>\n<h3><span class=\"ez-toc-section\" id=\"What_risks_should_investors_check_before_buying_mutual_fund_registrar_and_wealth_stocks\"><\/span><strong>What risks should investors check before buying mutual fund, registrar and wealth stocks?<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><strong>Ans.<\/strong> Investors should check a few risks before buying mutual fund, registrar and wealth stocks. Market levels. Fee income follows asset values. Competition. Fee pressure can affect margins. Valuation levels. Some of these companies trade at high earnings multiples, so growth must continue to justify them. Reading the latest results presentation and comparing each company with its peers helps judge how these risks apply to each stock.<\/p>\n<h3><span class=\"ez-toc-section\" id=\"Is_this_list_of_mutual_fund_registrar_and_wealth_stocks_investment_advice\"><\/span><strong>Is this list of mutual fund, registrar and wealth stocks investment advice?<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><strong>Ans.<\/strong> No. This article is educational and uses publicly available data as of the 22 October 2026 close. Please verify figures on NSE and BSE, read company filings and consult a SEBI registered adviser before investing. Univest is SEBI registered research analyst INH000013776.<\/p>\n<div class=\"faq-schema\"><script type=\"application\/ld+json\">{\"@context\":\"https:\/\/schema.org\",\"@type\":\"FAQPage\",\"mainEntity\":[{\"@type\":\"Question\",\"name\":\"What are mutual fund, registrar and wealth stocks?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"Mutual fund, registrar and wealth stocks are listed companies that manage investments, service fund investors and advise wealthy families. Their earnings depend on assets under management, systematic investment flows and market levels. This list looks at three of them, UTI Asset Management Company, KFin Technologies and Anand Rathi Wealth, using reported FY22 to FY26 financials and the 22 October 2026 closing prices.\"}},{\"@type\":\"Question\",\"name\":\"Which mutual fund, registrar and wealth stocks are covered in this list?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"This list covers UTI Asset Management Company, KFin Technologies and Anand Rathi Wealth. Based on the 22 October 2026 close, UTI Asset Management Company traded at Rs 851.15, KFin Technologies at Rs 848.8 and Anand Rathi Wealth at Rs 2,223. Their return on equity ranges from 10.7% to 35.4%, and their revenue compound annual growth from FY22 to FY26 ranges from 6.6% to 31.0%.\"}},{\"@type\":\"Question\",\"name\":\"Why do mutual fund, registrar and wealth stocks have a strong future roadmap in India?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"Mutual fund, registrar and wealth stocks have a strong roadmap in India because rising household savings are flowing into mutual funds and advisory services. The main drivers are as follows. Systematic investments. Monthly investment plans bring steady inflows. Service volumes. More folios and transactions lift registrar income. Wealth creation. Advisory firms grow as more families build wealth. 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Its reach through a large distribution network supports asset growth.\"}},{\"@type\":\"Question\",\"name\":\"How has KFin Technologies performed financially?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"Revenue rose from Rs 646 crore in FY22 to Rs 1,344 crore in FY26, a compound annual growth rate of 20.1%. Net profit grew from Rs 149 crore in FY22 to Rs 344 crore in FY26, which works out to a compound annual growth rate of 23.3%. In the June 2026 quarter, revenue grew 29.1% year on year to Rs 367 crore. The company has a return on equity of 20.5%, a debt to equity ratio of 0.03 and a market capitalisation of Rs 15,062 crore. The stock trades at a P\/E of 44.1, above the industry P\/E of 41.8. Looking ahead, its growth comes from mutual fund assets, corporate registry work, and a rising international presence, including offshore fund administration. 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Please verify figures on NSE and BSE, read company filings and consult a SEBI registered adviser before investing. Univest is SEBI registered research analyst INH000013776.\"}}]}<\/script><\/div>\n","protected":false},"excerpt":{"rendered":"<p>Mutual Fund, Registrar and Wealth Stocks with a strong future roadmap: UTI Asset Management Company, KFin Technologies and Anand Rathi Wealth. Compare price, valuation, return on equity and revenue growth as of 22 October 2026.<\/p>\n","protected":false},"author":35,"featured_media":325415,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[845],"tags":[15458,15455,3803,15456,11134,3873,15454,15457],"class_list":["post-325416","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-best-stocks","tag-anand-rathi-wealth","tag-asset-management-company-shares","tag-best-stocks","tag-investor-services-stocks","tag-kfin-technologies","tag-mutual-fund","tag-registrar-and-wealth-stocks","tag-uti-asset-management-company"],"metadata":{"rank_math_internal_links_processed":["1"],"_thumbnail_id":["325415"],"rank_math_title":["Mutual Fund, Registrar and Wealth Management Stocks"],"rank_math_description":["Compare 3 mutual fund, registrar and wealth stocks with a strong future roadmap on CMP, market cap, P\/E, ROE and revenue growth. 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