{"id":330441,"date":"2026-10-28T12:54:30","date_gmt":"2026-10-28T07:24:30","guid":{"rendered":"https:\/\/univest.in\/blogs-2\/?p=330441"},"modified":"2026-10-28T12:54:30","modified_gmt":"2026-10-28T07:24:30","slug":"diversified-financial-services-group-wealth-management-firm-and-mutual-fund-registrar-stocks-roadmap-solstice-list","status":"publish","type":"post","link":"https:\/\/univest.in\/blogs-2\/diversified-financial-services-group-wealth-management-firm-and-mutual-fund-registrar-stocks-roadmap-solstice-list\/","title":{"rendered":"3 Diversified Financial Services Group, Wealth Management Firm and Mutual Fund Registrar Stocks With a Strong Future Roadmap: Motilal Oswal Financial Services, Anand Rathi Wealth and Computer Age Management Services"},"content":{"rendered":"<p style=\"border-left:4px solid #1F4E79;background:#EBF3FB;padding:10px 16px;font-style:italic;\"><em>Motilal Oswal Financial Services, Anand Rathi Wealth and Computer Age Management Services: ROE of 14.5% to 36.0% and FY22 to FY26 revenue CAGR of 14.0% to 31.0%. Prices as of 27 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 wealth management and fund services stocks to watch are Motilal Oswal Financial Services, Anand Rathi Wealth and Computer Age Management Services. Their return on equity ranges from 14.5% to 36.0%, and their revenue compound annual growth from FY22 to FY26 ranges from 14.0% to 31.0%. Computer Age Management Services has the highest return on equity at 36.0%, while Anand Rathi Wealth has the fastest revenue growth at 31.0% a year. Prices are based on the 27 October 2026 close, and this article is educational, not investment advice.<\/p>\n<\/div>\n<p>Wealth management and fund services stocks bring together companies with a visible plan for the years ahead. Motilal Oswal Financial Services, Anand Rathi Wealth and Computer Age Management Services cover a diversified financial services group, a wealth management firm and a mutual fund registrar.<\/p>\n<p>This list covers three wealth management and fund services stocks with complete current figures: Motilal Oswal Financial Services, Anand Rathi Wealth and Computer Age Management Services. Every figure comes from the latest reported financials and the 27 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=diversified-financial-services-group-wealth-management-firm-and-mutual-fund-registrar-stocks-roadmap-solstice-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\/diversified-financial-services-group-wealth-management-firm-and-mutual-fund-registrar-stocks-roadmap-solstice-list\/#What_Are_Wealth_Management_and_Fund_Services_Stocks\" title=\"What Are Wealth Management and Fund Services Stocks?\">What Are Wealth Management and Fund Services 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\/diversified-financial-services-group-wealth-management-firm-and-mutual-fund-registrar-stocks-roadmap-solstice-list\/#Wealth_Management_and_Fund_Services_Stocks_at_a_Glance\" title=\"Wealth Management and Fund Services Stocks at a Glance\">Wealth Management and Fund Services 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\/diversified-financial-services-group-wealth-management-firm-and-mutual-fund-registrar-stocks-roadmap-solstice-list\/#Why_Do_Wealth_Management_and_Fund_Services_Stocks_Have_a_Strong_Roadmap_in_India\" title=\"Why Do Wealth Management and Fund Services Stocks Have a Strong Roadmap in India?\">Why Do Wealth Management and Fund Services 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\/diversified-financial-services-group-wealth-management-firm-and-mutual-fund-registrar-stocks-roadmap-solstice-list\/#Why_Motilal_Oswal_Financial_Services_Features_Among_These_Wealth_Management_and_Fund_Services_Stocks\" title=\"Why Motilal Oswal Financial Services Features Among These Wealth Management and Fund Services Stocks\">Why Motilal Oswal Financial Services Features Among These Wealth Management and Fund Services 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\/diversified-financial-services-group-wealth-management-firm-and-mutual-fund-registrar-stocks-roadmap-solstice-list\/#Why_Anand_Rathi_Wealth_Features_Among_These_Wealth_Management_and_Fund_Services_Stocks\" title=\"Why Anand Rathi Wealth Features Among These Wealth Management and Fund Services Stocks\">Why Anand Rathi Wealth Features Among These Wealth Management and Fund Services 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\/diversified-financial-services-group-wealth-management-firm-and-mutual-fund-registrar-stocks-roadmap-solstice-list\/#Why_Computer_Age_Management_Services_Features_Among_These_Wealth_Management_and_Fund_Services_Stocks\" title=\"Why Computer Age Management Services Features Among These Wealth Management and Fund Services Stocks\">Why Computer Age Management Services Features Among These Wealth Management and Fund Services 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\/diversified-financial-services-group-wealth-management-firm-and-mutual-fund-registrar-stocks-roadmap-solstice-list\/#Motilal_Oswal_Financial_Services_vs_Anand_Rathi_Wealth_vs_Computer_Age_Management_Services_on_Key_Financials\" title=\"Motilal Oswal Financial Services vs Anand Rathi Wealth vs Computer Age Management Services on Key Financials\">Motilal Oswal Financial Services vs Anand Rathi Wealth vs Computer Age Management Services 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\/diversified-financial-services-group-wealth-management-firm-and-mutual-fund-registrar-stocks-roadmap-solstice-list\/#Key_Risks_to_Check_Before_Investing_in_Wealth_Management_and_Fund_Services_Stocks\" title=\"Key Risks to Check Before Investing in Wealth Management and Fund Services Stocks\">Key Risks to Check Before Investing in Wealth Management and Fund Services 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\/diversified-financial-services-group-wealth-management-firm-and-mutual-fund-registrar-stocks-roadmap-solstice-list\/#Final_Thoughts_on_Wealth_Management_and_Fund_Services_Stocks\" title=\"Final Thoughts on Wealth Management and Fund Services Stocks\">Final Thoughts on Wealth Management and Fund Services 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\/diversified-financial-services-group-wealth-management-firm-and-mutual-fund-registrar-stocks-roadmap-solstice-list\/#What_are_wealth_management_and_fund_services_stocks\" title=\"What are wealth management and fund services stocks?\">What are wealth management and fund services 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\/diversified-financial-services-group-wealth-management-firm-and-mutual-fund-registrar-stocks-roadmap-solstice-list\/#Which_wealth_management_and_fund_services_stocks_are_covered_in_this_list\" title=\"Which wealth management and fund services stocks are covered in this list?\">Which wealth management and fund services 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\/diversified-financial-services-group-wealth-management-firm-and-mutual-fund-registrar-stocks-roadmap-solstice-list\/#Why_do_wealth_management_and_fund_services_stocks_have_a_strong_future_roadmap_in_India\" title=\"Why do wealth management and fund services stocks have a strong future roadmap in India?\">Why do wealth management and fund services 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\/diversified-financial-services-group-wealth-management-firm-and-mutual-fund-registrar-stocks-roadmap-solstice-list\/#How_has_Motilal_Oswal_Financial_Services_performed_financially\" title=\"How has Motilal Oswal Financial Services performed financially?\">How has Motilal Oswal Financial Services 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\/diversified-financial-services-group-wealth-management-firm-and-mutual-fund-registrar-stocks-roadmap-solstice-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-15\" href=\"https:\/\/univest.in\/blogs-2\/diversified-financial-services-group-wealth-management-firm-and-mutual-fund-registrar-stocks-roadmap-solstice-list\/#How_has_Computer_Age_Management_Services_performed_financially\" title=\"How has Computer Age Management Services performed financially?\">How has Computer Age Management Services 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\/diversified-financial-services-group-wealth-management-firm-and-mutual-fund-registrar-stocks-roadmap-solstice-list\/#What_risks_should_investors_check_before_buying_wealth_management_and_fund_services_stocks\" title=\"What risks should investors check before buying wealth management and fund services stocks?\">What risks should investors check before buying wealth management and fund services 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\/diversified-financial-services-group-wealth-management-firm-and-mutual-fund-registrar-stocks-roadmap-solstice-list\/#Is_this_list_of_wealth_management_and_fund_services_stocks_investment_advice\" title=\"Is this list of wealth management and fund services stocks investment advice?\">Is this list of wealth management and fund services stocks investment advice?<\/a><\/li><\/ul><\/li><\/ul><\/nav><\/div>\n<h2><span class=\"ez-toc-section\" id=\"What_Are_Wealth_Management_and_Fund_Services_Stocks\"><\/span><strong>What Are Wealth Management and Fund Services Stocks?<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Wealth management and fund services stocks are listed financial services companies that offer broking, wealth management and technology and registry services to mutual funds and investors. Their earnings depend on market activity, assets under management, fund flows and investor participation.<\/p>\n<h2><span class=\"ez-toc-section\" id=\"Wealth_Management_and_Fund_Services_Stocks_at_a_Glance\"><\/span><strong>Wealth Management and Fund Services 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\/motilalofs\/motilal-oswal-financial-services-ltd-share-price-today\">Motilal Oswal Financial Services<\/a><\/td>\n<td style=\"border:1px solid #DDDDDD;padding:8px 10px;text-align:left;\">969<\/td>\n<td style=\"border:1px solid #DDDDDD;padding:8px 10px;text-align:left;\">58,344<\/td>\n<td style=\"border:1px solid #DDDDDD;padding:8px 10px;text-align:left;\">29.4<\/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;\">14.5<\/td>\n<td style=\"border:1px solid #DDDDDD;padding:8px 10px;text-align:left;\">1.65<\/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;\">2,259<\/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<tr>\n<td style=\"border:1px solid #DDDDDD;padding:8px 10px;text-align:left;\"><a href=\"https:\/\/univest.in\/stocks\/cams\/computer-age-management-services-ltd-share-price-today\">Computer Age Management Services<\/a><\/td>\n<td style=\"border:1px solid #DDDDDD;padding:8px 10px;text-align:left;\">677.4<\/td>\n<td style=\"border:1px solid #DDDDDD;padding:8px 10px;text-align:left;\">17,055<\/td>\n<td style=\"border:1px solid #DDDDDD;padding:8px 10px;text-align:left;\">34.7<\/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;\">36.0<\/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, Motilal Oswal Financial Services and Computer Age Management Services trade at a P\/E below the industry P\/E, while Anand Rathi Wealth trades above it, which reflects the growth the market already expects. Readers comparing wealth management and fund services stocks should look at return on equity and debt together, since a high return earned with low debt is easier to sustain. With the Q2 FY27 results season close, investors in wealth management and fund services stocks can use the coming numbers to test whether growth is holding.<\/p>\n<h2><span class=\"ez-toc-section\" id=\"Why_Do_Wealth_Management_and_Fund_Services_Stocks_Have_a_Strong_Roadmap_in_India\"><\/span><strong>Why Do Wealth Management and Fund Services Stocks Have a Strong Roadmap in India?<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Wealth management and fund services stocks have a strong roadmap in India because rising household savings, growing mutual fund participation and increasing wealth among Indian families keep widening the market for wealth and fund services firms.<\/p>\n<ul>\n<li><strong>Household savings.<\/strong> More savings flow into market products.<\/li>\n<li><strong>Wealth demand.<\/strong> Affluent families seek managed solutions.<\/li>\n<li><strong>Fund services.<\/strong> Rising folios lift registry work.<\/li>\n<\/ul>\n<h2><span class=\"ez-toc-section\" id=\"Why_Motilal_Oswal_Financial_Services_Features_Among_These_Wealth_Management_and_Fund_Services_Stocks\"><\/span><strong>Why Motilal Oswal Financial Services Features Among These Wealth Management and Fund Services Stocks<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Among the wealth management and fund services stocks on this list, Motilal Oswal Financial Services is a Mumbai-based financial services group with businesses in broking, wealth management, asset management, housing finance and investment banking.<\/p>\n<p>In the June 2026 quarter, revenue grew 25.1% year on year to Rs 3,432 crore, while net profit rose 10.2% to Rs 1,274 crore. Revenue rose from Rs 4,316 crore in FY22 to Rs 9,416 crore in FY26, a compound annual growth rate of 21.5%.<\/p>\n<p>Net profit grew from Rs 1,311 crore in FY22 to Rs 1,865 crore in FY26, which works out to a compound annual growth rate of 9.2%. The company has a return on equity of 14.5%, a debt to equity ratio of 1.65 and a market capitalisation of Rs 58,344 crore. The stock trades at a P\/E of 29.4, below the industry P\/E of 31.0.<\/p>\n<p><strong>Roadmap:<\/strong> Growth in mutual fund and wealth assets, rising retail participation in markets and a widening product range support its fee income. Its asset management arm has been building a strong track record across equity and passive funds.<\/p>\n<p><strong>What to watch:<\/strong> Track assets under management, broking volumes and wealth business flows.<\/p>\n<h2><span class=\"ez-toc-section\" id=\"Why_Anand_Rathi_Wealth_Features_Among_These_Wealth_Management_and_Fund_Services_Stocks\"><\/span><strong>Why Anand Rathi Wealth Features Among These Wealth Management and Fund Services Stocks<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Among the broking, wealth and mutual fund registrar shares 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=\"Why_Computer_Age_Management_Services_Features_Among_These_Wealth_Management_and_Fund_Services_Stocks\"><\/span><strong>Why Computer Age Management Services Features Among These Wealth Management and Fund Services Stocks<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Among the three companies on this list, Computer Age Management Services, known as CAMS, is the largest registrar and transfer agent for mutual funds in India and also offers services to insurers and alternative investment funds.<\/p>\n<p>Revenue rose from Rs 927 crore in FY22 to Rs 1,567 crore in FY26, a compound annual growth rate of 14.0%. Net profit grew from Rs 287 crore in FY22 to Rs 472 crore in FY26, which works out to a compound annual growth rate of 13.3%.<\/p>\n<p>In the June 2026 quarter, revenue grew 12.1% year on year to Rs 412 crore, while net profit rose 17.6% to Rs 127 crore. The company has a return on equity of 36.0%, a debt to equity ratio of 0.05 and a market capitalisation of Rs 17,055 crore. The stock trades at a P\/E of 34.7, below the industry P\/E of 41.8.<\/p>\n<p><strong>Roadmap:<\/strong> Growth in mutual fund assets and in the number of investors lifts the volume of transactions it processes. Its newer businesses in insurance repository services and payments add to the base.<\/p>\n<p><strong>What to watch:<\/strong> Track mutual fund industry assets and the progress of its non-mutual fund businesses.<\/p>\n<h2><span class=\"ez-toc-section\" id=\"Motilal_Oswal_Financial_Services_vs_Anand_Rathi_Wealth_vs_Computer_Age_Management_Services_on_Key_Financials\"><\/span><strong>Motilal Oswal Financial Services vs Anand Rathi Wealth vs Computer Age Management Services on Key Financials<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>The table below sets the three wealth management and fund services 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;\">Motilal Oswal Financial Services<\/td>\n<td style=\"border:1px solid #DDDDDD;padding:8px 10px;text-align:left;\">4,316<\/td>\n<td style=\"border:1px solid #DDDDDD;padding:8px 10px;text-align:left;\">9,416<\/td>\n<td style=\"border:1px solid #DDDDDD;padding:8px 10px;text-align:left;\">21.5%<\/td>\n<td style=\"border:1px solid #DDDDDD;padding:8px 10px;text-align:left;\">1,865<\/td>\n<td style=\"border:1px solid #DDDDDD;padding:8px 10px;text-align:left;\">19.8%<\/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<tr>\n<td style=\"border:1px solid #DDDDDD;padding:8px 10px;text-align:left;\">Computer Age Management Services<\/td>\n<td style=\"border:1px solid #DDDDDD;padding:8px 10px;text-align:left;\">927<\/td>\n<td style=\"border:1px solid #DDDDDD;padding:8px 10px;text-align:left;\">1,567<\/td>\n<td style=\"border:1px solid #DDDDDD;padding:8px 10px;text-align:left;\">14.0%<\/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;\">30.1%<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/div>\n<p>Computer Age Management Services posts the highest return on equity in this group at 36.0%. Motilal Oswal Financial Services has the largest FY26 revenue at Rs 9,416 crore, and Anand Rathi Wealth shows the fastest revenue growth with a 31.0% compound annual rate. A useful habit with wealth management and fund services stocks is to check each new quarterly result against the capacity plans the company described earlier.<\/p>\n<h2><span class=\"ez-toc-section\" id=\"Key_Risks_to_Check_Before_Investing_in_Wealth_Management_and_Fund_Services_Stocks\"><\/span><strong>Key Risks to Check Before Investing in Wealth Management and Fund Services 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 wealth management and fund services stocks, the main points are: Long-term broking, wealth and mutual fund registrar shares holders usually track revenue growth, margins and cash flow side by side rather than relying on a single ratio.<\/p>\n<ul>\n<li><strong>Market activity.<\/strong> Fee income follows trading and investor activity.<\/li>\n<li><strong>Fund flows.<\/strong> Assets under management follow investor flows.<\/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 wealth management and fund services 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_Wealth_Management_and_Fund_Services_Stocks\"><\/span><strong>Final Thoughts on Wealth Management and Fund Services Stocks<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Wealth management and fund services stocks suit investors who prefer to study business strength before price moves. Motilal Oswal Financial Services, Anand Rathi Wealth and Computer Age Management Services each have a clear plan to grow. Based on the 27 October 2026 close, Motilal Oswal Financial Services trades at Rs 969, Anand Rathi Wealth at Rs 2,259 and Computer Age Management Services at Rs 677.4. Valuation matters as much as growth, so compare each company&#8217;s P\/E with its industry P\/E before adding any of these wealth management and fund services stocks to a watchlist.<\/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 wealth management and fund services 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_wealth_management_and_fund_services_stocks\"><\/span><strong>What are wealth management and fund services stocks?<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><strong>Ans.<\/strong> Wealth management and fund services stocks are listed financial services companies that offer broking, wealth management and technology and registry services to mutual funds and investors. Their earnings depend on market activity, assets under management, fund flows and investor participation. This list looks at three of them, Motilal Oswal Financial Services, Anand Rathi Wealth and Computer Age Management Services, using reported FY22 to FY26 financials and the 27 October 2026 closing prices.<\/p>\n<h3><span class=\"ez-toc-section\" id=\"Which_wealth_management_and_fund_services_stocks_are_covered_in_this_list\"><\/span><strong>Which wealth management and fund services stocks are covered in this list?<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><strong>Ans.<\/strong> This list covers Motilal Oswal Financial Services, Anand Rathi Wealth and Computer Age Management Services. Based on the 27 October 2026 close, Motilal Oswal Financial Services traded at Rs 969, Anand Rathi Wealth at Rs 2,259 and Computer Age Management Services at Rs 677.4. Their return on equity ranges from 14.5% to 36.0%, and their revenue compound annual growth from FY22 to FY26 ranges from 14.0% to 31.0%.<\/p>\n<h3><span class=\"ez-toc-section\" id=\"Why_do_wealth_management_and_fund_services_stocks_have_a_strong_future_roadmap_in_India\"><\/span><strong>Why do wealth management and fund services stocks have a strong future roadmap in India?<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><strong>Ans.<\/strong> Wealth management and fund services stocks have a strong roadmap in India because rising household savings, growing mutual fund participation and increasing wealth among Indian families keep widening the market for wealth and fund services firms. The main drivers are as follows. Household savings. More savings flow into market products. Wealth demand. Affluent families seek managed solutions. Fund services. Rising folios lift registry work. 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_Motilal_Oswal_Financial_Services_performed_financially\"><\/span><strong>How has Motilal Oswal Financial Services performed financially?<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><strong>Ans.<\/strong> Revenue rose from Rs 4,316 crore in FY22 to Rs 9,416 crore in FY26, a compound annual growth rate of 21.5%. Net profit grew from Rs 1,311 crore in FY22 to Rs 1,865 crore in FY26, which works out to a compound annual growth rate of 9.2%. In the June 2026 quarter, revenue grew 25.1% year on year to Rs 3,432 crore, while net profit rose 10.2% to Rs 1,274 crore. The company has a return on equity of 14.5%, a debt to equity ratio of 1.65 and a market capitalisation of Rs 58,344 crore. The stock trades at a P\/E of 29.4, below the industry P\/E of 31.0. Looking ahead, growth in mutual fund and wealth assets, rising retail participation in markets and a widening product range support its fee income. Its asset management arm has been building a strong track record across equity and passive funds.<\/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=\"How_has_Computer_Age_Management_Services_performed_financially\"><\/span><strong>How has Computer Age Management Services performed financially?<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><strong>Ans.<\/strong> Revenue rose from Rs 927 crore in FY22 to Rs 1,567 crore in FY26, a compound annual growth rate of 14.0%. Net profit grew from Rs 287 crore in FY22 to Rs 472 crore in FY26, which works out to a compound annual growth rate of 13.3%. In the June 2026 quarter, revenue grew 12.1% year on year to Rs 412 crore, while net profit rose 17.6% to Rs 127 crore. The company has a return on equity of 36.0%, a debt to equity ratio of 0.05 and a market capitalisation of Rs 17,055 crore. The stock trades at a P\/E of 34.7, below the industry P\/E of 41.8. Looking ahead, growth in mutual fund assets and in the number of investors lifts the volume of transactions it processes. Its newer businesses in insurance repository services and payments add to the base.<\/p>\n<h3><span class=\"ez-toc-section\" id=\"What_risks_should_investors_check_before_buying_wealth_management_and_fund_services_stocks\"><\/span><strong>What risks should investors check before buying wealth management and fund services stocks?<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><strong>Ans.<\/strong> Investors should check a few risks before buying wealth management and fund services stocks. Market activity. Fee income follows trading and investor activity. Fund flows. Assets under management follow investor flows. 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_wealth_management_and_fund_services_stocks_investment_advice\"><\/span><strong>Is this list of wealth management and fund services 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 27 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 wealth management and fund services stocks?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"Wealth management and fund services stocks are listed financial services companies that offer broking, wealth management and technology and registry services to mutual funds and investors. Their earnings depend on market activity, assets under management, fund flows and investor participation. This list looks at three of them, Motilal Oswal Financial Services, Anand Rathi Wealth and Computer Age Management Services, using reported FY22 to FY26 financials and the 27 October 2026 closing prices.\"}},{\"@type\":\"Question\",\"name\":\"Which wealth management and fund services stocks are covered in this list?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"This list covers Motilal Oswal Financial Services, Anand Rathi Wealth and Computer Age Management Services. Based on the 27 October 2026 close, Motilal Oswal Financial Services traded at Rs 969, Anand Rathi Wealth at Rs 2,259 and Computer Age Management Services at Rs 677.4. Their return on equity ranges from 14.5% to 36.0%, and their revenue compound annual growth from FY22 to FY26 ranges from 14.0% to 31.0%.\"}},{\"@type\":\"Question\",\"name\":\"Why do wealth management and fund services stocks have a strong future roadmap in India?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"Wealth management and fund services stocks have a strong roadmap in India because rising household savings, growing mutual fund participation and increasing wealth among Indian families keep widening the market for wealth and fund services firms. The main drivers are as follows. Household savings. More savings flow into market products. Wealth demand. Affluent families seek managed solutions. Fund services. Rising folios lift registry work. 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Its asset management arm has been building a strong track record across equity and passive funds.\"}},{\"@type\":\"Question\",\"name\":\"How has Anand Rathi Wealth performed financially?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"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. 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Its newer businesses in insurance repository services and payments add to the base.\"}},{\"@type\":\"Question\",\"name\":\"What risks should investors check before buying wealth management and fund services stocks?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"Investors should check a few risks before buying wealth management and fund services stocks. Market activity. Fee income follows trading and investor activity. Fund flows. Assets under management follow investor flows. Valuation levels. Some of these companies trade at high earnings multiples, so growth must continue to justify them. 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Compare price, valuation, return on equity and revenue growth as of 27 October 2026.<\/p>\n","protected":false},"author":38,"featured_media":330440,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[845],"tags":[15458,3803,16698,14666,17244,10583,17243,17242],"class_list":["post-330441","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-best-stocks","tag-anand-rathi-wealth","tag-best-stocks","tag-broking","tag-computer-age-management-services","tag-fund-registry-and-wealth-platform-stocks","tag-motilal-oswal-financial-services","tag-wealth-and-mutual-fund-registrar-shares","tag-wealth-management-and-fund-services-stocks"],"metadata":{"rank_math_internal_links_processed":["1"],"_thumbnail_id":["330440"],"rank_math_title":["Wealth Management and Fund Services Stocks"],"rank_math_description":["Compare 3 wealth management and fund services stocks with a strong future roadmap on CMP, market cap, P\/E, ROE and revenue growth. 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