{"id":334931,"date":"2026-11-02T14:48:21","date_gmt":"2026-11-02T09:18:21","guid":{"rendered":"https:\/\/univest.in\/blogs-2\/?p=334931"},"modified":"2026-11-02T14:48:21","modified_gmt":"2026-11-02T09:18:21","slug":"wealth-advisory-firm-banking-software-products-company-and-wealth-and-broking-firm-stocks-roadmap-crestline-list","status":"publish","type":"post","link":"https:\/\/univest.in\/blogs-2\/wealth-advisory-firm-banking-software-products-company-and-wealth-and-broking-firm-stocks-roadmap-crestline-list\/","title":{"rendered":"3 Wealth Advisory Firm, Banking Software Products Company and Wealth and Broking Firm Stocks With a Strong Future Roadmap: Anand Rathi Wealth, Oracle Financial Services Software and Nuvama Wealth Management"},"content":{"rendered":"<p style=\"border-left:4px solid #1F4E84;background:#EBF3FB;padding:10px 16px;font-style:italic;\"><em>Anand Rathi Wealth, Oracle Financial Services Software and Nuvama Wealth Management: ROE of 25.3% to 35.4% and FY22 to FY26 revenue CAGR of 10.4% to 31.0%. Prices as of 30 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:#1F4E84;font-size:14px;\"><strong>Quick Answer<\/strong><\/p>\n<p style=\"margin:8px 0 0;\">The three wealth manager, bank software and broker stocks to watch are Anand Rathi Wealth, Oracle Financial Services Software and Nuvama Wealth Management. Their return on equity ranges from 25.3% to 35.4%, and their revenue compound annual growth from FY22 to FY26 ranges from 10.4% 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 30 October 2026 close, and this article is educational, not investment advice.<\/p>\n<\/div>\n<p>Wealth manager, bank software and broker stocks bring together companies with a visible plan for the years ahead. Anand Rathi Wealth, Oracle Financial Services Software and Nuvama Wealth Management cover a wealth management services provider, a banking software products company and a wealth and broking firm.<\/p>\n<p>This list covers three wealth manager, bank software and broker stocks with complete current figures: Anand Rathi Wealth, Oracle Financial Services Software and Nuvama Wealth Management. Every figure comes from the latest reported financials and the 30 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=wealth-advisory-firm-banking-software-products-company-and-wealth-and-broking-firm-stocks-roadmap-crestline-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\/wealth-advisory-firm-banking-software-products-company-and-wealth-and-broking-firm-stocks-roadmap-crestline-list\/#What_Are_Wealth_Manager_Bank_Software_and_Broker_Stocks\" title=\"What Are Wealth Manager, Bank Software and Broker Stocks?\">What Are Wealth Manager, Bank Software and Broker 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\/wealth-advisory-firm-banking-software-products-company-and-wealth-and-broking-firm-stocks-roadmap-crestline-list\/#Wealth_Manager_Bank_Software_and_Broker_Stocks_at_a_Glance\" title=\"Wealth Manager, Bank Software and Broker Stocks at a Glance\">Wealth Manager, Bank Software and Broker 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\/wealth-advisory-firm-banking-software-products-company-and-wealth-and-broking-firm-stocks-roadmap-crestline-list\/#Why_Do_Wealth_Manager_Bank_Software_and_Broker_Stocks_Have_a_Strong_Roadmap_in_India\" title=\"Why Do Wealth Manager, Bank Software and Broker Stocks Have a Strong Roadmap in India?\">Why Do Wealth Manager, Bank Software and Broker 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\/wealth-advisory-firm-banking-software-products-company-and-wealth-and-broking-firm-stocks-roadmap-crestline-list\/#Why_Anand_Rathi_Wealth_Features_Among_These_Wealth_Manager_Bank_Software_and_Broker_Stocks\" title=\"Why Anand Rathi Wealth Features Among These Wealth Manager, Bank Software and Broker Stocks\">Why Anand Rathi Wealth Features Among These Wealth Manager, Bank Software and Broker 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\/wealth-advisory-firm-banking-software-products-company-and-wealth-and-broking-firm-stocks-roadmap-crestline-list\/#Why_Oracle_Financial_Services_Software_Features_Among_These_Wealth_Manager_Bank_Software_and_Broker_Stocks\" title=\"Why Oracle Financial Services Software Features Among These Wealth Manager, Bank Software and Broker Stocks\">Why Oracle Financial Services Software Features Among These Wealth Manager, Bank Software and Broker 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\/wealth-advisory-firm-banking-software-products-company-and-wealth-and-broking-firm-stocks-roadmap-crestline-list\/#Why_Nuvama_Wealth_Management_Features_Among_These_Wealth_Manager_Bank_Software_and_Broker_Stocks\" title=\"Why Nuvama Wealth Management Features Among These Wealth Manager, Bank Software and Broker Stocks\">Why Nuvama Wealth Management Features Among These Wealth Manager, Bank Software and Broker 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\/wealth-advisory-firm-banking-software-products-company-and-wealth-and-broking-firm-stocks-roadmap-crestline-list\/#Anand_Rathi_Wealth_vs_Oracle_Financial_Services_Software_vs_Nuvama_Wealth_Management_on_Key_Financials\" title=\"Anand Rathi Wealth vs Oracle Financial Services Software vs Nuvama Wealth Management on Key Financials\">Anand Rathi Wealth vs Oracle Financial Services Software vs Nuvama Wealth Management 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\/wealth-advisory-firm-banking-software-products-company-and-wealth-and-broking-firm-stocks-roadmap-crestline-list\/#Key_Risks_to_Check_Before_Investing_in_Wealth_Manager_Bank_Software_and_Broker_Stocks\" title=\"Key Risks to Check Before Investing in Wealth Manager, Bank Software and Broker Stocks\">Key Risks to Check Before Investing in Wealth Manager, Bank Software and Broker 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\/wealth-advisory-firm-banking-software-products-company-and-wealth-and-broking-firm-stocks-roadmap-crestline-list\/#Final_Thoughts_on_Wealth_Manager_Bank_Software_and_Broker_Stocks\" title=\"Final Thoughts on Wealth Manager, Bank Software and Broker Stocks\">Final Thoughts on Wealth Manager, Bank Software and Broker 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\/wealth-advisory-firm-banking-software-products-company-and-wealth-and-broking-firm-stocks-roadmap-crestline-list\/#What_are_wealth_manager_bank_software_and_broker_stocks\" title=\"What are wealth manager, bank software and broker stocks?\">What are wealth manager, bank software and broker 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\/wealth-advisory-firm-banking-software-products-company-and-wealth-and-broking-firm-stocks-roadmap-crestline-list\/#Which_wealth_manager_bank_software_and_broker_stocks_are_covered_in_this_list\" title=\"Which wealth manager, bank software and broker stocks are covered in this list?\">Which wealth manager, bank software and broker 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\/wealth-advisory-firm-banking-software-products-company-and-wealth-and-broking-firm-stocks-roadmap-crestline-list\/#Why_do_wealth_manager_bank_software_and_broker_stocks_have_a_strong_future_roadmap_in_India\" title=\"Why do wealth manager, bank software and broker stocks have a strong future roadmap in India?\">Why do wealth manager, bank software and broker 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\/wealth-advisory-firm-banking-software-products-company-and-wealth-and-broking-firm-stocks-roadmap-crestline-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-14\" href=\"https:\/\/univest.in\/blogs-2\/wealth-advisory-firm-banking-software-products-company-and-wealth-and-broking-firm-stocks-roadmap-crestline-list\/#How_has_Oracle_Financial_Services_Software_performed_financially\" title=\"How has Oracle Financial Services Software performed financially?\">How has Oracle Financial Services Software 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\/wealth-advisory-firm-banking-software-products-company-and-wealth-and-broking-firm-stocks-roadmap-crestline-list\/#How_has_Nuvama_Wealth_Management_performed_financially\" title=\"How has Nuvama Wealth Management performed financially?\">How has Nuvama Wealth Management 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\/wealth-advisory-firm-banking-software-products-company-and-wealth-and-broking-firm-stocks-roadmap-crestline-list\/#What_risks_should_investors_check_before_buying_wealth_manager_bank_software_and_broker_stocks\" title=\"What risks should investors check before buying wealth manager, bank software and broker stocks?\">What risks should investors check before buying wealth manager, bank software and broker 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\/wealth-advisory-firm-banking-software-products-company-and-wealth-and-broking-firm-stocks-roadmap-crestline-list\/#Is_this_list_of_wealth_manager_bank_software_and_broker_stocks_investment_advice\" title=\"Is this list of wealth manager, bank software and broker stocks investment advice?\">Is this list of wealth manager, bank software and broker stocks investment advice?<\/a><\/li><\/ul><\/li><\/ul><\/nav><\/div>\n<h2><span class=\"ez-toc-section\" id=\"What_Are_Wealth_Manager_Bank_Software_and_Broker_Stocks\"><\/span><strong>What Are Wealth Manager, Bank Software and Broker Stocks?<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Wealth manager, bank software and broker stocks are listed companies that advise affluent and high net worth families, build core banking, lending and risk software, and offer wealth, asset management and broking services. Their earnings depend on assets managed, technology budgets and trading activity.<\/p>\n<h2><span class=\"ez-toc-section\" id=\"Wealth_Manager_Bank_Software_and_Broker_Stocks_at_a_Glance\"><\/span><strong>Wealth Manager, Bank Software and Broker 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\/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;\">2,252<\/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\/ofss\/oracle-financial-services-software-ltd-share-price-today\">Oracle Financial Services Software<\/a><\/td>\n<td style=\"border:1px solid #DDDDDD;padding:8px 10px;text-align:left;\">9,995<\/td>\n<td style=\"border:1px solid #DDDDDD;padding:8px 10px;text-align:left;\">86,056<\/td>\n<td style=\"border:1px solid #DDDDDD;padding:8px 10px;text-align:left;\">25.2<\/td>\n<td style=\"border:1px solid #DDDDDD;padding:8px 10px;text-align:left;\">17.9<\/td>\n<td style=\"border:1px solid #DDDDDD;padding:8px 10px;text-align:left;\">33.7<\/td>\n<td style=\"border:1px solid #DDDDDD;padding:8px 10px;text-align:left;\">0.00<\/td>\n<\/tr>\n<tr>\n<td style=\"border:1px solid #DDDDDD;padding:8px 10px;text-align:left;\"><a href=\"https:\/\/univest.in\/stocks\/nuvama\/nuvama-wealth-management-ltd-share-price-today\">Nuvama Wealth Management<\/a><\/td>\n<td style=\"border:1px solid #DDDDDD;padding:8px 10px;text-align:left;\">1,736<\/td>\n<td style=\"border:1px solid #DDDDDD;padding:8px 10px;text-align:left;\">31,151<\/td>\n<td style=\"border:1px solid #DDDDDD;padding:8px 10px;text-align:left;\">28.8<\/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;\">25.3<\/td>\n<td style=\"border:1px solid #DDDDDD;padding:8px 10px;text-align:left;\">2.80<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/div>\n<p>On valuation, Nuvama Wealth Management trades at a P\/E below the industry P\/E, while Anand Rathi Wealth and Oracle Financial Services Software trade above it, which reflects the growth the market already expects. Readers comparing wealth manager, bank software and broker 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_Wealth_Manager_Bank_Software_and_Broker_Stocks_Have_a_Strong_Roadmap_in_India\"><\/span><strong>Why Do Wealth Manager, Bank Software and Broker Stocks Have a Strong Roadmap in India?<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Wealth manager, bank software and broker stocks have a strong roadmap in India because rising household wealth, growing investor participation and banks upgrading their systems keep widening the market for these financial and technology companies.<\/p>\n<ul>\n<li><strong>Wealth growth.<\/strong> Affluent families seek managed solutions.<\/li>\n<li><strong>Bank technology.<\/strong> Lenders upgrade core systems.<\/li>\n<li><strong>Investor growth.<\/strong> More people invest each year.<\/li>\n<\/ul>\n<h2><span class=\"ez-toc-section\" id=\"Why_Anand_Rathi_Wealth_Features_Among_These_Wealth_Manager_Bank_Software_and_Broker_Stocks\"><\/span><strong>Why Anand Rathi Wealth Features Among These Wealth Manager, Bank Software and Broker Stocks<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Among the wealth manager, bank software and broker stocks 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>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>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><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_Oracle_Financial_Services_Software_Features_Among_These_Wealth_Manager_Bank_Software_and_Broker_Stocks\"><\/span><strong>Why Oracle Financial Services Software Features Among These Wealth Manager, Bank Software and Broker Stocks<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Among the affluent investor shares on this list, Oracle Financial Services Software develops banking software products such as core banking, lending and risk platforms and also provides related services and support to banks and financial institutions around the world.<\/p>\n<p>Revenue rose from Rs 5,356 crore in FY22 to Rs 7,943 crore in FY26, a compound annual growth rate of 10.4%. Net profit grew from Rs 1,889 crore in FY22 to Rs 2,639 crore in FY26, which works out to a compound annual growth rate of 8.7%.<\/p>\n<p>The company has a return on equity of 33.7%, a debt to equity ratio of 0.00 and a market capitalisation of Rs 86,056 crore. The stock trades at a P\/E of 25.2, above the industry P\/E of 17.9.<\/p>\n<p><strong>Roadmap:<\/strong> The company is helping banks move to modern platforms and cloud deployments, which creates demand for its products. Recurring licence and maintenance income supports earnings visibility.<\/p>\n<p><strong>What to watch:<\/strong> Follow product licence wins, cloud adoption by banking clients and the pace of new deals.<\/p>\n<h2><span class=\"ez-toc-section\" id=\"Why_Nuvama_Wealth_Management_Features_Among_These_Wealth_Manager_Bank_Software_and_Broker_Stocks\"><\/span><strong>Why Nuvama Wealth Management Features Among These Wealth Manager, Bank Software and Broker Stocks<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Among the three companies on this list, Nuvama Wealth Management is a Mumbai-based financial services company with businesses in wealth management, asset services, asset management and capital markets for individuals and institutions.<\/p>\n<p>The company has a return on equity of 25.3%, a debt to equity ratio of 2.80 and a market capitalisation of Rs 31,151 crore. The stock trades at a P\/E of 28.8, below the industry P\/E of 31.0.<\/p>\n<p>Revenue rose from Rs 1,784 crore in FY22 to Rs 4,650 crore in FY26, a compound annual growth rate of 27.1%. Net profit grew from Rs 305 crore in FY23 to Rs 1,040 crore in FY26, which works out to a compound annual growth rate of 50.5%. In the June 2026 quarter, revenue grew 22.9% year on year to Rs 1,382 crore, while net profit rose 15.8% to Rs 306 crore.<\/p>\n<p><strong>Roadmap:<\/strong> The company is growing client assets in wealth management and widening its services for institutions and private clients. Higher market participation and rising household wealth support its fee income.<\/p>\n<p><strong>What to watch:<\/strong> Track client assets, market activity and growth in asset services.<\/p>\n<h2><span class=\"ez-toc-section\" id=\"Anand_Rathi_Wealth_vs_Oracle_Financial_Services_Software_vs_Nuvama_Wealth_Management_on_Key_Financials\"><\/span><strong>Anand Rathi Wealth vs Oracle Financial Services Software vs Nuvama Wealth Management on Key Financials<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>The table below sets the three wealth manager, bank software and broker 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;\">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;\">Oracle Financial Services Software<\/td>\n<td style=\"border:1px solid #DDDDDD;padding:8px 10px;text-align:left;\">5,356<\/td>\n<td style=\"border:1px solid #DDDDDD;padding:8px 10px;text-align:left;\">7,943<\/td>\n<td style=\"border:1px solid #DDDDDD;padding:8px 10px;text-align:left;\">10.4%<\/td>\n<td style=\"border:1px solid #DDDDDD;padding:8px 10px;text-align:left;\">2,639<\/td>\n<td style=\"border:1px solid #DDDDDD;padding:8px 10px;text-align:left;\">33.2%<\/td>\n<\/tr>\n<tr>\n<td style=\"border:1px solid #DDDDDD;padding:8px 10px;text-align:left;\">Nuvama Wealth Management<\/td>\n<td style=\"border:1px solid #DDDDDD;padding:8px 10px;text-align:left;\">1,784<\/td>\n<td style=\"border:1px solid #DDDDDD;padding:8px 10px;text-align:left;\">4,650<\/td>\n<td style=\"border:1px solid #DDDDDD;padding:8px 10px;text-align:left;\">27.1%<\/td>\n<td style=\"border:1px solid #DDDDDD;padding:8px 10px;text-align:left;\">1,040<\/td>\n<td style=\"border:1px solid #DDDDDD;padding:8px 10px;text-align:left;\">22.4%<\/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%. Oracle Financial Services Software has the largest FY26 revenue at Rs 7,943 crore, and Anand Rathi Wealth shows the fastest revenue growth with a 31.0% compound annual rate. A useful habit with wealth manager, bank software and broker 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_Manager_Bank_Software_and_Broker_Stocks\"><\/span><strong>Key Risks to Check Before Investing in Wealth Manager, Bank Software and Broker 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 manager, bank software and broker stocks, the main points are: Long-term affluent investor 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 volumes and investor participation.<\/li>\n<li><strong>Client spending.<\/strong> Technology budgets can vary with global conditions.<\/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 manager, bank software and broker 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_Manager_Bank_Software_and_Broker_Stocks\"><\/span><strong>Final Thoughts on Wealth Manager, Bank Software and Broker Stocks<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Wealth manager, bank software and broker stocks suit investors who prefer to study business strength before price moves. Anand Rathi Wealth, Oracle Financial Services Software and Nuvama Wealth Management each have a clear plan to grow. Based on the 30 October 2026 close, Anand Rathi Wealth trades at Rs 2,252, Oracle Financial Services Software at Rs 9,995 and Nuvama Wealth Management at Rs 1,736. 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 manager, bank software and broker 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 manager, bank software and broker 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_manager_bank_software_and_broker_stocks\"><\/span><strong>What are wealth manager, bank software and broker stocks?<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><strong>Ans.<\/strong> Wealth manager, bank software and broker stocks are listed companies that advise affluent and high net worth families, build core banking, lending and risk software, and offer wealth, asset management and broking services. Their earnings depend on assets managed, technology budgets and trading activity. This list looks at three of them, Anand Rathi Wealth, Oracle Financial Services Software and Nuvama Wealth Management, using reported FY22 to FY26 financials and the 30 October 2026 closing prices.<\/p>\n<h3><span class=\"ez-toc-section\" id=\"Which_wealth_manager_bank_software_and_broker_stocks_are_covered_in_this_list\"><\/span><strong>Which wealth manager, bank software and broker stocks are covered in this list?<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><strong>Ans.<\/strong> This list covers Anand Rathi Wealth, Oracle Financial Services Software and Nuvama Wealth Management. Based on the 30 October 2026 close, Anand Rathi Wealth traded at Rs 2,252, Oracle Financial Services Software at Rs 9,995 and Nuvama Wealth Management at Rs 1,736. Their return on equity ranges from 25.3% to 35.4%, and their revenue compound annual growth from FY22 to FY26 ranges from 10.4% to 31.0%.<\/p>\n<h3><span class=\"ez-toc-section\" id=\"Why_do_wealth_manager_bank_software_and_broker_stocks_have_a_strong_future_roadmap_in_India\"><\/span><strong>Why do wealth manager, bank software and broker stocks have a strong future roadmap in India?<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><strong>Ans.<\/strong> Wealth manager, bank software and broker stocks have a strong roadmap in India because rising household wealth, growing investor participation and banks upgrading their systems keep widening the market for these financial and technology companies. The main drivers are as follows. Wealth growth. Affluent families seek managed solutions. Bank technology. Lenders upgrade core systems. Investor growth. More people invest each year. 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_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_Oracle_Financial_Services_Software_performed_financially\"><\/span><strong>How has Oracle Financial Services Software performed financially?<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><strong>Ans.<\/strong> Revenue rose from Rs 5,356 crore in FY22 to Rs 7,943 crore in FY26, a compound annual growth rate of 10.4%. Net profit grew from Rs 1,889 crore in FY22 to Rs 2,639 crore in FY26, which works out to a compound annual growth rate of 8.7%. The company has a return on equity of 33.7%, a debt to equity ratio of 0.00 and a market capitalisation of Rs 86,056 crore. The stock trades at a P\/E of 25.2, above the industry P\/E of 17.9. Looking ahead, the company is helping banks move to modern platforms and cloud deployments, which creates demand for its products. Recurring licence and maintenance income supports earnings visibility.<\/p>\n<h3><span class=\"ez-toc-section\" id=\"How_has_Nuvama_Wealth_Management_performed_financially\"><\/span><strong>How has Nuvama Wealth Management performed financially?<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><strong>Ans.<\/strong> Revenue rose from Rs 1,784 crore in FY22 to Rs 4,650 crore in FY26, a compound annual growth rate of 27.1%. Net profit grew from Rs 305 crore in FY23 to Rs 1,040 crore in FY26, which works out to a compound annual growth rate of 50.5%. In the June 2026 quarter, revenue grew 22.9% year on year to Rs 1,382 crore, while net profit rose 15.8% to Rs 306 crore. The company has a return on equity of 25.3%, a debt to equity ratio of 2.80 and a market capitalisation of Rs 31,151 crore. The stock trades at a P\/E of 28.8, below the industry P\/E of 31.0. Looking ahead, the company is growing client assets in wealth management and widening its services for institutions and private clients. Higher market participation and rising household wealth support its fee income.<\/p>\n<h3><span class=\"ez-toc-section\" id=\"What_risks_should_investors_check_before_buying_wealth_manager_bank_software_and_broker_stocks\"><\/span><strong>What risks should investors check before buying wealth manager, bank software and broker stocks?<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><strong>Ans.<\/strong> Investors should check a few risks before buying wealth manager, bank software and broker stocks. Market activity. Fee income follows trading volumes and investor participation. Client spending. Technology budgets can vary with global conditions. 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_manager_bank_software_and_broker_stocks_investment_advice\"><\/span><strong>Is this list of wealth manager, bank software and broker 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 30 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 manager, bank software and broker stocks?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"Wealth manager, bank software and broker stocks are listed companies that advise affluent and high net worth families, build core banking, lending and risk software, and offer wealth, asset management and broking services. Their earnings depend on assets managed, technology budgets and trading activity. This list looks at three of them, Anand Rathi Wealth, Oracle Financial Services Software and Nuvama Wealth Management, using reported FY22 to FY26 financials and the 30 October 2026 closing prices.\"}},{\"@type\":\"Question\",\"name\":\"Which wealth manager, bank software and broker stocks are covered in this list?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"This list covers Anand Rathi Wealth, Oracle Financial Services Software and Nuvama Wealth Management. Based on the 30 October 2026 close, Anand Rathi Wealth traded at Rs 2,252, Oracle Financial Services Software at Rs 9,995 and Nuvama Wealth Management at Rs 1,736. Their return on equity ranges from 25.3% to 35.4%, and their revenue compound annual growth from FY22 to FY26 ranges from 10.4% to 31.0%.\"}},{\"@type\":\"Question\",\"name\":\"Why do wealth manager, bank software and broker stocks have a strong future roadmap in India?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"Wealth manager, bank software and broker stocks have a strong roadmap in India because rising household wealth, growing investor participation and banks upgrading their systems keep widening the market for these financial and technology companies. The main drivers are as follows. Wealth growth. Affluent families seek managed solutions. Bank technology. Lenders upgrade core systems. Investor growth. More people invest each year. 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Compare price, valuation, return on equity and revenue growth as of 30 October 2026.<\/p>\n","protected":false},"author":35,"featured_media":334930,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[845],"tags":[19186,15458,19185,3803,10584,15391,19187,12350],"class_list":["post-334931","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-best-stocks","tag-affluent-investor-shares","tag-anand-rathi-wealth","tag-bank-software-and-broker-stocks","tag-best-stocks","tag-nuvama-wealth-management","tag-oracle-financial-services-software","tag-wealth-and-finance-stocks","tag-wealth-manager"],"metadata":{"rank_math_internal_links_processed":["1"],"_thumbnail_id":["334930"],"rank_math_title":["Wealth Manager, Banking Software and Broker Stocks"],"rank_math_description":["Compare 3 wealth manager, bank software and broker stocks with a strong future roadmap on CMP, market cap, P\/E, ROE and revenue growth. 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