Anand Rathi Wealth Ltd. benchmarking: Performance to industry peers

Financial

	Anand Rathi Wealth	360 One Wam	Nuvama Wealth Mgmnt.
Operational Metrics
Asset Management
AUM - Mutual Funds	59919.0 Crs	13132.56 Crs	n/a
NBFC
AUM - NBFC	106300.0 Crs	776755.0 Crs	n/a
Net Inflows - Quarterly	2743.0 Crs	n/a	n/a
Software Services
Active Clients	13941.0 .	n/a	n/a
Telecom
Blended Churn	0.09 %	n/a	n/a
Financials
5 yr Average ROE	38.33 %	18.18 %	27.65 %
5yr average Equity Multiplier	1.37	3.48	-4.55
5yr Average Asset Turnover Ratio	0.88	0.17	0.16
5yr Avg Net Profit Margin	31.7 %	30.32 %	14.25 %
Price to Book	34.51	4.61	8.25
P/E	74.07	35.91	32.66
5yr Avg Cash Conversion Cycle	12.42 Days	42.71 Days	153.93 Days
Inventory Days	0.0	0.0	116.54 Days
Days Receivable	12.42 Days	42.71 Days	58.65 Days
Days Payable	0.0	179.06 Days	0.0
5yr Average Interest Coverage Ratio	52.43	2.68	2.11
5yr Avg ROCE	47.88 %	17.56 %	19.18 %
5yr Avg Operating Profit Margin	42.49 %	53.59 %	42.4 %
5 yr average Debt to Equity	0.03	2.04	-3.26
5yr CAGR Net Profit	25.59 %	22.42 %	n/a
5yr Average Return on Assets	28.03 %	5.19 %	2.11 %
Shareholdings
Promoter Holding	41.37 %	6.24 %	53.98 %
Share Pledged by Promoters	13.83 %	0.0	62.8 %
Change in Promoter Holding (3 Yrs)	-7.37 %	-15.78 %	-2.21 %
Change in Mutual Fund Holding (3 Yrs)	-0.36 %	8.82 %	6.77 %

	Anand Rathi Wealth	360 One Wam	Nuvama Wealth Mgmnt.
Product Wise Break-Up	Product Wise Break-Up Financial Services 56.05 Mutual Funds 43.28 IT Enabled Services 0.67 Referral Fees 0 Advisory Fees 0	-	Product Wise Break-Up IT Enabled Services 0 Referral Fees 0 Financial Services 0 Mutual Funds 0 Advisory Fees 0 Others 100
Segment Break-Up	Segment Break-Up Financial Services 100.0 Asset Management 0 Wealth Management 0	Segment Break-Up Wealth Management 76.23 Financial Services 0 Asset Management 23.77	Segment Break-Up Wealth Management 60.22 Financial Services 0 Asset Management 1.9 Others 37.88
Location Wise Break-Up	Location Wise Break-Up India 100.0 Rest of the World 0 Singapore 0 Mauritius 0	Location Wise Break-Up Mauritius 0.1 Singapore 1.39 India 98.51 Rest of the World 0	-
Customer Segment	Customer Segment > 3 Year 82.0 0 to 3 Year 18.0	-	-
AUM Break-Up	AUM Break-Up Equity MF 51.0 Market Linked Debentures (MLDs) 28.0 Debt MF 5.0 Others 16.0	AUM Break-Up Market Linked Debentures (MLDs) 0 Debt MF 0 Equity MF 0 Others 100	-
Ticket Size	Ticket Size 5Crs to 50 Crs 50.0 >5Crs 28.9 50L - 5 Crs 21.0 Others 0.1	-	-