Tipsheet
What matters at India’s listed companies
Notes / Sector

Asset Management

27 recent notes from companies in this sector. 9 companies tracked.

Anchor companies · by market cap
Recent activity
Wed · 15 Jul
6
Asset Management

HDFC AMC's first AIF approved; alternatives AUM more than doubles

Q1 FY27 concall: 13% AUM growth, alternatives platform scales to ₹148B, first AIF approved. Margin guidance held at 33-35 bps, but debt redemptions persist.

HDFCAMC Mega cap 7:28 PM
5
Earnings · Asset Management

HDFC AMC posts 12% profit jump in Q1, revenue up 13.5%

Standalone net profit of ₹838.36 cr versus ₹747.92 cr a year ago. Cybersecurity incident had no material impact. Final dividend of ₹54 per share paid.

HDFCAMC Mega cap 3:05 PM
6
Earnings · Asset Management

Anand Rathi Q1 transcript confirms known numbers, no surprises

The earnings call transcript adds no material information beyond the results and guidance already disclosed earlier in the day. Management reiterated 20-25% growth and the MF sponsorship plan.

ANANDRATHI Large cap 11:22 AM
Tue · 14 Jul
5
Earnings · Asset Management

Anand Rathi Q1 profit before charge surges 71% on revenue up 22%

Strong core performance from Anand Rathi Share and Stock Brokers, but a ₹210 million DP fraud compensation charge cut net profit to ₹234 million. The press release confirms figures already known from the board meeting.

ARSSBL Small cap 7:52 PM
5
Earnings · Asset Management

Anand Rathi board makes NCD raise, fraud charge official

The board approved ₹209.96 mn exceptional charge for DP fraud and ₹500 cr NCD plan, but both were already announced. No new information alters the thesis.

ARSSBL Small cap 7:17 PM
5
Earnings · Asset Management

Anand Rathi board confirms known plans for fraud charge, debt raise

The board meeting outcome adds nothing new beyond what was already communicated via press release and exchange intimations.

ARSSBL Small cap 6:56 PM
5
Earnings · Asset Management

Anand Rathi's June profit hit by ₹21 cr DP fraud charge

Revenue rose 22% and EBITDA 30%, but a ₹210 mn compensation for a DP fraud cut net profit to ₹234 mn. The company is also raising ₹500 cr via NCDs.

ARSSBL Small cap 6:37 PM
5
Earnings · Asset Management

Anand Rathi Q1 PAT ₹235 mn after ₹209.96 mn fraud charge

Board also clears ₹500 cr NCD raise, RPT shareholder vote, and Dubai subsidiary plan.

ARSSBL Small cap 6:26 PM
Mon · 13 Jul
5
Earnings · Asset Management

ICICI AMC adds 70% of new investors; equity AUM up 20%

Q1 concal reveals high market share in net customer adds, expense run-rate of ₹200 cr/quarter, and a product pipeline including lifecycle and contra funds.

ICICIAMC Mega cap 7:30 PM
5
Earnings · Asset Management

ICICI Prudential AMC Q1 PAT up 23% at ₹965 cr

PAT grew 23% to ₹965 crore, in line with expectations. The AIF acquisition from ICICI Venture expands into alternatives but near-term impact is small.

ICICIAMC Mega cap 4:33 PM
5
Earnings · Asset Management

ICICI Prudential AMC Q1 profit up 23% to ₹965 cr

Profit after tax rose to ₹965 crore from ₹783.6 crore a year ago; board clears ₹12.4/share final dividend and completes acquisition of ICICI Venture AIF rights.

ICICIAMC Mega cap 4:26 PM
Fri · 10 Jul
6
Concalls · Asset Management

Anand Rathi sees sustained 20-25% growth, MF share hits 2.47%

Management reiterated full-year guidance while detailing a surge in mutual fund distribution market share and progress on the AMC licence.

ANANDRATHI Large cap 3:24 PM
Thu · 09 Jul
6
Earnings · Asset Management

Anand Rathi AUM tops ₹1 lakh cr, Q1 profit up 24%

Wealth manager posts ₹116 cr PAT on ₹336 cr revenue; clocks 24-25% of full-year guidance in first quarter.

ANANDRATHI Large cap 5:47 PM
6
Earnings · Asset Management

Anand Rathi profit jumps 74%, board bets on mutual fund foray

Q1 net profit ₹163 cr on revenue ₹322 cr; board to seek SEBI approval to sponsor a mutual fund, marking a diversification into asset management.

ANANDRATHI Large cap 5:26 PM
8
Asset Management

Anand Rathi looks to raise ₹500 cr via NCDs, its biggest debt move yet

First large-scale NCD issuance at ~14% of market cap; board to decide July 14 on private placement of rated or unrated, secured or unsecured debentures in tranches.

ARSSBL Small cap 10:56 AM
Wed · 01 Jul
7
Asset Management

Nisus Finance parks ₹70 cr in Bengaluru residential projects

The fund investment, roughly 14% of market cap, expands its structured credit play in mid-income housing.

NISUS Micro cap 6:31 PM
Tue · 30 Jun
5
Asset Management

Shriram AMC loses senior fund manager Deepak Ramaraju

The resignation is personal and amicable, but for a ₹485 cr asset manager, any senior investment team departure bears watching.

SRAMSET Micro cap 6:44 PM
Sat · 20 Jun
6
Asset Management

Vedant Asset builds a fintech app for rural mutual fund investors

A ₹16 crore nano-cap asset manager aims to bring first-time rural investors onto a mobile platform. The announcement is short on finances, long on ambition.

VEDANTASSET Micro cap 6:42 PM
Wed · 10 Jun
7
Credit · Asset Management

Anand Rathi promoter pledge jumped. A broker error hid the increase for weeks.

A corrected filing reveals the May 21 disclosure was wrong. The promoter's encumbrance ratio is 26.75%, not the previously reported 23.36%.

ANANDRATHI Large cap 10:47 AM
8
Asset Management

Nuvama gets final SEBI nod to launch a mutual fund

The wealth manager can now sell mutual funds to its 1.3-million-strong client base, capturing fees it currently leaves on the table.

NUVAMA Large cap 8:23 AM
Wed · 03 Jun
5
Earnings · Asset Management

Nisus transcript confirms shift to fund management, adds no new numbers

The Q4 FY26 earnings call transcript is a compliance record of a discussion already digested by the market. It details the NCCCL acquisition and new Neon Fund product launch.

NISUS Micro cap 12:49 PM
Tue · 02 Jun
7
Asset Management

Anand Rathi promoter sells ₹506 cr of stock, cuts stake by 1.74%

Anand Rathi Financial Services offloaded 14.46 lakh shares via open-market trades on May 29. The sale comes after recent pledge reorganisations by the same promoter entity.

ANANDRATHI Large cap 5:39 PM
Wed · 27 May
6
Concalls · Asset Management

Nisus ended FY26 with ₹2,631 cr AUM, far short of its ₹4,000 cr target.

Management could attribute only ₹800 crore of the shortfall to deferred pipelines. The rest remains unexplained.

NISUS Micro cap 5:45 PM
Tue · 26 May
6
Earnings · Asset Management

Nisus Finance core revenue doubles to ₹141 crore in FY26

The company's assets under management climbed 67% to ₹2,631 crore, while consolidated profit reached ₹83.08 crore. The results show rapid scaling for the nano-cap firm.

NISUS Micro cap 8:25 PM
5
Earnings · Asset Management

Nisus Finance reports ₹70.34 cr consolidated profit for FY26

The nano-cap firm posted audited results in line with prior disclosures, alongside plans for an SM REIT and updates on debt reduction.

NISUS Micro cap 8:22 PM
6
Earnings · Asset Management

Nisus Finance profit jumps as construction subsidiary consolidation kicks in

Consolidated profit more than doubled to ₹70.35 crore after the company acquired a 54% stake in New Consolidated Construction Company.

NISUS Micro cap 8:11 PM
Fri · 22 May
7
Regulatory · Asset Management

360 ONE lands SEBI nod for GIFT City offshore fund operations

The asset manager can now offer fund management and advisory services from Gujarat's international finance hub through a new IFSC subsidiary.

360ONE Large cap 11:45 AM