Anand Rathi Wealth Limited (ANANDRATHI) — Strategic Asset Allocation Index

Latest as of September 2023: 22.2%

Anand Rathi Wealth Limited (ANANDRATHI) has a Strategic Asset Allocation Index of 22.2% as of September 2023. Strategic assets (PP&E of Rs1.25 Billion plus long-term investments of Rs-) total Rs1.25 Billion, measured against net assets of Rs5.65 Billion. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See ANANDRATHI equity financing ratio to measure how much of total assets are equity-financed.

SAAI

22.2%
Strategic Assets / Net Assets

Strategic Assets

Rs1.25 Billion
PP&E + LT Investments

PP&E

Rs1.25 Billion
INR

Net Assets

Rs5.65 Billion
INR

Anand Rathi Wealth Limited Strategic Asset Allocation Index (2019–2022)

This chart shows how Anand Rathi Wealth Limited's Strategic Asset Allocation Index has evolved across 4 annual periods from 2019 to 2022. As of September 2023, the index stands at 22.2%, representing strategic assets of Rs1.25 Billion against net assets of Rs5.65 Billion INR. For live market cap and overall valuation, see ANANDRATHI market cap overview.

Annual Strategic Asset Allocation Index for Anand Rathi Wealth Limited (2019–2022)

The table below presents the year-by-year Strategic Asset Allocation Index for Anand Rathi Wealth Limited from 2019 to 2022, covering 4 annual filings. Each row shows PP&E, long-term investments, strategic assets combined, net assets, the index percentage, and the change in percentage points compared to the prior year. See ANANDRATHI net assets for net asset value and shareholders' equity analysis.

Year SAAI Strategic Assets (INR) PP&E LT Investments Net Assets Change (pp)
2022 26.4% Rs939.30 Million Rs939.30 Million Rs- Rs3.55 Billion ▼ -8.8 pp
2021 35.2% Rs891.17 Million Rs891.17 Million Rs- Rs2.53 Billion ▼ -15.2 pp
2020 50.4% Rs993.91 Million Rs993.91 Million Rs- Rs1.97 Billion ▲ +22.0 pp
2019 28.4% Rs387.61 Million Rs387.61 Million Rs- Rs1.36 Billion
pp = percentage points