Shareholding Pattern: Shareholding Pattern Anand Rathi Wealth Limited An Examination of Financial Performance for FY (Q4-Mar 2023-2024)

Shareholder Name	Previous Quater Quantity(In Crores)	Current Quater Quantity(In Crores)	Previous Quater Shares(in %)	Current Quater Shares(in %)	Quater to Quater Difference
Promoters	2.01	2.01	48.2	48.03	-0.17 %
Public	2.16	2.17	39.64	38.33	-1.31 %
DII	0.38	0.37	9.16	8.78	-0.38 %
FII	0.13	0.20	3	4.86	+1.86 %
Government	0	0	0	0	0

Promoters’ shareholding decreased from 48.2% in December 2023 to 48.03% in March 2024. This reduction indicates that the promoters’ control over Company has weakened during this period.The percentage of shares held by the public decreased from 39.64% in December 2023 to 38.33% in March 2024.This reduction indicates that the public’s stake in the company diminished during this period.Domestic Institutional Investor’s (DII) shareholding decreased slightly from 9.16% in December 2023 to 8.78% in March 2024 , indicating that domestic institutions reduced their -0.38 stake in the company.FIIs (Foreign Institutional Investors): There was a significant increase from 3% in December 2023 to 4.86% in March 2024. This suggests that foreign institutions grew their investments 1.86 in the company during the quarter.

Let’s look into the statistics of the investors, which could have contributed to the fluctuations in the shareholding pattern.

Shareholder Name	Previous Quarter Quantity (In crores)	Current Quarter Quantity (In crores)	Previous Quarter Shares (in %)	Current Quarter Shares (in %)	Quarter-to-Quarter Difference (%)
Anand Rathi	0.630	0.627	15.08	14.98	-0.1 %
Pradeep Kumar Gupta	0.185	0.185	4.44	4.43	-0.01 %
Priti Pradeep Gupta	0.111	0.111	2.67	2.66	-0.01 %
Pradeep Kumar Gupta Huf	0.075	0.075	1.8	1.79	-0.01 %
Anand Rathi Financial Services Limited	0.833	0.833	19.96	19.92	-0.04 %
Twelfth Tier Property Limited	0	0.018	0	0.43	+0.43%
Anand Rathi It Private	0	0.015	0	0.36	+0.36%
Twelfth Tier Property Limited (Formerly Known as Anandrathi Housing Finance Limited)	0.018	0	0.43	0	-0.43%
Anand Rathi It Private Limited	0.015	0	0.36	0	-0.36%

Anand Rathi faced a downturn in stakeholding this quarter, witnessing a decline of -0.1 % in stakeholding compared to the previous quarter.Pradeep Kumar Gupta faced a downturn in stakeholding this quarter, witnessing a decline of -0.01 % in stakeholding compared to the previous quarter.Priti Pradeep Gupta faced a downturn in stakeholding this quarter, witnessing a decline of -0.01 % in stakeholding compared to the previous quarter.Pradeep Kumar Gupta Huf faced a downturn in stakeholding this quarter, witnessing a decline of -0.01 % in stakeholding compared to the previous quarter.Anand Rathi Financial Services Limited faced a downturn in stakeholding this quarter, witnessing a decline of -0.04 % in stakeholding compared to the previous quarter.Twelfth Tier Property Limited had no shares in the previous quarter but now holds 0.43% of shares in the current quarter.Anand Rathi It Private had no shares in the previous quarter but now holds 0.36% of shares in the current quarter.Twelfth Tier Property Limited (Formerly Known as Anandrathi Housing Finance Limited) had 0.43% of shares in the previous quarter but exited in the current quarter.Anand Rathi It Private Limited had 0.36% of shares in the previous quarter but exited in the current quarter.

Shareholder Name	Previous Quarter Quantity (In Crores)	Current Quarter Quantity (In Crores)	Previous Quater Shares (in %)	Current Quater Shares (in %)	Quater-to-Quater Difference (%)
Directors and their relatives (excluding independent directors and nominee directors)	0.114	0.112	2.73	2.68	-0.05 %
Supriya Rathi	0.113	0.111	2.7	2.64	-0.06 %
Resident Individuals holding nominal share capital up to Rs. 2 lakhs	0.656	0.658	15.71	15.74	+ 0.03 %
Resident Individuals holding nominal share capital in excess of Rs. 2 lakhs	0.446	0.439	10.68	10.49	-0.19 %
Feroze Azeez	0.083	0.091	2	2.18	+ 0.18 %
Non Resident Indians (NRIs)	0.039	0.036	0.94	0.86	-0.08 %
Bodies Corporate	0.183	0.143	4.38	3.43	-0.95 %
Munix India Pvt	0	0.049	0	1.17	+1.17%
Any Other (specify)	0.216	0.214	5.18	5.13	-0.05 %
Independent Directors	0	0.000	0	0.01	+0.01%
HUF	0.017	0.015	0.4	0.37	-0.03 %
Rakesh Rawal – Rawal Family Trust	0.050	0.046	1.2	1.11	-0.09 %
Feroze Azeez – Azeez Family Trust	0.100	0.101	2.41	2.42	+ 0.01 %
Trusts	0.197	0.197	4.72	4.7	-0.02 %
Munix India Pvt Ltd	0.049	0	1.18	0	-1.18%
Echjay Industries Private Limited	0.063	0	1.52	0	-1.52%
Director or Director’s Relatives	0.000	0	0.01	0	-0.01%

Observations show a significant difference of -0.05 % in Directors and their relatives (excluding independent directors and nominee directors)’s financial performance between quarters.Observations show a significant difference of -0.06 % in Supriya Rathi’s financial performance between quarters.Leading the way to higher stakeholding, Resident Individuals holding nominal share capital up to Rs. 2 lakhs has significantly boosted stakeholding by an impressive 0.03 %.Observations show a significant difference of -0.19 % in Resident Individuals holding nominal share capital in excess of Rs. 2 lakhs’s financial performance between quarters.Leading the way to higher stakeholding, Feroze Azeez has significantly boosted stakeholding by an impressive 0.18 %.Observations show a significant difference of -0.08 % in Non Resident Indians (NRIs)’s financial performance between quarters.Observations show a significant difference of -0.95 % in Bodies Corporate’s financial performance between quarters.Observations show a significant difference of -0.05 % in Any Other (specify)’s financial performance between quarters.Observations show a significant difference of -0.03 % in HUF’s financial performance between quarters.Observations show a significant difference of -0.09 % in Rakesh Rawal – Rawal Family Trust’s financial performance between quarters.Leading the way to higher stakeholding, Feroze Azeez – Azeez Family Trust has significantly boosted stakeholding by an impressive 0.01 %.Observations show a significant difference of -0.02 % in Trusts’s financial performance between quarters.Munix India Pvt had no shares in the previous quarter but now holds 1.17% of shares in the current quarter.Independent Directors had no shares in the previous quarter but now holds 0.01% of shares in the current quarter.Munix India Pvt Ltd had 1.18% of shares in the previous quarter but exited in the current quarter.Echjay Industries Private Limited had 1.52% of shares in the previous quarter but exited in the current quarter.Director or Director’s Relatives had 0.01% of shares in the previous quarter but exited in the current quarter.

Shareholder Name	Previous Quarter Quantity (In Crores)	Current Quarter Quantity (In Crores)	Previous Quater Shares (in %)	Current Quater Shares (in %)	Quater-to-Quater Difference (%)
Mutual Funds/	0.376	0.364	9.02	8.71	-0.31 %
Invesco India Flexi Cap Fund	0.062	0.048	1.48	1.15	-0.33 %
Sbi Small Cap Fund	0.056	0.076	1.33	1.82	+ 0.49 %
Quant Mutual Fund – Quant Small Cap Fund	0.113	0.113	2.71	2.7	-0.01 %
Alternate Investment Funds	0.006	0.003	0.14	0.07	-0.07 %
Dsp Small Cap Fund	0.043	0	1.04	0	-1.04%

Mutual Funds/ decreased their stake from 8.71% in the previous quarter to 9.02% in the current quarter.It describes a decrease in stakes over consecutive quarters, specifically by -0.31 %.Invesco India Flexi Cap Fund decreased their stake from 1.15% in the previous quarter to 1.48% in the current quarter.It describes a decrease in stakes over consecutive quarters, specifically by -0.33 %.The latest quarter saw a considerable enhancement in stakeholding for Sbi Small Cap Fund, reflecting an uptick of 0.49 % in their shares.Quant Mutual Fund – Quant Small Cap Fund decreased their stake from 2.7% in the previous quarter to 2.71% in the current quarter.It describes a decrease in stakes over consecutive quarters, specifically by -0.01 %.Alternate Investment Funds decreased their stake from 0.07% in the previous quarter to 0.14% in the current quarter.It describes a decrease in stakes over consecutive quarters, specifically by -0.07 %.Dsp Small Cap Fund had 1.04% of shares in the previous quarter but exited in the current quarter.

Shareholder Name	Previous Quarter Quantity (In Crores)	Current Quarter Quantity (In Crores)	Previous Quater Shares (in %)	Current Quater Shares (in %)	Quater-to-Quater Difference (%)
Foreign Portfolio Investors Category I	0.115	0.193	2.77	4.6	+ 1.83 %
Foreign Portfolio Investors Category II	0.010	0.011	0.24	0.26	+ 0.02 %

During this past quarter, there was a noteworthy upswing in stakeholding for Foreign Portfolio Investors Category I, which experienced a significant increase of 1.83 % .During this past quarter, there was a noteworthy upswing in stakeholding for Foreign Portfolio Investors Category II, which experienced a significant increase of 0.02 % .