1. Total Revenue: 35% YoY growth to Rs. 47,957 Crs.
2. Profit Before Tax (PBT): 35% YoY growth to Rs. 149 Crs.
3. Profit After Tax (PAT): 34% YoY growth to Rs. 111 Crs.
4. Assets Under Management (AUM): 34% YoY growth to Rs. 47,957 Crs.
5. The Board of Directors declared an interim dividend of Rs. 5 per Equity Share of Face Value of Rs. 5 each (100% of FV).
6. Data-driven decision-making for wealth creation.
7. Standardized wealth solutions through Mutual Funds and Non-Principle Protected Structured Products.
8. Support for tax planning and estate planning using trusts and wills.
9. Presence across India, including tier II cities.
10. Representative office in Dubai.
11. Ranked among the top three non-bank sponsored mutual fund distributors in India.
12. Strong focus on HNIs with AUM above Rs. 50 Crores.
13. Sustainable long-term profitability.
14. Client-focused approach with discussion on investment principles and portfolio strategy.
15. Well-researched mutual fund selection and diversified structured products.
16. Ongoing monitoring and portfolio rebalancing.
17. Total Revenue: +34% to Rs. 352 Crs.
18. Profit Before Tax: +25% to Rs. 109 Crs.
19. PAT Margins: 31.0%.
20. 62% of clients associated for over 3 years, representing 79% of total AUM.
21. 40 Relationship Managers added in the last 12 months.
22. Consistent Y-o-Y growth in profit after tax.
23. Gross Commission growth of 25%.
24. Huge potential for growth in the mutual fund industry.
25. Leveraging technology to cater to the mass affluent segment.
26. Comprehensive solutions with mobile-led tech infrastructure.
27. Offering technology solutions to mutual fund distributors.
28. Co-branded mobile-first platform for MFDs and clients.
29. Actual results for H1 FY24 exceeded the guidance with a 56% achievement in revenue and 54% in profit after tax. Revised guidance set at Rs. 720 Cr for revenue and Rs. 220 Cr for profit after tax.