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Uti Asset Management Company Limited (utiamc) Launches Wealth 360 to Simplify Wealth Tracking

UTI AMC unveils Wealth 360, a unified dashboard for tracking investments across bank deposits, mutual funds, stocks, and more.

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Uti Asset Management Company Limited Utiamc Wealth 360 Launch

UTI Asset Management Company Limited (UTIAMC) has introduced Wealth 360, a new digital feature on the UTI MF App and website that enables users to securely view and track their overall wealth across multiple financial institutions through a single unified dashboard. As investors increasingly diversify across multiple financial products and platforms, tracking overall wealth has become more fragmented and time-consuming. Wealth 360 has been designed to simplify this experience by bringing together investments and deposits spread across banks, mutual funds, stock broking accounts, and other financial products into one place.

Unified Dashboard for Comprehensive Wealth Tracking

Available free of cost, the feature can be accessed by both existing and new users through the UTI MF App and website, without requiring any separate wealth tracking application. This feature has been enabled in collaboration with Finarkein through the Sahamati-led Account Aggregator ecosystem. The platform enables users to view and track a wide range of financial holdings including savings accounts, fixed deposits, recurring deposits, mutual fund investments, stocks, ETFs, and NPS holdings.

Secure and Consent-Based Data Sharing

Built on the RBI-regulated Account Aggregator framework, Wealth 360 enables secure and consent-based sharing of financial information between regulated financial institutions. Users remain fully in control of their data and can choose which accounts they want to link. Consent for fetching financial information remains valid for one year and can be revoked by the customer at any time. The encrypted information is visible only to the customer and is not accessible to UTI Mutual Fund.

Future-Oriented Digital Experience

Commenting on the launch, Mr. Vinay Lakhotia, Group President & Chief Financial Officer, UTI AMC, said, “Investors today do not limit themselves to one investment product, one bank account, or one financial institution. As wealth creation becomes more diversified, there is a growing need for a simple and reliable way to view one’s complete financial picture. Wealth 360 has been created to address this need by enabling users to access a consolidated view of their holdings through a trusted platform.”

Mutual Fund investments are subject to market risks, read all scheme related documents carefully.

Source: NSE Corporate Announcement

Fundamental & Technical Analysis of UTI Asset Management Company Limited

UTI Asset Management Company Limited belongs to the › sector. Here’s a quick read on where the business and the stock stand today.

UTIAMC
Financial Services › Asset Management
CONSOLIDATING DOWN
62
Fundamental
42
Technical
52
Overall

1W -0.32%
1M -4.03%
3M -6.99%
P/E: 24.4 Cap: Mid
AI-Powered Analysis • TradeAlone
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UTI falls 10.7% over three months and has not found a floor yet. 1 loss quarter(s) over five years signals earnings fragility — not chronic but worth noting. Margins at 23.8% are impressive but need to be sustained — any compression would be a red flag. The stock sits at 10% of its 52-week range, close to annual lows. Historically, value investors build positions at these levels — though cheap stocks can stay cheap. Revenue grows at 10.8% CAGR — a respectable pace. However, the stock drops 10.7% in three months without an obvious fundamental trigger. Sector-wide pressure or a valuation re-rating can persist for longer than expected. Therefore, there is no rush to step in. Check Fundamentals of UTI Asset Management Company Limited.

Asset Management

Hdfc Asset Management Company Limited (hdfamc) Q2 FY27 Earnings Presentation: AUM Grows 12.7% Qoq

HDFC Asset Management Company Limited (HDFAMC) reports Q2 FY27 earnings with AUM growing 12.7% QoQ, driven by strong equity-oriented performance.

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Hdfc Asset Management Company Limited Hdfcamc Q2 FY27 Earnings

HDFC Asset Management Company Limited (HDFAMC) unveiled its Q2 FY27 earnings, showcasing a robust performance with assets under management (AUM) growing 12.7% quarter-over-quarter. The focus keyword ‘HDFC Asset Management Company Limited HDFCAMC Q2 FY27 Earnings’ underscores the company’s strong financial health and market position. The total AUM reached ₹9,210 billion, driven by a significant increase in equity-oriented schemes.

Key Financial Highlights

The company’s total income stood at ₹12,398 million, with a profit after tax (PAT) of ₹7,499 million. The operating margin improved by 36 basis points to 43.5%. Notably, the equity-oriented AUM increased by 15% year-over-year, contributing to the overall growth.

Market Share and Distribution

HDFAMC maintained a strong market share, with 12.7% in actively managed equity-oriented AUM. The company’s distribution network expanded, with 17.7 million unique investors and 280 offices across India, including a representative office in Dubai.

Looking Ahead

As HDFC AMC moves forward, it continues to leverage its digital stack and multi-channel distribution network to drive growth and enhance investor engagement. The company’s strategic focus on digital transactions and personalized investor services positions it well for sustained success.

Source: NSE Corporate Announcement

Fundamental & Technical Analysis of HDFC Asset Management Company Limited

HDFC Asset Management Company Limited belongs to the › sector. Here’s a quick read on where the business and the stock stand today.

HDFCAMC
Financial Services › Asset Management
APPROACHING RESISTANCE
92
Fundamental
78
Technical
85
Overall

1W +7.57%
1M +0.25%
3M -8.91%
P/E: 35.2 Cap: Large
AI-Powered Analysis • TradeAlone
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HDFC holds in the upper half of its 52-week range, a sign the market backs the stock. Industry-leading margins of 61.8% reflect exceptional pricing power and operational efficiency. Revenue grows at 23.9% and profits at 26.2% CAGR. Both numbers are exceptional. The stock holds at 69% of its 52-week range with RSI at 53. In other words, neither side has a clear edge right now. The business grows revenue at 23.9% and profits at 26.2%, with D/E of 0.08. The stock reflects that strength. Moreover, when fundamentals and price action align, the PEG of 1.56 premium is usually justified. Check Fundamentals of HDFC Asset Management Company Limited.

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Asset Management

Icici Prudential Asset Management Company Limited Q2 FY 27: Revenue and Profit Surge

ICICI Prudential AMC reports a significant increase in revenue and profit for Q2 FY 27, showcasing strong financial performance.

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Icici Prudential AMC Q2 FY27 Results: Revenue and Profit Surge

ICICI Prudential Asset Management Company Limited (NSE: ICICIAMC) has announced its financial performance for Q2 FY 27, revealing a notable surge in both revenue and profit. The company’s operating revenue for the quarter stood at ₹16.7 billion, marking a year-on-year increase of 16%. The operating profit reached ₹11.8 billion, up by the same percentage. The profit after tax (PAT) for the quarter was ₹8.9 billion, reflecting a robust financial health.

Financial Overview

The company’s PAT for Q2 FY 27 grew by 14.3% compared to the same period last year. The revenue yield stood at 0.53%, while the operating profit before tax (OPBT) yield was 0.37%. ICICI Prudential AMC’s customer base network expanded, with a total of 17.8 million customers and 2,874 offices, including branches in Dubai and GIFT City.

Market Share and AUM Growth

ICICI Prudential AMC maintained a strong market share of 13.3% in the mutual fund industry. The assets under management (AUM) for the company grew by 14.4% year-on-year to ₹259.14 billion as of September 2026. The company’s systematic transactions also saw a significant increase, reflecting strong investor confidence.

Forward-Looking Statement

The company remains optimistic about its future growth trajectory, despite acknowledging the risks and uncertainties inherent in the financial markets. ICICI Prudential AMC continues to focus on operational efficiency, digital transformation, and customer engagement to drive sustained performance.

Source: NSE Corporate Announcement

Fundamental & Technical Analysis of ICICI Prudential Asset Management Company Limited

ICICI Prudential Asset Management Company Limited belongs to the › sector. Here’s a quick read on where the business and the stock stand today.

ICICIAMC
Financial Services › Asset Management
CONSOLIDATING DOWN
92
Fundamental
52
Technical
72
Overall

1W -7.45%
1M -7.41%
3M -10.84%
P/E: 39.7 Cap: Large
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ICICI moves sideways over three months, with neither buyers nor sellers taking control. Industry-leading margins of 55.5% reflect exceptional pricing power and operational efficiency. Revenue grows at 28.9% and profits at 29.6% CAGR. Both numbers are exceptional. The stock holds at 41% of its 52-week range with RSI at 36. In other words, neither side has a clear edge right now. Revenue grows at 28.9% and profits at 29.6% CAGR, with D/E of 0.00. Meanwhile, the stock dips 6.2% in three months without any fundamental deterioration. Consequently, the stock quietly becomes cheaper relative to earnings power. For long-term investors, that is a feature. Check Fundamentals of ICICI Prudential Asset Management Company Limited.

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ANANDRATHI

Anand Rathi Wealth Limited (anandrathi) H1 FY27: Standalone PAT Grows by 25% and AUM Rises by 18% Y-o-y

Anand Rathi Wealth Limited (ANANDRATHI) reports a 25% Y-o-Y increase in standalone PAT and an 18% rise in AUM for H1 FY27.

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Anand Rathi Wealth Limited Anandrathi H1 FY27 Results

Anand Rathi Wealth Limited (ANANDRATHI) announced its financial results for the half year ending September 2026 (H1 FY27), reporting a 25% year-on-year increase in standalone Profit After Tax (PAT) and an 18% rise in Assets Under Management (AUM). The company posted a standalone net profit of ₹ 237 crores for April – September 2026, up from ₹ 200 crores in the same period last year. Total revenue during this period rose by 18% to ₹ 671 crores. The company also declared an interim dividend of ₹ 4 per equity share.

Financial Highlights

The consolidated financials for H1 FY27 showed a 23% year-on-year increase in Profit After Tax to ₹ 238 crores and a 17% rise in revenue to ₹ 693 crores. The AUM stood at ₹ 1,08,377 crores, reflecting an 18% year-on-year growth. Excluding fair value gains on investments, ESOP expenses, and related tax effects, the consolidated PAT grew 23% to ₹ 238 crores.

Market Performance

Despite challenging market conditions, including global conflicts, higher US bond yields, and a strong US dollar, Anand Rathi Wealth Limited delivered consistent performance. The company’s active client families grew by 12% year-on-year to 14,309, and the relationship managers increased by 45 to 431. The digital wealth AUM increased by 14% to ₹ 2,531 crores, and Omni Financial Advisor’s subscriber base grew to 6,898.

Looking ahead, the company remains confident of delivering long-term growth of 20–25%, driven by the uncomplicated and scalable nature of its business model.

Source: NSE Corporate Announcement

Fundamental & Technical Analysis of Anand Rathi Wealth Limited

Anand Rathi Wealth Limited belongs to the › sector. Here’s a quick read on where the business and the stock stand today.

ANANDRATHI
Financial Services › Asset Management
CONSOLIDATING UP
78
Fundamental
80
Technical
79
Overall

1W +0.17%
1M -1.89%
3M +3.37%
P/E: 78.9 Cap: Large
AI-Powered Analysis • TradeAlone
Download the App for in-depth analysis of this stock

Anand gains 20.0% over three months and trades near its 52-week highs. Industry-leading margins of 31.6% reflect exceptional pricing power and operational efficiency. Revenue grows at 27.9% and profits at 33.0% CAGR. Both numbers are exceptional. RSI hits 79, a level that signals the stock runs hot. Notably, buyers drove volume on 21 recent sessions — though at these levels, some profit-taking is normal. The business grows revenue at 27.9% and profits at 33.0%, with D/E of 0.12. The stock reflects that strength. Moreover, when fundamentals and price action align, the PEG of 2.77 premium is usually justified. Check Fundamentals of Anand Rathi Wealth Limited.

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