Stockrabit · Analysts
Questions across 5 calls

Lalit Mohan Deo

Equirus Securities

Anand Rathi Wealth Limited

Anand Rathi Wealth Limited CC-Jul26.pdf · 2026-07-10
Just 2 questions. Firstly on the mutual funds business, we have been hearing that a lot of larger AMCs have said that due to the change in the TER expense ratio, they have been -- whatever impact they have been passing on to the distributors. So are we experiencing any pressure on our yield in the mutual fund business? And then secondly, with respect to the RBI circular on the bank guarantee capital market entity due to which there is an expectation that volumes from the exchanges might go down. So does it impact -- does it have any kind of an effect on the derivative business, which is done by the NBFC?
Yes.
Anand Rathi Wealth Limited CC-Jan26.pdf · 2026-01-13
Congratulations on a good set in the quarter. Sir, just coming back on this issuance numbers. So, I just wanted to understand like what were secondary issuances during this quarter?
Yes, sir. Yes, sir. And just last - secondly, like last quarter that we have highlighted that for the distribution of structured products, we have started distributing product of another company also. So just wanted to understand within these INR 1,800 crores, how much would be from the second party, like what will be the share?

Nuvama Wealth Management Limited

Nuvama Wealth Management Limited CC-May26.pdf · 2026-05-12
Sir, I have 2 questions. So firstly, if we look at the cost to income ratio for both the wealth segments for FY '26, it's remained around in the range of around 66% to 67%. So how should we look at this number for the next 2 years, incrementally given that we are seeing improvement in the RM productivity as well? And secondly, on the asset services business, if you just do a back of the envelop calculation, it suggests that our cash collateral within the asset under custody, asset under clearing has increased to more than 40% over the last 2 -3 quarters. Just wanted to understand what would have driven those things? Will that be one of the reasons why we are seeing some pickup in the yields also? And just one data keeping question, sir. Like within the MPIS revenue in the Nuvama Wealth segment for full year '26. What would be the split between recurring and the transactional revenues?

Nippon Life India Asset Management Limited

Nippon Life India Asset Management Limited CC-Feb26.pdf · 2026-01-29
Sir, I have two questions. Firstly, we have seen some sharp growth in gold and silver ETFs. Could you also give us a share in terms of the topline, like how much of the revenues do come from these two segments? And also, a bookkeeping question, could you spell out the segment -wise yields in equity, debt, liquid, and ETFs? And lastly, we are seeing some moderation in the market share and monthly shift flows. Is there anything material to read over there?

ICICI Prudential Asset Management Company Limited