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Sodhani Capital Limited is a financial products distribution company. Its core business centers on mutual fund distribution, catering to both retail investors and high-net-worth individuals (HNIs). The global mutual fund assets market size was estimated at USD 627.18 billion in 2024 and is predicted to increase from USD 670.64 billion in 2025 to approximately USD 1,217.35 billion by 2034, expanding at a CAGR of 6.86% from 2025 to 2034
Monthly Systematic Investment Plans (SIPs) inflows have exceeded ₹25,000 crore, driven by increasing retail investor participation.
The passive investment segment has achieved a significant milestone, reaching 17% of total AUM. This growth is fueled by the rising popularity of index funds and increased adoption of Exchange Traded Funds (ETFs), which offer cost-effective investment solutions for diverse investor needs.
The substantial increase in Multi-asset funds represents a significant market opportunity and demonstrates investors' growing preference for diversified investment approaches.
The industry has undergone significant digital transformation in its distribution channels, leading to enhanced penetration in Tier 2 and 3 cities
| Revenue | ₹2.97 cr | ₹4.10 cr (+38.05%) | |
| PAT | ₹2.21 cr | ₹2.18 cr (-1.36%) | |
| PAT Margin | 74.41 % | 53.17 % (-28.54%) | |
| EBITDA | ₹2.92 cr | ₹3.05 cr (+4.45%) | |
| EBITDA Margin | 98.32 % | 74.39 % (-24.34%) | |
| ROE | 42.26 % | 29.38 % (-30.48%) | |
| ROCE | 54.34 % | 40.47 % (-25.52%) | |
| D/E | 0.01 | 0.01 (+0.00%) |
The company serves a diverse market spanning multiple investor segments, from High-Net-Worth Individuals to retail investors and corporate clients.
PE Ratio: 18.55x Average Sector PE Ratio: 27.44x
| NII (HNI) Shares Offered: | 785000 |
| Retail Shares Offered: | 997000 |
| Total Shares Offered: | 1782000 |
| Application | Lot | Shares | Amount |
|---|---|---|---|
| Individual investors (Retail) (Max) | 2 | 4000 | ₹204000 |
| S-HNI (Min) | 3 | 6000 | ₹306000 |
Avg IPO Size (Sector Based):
₹ 34.38 cr.
Average Sector PE Ratio:
27.44 X
Listing Price:
₹ 80.00
Sodhani Capital Limited is a financial products distribution company dedicated to helping clients achieve their financial objectives. Its core business centers on mutual fund distribution, catering to both retail investors and high-net-worth individuals (HNIs). Although operations run year-round, the company experiences heightened activity during the tax-saving season from January to March.
The firm offers a comprehensive suite of mutual fund products, including equity funds for long-term capital appreciation, debt funds for financial stability, hybrid funds for balanced returns, and Equity Linked Savings Schemes (ELSS) for tax benefits under Section 80C. A standout feature is its Systematic Investment Plans (SIPs), which encourage disciplined savings and long-term wealth creation through regular, structured contributions.
Sodhani Capital’s competitive edge lies in its client-centric philosophy and robust operational capabilities. Its digital investment platform and mobile application enable clients to efficiently monitor and manage their portfolios. Following its transition to public limited status in 2023, the company has strategically expanded into Tier-II and Tier-III cities. This growth has been reinforced by strong brand development initiatives, including community engagement and financial literacy programs.
| Company Name | FV | PE | RoNW % | NAV | CMP | Revenue | EPS (Basic/Diluted) | Market Captalisation |
|---|---|---|---|---|---|---|---|---|
| Sodhani Capital Limited | 10 | 42.24 | 11.86 | 4.13 | 3.49 | |||
| Vedant Asset Limited | 10 | 49.37 | 3.97 | 20.40 | 39.50 | 3.84 | 0.80 | 10.91 |
| Prudent Corporate Advisory Services Limited | 5 | 59.75 | 29.30 | 161 | 2823.55 | 1133 | 47.25 | 11691.38 |
Source – Annual report of the company for the year 2025 and stock exchange data dated March 31, 2025.
Bonanza Portfolio Limited, based in New Delhi is the Lead Manager (BRLM) of Sodhani Capital IPO. Bonanza Portfolio Limited has handled (17) SME IPOs till date of which (76%) of the SME IPOs have been listed with listing gains. Read full review of Bonanza Portfolio Limited .
Sodhani Capital IPO may offer opportunites, depending on your investment strategy. For in-depth analysis, risk factors, and KPIs, check our detailed report on Sodhani Capital Financial Review Page
Merchant Banker(s) of Sodhani Capital IPO: Bonanza Portfolio Limited
Sodhani Capital IPO subscription was 4.79 X. IPO subscription refers to applications received in an IPO by each quota, i.e., QIB, Retail, and NII. In some IPOs, Eligible employee quota and shareholder’s quota are also present. Learn more about IPO subscriptions here.
Sodhani Capital IPO listed at a listing price of 80.00 against the offer price of 51.00.
The current market price of Sodhani Capital is 88.20.
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