MPS is clearly struggling with its margins. The OPM for Q4’24 had fallen to about 29%. This has further fallen to 23% in Q1’25, the lowest for many qtrs. I think it makes sense to switch from this one at current levels.
Aditya Birla Money has been growing aggressively for the last many quarters & looks good to continue on this journey going forward. Perhaps the leverage in the Co. maybe a touch high, but it should be kept in mind that is a subsidiary of Aditya Birla Capital Ltd., which has a market cap in excess of 55,000 crs & surely knows a thing or two about risk mgt.!! I see this as a multi year hold. There are huge tailwinds in the financial services sector/ wealth mgt./ funding aggressive equity investors- a tribe, which is growing by the day.
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