Wealth Managers in India - Anand Rathi Wealth Limited

❮ ❯

₹ 77,103 + crores

ASSETS UNDER MANAGEMENT

(*As of March 31, 2025)

OVER 380

RELATIONSHIP MANAGER

(*As of March 31, 2025)

11,732

CLIENTS

(*As of March 31, 2025)

Values that Create Trust

FEARLESS APPROACH

Showing information that you need to see, without fear

UNCOMPLICATED

Un-complicating financial concepts to enable full understanding before your decision making

BACKED BY DATA

Data that will help you take a considered decision

TRANSPARENCY

Transparency = Trust = Implementation. Trust created with transparency. Value created by Implementation

Wealth management companies are becoming increasingly popular among high-net-worth individuals (HNIs) in India as they look to grow and protect their wealth in the rapidly evolving financial landscape of today. According to the Knight Frank Report 2023, the number of millionaires in India rose from 4.9 lakhs to 8 lakhs in 2022, and this number is expected to reach 16.6 lakhs by 2027.

Over time, HNIs' preferences for asset classes have changed, with a gradual shift away from traditional financial investments. However, the increase in the variety of instruments and more complex products can make it tempting to allocate funds disorderly, leading to a higher risk of portfolio. Therefore, it is better to have an ideal portfolio allocation, taking into account the return expectations and risk profile.

At Anand Rathi Wealth, we create a strategic roadmap for HNI clients

Client's 10 year Journey

Total Amount Invested

Rs 10 Crores

Sample portfolio IRR

14.59%

Total Corpus Made

Rs 43.03 Crores

At a Risk(Beta) of

0.50

with respect to NIFTY 50 Index

Alpha Generated

5.30%

Alpha Amounted To

Rs 17.14 Crores

Leveraging over a decade of experience, we have expertly helped clients navigate the intricacies of wealth creation, protection, and transmission. Our deep understanding of the financial landscape enables us to help clients align with their wealth goals, ensuring a secure and prosperous financial future.

Plan A - Which has delivered 17.06% returns p.a. with an Alpha of 4.15% in the last 10 years

Plan B - Which has 94% of the times, delivered an average 15% return p.a. in the last 11 years

10 years of safeguarding & ring-fencing client wealth

No. of Safety Mechanisms made for our clients: 892

10 years of ensuring near zero transmission loss for our clients through WILLs

No. of WILLs made for our clients: 4548

One of the biggest causes of concern that clients repeatedly face in the wealth management industry has been employee attrition. At Anand Rathi Wealth, we have had 0.56% regret RM attrition as of FY2025. In addition, 59% of our clients have been associated with us for over 3 years, representing 79% of total private wealth's AUM (*as of 31st March, 2025).

Our philosophy involves elevating and assisting our clients in achieving their financial goals using a comprehensive 6-Way Support System

Insights

Differences Between CAGR vs Absolute Returns

When evaluating the performance of an investment, t’s crucial to understand how returns are calculated. Two of the most commonly used metrics are Compound Annual Growth Rate and Absolute Returns. While they both indicate how much your investment has grown, they offer very different perspectives. Understanding the difference can help you make smarter financial decisions, especially when comparing options over varying time periods.

5 Reasons Why Step Up SIP Will Benefit Your Overall Wealth

When it comes to long-term investing, few tools are as effective as the Systematic Investment Plan. But even within this proven approach, there’s one upgrade that has the power to double your outcomes without dramatically changing your lifestyle: the Step-Up SIP.
Step-Up SIPs allow you to increase your monthly investment amount at regular intervals—typically annually. This simple change introduces a level of compounding and capital growth that static SIPs cannot match.
Here are five reasons why you should consider stepping up your SIP contribution every year—and how this one adjustment could redefine your wealth-building journey.

Significance of RBI Monetary Policy Decision for Equity Investors

On June 6, 2025, the Reserve Bank of India delivered a decisive monetary policy shift with wide-reaching consequences across asset classes. The central bank cut the repo rate by 50 basis points, bringing it down to 5.5%, and cut the Cash Reserve Ratio CRR by 100 basis points, freeing up an estimated ₹2.5 lakh crore in banking system liquidity.
This policy stance is not just a signal of easing financial conditions, but a strategic move with critical implications for equity market valuations, investor strategy, and portfolio positioning.

Wealth Managers In India - Anand Rathi Wealth

₹ 77,103 + crores

ASSETS UNDER MANAGEMENT

(*As of March 31, 2025)

OVER 380

RELATIONSHIP MANAGER

(*As of March 31, 2025)

11,732

CLIENTS

(*As of March 31, 2025)

Values that Create Trust

FEARLESS APPROACH

UNCOMPLICATED

BACKED BY DATA

TRANSPARENCY

Insights

Differences Between CAGR vs Absolute Returns

5 Reasons Why Step Up SIP Will Benefit Your Overall Wealth

Significance of RBI Monetary Policy Decision for Equity Investors

OUR NETWORK
STRENGTH

join us in your wealth
creation journey

Wealth Managers In India - Anand Rathi Wealth

₹ 77,103 + crores

ASSETS UNDER MANAGEMENT

(*As of March 31, 2025)

OVER 380

RELATIONSHIP MANAGER

(*As of March 31, 2025)

11,732

CLIENTS

(*As of March 31, 2025)

Values that Create Trust

FEARLESS APPROACH

UNCOMPLICATED

BACKED BY DATA

TRANSPARENCY

Insights

Differences Between CAGR vs Absolute Returns

5 Reasons Why Step Up SIP Will Benefit Your Overall Wealth

Significance of RBI Monetary Policy Decision for Equity Investors

OUR NETWORK STRENGTH

join us in your wealth creation journey

OUR NETWORK
STRENGTH

join us in your wealth
creation journey