Wealth Management Services

32906 + crores

ASSETS UNDER MANAGEMENT

(*As of 31st March 2022)

OVER 271

RELATIONSHIP MANAGER

(*AS OF March 31, 2022)

7,082

CLIENTS

(*AS OF March 31, 2022)

PrivateWealth

PWM Manager

Anand Rathi Wealth Limited, registered AMFI as a Mutual Fund Distributor, has, since 2002, been in the business of Private Wealth, catering to high and ultra-high net worth individuals (HNIs & UHNIs). We have over INR 32,906 crores of assets under management across 7,082 clients in India and globally. We have over 271 Relationship Managers operating from 11 locations – Mumbai, Bengaluru, Delhi, Gurugram, Hyderabad, Kolkata, Chennai, Pune, Chandigarh, Jodhpur and Noida and we have a representative office in Dubai.

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digital wealth

Digital Wealth Management

Our DW vertical is a fin-tech extension of our proposition and addresses the large mass affluent segment (i.e. group of individuals with financial assets between ₹ 1 lakh to ₹ 50 lakh) of the market with a wealth solution delivered through a 'phygital channel' i.e. a combination of human interface empowered with technology. Starting September, 2016, our DW vertical has seen encouraging results in its attempt to build a 'Partner' led distribution model. As of December 31, 2021, the AuM for our DW vertical was ₹ 823 crores with more than 3,500 clients and 319 client engagement partners (CEPs).

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Awards & Recognition

2011
Award

Best Domestic Private Bank - India - Anand Rathi Wealth Limited

AsiaMoney

Award

Overall Best Private Bank - India - Anand Rathi Wealth Limited

AsiaMoney

Award

Poll of Polls, Best Domestic Private Bank - India - Anand Rathi Wealth Limited

AsiaMoney

Award

Best Domestic Private Bank - India - Anand Rathi Wealth Limited

AsiaMoney

Award

Excellence Award - Rakesh Rawal

Institute of Economics Studies

Award

Global Achievers Award - Rakesh Rawal

Institute of Economics Studies

Award

Udyog Rattan Award - Rakesh Rawal

Jay Narayan Vyas University, Jaipur

Award

Overall Best Private Bank - India - Anand Rathi Wealth Limited

AsiaMoney

Award

Best Wealth Manager - India - Anand Rathi Wealth Limited

Capital Finance International, London

Award

Ranked 34th in India's Top 50 Mid-size - Anand Rathi Wealth Limited

Great Place to Work

Award

CEO of the Year - Rakesh Rawal

World BFSI Congress

Award

Ranked 36 in India’s Top 50 Mid-Size - Anand Rathi Wealth Limited

Great Place to Work

Award

Fastest Growing Wealth Management Organization - Anand Rathi Wealth Limited

World BFSI Congress

Award

CEO of the Year - Rakesh Rawal

World BFSI Congress

Award

Product Head of the Year - Chethan Shenoy

World BFSI Congress

Award

Woman Wealth Manager of the Year - Poonam Raghuvanshi

World BFSI Congress

Award

Class of 2019 – 40 under 40 - Feroze Azeez

Fortune India

Award

Corporate Excellence Award - Feroze Azeez

Amity International Business

Award

Best Wealth Manager - India - Anand Rathi Wealth Limited

Capital Finance International, London

Award

Great Place to Work

Anand Rathi Wealth Limited

Award

Women Achiever of the Year - Swetha Manot

World Congress Leadership & Awards Presents Business Leader of the Year

Award

Most Innovative Regional Head - Bharath Rathore

World Congress Leadership & Awards Presents Business Leader of the Year

Award

Private Banker of the year - Subhendu Harichandan

World Congress Leadership & Awards Presents Business Leader of the Year

Award

Fastest Emerging Regional Leader - Swapan Chakraborty

World Congress Leadership & Awards Presents Business Leader of the Year

Award

Best Regional Head in Private Wealth - Arjun Guha Thakurta

World Congress Leadership & Awards Presents Business Leader of the Year

Award

Best Strategist in Product Innovation - Chethan Shenoy

World Congress Leadership & Awards Presents Business Leader of the Year

Award

Best Product Innovation - Structured Products, Anand Rathi Wealth - Saumil Pabari

World Congress Leadership & Awards Presents Business Leader of the Year

Award

CEO of the Year - Rakesh Rawal

World Congress Leadership & Awards Presents Business Leader of the Year

Award

Customer Service Excellence Award - Anand Rathi Wealth Limited

World Congress Leadership & Awards Presents Business Leader of the Year

Award

Most Innovative Leader Award - Feroze Azeez

World Congress Leadership & Awards Presents Business Leader of the Year

Award

Committed to Great Place to Work

Great Places to Work Institute

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Award

India's Great Leader - Rakesh Rawal

AsiaOne Magazine Presents 6th Edition of India's Greatest Brands & Leaders 2020-21

<
Award

Most Influential Leader - Feroze Azeez

AsiaOne Magazine Presents 6th Edition of India's Greatest Brands & Leaders 2020-21

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Award

Rank 7 in Top 20 Wealth Managers in India: RM Headcount - Anand Rathi Wealth Limited

Asian Private Bankers Round Table

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Award

Rank 19 in Top 20 Wealth Managers in India: AUM - Anand Rathi Wealth Limited

Asian Private Bankers Round Table

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Award

Best Mutual Fund Selector - Anand Rathi Wealth Limited - Shweta Rajani

CMO Asia Presents Award For Excellence in Banking Financial Service & Insurance (BFSI)

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Award

Best Regional Head for Emerging Team - Manish Srivastava

CMO Asia Presents Award For Excellence in Banking Financial Service & Insurance (BFSI)

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Award

Excellence in Leadership - Ashish Bhandia

CMO Asia Presents Award For Excellence in Banking Financial Service & Insurance (BFSI)

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Award

Best Regional Head for Overall Growth - Rajan Sarkar

CMO Asia Presents Award For Excellence in Banking Financial Service & Insurance (BFSI)

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Award

Best Regional Head for Asset Allocation - Protima Dhawan

CMO Asia Presents Award For Excellence in Banking Financial Service & Insurance (BFSI)

<
Award

Best Regional Head for AUM Growth - Krishanu Chaudhary

CMO Asia Presents Award For Excellence in Banking Financial Service & Insurance (BFSI)

Award

Great Place to Work

Anand Rathi Wealth Limited

Award

The Dynamic Leader - Feroze Azeez

Brand Vision Summit 2022 by NexBrands Inc

Award

The Extraordinaire - Game Changers - Anand Rathi Wealth Limited

Brand Vision Summit 2022 by NexBrands Inc

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