Anand Rathi Wealth Limited, a newly listed company, has, since 2002, been in the business of Private Wealth, catering to high-net-worth individuals (HNIs). We are also registered with AMFI as a Mutual Fund Distributor overseeing AUM of over INR Rs. 59,351+ crores across 9,911 families in India and globally. We have over 322 Relationship Managers operating from 15 locations – Bengaluru, Chandigarh, Chennai, Delhi, Gurugram, Hyderabad, Kolkata, Mumbai, Noida, Rajasthan, Pune and a representative office in Dubai.
We focus on uncomplicating the entire process of Private Wealth for our clients so that they can choose the best investment option available to make the right investment decision. Our focus on building long-term relationships defines our business. Our core values of being fearless, providing data to make decisions, uncomplicated & transparent approach make us a trusted partner in our client's investment voyage. We provide the appropriate financial data for our clients to understand the probability of achieving their decided wealth goals. We help in planning the safety nets to protect one’s wealth from any unforeseen circumstances. We also build an estate plan to ensure near-zero transmission loss while transmitting wealth to the next generation.
We have been certified as a 'Great Place to Work', five times in a row, which endorses the culture at our organization.
In India, as per the UBS Global Wealth Report, 2023, nearly 7.4 lakhs of HNI have wealth ranging between Rs. 8 crores and 40 crores. Our benchmark for an HNI is Rs. 5 crores to Rs. 50 crores.
Our wealth management industry experience has demonstrated that when assisting clients in reaching their financial objectives, we use a process-driven approach
Define Objective
set a goal for your wealth
Strategy
Decide a well thought strategy to achieve it.
Implementation
Ruthlessly implement the chosen strategy without looking back
Monitoring
Review on a monthly basis and take necessary step if course correction is required
We help client achieve their wealth goals
Wealth Creation
Targeting a corpus of 2x in about 6 years and 4x in about 12 years from today,which means a ~14% p.a.return* that is surpassing 7.5% HNWI inflation
Wealth Protection
Creating a liability-free asset to safeguard against external risks,so that your family members are protected
Wealth Transmission
Establishing a precise estate plan to ensure near-zero transmission loss of wealth from one generation to the next
Tax management
To limit the tax impact on the overall protfolio returns,on an annualized basis,at 13% with an assumption that surcharge will be 10%
OUR NETWORK
STRENGTH
We are spread across India at
15 cities and a representative office in Dubai
We have an employee strength of
1025 people as of March 31, 2024
AUM of Rs. ₹ 59,351+ crores
as of March 31, 2024
We serve over 9,911 clients
globally as of March 31, 2024
We are spread across India at
15 cities and a representative office in Dubai
We have an employee strength of
1025 people as of March 31, 2024
AUM of Rs. ₹ 59,351+ crores
as of March 31, 2024
We serve over 9,911 clients
globally as of March 31, 2024
Join Us In Your Wealth
Creation Journey
I have had a very good experience with Anand Rathi. I have got good advise from time to time unbiased and holistic. Mr. Kedar Bhatt has been managing and now overseeing my portfolio from day 1 which gives me a lot of comfort. My portfolio is giving me the kind of return I have expecting. Overall very happy. I have and will continue torecommend Anand Rathi to my circle of contacts.