Your CFO for Personal Wealth

We help ambitious families and individuals simplify their wealth journey through structured, data-driven strategies, enabling smarter decisions for long-term goals. Our role is to bring structure, objectivity, and an uncomplicated approach to these journeys so every decision taken serves your long-term wealth goals.

₹ 99,008 + Crores

ASSETS UNDER MANAGEMENT

(*As of Dec 31, 2025)

Over 393

RELATIONSHIP MANAGERS

(*As of Dec 31, 2025)

13,262 +

CLIENTS

(*As of Dec 31, 2025)

Values that Create Trust

FEARLESS APPROACH

Showing information that you need to see, without fear

UNCOMPLICATED

Uncomplicating financial concepts to enable full understanding before your decision making

BACKED BY DATA

Data at scale will help you take a considered decision

TRANSPARENCY

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

What Clients Value in Our Process

Clarity, Consistency, and the Confidence to Stay the Course

Clients Don’t stay with us because of trends or quick results; they stay because our process gives them something markets rarely offer: clarity. Whether the environment is stable or volatile, our objective remains the same: to bring structure and discipline to every decision, so you can focus on the bigger picture.

CLARITY
OVER NOISE

STRUCTURE WITHOUT
COMPLEXITY

DISCIPLINE DURING
VOLATILITY

CONTINUITY ACROSS
GENERATIONS

Performance You Can Measure. Trust You Can Count On.

Client’s Journey
Since (April 14')

Total Amount Invested

Rs 10 Crores

Sample Portfolio IRR

14.01%

Total Corpus Created

Rs 46.4 Crores

Risk (Beta)

0.50

with respect to NIFTY 50 Index

Alpha Generated

4.74%

Alpha Generated

Rs 18.22 Crores

We WIN or We Learn (Audit Insights)

Mutual Funds: 87% of external mutual fund portfolios underperformed AR Model Portfolio.
PMS Portfolios: 43.10% underperformed NIFTY50, 85.21% fell short of AR Model Portfolio.
Direct Equity: 40.27% lagged NIFTY50, 75.85% underperformed AR Model Portfolio
Insurance: 98% underperformance compared to Term Plan + AR Model Portfolio.
Real Estate: 80.89% of real estate portfolios & 73% of properties underperformed NIFTY50.

Legacy Planning Impact

Since 2012, 6500+ wills and 1050+ trusts facilitated.
Helping families structure and secure their wealth for future generations.

Blogs

The Anatomy of Portfolio Risk: A Data-Driven Guide | Anand Rathi Wealth

Capital Gains, Dividends, Interest and Real Estate: Understanding How Each Asset Class Is Taxed

When investors evaluate performance, they often look at returns before tax. Yet in reality, what determines true compounding is not gross return but how each asset is taxed. This is where understanding asset class taxation in India becomes essential.

Why Rolling Returns Matter in Long-Term Investing | Anand Rathi Wealth

Tax-Efficient Investing for HNIs: How to Reduce Wealth Leakage Through Structure, Not Products

Most investors measure success using pre-tax returns. However, for high-net-worth individuals, the real determinant of compounding is post-tax returns.

This is where tax-efficient investing for HNIs becomes essential. The tax impact on long-term wealth can significantly alter the trajectory of portfolio growth.

How HNIs Can Streamline Portfolios in 2026 | Anand Rathi Wealth

Will vs Trust for HNIs: What You Must Understand Before the Financial Year Ends

As the financial year draws to a close, most high net worth individuals focus on tax declarations, portfolio adjustments and compliance deadlines. What often gets postponed is something far more structural.

Building Wealth with Lower Risk Than NIFTY 50 | Anand Rathi Wealth

How to Prepare a Tax-Smart Balance Sheet Review Before Year-End

March has a way of creating urgency.Phones start ringing. Advisors send reminders. Someone mentions deadlines. Suddenly everything feels compressed into a few weeks.