Wealth Managers In India - Anand Rathi Wealth

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.

₹1,06,300+ Crores

ASSETS UNDER MANAGEMENT

(As of 30 June 2026)

Over 417

RELATIONSHIP MANAGERS

(As of 30 June 2026)

13,941+

CLIENTS

(As of 30 June 2026)

Values that Create Trust

Fearless Icon

FEARLESS APPROACH

Showing information that you need to see, without fear

Uncomplicated Icon

UNCOMPLICATED

Uncomplicating financial concepts to enable full understanding before your decision making

Data Icon

BACKED BY DATA

Data at scale will help you take a considered decision

Transparency Icon

TRANSPARENCY

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

Team Trust

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 Icon

CLARITY
OVER NOISE

Structure Icon

STRUCTURE WITHOUT
COMPLEXITY

Discipline Icon

DISCIPLINE DURING
VOLATILITY

Continuity Icon

CONTINUITY ACROSS
GENERATIONS

Performance You Can Measure. Trust You Can Count On.

Client’s Journey
Since (April 14')

Total Amount Invested

₹ 10 Crores

Sample Portfolio IRR

15.54%

Total Corpus Created

₹ 58.7 Crores

Risk (Beta)

0.57

with respect to NIFTY 50 Index

Alpha Generated

6.53%

Alpha Generated

₹ 29.96 Crores
We WIN or We Learn (Audit Insights)
  • Mutual Funds: 86% of external mutual fund portfolios underperformed AR Model Portfolio.
  • PMS Portfolios: 43% underperformed NIFTY50, 84% fell short of AR Model Portfolio.
  • Direct Equity: 39.54% lagged NIFTY50, 74.71% underperformed AR Model Portfolio.
  • Insurance: Average IRR: 1.43% → If invested in Term Plan + NIFTY50, potential gain of ₹1,638 Cr.
  • Real Estate: 80.41% of real estate portfolios & 71.79% of properties underperformed NIFTY50.
Legacy Planning Impact
  • Since 2012, 7,295+ wills and 1,113+ trusts facilitated.
  • Helping families structure and secure their wealth for future generations.

Blogs

Equity Market Volatility & the Long-Term Investor

How Can HNIs Plan Liquidity for Large Portfolios Without Compromising Growth?

In a large portfolio, the bigger risk is rarely a poor investment choice. It is being forced to sell long-term equity to meet a cash need at the wrong moment. Liquidity planning prevents this by holding a dedicated short-term bucket, so near-term needs are funded from stable assets while the equity bucket is left to compound undisturbed.

Read More
Most Indian Households Earn 7% on Their Savings. Is That Enough?

How Can Investors Diversify Mutual Fund Portfolios Beyond Fund Categories?

Mutual fund diversification is often understood as investing across different categories such as large-cap, mid-cap, flexi cap, multi cap, and small-cap funds. While this may look diversified on paper, the real test lies beneath the surface. A portfolio may hold funds from different categories and still carry concentration risk if the same stocks, sectors, or investment styles dominate across the portfolio.

Read More
Estate Planning for HNIs in India: Why Every HNI Needs a WILL & Why Getting It Right Matters More Than Ever

How Can HNIs Build a Strong Portfolio Foundation for Long-Term Wealth?

A resilient wealth structure is never built by chasing short-term market trends or isolating the single highest-performing investment of the year. True financial security is developed through an objective-driven process that connects multi-generational goals, measurable risk capacity, strategic asset allocation, baseline liquidity, and meticulous review parameters. For high-net-worth individuals (HNIs), ultra-HNIs (UHNIs), and senior corporate leaders, optimizing a significant capital base is not only about long-term wealth creation.

Read More
What Is Risk Adjusted Return and Its Impact on Your Long-Term Portfolio?

What Is Risk Adjusted Return and Its Impact on Your Long-Term Portfolio?

Investors often compare investments by looking at the return generated over 1,3 or 5 years. However, return alone does not reveal how much risk was taken to generate that return. Risk refers to the possibility that the actual return from an investment may be lower than expected. It can also include the possibility of losing part or all of the invested capital. Since both return and risk are measurable, they should be evaluated together rather than in isolation. This is where risk-adjusted return becomes important.

Read More

Your CFO for Personal Wealth

Here to Help You Take the Next Step

Before you make your next financial move, ask yourself the right questions,
then let us help you plan with clarity and confidence.

  • ? Has your wealth doubled in 6 years and quadrupled in 12 years?
  • ? Are the nominations updated across all your financial investments?
  • ? Is your wealth protected from legal risks or liabilities?
  • ? Are you paying more tax than necessary on your investment returns?

Join Us In Your Wealth
Creation Journey

Join Us in Your Wealth Creation Journey
Who this form is for: Anand Rathi Wealth provides private wealth creation for families with ₹5 Cr+ in investable assets. We do not offer any loans or business funding.
Stay Safe. Avoid Scams And Fraud.

If you receive a suspicious text message, call, email, or chat group invitation, do not respond or engage. Pause, verify the source, and protect your personal and financial information.

LEARN MORE