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.

₹ 93,037 + Crores

ASSETS UNDER MANAGEMENT

(*As of March 31, 2026)

Over 401

RELATIONSHIP MANAGERS

(*As of March 31, 2026)

13,395+

CLIENTS

(*As of March 31, 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

13.50%

Total Corpus Created

₹ 46 Crores

Risk (Beta)

0.57

with respect to NIFTY 50 Index

Alpha Generated

4.29%

Alpha Generated

₹ 17.18 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: 95.47% underperformance compared to Term Plan + AR Model Portfolio.
  • Real Estate: 80.70% of real estate portfolios & 72.24% of properties underperformed NIFTY50.
Legacy Planning Impact
  • Since 2012, 6900+ wills and 1083+ trusts facilitated.
  • Helping families structure and secure their wealth for future generations.

Blogs

Equity Market Volatility & the Long-Term Investor

Equity Market Volatility & the Long-Term Investor

If the past few months have felt unusually turbulent, that feeling is understandable. Global markets have been absorbing a confluence of pressures, geopolitical tensions, evolving trade policy, inflation in parts of the world, and persistent questions about interest rate trajectories. Closer home, the Indian equity market has witnessed its own share of sharp intra-year moves.

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

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

Two neighbours buy identical cars on the same day, at the same price. The first drives his — services it regularly, uses it purposefully, keeps it in good working order. The second parks his in the garage. Covered. Protected. Untouched.

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

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

One of India's most prominent business families found themselves locked in a bitter inheritance dispute after their patriarch passed away, without a registered WILL. What followed between the two brothers was one of the most public and protracted succession battles in Indian corporate history. The feud consumed years, divided a remarkable empire, and riveted the nation. Yet at the heart of it all lay something deceptively simple: the absence of a WILL. For all the wealth that had been created, the one document that could have directed its future had never been signed.

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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.
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