Wealth Managers In India - Anand Rathi Wealth

₹ 69,018 + crores

ASSETS UNDER MANAGEMENT

(*As of June 30, 2024)

OVER 360

RELATIONSHIP MANAGER

(*As of June 30, 2024)

10,382

CLIENTS

(*As of June 30, 2024)

Values that Create Trust

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FEARLESS APPROACH

Showing information that you need to see, without fear

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UNCOMPLICATED

Un-complicating financial concepts to enable full understanding before your decision making

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BACKED BY DATA

Data that will help you take a considered decision

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TRANSPARENCY

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

Wealth management companies are becoming increasingly popular among high-net-worth individuals (HNIs) in India as they look to grow and protect their wealth in the rapidly evolving financial landscape of today. According to the Knight Frank Report 2023, the number of millionaires in India rose from 4.9 lakhs to 8 lakhs in 2022, and this number is expected to reach 16.6 lakhs by 2027.

Over time, HNIs' preferences for asset classes have changed, with a gradual shift away from traditional financial investments. However, the increase in the variety of instruments and more complex products can make it tempting to allocate funds disorderly, leading to a higher risk of portfolio. Therefore, it is better to have an ideal portfolio allocation, taking into account the return expectations and risk profile.

At Anand Rathi Wealth, we create a strategic roadmap for HNI clients

Client's 10 year Journey

Total Amount Invested

Rs 10 Crores

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Sample portfolio IRR

15.03%

Total Corpus Made

Rs 41.78 Crores

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Alpha Generated

5.35%

Alpha Amounted To

Rs 16.14 Crores

Leveraging over a decade of experience, we have expertly helped clients navigate the intricacies of wealth creation, protection, and transmission. Our deep understanding of the financial landscape enables us to help clients align with their wealth goals, ensuring a secure and prosperous financial future.

Plan A - Which has delivered 17.06% returns p.a. with an Alpha of 4.15% in the last 10 years

Plan B - Which has 94% of the times, delivered an average 15% return p.a. in the last 11 years

10 years of safeguarding & ring-fencing client wealth

No.of Safety Mechanisms made for our clients: 758

10 years of ensuring near zero transmission loss for our clients through WILLs

No.of WILLs made for our clients: 2618

One of the biggest causes of concern that clients repeatedly face in the wealth management industry has been employee attrition. At Anand Rathi Wealth, we have had zero regret RM attrition as of Q1FY2025. In addition, 60% of our clients have been associated with us for over 3 years, representing 80% of total private wealth’s AUM (*as of June 30, 2024).

Our philosophy involves elevating and assisting our clients in achieving their financial goals using a comprehensive 6-Way Support System

Insights

OUR NETWORK
STRENGTH

join us in your wealth
creation journey