About Anand Rathi Wealth Business

  • OUR MISSION

    To be a leader in investment strategy, provide innovative financial solutions & be the first choice for clients and employees

  • OUR VISION

    We are client-centric, with a clear focus on providing long-term value addition to clients, while maintaining the highest standards of excellence, ethics & professionalism

The Anand Rathi group came into existence close on the heels of economic liberalisation. With an aim to channelise the newfound hope and financial optimism into tangible results, Mr Anand Rathi and Mr Pradeep Kumar Gupta laid the foundation of the Anand Rathi Group in 1994. From setting up a research desk in 1995 to starting a capital market lending business in 2019, we have always kept the client at the centre of our plans.

An unwavering focus on ethics, entrepreneurial zeal and innovation has helped us thrive over the years. Our umbrella of services includes stock broking, wealth management, investment banking, commodities broking, construction finance and capital market lending, amongst others. With a dedicated client base of over 4 lakh, continued trust and support of our customers has been the most valuable legacy of the Anand Rathi Group.

The Leadership

Anand Rathi

Anand Rathi

Founder & Group Chairman

Mr Anand Rathi is the founder and the soul of the Anand Rathi Group. The Gold Medallist chartered accountant is a leading financial and investment expert in India and the broader South-East Asian region.

Before laying the foundation of the Anand Rathi Group, Mr Rathi had an illustrious and fruitful career with the Aditya Birla Group. He was a core member and played a crucial role in shaping the flagship cement business of the group. Mr Rathi had spearheaded the Aditya Birla Group's entry into various manufacturing and service sectors.

In 1999, Mr Rathi was appointed the president of BSE (Bombay Stock Exchange). The rapid expansion of BOLT - the BSE Online Trading System, during his tenure, speaks volumes of his farsightedness. He also set up the Trade Guarantee Fund and played a vital role in setting up the Central Depository Services (CDS). Mr Rathi is an esteemed member of the ICAI and has experience of 53 years across sectors.

Pradeep Gupta

Pradeep Gupta

Co-Founder & Vice Chairman

Mr Pradeep Gupta, the co-founder, is the fuel that runs the well-oiled Anand Rathi machinery spread across India. Starting with a family-owned textile business, Mr Gupta stepped into the financial world with Navratan Capital & Securities Pvt. Ltd. After scaling up the business, Mr Gupta later joined hands with Mr Anand Rathi to establish the Anand Rathi Group.

Over two decades of rich experience in the financial sector has provided Mr Gupta a unique insight into the working of the industry. He played an instrumental role in the success of the Institutional Broking and Investment Services arms of the group and remains the driving force behind the strong network of franchisees and branches across the country. Mr Gupta's sharp acumen has made him a trusted advisor for many. He is often seen sharing his distinctive views in the media and industry forums. The Anand Rathi Group has been the recipient of several prestigious awards under the leadership of Mr Gupta. He is an active member of the Rotary Club of Bombay.

Anand Rathi

Rakesh Rawal

Chief Executive Officer

Rakesh Rawal joined Anand Rathi Wealth Limited as the Chief Executive Officer in 2007. Leading the organisation for over 18 years, he is one of the longest-standing CEOs in the wealth management industry.

Under his guidance, the organisation has grown to an AUM of Rs. 75,084 crores with over 10,977 clients. In 2021, Anand Rathi Wealth Limited became India's first pure-play wealth management firm to get listed on National Stock Exchange Bombay Stock Exchange.

Rakesh has over four decades of experience in the consumer products, engineering, banking and private wealth industry. He has previously worked with Hindustan Unilever and Deutsche Bank. He did his bachelor's in Mechanical Engineering from the Indian Institute of Technology. Kanpur and his Master's in Management Studies from Jamnalal Bajaj Institute of Management Studies.

He has also been featured in many business newspapers and channels. Rakesh drives the organisation's culture, and under his mentorship, Anand Rathi Wealth has been recognised as a Great Place to Work for the last 6 years.

Pradeep Gupta

Feroze Azeez

Deputy Chief Executive Officer

As the Deputy Chief Executive Officer, Feroze Azeez drives and evolves the company's strategic direction, shaping Anand Rathi Wealth Limited's dynamic business landscape while nurturing a team of leaders to deliver the company's vision to its execution.

Feroze has been influential in expanding the business to 18 locations with an employee size of over 1,000 people. He has been instrumental in scaling the company's growth to over Rs. 95,000 crores worth of assets under advisory, of which the assets under management are Rs. 75,084 crores.

With an experience of 21 years, Feroze has grown exponentially in the banking and finance industry. He is one of the top private bankers with a few thousand crores of assets under his advice for large families and senior management professionals. In addition to this, he manages Rs. 1000 crores of treasury and oversees India's largest derivative book.

His expertise in the nuances of the private wealth business comes from his deep understanding of a client's requirements and being one of the company's largest clients. He is renowned for creating the most efficient portfolio strategy to achieve one of the best risk-adjusted returns.

Feroze's most significant contribution to the private wealth industry is the revolution of Non-Principal Protected Structure Products by applying derivatives as a risk management tool. Due to his vision, Anand Rathi Wealth Limited today has the highest market share of 40% in this area. Feroze has designed over 3,580 such products, of which 1,550 have matured generating an IRR of 14.9%. 94% of the 1,550 products have delivered the desired coupon. This data, when compared, is better than the performance of most fund managers in India.

Feroze's passion has always been to create financial awareness to ensure investors' independent and prudent decision-making. He has been taking investor education by doing over 2,000 educative shows on business channels such as CNBC-TV18, ET NOW and many print publications in the last few years.

Feroze is part of Fortune India magazine's Class of 2019 - 40 under 40 list, which recognizes stalwarts for their unique contributions. Feroze is the only one exclusively featured in this prestigious list by Fortune India from the financial services industry. Feroze is a TED Speaker and frequently appears in the leading business channels and newspapers. Feroze has been a recipient of many awards, some notable ones include 'The Most Innovate Leader' Award, 2020 at the India Business Leader of the Year organised by World Congress Leadership & Awards; Corporate Excellence Award by the Amity School of International Business in 2019. He has been awarded The Young Alumni Award 2024 at The Indian Management Conclave, for the contribution to the growth of the wealth management industry.

Pradeep Gupta

Mr Kishan Gopal Somani

Independent Director

Mr Kishan Gopal Somani is an Independent Director of our Company. He has been associated with our Company since March 15, 2018. He is a qualified Chartered Accountant from the ICAI. He is also an associate member of the Institute of Company Secretaries of India. Additionally, he is also a fellow member of the Institution of Valuers and has qualified the Limited Insolvency Exams of IBBI under IBC, 2016. He has around 50 years of experience. Prior to joining our Company, he was a president of ICAI. He had previously served as a director on the board of Delhi Stock Exchange Association Limited. He is partner at M/s K.G. Somani& Co., Chartered Accountants, Delhi.

Pradeep Gupta

Mr Ramesh Chandak

Independent Director

Mr Ramesh Chandak is an Independent Director of our Company. He has been associated with our Company since March 15, 2018. He is the CEO of RDC Business Advisory, which provides individualised leadership coaching, strategy, succession planning and management services. Prior to starting his Advisory practice, he was the MD & CEO of KEC International Limited. He has had a successful career spanning over 40 years across Engineering, Infrastructure Edible Oils and Textiles Industries having global corporate experience working in India, Malaysia and USA. He currently serves on the Boards of various listed companies and not for profit organisations. He is a recipient of CA Business leader Award in 2008 by the Institute of Chartered Accountants of India. He is a former President of Indian Electrical & Electronics Manufacturers Association (IEEMA).

Pradeep Gupta

Mr Mohan Vasant Tanksale

Independent Director

Mr Mohan Vasant Tanksale is an Independent Director of our Company. He has been associated with our Company since February 06, 2018. He has a Bachelor’s degree in Science from Bhopal University and Master’s degree in Arts (English) from Awadhesh Pratap Singh University and Diploma in Russian language from Bhopal University. He is a Fellow Member of Institute of Cost Accountants of India and a Certified Associate of the Indian Institute of Bankers. He has more than 42 years of experience having served three major public sector banks being, Union Bank of India, Punjab National Bank as Executive Director and Central Bank of India in the capacity of Chairman and Managing Director. He has also served on the board of various subsidiaries of Punjab National Bank and Central Bank of India and Life Insurance Corporation of India. He has also served as Chief Executive of Indian Banks Association and has been on the board of International Banking Federation. He has also been engaged as a Consultant to SWIFT India Domestic Services Private Limited. He was awarded as ‘Person of the year’ by SKOCH Foundation in year 2012.

Pradeep Gupta

Mrs Sudha Pravin Navandar

Independent Director

Mrs Sudha Pravin Navandar is an Independent Director of our Company. She has been associated with our Company since March 15, 2018. She is a qualified Chartered Accountant from the ICAI and a certified Public Accountant, USA. She is also an insolvency professional registered with the Insolvency and Bankruptcy Board of India. She is currently a partner in M/s. Pravin R. Navandar& Co., Chartered Accountants, with main focuses on corporate audits (internal and statutory), bank audits, company law cases, income leakage and corporate leakage and corporate advisory services. She is also a designated partner at Saksham Insolvency Resolution LLP.