Wealth Management Services

₹ 38517 + crores

ASSETS UNDER MANAGEMENT

(*As on 31st December 2022)

OVER 277

RELATIONSHIP MANAGER

(*As on 31st December 2022)

8,202

CLIENTS

(*As on 31st December 2022)

PrivateWealth

PWM Manager

Anand Rathi Wealth Limited, registered AMFI as a Mutual Fund Distributor, has, since 2002, been in the business of Private Wealth, catering to high and ultra-high net worth individuals (HNIs & UHNIs). We have over INR 38,517 crores of assets under management across 8,202 clients in India and globally. We have over 277 Relationship Managers operating from 15 cities in India, namely, Mumbai, Bengaluru, Delhi, Gurugram, Hyderabad, Kolkata, Chennai, Pune, Chandigarh, Jodhpur, Noida, Vishakhapatnam, Coimbatore, Nagpur and Ahmedabad and we have a representative office in Dubai.

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digital wealth

Digital Wealth Management

Our DW vertical is a fin-tech extension of our proposition and addresses the large mass affluent segment (i.e. group of individuals with financial assets between ₹ 1 lakh to ₹ 50 lakh) of the market with a wealth solution delivered through a 'phygital channel' i.e. a combination of human interface empowered with technology. Starting September, 2016, our DW vertical has seen encouraging results in its attempt to build a 'Partner' led distribution model. As on 30th September 2022, the AuM for our DW vertical was ₹ 949 crores with more than 4,065 clients and 326 client engagement partners (CEPs).

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Awards & Recognition

2011
Award

Best Domestic Private Bank - India - Anand Rathi Wealth Limited

AsiaMoney

Award

Overall Best Private Bank - India - Anand Rathi Wealth Limited

AsiaMoney

Award

Poll of Polls, Best Domestic Private Bank - India - Anand Rathi Wealth Limited

AsiaMoney

Award

Best Domestic Private Bank - India - Anand Rathi Wealth Limited

AsiaMoney

Award

Excellence Award - Rakesh Rawal

Institute of Economics Studies

Award

Global Achievers Award - Rakesh Rawal

Institute of Economics Studies

Award

Udyog Rattan Award - Rakesh Rawal

Jay Narayan Vyas University, Jaipur

Award

Overall Best Private Bank - India - Anand Rathi Wealth Limited

AsiaMoney

Award

Best Wealth Manager - India - Anand Rathi Wealth Limited

Capital Finance International, London

Award

Ranked 34th in India's Top 50 Mid-size - Anand Rathi Wealth Limited

Great Place to Work

Award

CEO of the Year - Rakesh Rawal

World BFSI Congress

Award

Ranked 36 in India’s Top 50 Mid-Size - Anand Rathi Wealth Limited

Great Place to Work

Award

Fastest Growing Wealth Management Organization - Anand Rathi Wealth Limited

World BFSI Congress

Award

CEO of the Year - Rakesh Rawal

World BFSI Congress

Award

Product Head of the Year - Chethan Shenoy

World BFSI Congress

Award

Woman Wealth Manager of the Year - Poonam Raghuvanshi

World BFSI Congress

Award

Class of 2019 – 40 under 40 - Feroze Azeez

Fortune India

Award

Corporate Excellence Award - Feroze Azeez

Amity International Business

Award

Best Wealth Manager - India - Anand Rathi Wealth Limited

Capital Finance International, London

Award

Great Place to Work

Anand Rathi Wealth Limited

Award

Women Achiever of the Year - Swetha Manot

World Congress Leadership & Awards Presents Business Leader of the Year

Award

Most Innovative Regional Head - Bharath Rathore

World Congress Leadership & Awards Presents Business Leader of the Year

Award

Private Banker of the year - Subhendu Harichandan

World Congress Leadership & Awards Presents Business Leader of the Year

Award

Fastest Emerging Regional Leader - Swapan Chakraborty

World Congress Leadership & Awards Presents Business Leader of the Year

Award

Best Regional Head in Private Wealth - Arjun Guha Thakurta

World Congress Leadership & Awards Presents Business Leader of the Year

Award

Best Strategist in Product Innovation - Chethan Shenoy

World Congress Leadership & Awards Presents Business Leader of the Year

Award

Best Product Innovation - Structured Products, Anand Rathi Wealth - Saumil Pabari

World Congress Leadership & Awards Presents Business Leader of the Year

Award

CEO of the Year - Rakesh Rawal

World Congress Leadership & Awards Presents Business Leader of the Year

Award

Customer Service Excellence Award - Anand Rathi Wealth Limited

World Congress Leadership & Awards Presents Business Leader of the Year

Award

Most Innovative Leader Award - Feroze Azeez

World Congress Leadership & Awards Presents Business Leader of the Year

Award

Committed to Great Place to Work

Great Places to Work Institute

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Award

India's Great Leader - Rakesh Rawal

AsiaOne Magazine Presents 6th Edition of India's Greatest Brands & Leaders 2020-21

<
Award

Most Influential Leader - Feroze Azeez

AsiaOne Magazine Presents 6th Edition of India's Greatest Brands & Leaders 2020-21

<
Award

Rank 7 in Top 20 Wealth Managers in India: RM Headcount - Anand Rathi Wealth Limited

Asian Private Bankers Round Table

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Award

Rank 19 in Top 20 Wealth Managers in India: AUM - Anand Rathi Wealth Limited

Asian Private Bankers Round Table

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Award

Best Mutual Fund Selector - Anand Rathi Wealth Limited - Shweta Rajani

CMO Asia Presents Award For Excellence in Banking Financial Service & Insurance (BFSI)

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Award

Best Regional Head for Emerging Team - Manish Srivastava

CMO Asia Presents Award For Excellence in Banking Financial Service & Insurance (BFSI)

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Award

Excellence in Leadership - Ashish Bhandia

CMO Asia Presents Award For Excellence in Banking Financial Service & Insurance (BFSI)

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Award

Best Regional Head for Overall Growth - Rajan Sarkar

CMO Asia Presents Award For Excellence in Banking Financial Service & Insurance (BFSI)

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Award

Best Regional Head for Asset Allocation - Protima Dhawan

CMO Asia Presents Award For Excellence in Banking Financial Service & Insurance (BFSI)

<
Award

Best Regional Head for AUM Growth - Krishanu Chaudhary

CMO Asia Presents Award For Excellence in Banking Financial Service & Insurance (BFSI)

Award

Great Place to Work

Anand Rathi Wealth Limited

Award

The Dynamic Leader - Feroze Azeez

Brand Vision Summit 2022 by NexBrands Inc

Award

The Extraordinaire - Game Changers - Anand Rathi Wealth Limited

Brand Vision Summit 2022 by NexBrands Inc

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