Anand Rathi Wealth Limited, a newly listed company, has, since 2002, been in the business of Private Wealth, catering to high-net-worth individuals (HNIs). We are also registered with AMFI as a Mutual Fund Distributor overseeing AUM of over INR 42,246+ crores across 8,747 families in India and globally. We have over 308 Relationship Managers operating from 15 locations – Bengaluru, Chandigarh, Chennai, Delhi, Gurugram, Hyderabad, Kolkata, Mumbai, Noida, Rajasthan, Pune and a representative office in Dubai.
We focus on uncomplicating the entire process of Private Wealth for our clients so that they can choose the best investment option available to make the right investment decision. Our focus on building long-term relationships defines our business. Our core values of being fearless, providing data to make decisions, uncomplicated & transparent approach make us a trusted partner in our client's investment voyage. We provide the appropriate financial data for our clients to understand the probability of achieving their decided wealth goals. We help in planning the safety nets to protect one’s wealth from any unforeseen circumstances. We also build an estate plan to ensure near-zero transmission loss while transmitting wealth to the next generation.
Our unique platform for our clients has led us to be voted as The Extraordinaire - Game Changers - 2020-2022. We have been certified as a 'Great Place to Work', which endorses the culture at our organisation.
OUR NETWORK
STRENGTH
We are spread across India at
15 cities and a representative office in Dubai
We have an employee strength of
824 people as on 31st March, 2023
AUM of Rs. ₹ 42,246+ crores
as on 30th June 2023
We serve over 8,747 clients in India and
abroad as on 30th June 2023
We are spread across India at
15 cities and a representative office in Dubai
We have an employee strength of
824 people as on 31st March, 2023
AUM of Rs. ₹ 42,246+ crores
as on 30th June 2023
We serve over 8,747 clients in India and
abroad as on 30th June 2023
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RELATIONSHIP
MANAGER -
UNIT
HEAD -
PRODUCT
TEAM -
ACCOUNT
MANAGER
RM delivers our uncomplicated, holistic and standardised offering to clients
Unit Head who is responsible for reporting and administrative work related to each location
Product team is allowed to manage clients so they are aware of the changing requirements and customise the products according to the dynamic trends
Account Manager provides assistance in client servicing and then later evolves in to a Relationship Manager
RELATIONSHIP
MANAGER
RM delivers our uncomplicated, holistic and standardised offering to clients
UNIT
HEAD
Unit Head who is responsible for reporting and administrative work related to each location
PRODUCT
TEAM
Product team is allowed to manage clients so they are aware of the changing requirements and customise the products according to the dynamic trends
ACCOUNT
MANAGER
Account Manager provides assistance in client servicing and then later evolves in to a Relationship Manager
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I have had a very good experience with Anand Rathi. I have got good advise from time to time unbiased and holistic. Mr. Kedar Bhatt has been managing and now overseeing my portfolio from day 1 which gives me a lot of comfort. My portfolio is giving me the kind of return I have expecting. Overall very happy. I have and will continue torecommend Anand Rathi to my circle of contacts.