Private And Digital Wealth Online Services

Anand Rathi Wealth Limited, as a 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 Rs. 75,084 + crores across 10,977 families in India and globally. We have over 374 Relationship Managers operating from 17 locations – Mumbai, Bengaluru, Chennai, Kolkata, New Delhi, Hyderabad, Ahmedabad, Visakhapatnam, Pune, Noida, Gurugram, Chandigarh, Jodhpur, Coimbatore, Nagpur, Jabalpur, Lucknow 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.​

We have been certified as a 'Great Place to Work', six times in a row, which endorses the culture at our organisation.

In India, as per the UBS Global Wealth Report, 2023, nearly 7.4 lakhs of HNI have wealth ranging between Rs. 8 crores and 40 crores. Our benchmark for an HNI is Rs. 5 crores to Rs. 50 crores.

Our wealth management experience has shown that clients prefer and trust a process-driven approach when it comes to managing their wealth and achieving their financial goals.

We help client achieve their wealth goals

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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.

Mr. Ashok Kadakia

Director, Ashok Pharmaceuticals Pvt Ltd