Wealth Management Services

  • 23, 424 + crores

    ASSETS UNDER MANAGEMENT

    (*AS ON NOVEMBER 2020)

  • OVER 250

    RELATIONSHIP MANAGERS

  • ~ 11 .5 % p.a. On Sample Portfolio

    RETURNS DELIVERED

    (2014 TO 2020)*

CORE VALUES AT ANAND RATHI

  • 01

    Fearless Approach

    01

    Fearless
    Approach

    Showing information that you need to see, without fear

  • 02

    Data backedApproach

    02

    Data backedApproach

    Data that will help you take considered decision​

  • 03

    Uncomplicated Approach

    03

    Uncomplicated
    Approach

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

  • 04

    Transparent Approach

    04

    Transparent
    Approach

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

PrivateWealth

PWM Manager

Anand Rathi Wealth Limited has, since 2002, been in the business of Private Wealth, catering to high and ultra-high net worth individuals (HNIs & UHNIs). 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.

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digital wealth

Digital Wealth Management

The Digital Wealth Platform offers a Mobile-first, Objective based, Uncomplicated approach to Investing. It does so by blending our award winning, time tested approach, MF Model portfolio based approach perfected by us in the Private Wealth practice for over a decade with a Technology platform that ensures that you stay on track to meet your Investment Goals at all times by ensuring that you are always invested in our chosen basket of Products.

Our Digital Wealth Partner/Relationship Manager provide the much needed human interface to help you navigate through market fluctuations and guiding you to keep you on track at all times. Within a very short period of time since launch of this platform, over 3000 families work with us and benefit from this uncomplicated, yet sophisticated approach.

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Awards & Recognition

2011
Award

Best Domestic Private Bank - India

AsiaMoney

Award

Best Domestic Private Bank - India*

Polls of Poll - AsiaMoney

Award

Overall Best Private Bank India*

AsiaMoney

Award

Best Domestic Private Bank - India*

AsiaMoney

Award

Udyog Ratan Award

Mr Rakesh Rawal

Award

Overal Best Private Bank

AsiaMoney

Award

Excellence Awards

Institute of Economic Studies

Award

Gaurav Ratan Award

Mr Anand Rathi

Award

Ranked 34th in India’s Top 50 Mid-Size Companies

Great Places to Work

Award

Great Place to Work

Ranked 34 in India’s Great Mid-Size Workplaces

Award

Ranked 36th in India’s Top 50 Mid-Size Companies

Great Places to Work

Award

Best Wealth Manager

Capital Finance International, London

Award

Corporate Excellence Award - Feroze Azeez

Amity International Business

Award

40 Under 40 - Feroze Azeez

Fortune India

Award

CEO of the Year - Rakesh Rawal

World BFSI Congress

Award

Woman Wealth Manager of the Year - Poonam Raghuvanshi

World BFSI Congress

Award

Product Head of the Year - Chethan Shenoy

World BFSI Congress

Award

Fastest Growing Wealth Management Organization

World BFSI Congress

Award

Great Place to Work

Great Places to Work Institute

Award

Committed to Great Place to Work

Great Places to Work Institute

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