Wealth Management Services

  • 26,058 + crores

    ASSETS UNDER MANAGEMENT

    (*AS ON March 2021)

  • OVER 233

    RELATIONSHIP MANAGERS

  • 6109

    Clients

    (*AS ON March 2021)

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, 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 26,058 crores of assets under management across 6,109 clients in India and globally. We have over 233 Relationship Managers operating from 11 locations – Mumbai, Bengaluru, Delhi, Gurugram, Hyderabad, Kolkata, Chennai, Pune, Chandigarh, Jodhpur and Noida and we have a representative office in Dubai.

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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 - 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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