Anand Rathi Wealth

Our PW vertical caters to HNI and UHNI segment vertical where we manage ₹ 260.58 billion in AuM as on March 31, 2021. We commenced activities in Fiscal 2002 as an AMFI registered mutual fund distributor and have evolved into providing, well researched solutions to our clients by facilitating investments in financial instruments through an objective driven process. As of March 31, 2021, our PW vertical caters to 6,109 active client families, serviced by a team of 233 RMs. As on March 31, 2021, 52.33% of our clients have been associated with us for over 3 years, representing 72.19% of our total PW AuM, which shows our strength in vintage of both clients and their AuM in our business. We are currently present across 11 c ities in India, namely, Mumbai, Bengaluru, Delhi, Gurugram, Hyderabad, Kolkata, Chennai, Pune, Chandigarh, Jodhpur and Noida and we have a representative office in Dubai.

We believe we have achieved a dominant position in the distribution of financial products, with a focus on the growing HNI segment through an uncomplicated, holistic and standardised offering, delivered through an entrepreneurial team of private wealth professionals, known as Relationship Managers (“RMs”).

We believe, the HNI segment of clients (i.e., individuals with net worth between ₹ 50 - 500 million), is an attractive and underserved segment in terms of quality of service and creating a platform to serve this segment is often time consuming and difficult to build. In our experience, Clients belonging to the HNI segment are less price sensitive and appreciate the high quality and personalized services we offer.

Our process driven approach, aims to achieve consistent Client outcomes through a standardised investment strategy, augmenting our RM capability. With regards to mutual fund distribution, we have devised in –house methodologies that consider a defined set of parameters for mutual fund selection. Structured products form an integral part of our model portfolios enabling more predictable and stable returns, with lower risk as compared to equity investment over a medium to long term period. Our relatively simple product mix of mutual funds and structured products, further positions us well to capture our target clientele.

As part of our holistic approach to clients, we also facilitate estate planning, succession planning and create wills as part of our core objectives, without charging any cost to our Clients. As of the date of this DRHP, we have a dedicated in-house team of 5 specialists who are qualified lawyers and servicing clients across all locations to advise and create wills or designing and creation of private family trust.

We have digitised our operational process, including opening of an account, client approvals and investment transactions and on-boarding process. This has led to cost efficiencies and making execution less cumbersome, more transparent and contributed to the growth of our Company. Our Client engagement and marketing efforts have also significantly converted to digital with a move to a virtual process of meeting clients during the pandemic and conducting official meetings and training with multiple stakeholders. Moving to paperless documentation and operational process coupled with work from home model had fundamentally reduced our operating cost relating to stationery and printing costs, travel, business development and rental expenses.

Our unique platform for our clients has led us to be voted as Customer Service Excellence Award at the India Business Leader of the Year organised by the World Leadership Congress, 2020. We have been certified as a ‘Great Place to Work’, which endorses the culture at our organisation. Internationally, we have been recognised by Asia Money and CFI International in London and Asian Private Banker, Hong Kong.

OUR NETWORK
STRENGTH

FOOTPRINT

We are spread across India with
11 centres including an international office in Dubai

EMPLOYEE BASE

We have an employee strength of
622 people as of March 31, 2021

ASSETS UNDER MANAGEMENT

AUM of Rs. 26,058+ crores
as of March 31, 2021

CLIENT BASE

We serve over 6,109 clients in India and
abroad as of March 31, 2021

FOOTPRINT

We are spread across India with
11 centres including an international office in Dubai

EMPLOYEE BASE

We have an employee strength of
622 people as of March 31, 2021

ASSETS UNDER MANAGEMENT

AUM of Rs. 26,058+ crores
as of March 31, 2021

CLIENT BASE

We serve over 6,109 clients in India and
abroad as of March 31, 2021

  • 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

Get a call back

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