Anand Rathi Wealth Management

Established in 1994, AnandRathi is one of India's leading financial services firms. AnandRathi Private Wealth Management provides wealth management services to high and ultra high-net-worth worth individuals (HNIs & UHNIs).

Our highly trained and specialised team of over 165 Financial Strategists engage with clients from across the country as well as those based abroad. We have offices in multiple locations ā€” Mumbai, Delhi, Bangalore, Hyderabad, Chennai and Pune, among others. In addition to our custom-designed solutions, we focus on 'uncomplicating' the entire process of Private Wealth Management for each client. Our focus on building long-term relationships defines our business. Our advisory backed by a strong product and research team, underscores the unmatched value of the Anand Rathi proposition.

In our view, effective and holistic wealth management is about three critical aspects:

  • Generating CONSISTENT & SENSIBLE RETURNS that can beat inflation and create wealth.

  • Building SAFETY NETS to protect one's wealth from unforeseen circumstances.

  • Building an ESTATE PLAN to ensure near-zero transmission loss while transmitting wealth to the next generation.

Testimonials

"I just wanted to share a quick note and let you know that Anand Rathi and their team has done a really good job for me. Iā€™m glad I decided to work with Anand Rathi. I never have had any problem at all. We have been proud to work in partnership with Anand Rathi and are delighted with their innovative approach and use of technology to meet their ever-growing portfolio. Their willingness to change, be flexible and continually challenge has resulted in more returns. The relationship continues to grow, develop and blossom and we look forward to working closely with them for the foreseeable future"

Mr. Ajay Parik

Managing Director - ZCL Chemicals Ltd

"Anand Rathi dedicated executive Mr. Kedar Bhatt is handling my portfolio for last 10years, their periodical review meetings and there after quickly making changes if required is resulted beneficiary.Return on Investment are satisfactory.Anand Rathi dedicated executive Mr. Kedar Bhatt is handling my portfolio for last 10years, their periodical review meetings and there after quickly making changes if required is resulted beneficiary.Return on Investment are satisfactory."

Mr. Ashok Kadakia

Director, Ashok Pharmaceuticals Pvt Ltd

"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 to recommend Anand Rathi to my circle of contacts."

Mr. V R Nakra

Senior Vice Presient ā€“ Automobile Division, Mahindra & Mahindra Ltd

"At the end of 2017, I wanted to give you some feedback as a client of Anand Rathi. It has been a pleasure dealing with you Mr. Kedar Bhatt and your firm. You have been responsive, service oriented and dependable. I have found your firm to be problem solvers and of high integrity. In addition, you have come up with some good recommendations for a conservative mutual fund and fixed income portfolio and only wish that we could avail of some of the more advanced wealth management products.With best wishes for 2018 "

Mr. Raj Chandaria

Managing Director ā€“ Aegis Logistics Ltd

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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