Anand Rathi Wealth Management

Let's see how?
  • 17000+ cr

    Assets we manage

    (As on 31st Jan 2018)*

  • 165

    Financial strategists

  • 16%+ p.a on Equity MF

    returns delivered

    (2014 to 2017)*

our approach towealth management

  • 01

    FearlessAdvisory

    01

    FearlessAdvisory

    Our investment advice is highly data- driven because we believe that data creates conviction and drives the client to act.

  • 02

    Advisory Backedby Data

    02

    Advisory Backedby Data

    Data that will create conviction to act​

  • 03

    Uncomplicated

    03

    Uncomplicated

    The entire process ​from strategy to monitoring is uncomplicated​

  • 04

    Transparency

    04

    Transparency

    Implementation​ Trust created with transparency.​ Value created by Implementation. ​Client = Me = Client​

private wealthmanagement

PWM Manager

Anand Rathi Private Wealth Management provides wealth management services to high and ultra high-net-worth worth individuals (HNIs & UHNIs). 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.

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digital wealth management

Digital Wealth Management

Its a mobile-first, objective-based wealth management solution, through which we bring uncomplicated investment advisory to the emerging HNI segment. We select and monitor investments that meet your wealth target, whilst our technology creates a single, consolidated overview of your investment performance 24x7.

You are on top of your portfolio performance. You have total control. We take care of the details.

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Awards & Recognition

2014
Award

Asiamoney

Overall Best Private Bank India*

Award

Asiamoney

Poll of polls 2005-2013Best Domestic Private Bank India

Award

Golden Global Acheivers Award

Mr. Rakesh AgarwalInstitue of Economic Studies

Award

Udyog Ratan Award

Mr. Rakesh AgarwalInstitue of Economic Studies

Award

Asiamoney

Overall Best Private Bank India*

Award

Asiamoney

Poll of polls 2005-2013 Best Domestic Private Bank India

Award

Asiamoney

Overall Best Private Bank India*

Award

Asiamoney

Poll of polls 2005-2013Best Domestic Private Bank India

Award

Golden Global Acheivers Award

Mr. Rakesh AgarwalInstitue of Economic Studies

Award

Udyog Ratan Award

Mr. Rakesh AgarwalInstitue of Economic Studies

Award

Asiamoney

Overall Best Private Bank India*

Award

Asiamoney

Poll of polls 2005-2013Best Domestic Private Bank India

Award

Asiamoney

Overall Best Private Bank India*

Award

Asiamoney

Poll of polls 2005-2013Best Domestic Private Bank India

Award

Asiamoney

Poll of polls 2005-2013Best Domestic Private Bank India

Award

Asiamoney

Overall Best Private Bank India*

Award

Asiamoney

Poll of polls 2005-2013Best Domestic Private Bank India

Award

Asiamoney

Poll of polls 2005-2013 Best Domestic Private Bank India

Award

Asiamoney

Overall Best Private Bank India*

Award

Asiamoney

Poll of polls 2005-2013 Best Domestic Private Bank India

Award

Asiamoney

Poll of polls 2005-2013Best Domestic Private Bank India

Award

Asiamoney

Overall Best Private Bank India*

Award

Asiamoney

Poll of polls 2005-2013 Best Domestic Private Bank India

Award

Asiamoney

Overall Best Private Bank India*

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