Anand Rathi PWM has always been committed to adding value to clients by understanding their unique financial goals and designing the most suitable strategy to manage their wealth. We believe “good wealth management” is about the following three aspects:
  • Consistent, Sensible Return of 3-5% over inflation: Wealth creation is about increasing the purchasing power of your money and beating inflation by a reasonable margin. Choosing the right strategy from the several available options is an important aspect

  • Safety Nets: Creating safety nets for your wealth is as critical as creating wealth. A Private Trust is one such vehicle that helps protect and preserve your wealth

  • Estate Planning: One must have a clearly-laid-out estate plan. It would be judicious to plan ‘distribution’ as well as ‘preservation’ of wealth for generations