Anand Rathi Private Wealth Management (“PWM”) business was developed to pay acute attention to the needs and goals of HNI and UHNI by “uncomplicating” the wealth management process. Presently, the business has a team of over 100 “Financial Strategists” spread across six locations — Mumbai, Delhi, Bangalore, Hyderabad, Chennai and Pune.

Client Testimony
  • Capital Finance International, London, has recognized and appreciated the organization’s unique approach to wealth management and conferred their 2015 Best Wealth Manager India Award on Anand Rathi
  • The Institute of Economic Studies too has conferred the Excellence Award on Anand Rathi and the Udyog Rattan Award and the Golden Global Achievers Award on Mr Rakesh Rawal, CEO-Private Wealth Management, in appreciation of their performance and contribution to the financial services sector
  • Moreover, clients have generously voted the firm as “The Best Domestic Private Bank (India)” for five consecutive years (2009 to 2013), making Anand Rathi the grand winner of the Asiamoney Private Banking Poll of Polls - 2005 to 2013; Asia’s largest survey of high net-worth individuals.

Our six step approach to Wealth Management