Established in 1994, AnandRathi is one of India's leading financial services firms. AnandRathi Private Wealth provides wealth management services to high and ultra high-net-worth worth individuals (HNIs & UHNIs).
Our highly trained and specialised team of over 120 Financial Strategists engage with clients from across the country as well as those based abroad. We have offices in multiple locations — 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.
Our advice is on the basis of what we believe clients need, rather than what they prima facie seek. We believe that while clients may know what they 'want', they may not always know what they 'need'.
Advisory Backed by Data
Our investment advice is highly data-driven because we believe that data creates conviction and drives the client to act.
We constantly strive to simplify the wealth management process — from strategising to monitoring — so that clients thoroughly understand what is happening with their monies.
Click here to view Disclosure Documents
AWARDS & ACCOLADES