Private 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 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.

 
In our view, effective and holistic wealth management is about three critical aspects:
  1. Generating CONSISTENT & SENSIBLE RETURNS that can beat inflation and create wealth
  2. Building SAFETY NETS to protect one's wealth from unforeseen circumstances
  3. Building an ESTATE PLAN to ensure near-zero transmission loss while transmitting wealth to the next generation
 
The Three Tenets of Private Wealth Management at AnandRathi:
 


Fearless Advisory

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.


Uncomplicated

We constantly strive to simplify the wealth management process — from strategising to monitoring — so that clients thoroughly understand what is happening with their monies.

 

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AWARDS & ACCOLADES

2015

  • Best Wealth Manager India Award   Capital Finance International, London


2014

  • Excellence Award  –  Institute of Economic Studies
  • Udyog Rattan Award — Rakesh Rawal, CEO - Private Wealth Management  
     Institute of Economic Studies
  • Golden Global Achievers Award — Rakesh Rawal, CEO - Private Wealth Management  
     Institute of Economic Studies
  • Wins Asiamoney Private Banking Poll of Polls (2005-2013) - The Best Domestic Private Bank (India)
  • Voted “The Best Domestic Private Bank (India)” for 5 Consecutive Years 
    2009 | 2010 | 2011 | 2012 | 2013 – Asiamoney Private Banking Polls
  • Voted The Best Overall Private Bank in India 2014
  • #1 in  AUM >US$25m | #1 in AUM US$5.01m-25m | #2 in AUM US$1m-5m category-Asiamoney Private Banking Polls

 

2013

  • Voted The Best Overall Private Bank in India 2013
  • #1 in  AUM >US$25m | #2 in AUM US$1m-5m | #4 in AUM US$5.01m-25m– Asiamoney Private Banking Polls

 

2012

  • Voted The Best Overall Private Bank in India 2012 – Asiamoney Private Banking Polls



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