Wealth Managers In India - Anand Rathi Wealth

Your CFO for Personal Wealth

We help ambitious families and individuals simplify their wealth journey through structured, data-driven strategies, enabling smarter decisions for long-term goals. Our role is to bring structure, objectivity, and an uncomplicated approach to these journeys so every decision taken serves your long-term wealth goals.

₹ 93,037 + Crores

ASSETS UNDER MANAGEMENT

(*As of March 31, 2026)

Over 401

RELATIONSHIP MANAGERS

(*As of March 31, 2026)

13,395+

CLIENTS

(*As of March 31, 2026)

Values that Create Trust

Fearless Icon

FEARLESS APPROACH

Showing information that you need to see, without fear

Uncomplicated Icon

UNCOMPLICATED

Uncomplicating financial concepts to enable full understanding before your decision making

Data Icon

BACKED BY DATA

Data at scale will help you take a considered decision

Transparency Icon

TRANSPARENCY

Transparency = Trust = Implementation.
Trust created with transparency.
Value created by Implementation

Team Trust

What Clients Value in Our Process

Clarity, Consistency, and the Confidence to Stay the Course

Clients Don’t stay with us because of trends or quick results; they stay because our process gives them something markets rarely offer: clarity. Whether the environment is stable or volatile, our objective remains the same: to bring structure and discipline to every decision, so you can focus on the bigger picture.

Clarity Icon

CLARITY
OVER NOISE

Structure Icon

STRUCTURE WITHOUT
COMPLEXITY

Discipline Icon

DISCIPLINE DURING
VOLATILITY

Continuity Icon

CONTINUITY ACROSS
GENERATIONS

Performance You Can Measure. Trust You Can Count On.

Client’s Journey
Since (April 14')

Total Amount Invested

₹ 10 Crores

Sample Portfolio IRR

13.50%

Total Corpus Created

₹ 46 Crores

Risk (Beta)

0.57

with respect to NIFTY 50 Index

Alpha Generated

4.29%

Alpha Generated

₹ 17.18 Crores
We WIN or We Learn (Audit Insights)
  • Mutual Funds: 87% of external mutual fund portfolios underperformed AR Model Portfolio.
  • PMS Portfolios: 43.10% underperformed NIFTY50, 85.21% fell short of AR Model Portfolio.
  • Direct Equity: 40.27% lagged NIFTY50, 75.85% underperformed AR Model Portfolio
  • Insurance: 95.47% underperformance compared to Term Plan + AR Model Portfolio.
  • Real Estate: 80.70% of real estate portfolios & 72.24% of properties underperformed NIFTY50.
Legacy Planning Impact
  • Since 2012, 6900+ wills and 1083+ trusts facilitated.
  • Helping families structure and secure their wealth for future generations.

Blogs

Equity Market Volatility & the Long-Term Investor

SWP for Retirement: How a ₹5 Crore Corpus Can Create Regular Income

For most investors, retirement planning begins with a single goal: building a corpus large enough to support life once active income stops.

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Most Indian Households Earn 7% on Their Savings. Is That Enough?

The 3 Stages of Retirement Planning: From Accumulating Capital to Drawing Sustainable Income

Retirement is not a singular, isolated event. It is a progressive financial journey that unfolds across distinct phases, each requiring a fundamentally different approach to portfolio construction, risk mitigation, and cash flow management.

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Estate Planning for HNIs in India: Why Every HNI Needs a WILL & Why Getting It Right Matters More Than Ever

Turning Private Wealth Into National Strength: The Mathematics of #Isoldmygold

Few directives challenge deep-rooted economic instincts as directly as the recent national focus on gold consumption. Amidst a seven-point national advisory aimed at protecting India’s foreign exchange reserves (driven by rising crude oil prices on account of West Asian tensions, an import bill expansion, and currency pressure) the mandate is clear: every dollar preserved is a dollar that directly strengthens the country’s sovereign position.

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Investor Behaviour Financial Year Insights

Asset Allocation: The Investment Decision That Matters Most Has Nothing To Do With Picking Funds

Most investment conversations begin with a specific product: a fund that topped the recent performance charts, a sector dominating the headlines, or a stock recommended within private networks. While this instinct is understandable, it places the smallest operational choice first and the most consequential structural choice last.

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Your CFO for Personal Wealth

Here to Help You Take the Next Step

Before you make your next financial move, ask yourself the right questions,
then let us help you plan with clarity and confidence.

  • ? Has your wealth doubled in 6 years and quadrupled in 12 years?
  • ? Are the nominations updated across all your financial investments?
  • ? Is your wealth protected from legal risks or liabilities?
  • ? Are you paying more tax than necessary on your investment returns?

Join Us In Your Wealth
Creation Journey

Join Us in Your Wealth Creation Journey
Who this form is for: Anand Rathi Wealth provides private wealth creation for families with ₹5 Cr+ in investable assets. We do not offer any loans or business funding.
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