Anand Rathi Wealth Limited is an NSE500-listed company that has been in the business of Private Wealth since 2002, catering to high-net-worth individuals (HNIs). Registered with AMFI as a Mutual Fund Distributor, we oversee assets under management (AUM) of over INR 99,008+ crores across 13,262+ families in India and abroad. Our team of 393 Relationship Managers operates from 18+ locations, ensuring seamless financial oversight.

As the CFO of our client’s personal wealth, we present structured, data-backed financial insights that help clients make informed decisions. Our focus is on showcasing financial data and analytics related to wealth creation, risk assessment, tax provisions that enable efficiency, and intergenerational wealth planning, ensuring clients have a clear view of the potential outcomes of their choices.

Our core values— being fearless, providing data to make decisions, and an uncomplicated, and transparent approach position us as a reliable source of financial intelligence. We equip clients with the precise data to evaluate probabilities, assess risks, and decide on the best course for their wealth.

We have been certified as a ‘Great Place to Work’ certified eight times, reflecting our commitment to excellence and integrity.