Wealth Managers In India - Anand Rathi Wealth

55,057 + crores

ASSETS UNDER MANAGEMENT

(*As of 31st December 2023)

OVER 322

RELATIONSHIP MANAGER

(*As of 31st December 2023)

9641

CLIENTS

(*As of 31st December 2023)

Values that Create Trust

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FEARLESS APPROACH

Showing information that you need to see, without fear

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UNCOMPLICATED

Un-complicating financial concepts to enable full understanding before your decision making

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BACKED BY DATA

Data that will help you take a considered decision

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TRANSPARENCY

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

Wealth management companies are becoming increasingly popular among high-net-worth individuals (HNIs) in India as they look to grow and protect their wealth in the rapidly evolving financial landscape of today. According to the Knight Frank Report 2023, the number of millionaires in India rose from 4.9 lakhs to 8 lakhs in 2022, and this number is expected to reach 16.6 lakhs by 2027.

Over time, HNIs' preferences for asset classes have changed, with a gradual shift away from traditional financial investments. However, the increase in the variety of instruments and more complex products can make it tempting to allocate funds disorderly, leading to a higher risk of portfolio. Therefore, it is better to have an ideal portfolio allocation, taking into account the return expectations and risk profile.

At Anand Rathi Wealth, we create a strategic roadmap for HNI clients

Plan A - Which has delivered 15.8% returns and an Alpha of 3.38%

Plan B - Where 94% of the Plan B has given a full coupon

10 years of safeguarding & ring-fencing client wealth through Estate Planning

No.of Safety Mechanisms made for our clients: 758

10 years of ensuring near zero transmission loss for our clients through WILLs

No.of WILLs made for our clients: 2618

The Performance of the Anand Rathi Wealth Model Sample portfolio over the last 9 years is 12.38% with an alpha of 3.6% over the equivalent risk benchmark. Our ARW Model portfolio is audited by one of the big 4s.

Client Journey

Total Amount Invested

Rs 10 Crores

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Sample portfolio IRR

12.38%

Total Corpus Made

Rs 18.59 Crores

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Alpha Generated

3.6%

Alpha Amounted To

Rs 7.34 Crores

One of the biggest causes of concern that clients repeatedly face in the wealth management industry has been employee attrition. At Anand Rathi Wealth, we have had zero attrition as of Q2FY2024. In addition, 62% of our clients have been associated with us for over 3 years, representing 79% of total private wealth’s AUM (As of September 30, 2023).

Our philosophy involves elevating and assisting our clients in achieving their financial goals using a comprehensive 6-Way Support System

Insights

OUR NETWORK
STRENGTH

FOOTPRINT

We are spread across India at
15 cities and a representative office in Dubai

EMPLOYEE BASE

We have an employee strength of
963 people as on 31st December 2023

ASSETS UNDER MANAGEMENT

AUM of Rs. ₹ 55,057+ crores
as on 31st December 2023

CLIENT BASE

We serve over 9,641 clients in India and
abroad as on 31st December 2023

FOOTPRINT

We are spread across India at
15 cities and a representative office in Dubai

EMPLOYEE BASE

We have an employee strength of
963 people as on 31st December 2023

ASSETS UNDER MANAGEMENT

AUM of Rs. ₹ 55,057+ crores
as on 31st December 2023

CLIENT BASE

We serve over 9,641 clients in India and
abroad as on 31st December 2023

join us in your wealth
creation journey