YOUR CFO FOR
PERSONAL WEALTH
Three questions most HNI families can't answer.
- 01
Your wealth is spread across folios, properties, and policies.
Does anyone have the complete picture?
- 02
If something happened to you today,
Is your wealth structured to take care of your family?
- 03
The families who structured their wealth in 2014 turned ₹10 Cr into ₹46.4 Cr.
Where did yours go?
₹1,06,300
Crores AUM
(As of 30 June 2026)
13,941+
Client Families
(India and Abroad)
24+
Years in Private Wealth
(Since 2002)
NSE500
Listed Since 2021
(NSE : ANANDRATHIWEALTH)
WHAT STRUCTURE DELIVERS
The data behind the difference.
₹46.4 Cr
What ₹10 Cr became: structured with us since April 2014.
ARW Model Portfolio IRR of 13.35% with a Beta of 0.57 and Jensen's Alpha of 4.34%.
(As of June 2026).
65%
Of new clients come through referrals from existing families.
When a client refers someone they care about, it is the strongest signal of trust a wealth firm can receive.
Based on Anand Rathi Wealth model portfolio. Past performance does not guarantee future results. Mutual fund investments are subject to market risks. Please read all scheme-related documents carefully before investing.
THE NEXT STEP
One conversation. Complete clarity.
We will look at your current wealth picture - structure, performance, and succession plan.
Then we tell you what we see, honestly. No obligation to proceed.