Who We Work With?
Client-specific standardised wealth solutions for Every Growth Stage
Anand Rathi Wealth engages with individuals and families who take a structured approach to growing and preserving their wealth.
Wealth Segments
Emerging Wealth Clients
Individuals with an overall net worth above ₹5 crores, who initially allocate ₹1 crore to ₹5 crores as they begin their investment journey.
HNIs (High-Net-Worth Individuals)
Clients with an overall net worth of ₹5 crores and above, focusing on a disciplined wealth approach.
Gold
Clients with an overall net worth between ₹10 crores to ₹50 crores, looking to structure and optimise their wealth as they transition towards the ultra-high-net-worth category.
Platinum (UHNIs)
Clients who started their journey as HNIs and have grown their wealth to an overall net worth of above Rs. Rs. 50 crores over time.
How Do We Do It?
A Client's Strategic Wealth Creation Process emanates from focusing on the management process
Define ObjectiveEstablish clear wealth goals tailored to your personal aspirations and timelines through a client-specific, standardised wealth creation approach.
Create StrategySelect a data-backed, structured strategy from available options to achieve your objectives effectively.
Implement with ConvictionExecute the chosen strategy with discipline, avoiding emotional biases or frequent deviations.
Monitor & Course CorrectPeriodically review your wealth’s trajectory and make necessary adjustments to stay aligned with your long-term goals and course correct if needed.
What we do?
See the Power of Strategic Compounding in Action
To understand client objectives better, let us assume an initial investment of ₹10 Cr and ₹0.4 Cr in annual savings (invested mid-year), with the goal of building wealth efficiently, assuming a NIFTY50 growth rate of 11% per year. Given this, the focus is on a holistic process that includes wealth creation, wealth protection, and seamless wealth transmission.
The chart compares Anand Rathi Wealth's client's Investment path in the sample Anand Rathi Wealth Limited model portfolio vs. Nifty 50's benchmark over a one-year time frame.
- Anand Rathi Wealth Sample Model Portfolio (14% CAGR): Grows your wealth to nearly ₹40 Cr in 9 years, doubling in 4.5 years with lower volatility.
- NIFTY50 Benchmark (11% CAGR): Grows to approx. ₹32–33 Cr, but lags behind due to lower compounding power.
Our Strategic Pillars
Multiply Your Wealth with a Clear Growth Path With a structured approach, this investment aims to double in 4.5 years and grow fourfold in 9 years, targeting 14-15% annual returns while managing risk effectively
Minimise Market Fluctuations for Stability Growth matters, but so does stability. With a Beta of 0.6, your portfolio stays 40% less volatile than NIFTY50, ensuring a smoother investment journey
Optimise Taxes to Keep More of Your Returns Wealth creation isn’t just about earning, it’s also about keeping what you make. Efficient tax planning helps limit portfolio taxation to 17-18%, maximising long-term gains.
Protect Your Wealth from External Risks A liability-free safety mechanism safeguards a portion of your wealth, shielding it from unexpected financial risks.
Ensure a Smooth Wealth Transfer A structured estate plan minimises transmission loss, ensuring your wealth is passed seamlessly to the next generation.
What Sets Anand Rathi Wealth Apart
From data-driven decisions to multigenerational wealth planning, we go beyond transactions, we build lifelong financial partnerships.
Top Value Propositions
Wealth Architecture for Every Stage
We offer client specific standardised wealth solutions, objective-driven wealth strategies that adapt to evolving life goals and dynamic market conditions.
Data-Driven Decisions, Not Gut Feelings
We empower you with actionable insights and scenario models so you can make informed, confident financial choices aligned with long-term goals.
Beyond Wealth Creation : Total Wealth Stewardship
We go beyond returns. We help optimize taxes, safeguard wealth against liabilities, and plan for a smooth legacy transition.
Trusted Network with a Proven Track Record
With ₹1,06,300+ Cr in AUM, 13,941+ families served, and over 417 wealth professionals across 18+ cities in India, with an international presence in Dubai and the United Kingdom, you gain access to India’s most trusted financial brain trust.
Our Client-Centric Support Ecosystem
We don't just manage portfolios we surround each client family with a multi-layered team of experts to ensure strategic clarity, operational efficiency, and personalized attention.
Personal Relationship Manager
Focused attention by managing 50 clients each
Dedicated Account Manager
Every RM has a dedicated AM to ensure seamless services
Production Specialists
Over 500+ weekly meetings to deliver data for informed decisions.
Leadership Engagement
Connect with our CEO/Joint CEO at exclusive events
Proactive Unit Heads
Unit Heads reach out to address your needs
Supportive Team Leaders
Guiding your Relationship Managers in their journey
Let's Build Your Wealth, Together
Let's Build
Your Wealth,
Together
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