Private And Digital Wealth Online Services

Strategic Wealth Creation for Visionary Investors

Fearless. Uncomplicated. Data-driven. Transparent.
Our method aligns your aspirations with real financial outcomes.

Start Your Wealth Journey

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

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Emerging Wealth Clients
Individuals with an overall net worth above ₹5 crores, who initially allocate ₹50 lakhs to ₹5 crores as they begin their investment journey.

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HNIs (High-Net-Worth Individuals)
Clients with an overall net worth of ₹5 crores and above, focusing on a disciplined wealth approach.

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Gold
Clients with an overall net worth between ₹25 crores to ₹50 crores, looking to structure and optimise their wealth as they transition towards the ultra-high-net-worth category.

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Platinum (UHNIs)
Clients who started their journey as HNIs and have grown their wealth to an overall net worth of above Rs. 50 crores over time.

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The People We Work With

We Partner with Leaders, Visionaries, and Legacy Builders.

CXO Suite & Senior Executives

Salaried professionals in leadership roles who focus on structured wealth creation.

Entrepreneurs & Business Owners

Businessmen, proprietors, and self-made individuals optimising wealth beyond their businesses.

First-Generation NRIs

Individuals who have relocated abroad but continue to build and organise their financial assets in India.

Second-Generation NRIs

Successors of established NRI families ensuring continuity in wealth ownership.

Intergenerational Wealth Stewards

Families focused on structuring and transitioning wealth across generations.

Whether you're building from the ground up or preparing for the next generation, we meet you where you are and grow with you.

How Do We Do It?

A Client's Strategic Wealth Creation Process emanates from focusing on the management process

01

Gold icon Define Objective

Establish clear wealth goals tailored to your personal aspirations and timelines through a client-specific, standardised wealth creation proach.

02

Gold icon Create Strategy

Select a data-backed, structured strategy from available options to achieve your objectives effectively.

03

Gold icon Implement with Conviction

Execute the chosen strategy with discipline, avoiding emotional biases or frequent deviations.

04

Gold icon Monitor & Course Correct

Periodically 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.

Graph comparing strategies

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

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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.

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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.

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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.

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Trusted Network with a Proven Track Record

With ₹87,797+ Cr in AUM, 12,330+ families served, and over 382 wealth professionals across 18+ cities, you gain access to India’s most trusted financial brain trust.

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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.

Client Families Circle

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/Deputy 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

Client Families Circle

Personal Relationship Manager

Focused attention by managing 50 clients each

Client Families Circle

Dedicated Account Manager

Every RM has a dedicated AM to ensure seamless services

Client Families Circle

Production Specialists

Over 500 weekly meetings to deliver data for informed decisions.

Client Families Circle

Leadership Engagement

Connect with our CEO/Deputy CEO at exclusive events

Client Families Circle

Proactive Unit Heads

Unit Heads reach out to address your needs

Client Families Circle

Supportive Team Leaders

Guiding your Relationship Managers in their journey

From relationship managers and product specialists to unit heads and executive leaders every client family benefits from a dedicated support structure built for excellence.

LET'S BUILD
YOUR WEALTH,
TOGETHER

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Create Your Long-Term Happiness

I have had a very good experience with Anand Rathi. I have got good advise from time to time unbiased and holistic. Mr. Kedar Bhatt has been managing and now overseeing my portfolio from day 1 which gives me a lot of comfort. My portfolio is giving me the kind of return I have expecting. Overall very happy. I have and will continue torecommend Anand Rathi to my circle of contacts.

Mr. Ashok Kadakia

Director, Ashok Pharmaceuticals Pvt Ltd

Join Us In Your Wealth
Creation Journey