Protecting, preserving, and growing wealth is not merely a science, it is an art: the art of listening to clients, understanding their goals, and gauging their tolerance for risk. By tracing all relevant client parameters and applying its in-house expertise, AnandRathi ensures optimum results are consistently attained.
Founded in 1994, AnandRathi has become one of India’s leading financial services providers. The firm offers wealth management, investment banking, corporate finance and advisory, and brokerage and distribution services, amongst others. AnandRathi maintains a vast network of branches, representative offices, and associated companies that blankets the Indian subcontinent. The firm also liaises closely with premier financial services providers in select markets such as Dubai.
AnandRathi employs over 2,500 professionals and is a full member of the Bombay Stock Exchange (BSE), National Stock Exchange (NSE), and a large number of other bourses and entities. The firm also benefits from the numerous synergies created by its connection with Citigroup Venture Capital International which owns a sizeable stake in AnandRathi.
Across its four divisions – individuals, private clients, corporate, and institutional – AnandRathi applies the same client-focused approach that allows for flexible and straightforward solutions to even the most complex of challenges. The company has a well-established reputation for adhering to the highest standards of service, ethics, and professionalism.
With a formidable track record, AnandRathi is managed by experienced professionals who have earned their spurs in private enterprise and financial management. Every month, the firm’s founders organise comprehensive five-day-long training courses to disseminate their expertise throughout the organisation, believing, passionately, in the value of sharing their considerable experience.
The CFI.co judging panel appreciates the bespoke approach to financial services as pioneered by AnandRathi and commends the company on its keen eye for detail. The judges are pleased to note that AnandRathi maintains – and indeed expands on – its already high top-notch performance. For the second consecutive year, the judging panel is unanimous in its decision to hand AnandRathi the Best Wealth Manager India Award.
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