Anand Rathi Private Wealth Management: Best Wealth Manager India 2019

Leading Indian wealth management firm Anand Rathi Wealth Services Limited has been enjoying an exceptionally productive period, achieving unprecedented traction in its target market of the high net-worth individuals (HNIs) segment. In the last six years, the company’s asset under advisory has grown from Rs. 4,500 crore to Rs. 17,500 crore. With more and more clients embracing the objective-driven wealth management approach, the company has carved a niche for itself as being the alternative to target-led wealth management firms. Anand Rathi Wealth Services has employed over 600 people and operating from 9 locations – Mumbai, Delhi, Bengaluru, Hyderabad, Chennai, Pune, Kolkata, Gurgaon and Dubai– to meet its growing customer base. The Anand Rathi Group ventured into Private Wealth Management business in 2002, under the leadership of its Chairman, Mr. Anand Rathi. This innovative financial solutions company provides wealth management services to high net worth individuals (HNIs). In 2007, when Mr. Rakesh Rawal took over the mantle of the company, he took Anand Rathi Private Wealth to soaring heights. Under Mr. Rakesh’s leadership, a mathematically constructed Financial Strategy was created with aim of providing consistent returns at the least possible risk for clients. This unique strategy became the game changer for the company’s success. The company boasts of a stellar client-retention rate and forging lasting relationships. The company has four tenets of wealth management, which reiterates its stand of keeping ‘client-first’. These include fearless advisory, data-backed recommendations, uncomplicated approach, and transparent implementation. Anand Rathi Wealth Services spares no expense in its research efforts, and offers data-driven investment advisory that inspires client confidence. The company promises an uncomplicated investment process, from the initial financial strategy through the evolution of the Relationship Manager-Client relationship. The CFI.co judging panel has followed this success story for several years, first recognising Anand Rathi Wealth Services in the 2015 awards programme. The judges are delighted to see the firm continue its upward trajectory and Anand Rathi Wealth Services Limited – for the fifth consecutive year – well-deserved recognition, this time the 2019 award for the Best Wealth Manager (India).