Did you know, the inflows into the MF equity oriented schemes in the year so far has crossed Rs. 3.5 lakh crore. It is higher than the past 2 years combined. Robust SIP into the market has sustained the record inflows. Know more: www.anandrathiwealth.in #financialplanning #wealthmanagement #mutualfunds #anandrathiwealth #investment #investor #investmentideas #databacked #leadershipinsights #riskmanagement
Anand Rathi Wealth Limited
Financial Services
Mumbai, Maharashtra 35,818 followers
Anand Rathi Wealth provides Uncomplicated Financial solutions to HNIs & UHNIs. AMFI-registered Mutual Fund Distributor.
About us
Anand Rathi Wealth Limited, a NSE 500 listed company has, since 2002, been in the business of Private Wealth, catering to high-net-worth individuals (HNIs). We are also registered with AMFI as a Mutual Fund Distributor overseeing AUM of over INR Rs. 75,084+ crores across 10,977 families in India and globally. We have over 374 Relationship Managers operating from 18 locations – Ahmedabad, Bengaluru, Chandigarh, Chennai, Delhi, Gurugram, Hyderabad, Kolkata, Mumbai, Nagpur, Noida, Rajasthan, Pune, Vizag and Dubai. We focus on uncomplicating the entire process of Private Wealth for our clients so that they can choose the best investment option available to make the right investment decision. Our focus on building long-term relationships defines our business. Our core values of being fearless, providing data to make decisions, uncomplicated & transparent approach make us a trusted partner in our client's investment voyage. We provide the appropriate financial data for our clients to understand the probability of achieving their decided wealth goals. We help in planning the safety nets to protect one’s wealth from any unforeseen circumstances. We also build an estate plan to ensure near-zero transmission loss while transmitting wealth to the next generation. We have been certified as a 'Great Place to Work,' which endorses our organisation's culture.
- Website
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https://anandrathiwealth.in/
External link for Anand Rathi Wealth Limited
- Industry
- Financial Services
- Company size
- 1,001-5,000 employees
- Headquarters
- Mumbai, Maharashtra
- Type
- Public Company
- Founded
- 2002
- Specialties
- Investment Advisory, Non Banking Finance Company, Investment Banking, Institutional Equities, mutual funds, wealth management, tax efficiency, Insurance Audit, Estate Planning, Market Linked Debentures, Financial Planning, Financial Advisory, HNI Wealth, HNI Wealth Management, Retirement Planning, Equity Markets, Stock Market, Financial Markets, Investing Decisions, Relationship Manager, Wealth Manager, Personal Finance Experts, and Personal Finance
Locations
Employees at Anand Rathi Wealth Limited
Updates
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Anand Rathi Wealth Limited reposted this
We were privileged to host Mr. Manish Srivastava, Executive Director at Anand Rathi Wealth Limited, for an insightful session as part of our flagship Leadership Talk Series, Avlokan, at IIM Amritsar. The session, titled "Why Financial Literacy is Important and the Best Investment Options in Today's Dynamic Ecosystem," offered invaluable perspectives on the importance of financial literacy and strategies for navigating today's evolving economic landscape. Mr. Srivastava shared his deep expertise in wealth management and financial advisory, emphasizing the significance of informed decision-making and personalized investment approaches to secure long-term financial stability. His thought-provoking insights equipped students with actionable knowledge to thrive in the competitive world of finance. We extend our heartfelt gratitude to Mr. Srivastava for his time, expertise, and commitment to inspiring the next generation of leaders at IIM Amritsar. #IIMAmritsar #LeadershipTalk #Avlokan #FinancialLiteracy #WealthManagement #InvestmentStrategies #FutureLeaders #AnandRathi #LeadershipDevelopment
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Anand Rathi Wealth Limited reposted this
"Money is like a sixth sense without which you cannot make a complete use of the other five" - W Somerset Maugham. (1874-1965) Privileged and honoured to be hosted by the Anand Rathi Wealth Limited team at Mumbai. Have been their customer since 2008 and it's been a life changing experience for my family and me. It was insightful interacting with their Product teams and learn. We addressed 3 key issues: 1) What should the model portfolio look like and can we make the portfolio accelerate? 2) What are the choices to be made as we optimise Beta versus potential return? 3) Global economic landscape and how we can leverage the portfolio to maximise opportunities? The highlight of the trip was of course meeting the legend himself - Anand Rathiji. Visionary encased in Humility and Empathy. Thank you AR team for an excellent visit. Seeing things at the coal face beats a million spreadsheets..anytime! Rakesh Rawal Feroze Azeez 🇮🇳 Sujan Hajra Chethan Shenoy Harkaran Singh Siddharth Talawadekar Vaishnavi Nayel Talawadekar Jay Nayel Shantish Nayel Bhavani Nayel
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Our Deputy CEO, Feroze Azeez, shares his thoughts on the nuances of index creation and the importance of doing thorough homework before investing in an index fund. Know more: www.anandrathiwealth.in #financialplanning #wealthmanagement #mutualfunds #anandrathiwealth #investment #investor #investmentideas #databacked #leadershipinsights #riskmanagement
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Anand Rathi Wealth Limited reposted this
Placement Committee at Indian Institute of Management Visakhapatnam
🚀 Charting New Horizons with IIM Vyakhyan 🚀 The Corporate Relations and Placement Committee IIM Visakhapatnam is thrilled to welcome Ms. Protima Dhawan, Director & Business Head at Anand Rathi Wealth Limited, to IIM Visakhapatnam for an engaging session under IIM Vyakhyan, our premier leadership talk series. 📅 Date: 12th December 2024 🕚 Time: 3:00 PM 💡 Topic: Why financial literacy is important and the best investment options in today's dynamic ecosystem Ms. Protima’s journey is a testament to the fact that hard work, resilience, and an unwavering focus on excellence pave the way for remarkable achievements, she holds the prestigious roles of Director and Senior Vice President, leading with vision and inspiring countless professionals along the way. This is a unique opportunity to gain firsthand insights into the art of building of teams an organization from the ground up, creating a sustainable impact, and leading with purpose. Looking forward to an insightful and interactive session with one of the finest minds in the industry! #LeadershipJourney #IIMVisakhapatnam #IIMVyakhyan #CorporateInsights #Inspiration Abdul Ahad Alfi Shibu Meera Nair M Nihar Talluri Pradyumna Apte Pratik Bhavsar Ruhi Kumari Pathak Sumit Verma Tanya Agarwal Vanessa Suares Somashekara MN
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Highlights from the recent event in Dubai led by our Director, Raj Vijeta Sharma Know more: www.anandrathiwealth.in #financialplanning #wealthmanagement #mutualfunds #anandrathiwealth #investment #investor #investmentideas #databacked #leadershipinsights #riskmanagement
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Our Director, Ashish Bhandia, shares his thoughts on approaching market volatility by staying focused on long-term perspective. Know more: www.anandrathiwealth.in #financialplanning #wealthmanagement #mutualfunds #anandrathiwealth #investment #investor #investmentideas #databacked #leadershipinsights #riskmanagement
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Our Deputy CEO, Feroze Azeez, shares his thoughts on the impact of RBI Monetary policy on the debt market at present, considering factors such as flat yield curve in over the past few years and the spread having shrunk. Know more: www.anandrathiwealth.in #financialplanning #wealthmanagement #mutualfunds #anandrathiwealth #investment #investor #investmentideas #databacked #leadershipinsights #riskmanagement