Anand Rathi Wealth

Name

Anand Rathi Wealth

Legal name

Anand Rathi Wealth Limited

Website

https://anandrathiwealth.in

Company type

Public

Founded year

2002

Operating status

Operating

Headcount range

1,001–5,000 employees

Ownership category

akta.pro rank

Product category

Private Wealth Management

NAICS

Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394), Trust, Fiduciary, and Custody Activities (523991)

SIC

Investment Advice (6282), Finance Services (6199)

akta.pro primary industry

Private Banking Advisory & Discretionary Portfolio Management (FSABADAD)

akta.pro secondary industries

Alternative Investments for Private Wealth (Hedge Funds, PE/VC Access, Private Credit) (FSAAABAI), Affluent / Mass-Affluent Private Banking (FSABADAC), Private Banking & UHNW Wealth Advisory (FSAEABAC)

Keywords

• Private wealth management
• Portfolio management services
• Alternative investment funds
• Estate planning services
• Financial advisory services

Headquarters

HQ city

Mumbai

HQ country

India

HQ region

Asia

Offices4 records

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Wealth Management Fees: The company generates revenue through wealth management services, likely AUM-based fees. Services include investment advisory, portfolio management, estate planning, and tax optimization for HNIs and UHNIs. The company charges based on the assets under management and complexity of services provided.

Pricing tiers

Go-to-market motion2 records

Distribution channels2 records

Marketing channels6 records

Core offering

Anand Rathi Wealth provides structured, data-driven private wealth management for high-net-worth (₹5 Cr+) and ultra-high-net-worth (₹50 Cr+) individuals and families. Core services include personalized portfolio management, mutual fund advisory, SIP advisory, estate planning (wills and trusts), tax optimization, and discretionary Portfolio Management Services (PMS), supported by a proprietary AR Model Portfolio and SEBI-registered Alternative Investment Funds (AIF II and AIF III).

Product overview

Anand Rathi Wealth is a wealth management company offering a comprehensive suite of services for high-net-worth individuals (HNIs with ₹5 crores+) and ultra-high-net-worth individuals (UHNIs with ₹50 crores+). The core offering is Private Wealth Management, which encompasses personalized financial planning, investment advisory (mutual funds, portfolio management), tax planning, and estate planning. The company operates through its proprietary AR Digital Wealth digital platform and manages Alternative Investment Funds (AIF II and AIF III). Services include SIP advisory, estate planning (wills, trusts), tax planning, and comprehensive portfolio management targeting 14-15% annual returns with lower market volatility.

Differentiator

Problem solved

Functional benefit

Products and services

• Private Wealth Management Comprehensive wealth management service for individuals and families with ₹5 crores and above in investable assets, offering personalized financial strategies, portfolio management, and multigenerational wealth planning.
• AR Digital Wealth Platform Digital wealth platform enabling online access to portfolio tracking, investment management, and financial planning tools for existing and prospective clients.
• Systematic Investment Plans (SIP) Advisory Advisory service helping clients create and manage SIP investments across mutual funds for disciplined, long-term wealth creation with rupee cost averaging benefits.
• Estate Planning (Wills and Trusts) Legacy planning services including will drafting, private family trust creation, and succession planning to ensure smooth wealth transfer across generations.
• Tax Planning Advisory Strategic tax planning for HNIs and UHNIs covering capital gains optimization, indexation benefits, gift tax regulations, and compliance under the Income Tax Act.
• Portfolio Management Services (PMS) Discretionary portfolio management for high-net-worth clients targeting 14-15% annual returns with lower volatility (Beta of 0.6) compared to the NIFTY 50 benchmark.
• Mutual Fund Advisory Advisory covering equity, debt, hybrid, and solution-oriented mutual funds with allocation recommendations across large-cap, mid-cap, and small-cap categories.
• Anand Rathi AIF II Trust (Category II AIF) Category II Alternative Investment Fund registered with SEBI (Registration No. IN/AIF2/14-15/0107) for qualified investors seeking diversified alternative investment options.
• Anand Rathi AIF III Trust (Category III AIF) Category III Alternative Investment Fund managed by Anand Rathi Wealth Limited (SEBI Registration No. IN/AIF3/20-21/0821) for sophisticated investors.

Quantifiable outcome

• 13.50% sample portfolio IRR with 0.57 Beta vs NIFTY 50, generating 4.29% alpha and ₹17.18 Crores additional corpus on ₹10 Crores initial investment since April 2014.
• +3 more outcomes

Named customers1 record

Segments4 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature2 records

Scale indicators6 records

Recent moves6 records

Expansion highlights6 records

Direct peers

• 360 One (formerly IIFL Wealth): One of India's largest publicly listed wealth managers with significant HNI/UHNI AUM, discretionary PMS, AIFs, and family office services. Directly comparable in client segment, product mix, and listed wealth management business model.
• Nuvama Wealth Management: Recently listed Indian wealth manager (demerged from Edelweiss) serving HNIs and UHNIs with PMS, AIFs, and private wealth offerings. Directly comparable in target segment, product suite, and listed entity structure.
• Kotak Mahindra Wealth Management: Wealth management arm of Kotak Mahindra Group serving affluent and HNI segments with discretionary portfolio management and advisory. Directly competes for HNI wallet share with comparable minimum thresholds.
• ASK Wealth Advisors: Independent India-focused wealth manager serving HNI and UHNI clients with PMS, AIFs, and estate planning. Directly comparable in pure-play wealth management positioning and target client segment.
• Motilal Oswal Wealth Management: Wealth arm of Motilal Oswal Group offering PMS, private wealth, and advisory for affluent HNIs. Comparable in product suite, target segment, and group-affiliated wealth management model.
• Centrum Wealth Management: Mid-sized wealth manager offering private wealth, PMS, and family office services to HNIs. Directly comparable in segment focus and product breadth though smaller in scale.
• Julius Baer India: Swiss global wealth manager with India presence focused on UHNI segment, offering discretionary portfolio management and advisory. Directly comparable for UHNI tier clients and cross-border wealth solutions.

Broad incumbents

• HDFC Wealth (HDFC Securities): Large incumbent wealth offering from the HDFC Group providing PMS, mutual fund distribution, and advisory to affluent and HNI clients. Comparable in HNI segment but offers broader ecosystem including banking and broking.
• ICICI Securities Private Wealth: Private wealth division of ICICI Securities serving HNI and UHNI clients with PMS, advisory, and broking-integrated solutions. Comparable in target segment, with broader ICICI Group ecosystem support.
• Aditya Birla Capital (ABFL Wealth): Diversified financial services group with wealth management offerings including PMS and advisory for affluent and HNI segments. Comparable in client segment but part of broader financial conglomerate with lending and insurance.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat6 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/arwealth
• YouTubeyoutube.com/@arwealthtv9581
• Facebookfacebook.com/anandrathiwealth
• LinkedInlinkedin.com/company/anand-rathi-wealth-limited
• Instagraminstagram.com/anandrathiwealth

Revenue estimate

Valuation estimate

Number of profiles

Subsidiaries5 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Anand Rathi Wealth