Anand Rathi Wealth
- Company typePublic
- Founded2002
- HeadquartersMumbai, India
- Headcount1,001–5,000
- GTM typeB2C
- OfferingServices
Anand Rathi Wealth firmographics
Firmographics- 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
Anand Rathi Wealth industry classification
Industry- 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
Where Anand Rathi Wealth is headquartered
LocationHeadquarters
- HQ city
- Mumbai
- HQ country
- India
- HQ region
- Asia
Offices4 records
Markets served
Anand Rathi Wealth business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure
Revenue model
- 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
| Model | Billing | Price |
|---|---|---|
| Other | Other | Customized wealth management services based on net worth tier |
Go-to-market motion2 records
Distribution channels2 records
Marketing channels6 records
Anand Rathi Wealth product offering
Product offeringCore 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
Companies that use Anand Rathi Wealth
Customer profileNamed customers1 record
Segments4 records
Ideal customer profiles3 records
Anand Rathi Wealth technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature2 records
Anand Rathi Wealth partnerships and signals
Strategic signalScale indicators6 records
Recent moves6 records
Expansion highlights6 records
Anand Rathi Wealth competitors and assessment
Company assessmentDirect 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
Anand Rathi Wealth social profiles
Digital presenceAnand Rathi Wealth financial estimates
Financial estimateRevenue estimate
Valuation estimate
Anand Rathi Wealth leadership team
Management profileNumber of profiles
Anand Rathi Wealth subsidiaries and ownership
Company hierarchySubsidiaries5 records
Anand Rathi Wealth funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Anand Rathi Wealth M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Anand Rathi Wealth
What does Anand Rathi Wealth do?
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).
Is Anand Rathi Wealth a public or private company?
Anand Rathi Wealth is a public company. It is classified as public and is currently operating.
When was Anand Rathi Wealth founded?
Anand Rathi Wealth was founded in 2002. It employs 1,001 to 5,000 people.
Where is Anand Rathi Wealth based?
Anand Rathi Wealth is headquartered in Mumbai, India, in the Asia region.
How does Anand Rathi Wealth make money?
One revenue line is on record: wealth Management Fees.
Who are Anand Rathi Wealth's main competitors?
Direct peers on record are 360 One (formerly IIFL Wealth), Nuvama Wealth Management, Kotak Mahindra Wealth Management, ASK Wealth Advisors, Motilal Oswal Wealth Management, Centrum Wealth Management and Julius Baer India. Broad incumbents are HDFC Wealth (HDFC Securities), ICICI Securities Private Wealth and Aditya Birla Capital (ABFL Wealth).
Does Anand Rathi Wealth have an API?
No public API is recorded for Anand Rathi Wealth.
What industry is Anand Rathi Wealth in?
Anand Rathi Wealth's product category is Private Wealth Management. Its primary akta.pro industry code is FSABADAD, Private Banking Advisory & Discretionary Portfolio Management, with a secondary code of FSAAABAI, Alternative Investments for Private Wealth (Hedge Funds, PE/VC Access, Private Credit). Its NAICS code is 523940 and its SIC code is 6282.