Right Horizons
Right Horizons is a SEBI-registered wealth management and financial advisory firm serving affluent Indian individuals, HNIs, UHNIs, and family offices across six client segments, including NRIs, through fee-based advisory, PMS, family office services, and mutual fund distribution.
- Company typePrivate
- Founded2003
- HeadquartersBengaluru, India
- Headcount11–50
- GTM typeB2C
- OfferingServices
What Right Horizons does
Right Horizons is a SEBI-registered investment advisory and wealth management firm headquartered in Bangalore, India, founded in 2003 by Anil Rego. The firm offers a comprehensive suite of services including holistic financial planning, private wealth management, family office services for UHNIs (minimum investable corpus of INR 25 Crores), portfolio management services (PMS), and distribution of third-party products such as mutual funds, AIFs, insurance, bonds, REITs, and international funds. It serves six distinct client segments — Regular Investors, Doctors, Entrepreneurs, Management Professionals, Working Women, and NRIs — through a high-touch, relationship-manager-led go-to-market, complemented by a proprietary digital client portal (RH Wealth) and a suite of self-assessment tools (Financial Health Check, Risk Profile Score, Retirement Readiness Score) plus a library of financial calculators.
The company operates on a primarily fee-based advisory model, generating revenue through advisory subscriptions, PMS management fees, AMFI-registered mutual fund distribution commissions, family office service fees, and a tax-filing partnership with ClearTax. It is a regulated entity with SEBI, AMFI, IRDA, BASL, and NISM registrations, distributing mutual fund products through partnerships with major AMCs (Aditya Birla, Franklin Templeton, ICICI Prudential, Mirae Asset, UTI, Motilal Oswal). Operations span seven branches: Bangalore (HQ), Chennai, Mumbai, Pune, Kolkata, Coimbatore (all in India), and Dubai (Right Horizons FZCO) for NRI and global clients. The firm reports INR 3,000+ Crores of Assets Under Advisory, 70+ employees, and 22+ years of operating history.
Underlying the advisory business is a digital technology stack that includes the rhwealth.righthorizons.com client portal and mobile app for 24/7 portfolio access, proprietary four-step advisory methodology (Fact Finding, Options & Recommendations, Evaluation & Interpretation, Roadmap), and the recently launched RH Rising India Opportunities AIF under its PMS subsidiary. The firm has wholly-owned operating subsidiaries including Right Horizons PMS, the AIF vehicle, and the Right Horizons Foundation (a CSR entity supporting underprivileged education). Leadership comprises a CFA/MBA-qualified founder-CEO, an ex-Wipro/Infosys Director, and senior finance and technology CXOs, with a board including independent directors with corporate governance, behavioral science, and financial planning expertise.
Right Horizons firmographics
Firmographics- Name
- Right Horizons
- Legal name
- Right Horizons Investment Advisory Services Private Limited
- Website
- https://righthorizons.com
- Company type
- Private
- Founded year
- 2003
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- Right Horizons is a SEBI-registered wealth management and financial advisory firm serving affluent Indian individuals, HNIs, UHNIs, and family offices across six client segments, including NRIs, through fee-based advisory, PMS, family office services, and mutual fund distribution.
- Ownership category
- akta.pro rank
Right Horizons industry classification
Industry- Product category
- Wealth Management Services
- NAICS
- Portfolio Management and Investment Advice (523940), Securities, Commodity Contracts, and Other Financial Investments and Related Activities (523)
- SIC
- Investment Advice (6282), Security Brokers, Dealers & Flotation Companies (6211)
- akta.pro primary industry
- Managed Platforms & Wrap Programs for Private Clients (Model Portfolios, UMA/SMAs) (FSAAABAM)
Keywords
Where Right Horizons is headquartered
LocationHeadquarters
- HQ city
- Bengaluru
- HQ country
- India
- HQ region
- Asia
Offices7 records
Markets served
Right Horizons business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure
Revenue model
- Fee-Based Wealth Advisory: Right Horizons operates as a premium, fee-based wealth advisory firm offering holistic, customized financial planning. The company follows a fee-based, unbiased approach that is transparent with zero conflict of interest. Revenue is generated through advisory fees rather than product commissions, aligning firm interests with client objectives.
- Mutual Fund Distribution Commission: As an AMFI-registered mutual fund distributor, Right Horizons earns brokerage commissions on mutual fund products distributed to clients. The company has partnerships with multiple mutual fund houses including Aditya Birla, Franklin Templeton, ICICI Prudential, Mirae Asset, UTI, and Motilal Oswal.
- Portfolio Management Services (PMS): Right Horizons manages and distributes PMS products through its investment arm righthorizonspms.com. The company offers proven strategies with superior risk-adjusted returns for all risk profiles, generating management and distribution fees.
- Family Office Services: Comprehensive family office services for UHNI clients with minimum investible corpus of INR 25 CR. Services include managing multi-asset portfolios, identifying tax-efficient investment strategies, and structuring estates for wealth transfer.
- Distribution of Third-Party Products: Distribution of wide range of investment products including PMS, AIFs, Insurance and Retirement Income Plans, Corporate Deposits, REITs, International Funds, Bonds, and Mutual Funds to complement in-house offerings.
- Tax Filing Services: Partnership with ClearTax for ITR filing services. Revenue generated through service fees for tax filing assistance, with exclusive 70% discount offered to Right Horizons clients.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | Fee-based advisory with transparent, unbiased approach |
Go-to-market motion3 records
Distribution channels5 records
Marketing channels8 records
Right Horizons product offering
Product offeringCore offering
Right Horizons is a SEBI-registered financial planning and wealth advisory firm offering fee-based private wealth management, holistic financial planning, family office services for UHNIs (minimum investible corpus INR 25 CR), Portfolio Management Services (PMS), distribution of third-party investment products (mutual funds, AIFs, insurance, bonds, REITs, international funds), and tax filing services through a ClearTax partnership.
Product overview
Right Horizons is a SEBI-registered financial planning and wealth management firm offering a comprehensive suite of services through an integrated product architecture. The core offerings include Financial Planning and Advisory, Private Wealth Management, Family Office Services, Distribution, and Portfolio Management Services (PMS). The company serves six distinct client segments (Regular Investors, Doctors, Entrepreneurs, Management Professionals, Working Women, NRIs) with tailored solutions. Supporting the main services are digital tools including Financial Health Check, Risk Profile Score, and Retirement Readiness Score calculators, along with a comprehensive Financial Calculators Suite. Educational content is provided through E-Books and Webinars. The firm also offers Tax Filing Services through a ClearTax partnership and maintains a client-facing RH Wealth Portal and App for 24/7 portfolio access. Recent product launch includes the RH Rising India Opportunities AIF.
Differentiator
Problem solved
Functional benefit
Products and services
- Financial Planning and Advisory
Quantifiable outcome
- INR 3000+ Crores of Assets Under Advisory
- +2 more outcomes
Companies that use Right Horizons
Customer profileNamed customers7 records
Segments7 records
Ideal customer profiles3 records
Right Horizons technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature5 records
Right Horizons partnerships and signals
Strategic signalPartnerships
Eight partnerships are on record, tiered core and minor.
- ClearTaxcorePartnership for ITR filing services offering exclusive 70% discount to Right Horizons clients. ClearTax partnership provides seamless tax filing experience with pre-filled forms, expert review, and ongoing support. The partnership integrates tax strategy with investment, retirement, and financial goals.
- Aditya Birla Capital (Mutual Funds)coreMutual fund distribution partnership providing brokerage services. Right Horizons distributes Aditya Birla mutual fund products as an AMFI-registered distributor.
- Franklin Templeton (Mutual Funds)coreMutual fund distribution partnership providing brokerage services. Right Horizons distributes Franklin Templeton mutual fund products as an AMFI-registered distributor.
- ICICI Prudential (Mutual Funds)coreMutual fund distribution partnership providing brokerage services. Right Horizons distributes ICICI Prudential mutual fund products as an AMFI-registered distributor.
- Mirae Asset (Mutual Funds)coreMutual fund distribution partnership providing brokerage services. Right Horizons distributes Mirae Asset mutual fund products as an AMFI-registered distributor.
- UTI Mutual FundcoreMutual fund distribution partnership providing brokerage services. Right Horizons distributes UTI mutual fund products as an AMFI-registered distributor.
- Motilal Oswal (Mutual Funds)coreMutual fund distribution partnership providing brokerage services. Right Horizons distributes Motilal Oswal mutual fund products as an AMFI-registered distributor.
- Loyola School BengaluruminorEducation initiative partnership through Right Horizons Foundation. The foundation has raised funds and provided financial assistance to over 255 students from disadvantaged backgrounds at Loyola School, Bengaluru, supporting quality education for underprivileged families.
Scale indicators5 records
Recent moves6 records
Expansion highlights6 records
Right Horizons competitors and assessment
Company assessmentDirect peers
- Waterfield Advisors: Boutique multi-family office in India focused on UHNI clients with comprehensive wealth advisory and estate planning. Closely comparable on family office positioning and UHNI minimum corpus thresholds.
- 360 One Wealth (formerly IIFL Wealth): One of India's largest listed wealth management firms serving UHNI and HNI clients with PMS, AIF, family office, and distribution services. Closest publicly comparable peer in scale, business model, and product breadth.
- Anand Rathi Wealth Services: Listed Indian wealth advisory firm offering financial planning, PMS, AIF, and family office services across multiple branches. Directly competes in the HNI/UHNI advisory segment with a comparable fee-based positioning.
- Validus Wealth: Indian private wealth advisory serving UHNI and family office clients with discretionary portfolio management and estate planning. Closely comparable on UHNI focus, fee-based model, and multi-city Indian presence.
- Sanctum Wealth: Indian boutique wealth advisory firm offering PMS, AIF, and family office services for UHNI/HNI clients. Direct competitor in the boutique, fee-based wealth advisory category.
- Motilal Oswal Wealth Management: Indian wealth advisory firm offering PMS, mutual fund distribution, and financial planning for HNI clients. Overlapping product set and target customer base, though larger AUA scale.
- IIFL Wealth (pre-rebrand legacy): Indian wealth advisory with strong HNI and family office franchise and multi-branch distribution. Comparable in fee-based advisory, PMS distribution, and UHNI family office services.
Broad incumbents
- Julius Baer India: India operations of global private bank Julius Baer serving UHNI clients with wealth advisory and portfolio management. Comparable UHNI and family office target market with global wealth capabilities.
- Kotak Wealth Management: Incumbent private banking arm of Kotak Mahindra Bank offering wealth advisory, PMS, AIF and family office services. Broader banking-led platform with overlapping HNI advisory capabilities.
- ICICI Securities Private Wealth: Private wealth division of ICICI Securities serving UHNI clients with PMS, AIF, and advisory services. Comparable client segments and product suite, with broader institutional parent.
Market position
Strengths2 records
Weaknesses5 records
Competitive moat5 records
Key risks6 records
Key highlights7 records
Customer concentration
Right Horizons social profiles
Digital presenceRight Horizons compliance and trust
Trust signalCompliance6 records
Right Horizons financial estimates
Financial estimateRevenue estimate
Valuation estimate
Right Horizons leadership team
Management profileNumber of profiles
Profiles14 records
Right Horizons subsidiaries and ownership
Company hierarchySubsidiaries3 records
Right Horizons funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Right Horizons 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 Right Horizons
What does Right Horizons do?
Right Horizons is a SEBI-registered financial planning and wealth advisory firm offering fee-based private wealth management, holistic financial planning, family office services for UHNIs (minimum investible corpus INR 25 CR), Portfolio Management Services (PMS), distribution of third-party investment products (mutual funds, AIFs, insurance, bonds, REITs, international funds), and tax filing services through a ClearTax partnership.
Is Right Horizons a public or private company?
Right Horizons is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Right Horizons founded?
Right Horizons was founded in 2003. It employs 11 to 50 people.
Where is Right Horizons based?
Right Horizons is headquartered in Bengaluru, India, in the Asia region.
How does Right Horizons make money?
Six revenue lines are on record. Fee-Based Wealth Advisory is the primary driver. The others are mutual Fund Distribution Commission, portfolio Management Services (PMS), family Office Services, distribution of Third-Party Products and tax Filing Services.
Who are Right Horizons's main competitors?
Direct peers on record are Waterfield Advisors, 360 One Wealth (formerly IIFL Wealth), Anand Rathi Wealth Services, Validus Wealth, Sanctum Wealth, Motilal Oswal Wealth Management and IIFL Wealth (pre-rebrand legacy). Broad incumbents are Julius Baer India, Kotak Wealth Management and ICICI Securities Private Wealth.
Does Right Horizons have an API?
No public API is recorded for Right Horizons.
What industry is Right Horizons in?
Right Horizons's product category is Wealth Management Services. Its primary akta.pro industry code is FSAAABAM, Managed Platforms & Wrap Programs for Private Clients (Model Portfolios, UMA/SMAs). Its NAICS code is 523940 and its SIC code is 6282.