Anand Rathi Wealth Limited | Company Profile - Revenue, Headcount, Tech Stack, Contacts
Company Directory for Anand Rathi Wealth Limited
Anand Rathi Wealth Limited
Overview
Anand Rathi Wealth Limited is a prominent non-bank wealth solutions firm in India, specializing in private wealth management for high-net-worth individuals and families since 2002. As part of the Anand Rathi Group, which was founded in 1994, the company operates as an NSE500-listed entity. It focuses on structured, data-driven wealth strategies, acting as a "CFO for Personal Wealth" to help clients achieve their long-term financial goals.
The firm manages over ₹91,568 crores in assets and has a dedicated team of over 386 relationship managers, ensuring personalized support for its 12,781 clients. Anand Rathi Wealth employs advanced statistical models to optimize portfolio performance and has facilitated numerous wills and trusts since 2012. Its services include portfolio construction, wealth structuring, and asset security, delivered through both digital and private channels. The company leverages a wide range of investment services across various asset classes, supported by a strong network of branches and partner outlets throughout India.
Basic Information
| Industry | financial services |
|---|---|
| Founded | 2002 |
| Revenue | 114.8M |
| Headquarters | Senapati Bapat Marg, Floor No. 2 & 3, 'E' Wing, Trade Link, B&C Block, Kamala Mill Compound, Mumbai, Maharashtra 400013, India |
| Parent Organization | Anand Rathi Global Finance Limited |
Contact Details
- Phone: +91 29130 91400
- Website: anandrathiwealth.in
- LinkedIn: linkedin.com/company/anand-rathi-wealth-limited
Key Focus Areas & Initiatives
- 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
- Personal finance
- Portfolio diversification
- Government bonds
- Services
- Discretionary portfolio
- Client-centric approach
- Wealth planning
- Will creation
- Data-driven decisions
- Bespoke investment strategies
- Tax optimization
- Alternative investments
- Asset under management
- Discretionary portfolio management
- Wealth transmission
- Private wealth services
- Risk-adjusted returns
- Comprehensive financial solutions
- Intergenerational wealth transfer
- Alpha generation
- Investment advisory
- Other financial investment activities
- Financial instruments
- Wealth safeguarding
- Digital wealth management
- Risk management
- Asset allocation
- Wealth protection
- Corporate fixed deposits
- Alternative assets
- Risk profiling
- Financial analytics
- Wealth creation
- Portfolio management
- High-net-worth individuals
- Asset management
- Financial services
- B2C
- Wealth transmission solutions
- Beta management
- Structured products
- Investment strategies
- Client experience
- Relationship management
- Systematic investment plans
- Will drafting
- Transmission of wealth
- Financial transparency
- Data-driven decision making
- Long-term investment
- Return on investment
- Uncomplicated financial concepts
- AUM
- Financial literacy
- Educative investor content
- Financial goals
- Customized solutions
- Financial compliance
- Investor relations
- Great place to work
- Trust and ethics
- Diversified portfolios
- Capital market
- Compliance regulation
- Financial results
- Client retention
- Strategic roadmap
- Employee attrition
- Financial insights
- Return expectations
- Performance optimization
- Client partnerships
- Risk profiles
- Safety mechanisms
- Financial legacy
- High net worth services
- Private wealth
- Finance
- Capital markets
- Investment management
- Law practice
- Legal services
- Financial consulting
- Consulting
- Management consulting
Technologies Used
- Amazon AWS
- Amcharts JS Library
- AngularJS
- Bootstrap Framework
- DoubleClick
- DoubleClick Conversion
- Facebook Custom Audiences
- Facebook Login (Connect)
- Facebook Widget
- Google AdSense
- Google Analytics
- Google Dynamic Remarketing
- Google Font API
- Google Maps
- Google Maps (Non Paid Users)
- Google Play
- Google Tag Manager
- JQuery 2.1.1
- Microsoft Office 365
- Mobile Friendly
- Nginx
- Outlook
- Route 53
- Sendgrid
- Twitter Advertising
- YouTube
