One of the most prominent financial services providers in India, Anand Rathi Wealth Limited has been offering holistic, standardized, and tech-led financial solutions in public wealth segment catering to the financial goals of various families, institutions, and high net worth individuals. Managing the business of private wealth since 2002 under the able guidance of Anand Rathi, the organization has won accolades for providing the best combination of mutual funds and structured financial products to financially empower its clients. The organization is considered one of the most reliable mutual fund distributor registered with the Association of Mutual Fund of India (AMFI).
It offers distinguished services in private wealth management, corporate finance and advisory, digital wealth management, investment advisory, portfolio management, on-banking finance, institutional equities, investment services, and brokerage and distribution services in the areas of equities, commodities, mutual funds, structured products, insurance, corporate deposits, bonds, and loans for its diverse client base.
USER-FRIENDLY PHYGITAL INTERFACE
After achieving huge success in private wealth solutions, the company launched AR Digital Wealth (DW vertical) in 2016 and extended its footprints in the fin-tech sector. The digital platform works through the phygital channel, which is an amalgamation of technology capabilities and human interface. This segment has earned miraculous progress in a short span and attracted independent financial advisors and other AMFI-registered mutual fund distributors to work and grow together by using the company’s research-oriented investment strategies and user-friendly technology interface to facilitate their clients.
CUSTOMER-ORIENTED APPROACH
Anand Rathi Wealth Limited caters to its customers with a dedicated entrepreneurial team of more than 230 Relationship Managers (RMs), adopting a process-driven approach aimed at achieving consistent financial benefits for its clients spread across 11 prime cities in India and Dubai. Over the years, the company has garnered expertise in public wealth management. The company devises high-quality and personalized result-oriented investment strategies to the utmost satisfaction of its customers. It has developed methods and strategies to screen the best financial products that provide consistent flow of money, thus increasing the customers’ wealth significantly.
As a prominent mutual fund distributor, the brand recommends financial products with a fusion of medium to long-term plans that provide good returns at low risk. In addition, it offers complementary services like estate planning, succession planning, and creating wills of its clients.
RECOGNITION AND AWARDS
Renowned for its unparalleled service, the organization has received the Customer Service Excellence Award at the “India Business Leader of the Year” organized by the World Leadership Congress in 2020. Due to its employee-friendly policies, the company has been certified as the “Great Place to Work.”
The organization has also gained international recognition from Asia Money and CFI International in London and Asian Private Banker in Hong Kong.
