Anand Rathi Wealth Limited’s cover photo
Anand Rathi Wealth Limited

Anand Rathi Wealth Limited

Financial Services

Mumbai, Maharashtra 41,080 followers

Your CFO for Personal Wealth – Uncomplicating HNIs & UHNIs Financial Journey. AMFI-registered Mutual Fund Distributor.

About us

Anand Rathi Wealth Limited (ARWL) is an NSE 500-listed company, dedicated to simplifying wealth creation for High-Net-Worth Individuals (HNIs) and Ultra-High-Net-Worth Individuals (UHNIs). Since 2002, we have been a trusted name in private wealth, offering a transparent, data-backed, and objective-driven approach to financial success. As one of India’s leading wealth firms, we specialise in creating, protecting, and seamlessly transmitting wealth, ensuring structured, mathematical, and transparent investment decisions. We are proud to be certified as a 'Great Place to Work,' a testament to our strong organisational culture that fosters trust, collaboration, and excellence. What Sets Us Apart? ✅ Objective-Driven Wealth Creation: Uncomplicated financial strategies uniquely designed for each client. ✅ Data-Driven Approach: Leveraging cutting-edge analytics for informed investment decisions. ✅ Transparency & Integrity: Empowering clients with clear and honest advice. ✅ Client-Centric Values: Building lasting relationships through unparalleled service and support. Our Offerings 🔹 Wealth Creation 🔹 Risk Management 🔹 Support in Tax Planning 🔹 Estate Planning Our Mission At Anand Rathi Wealth, we uncomplicate the wealth journey while delivering long-term value. We empower our clients to make informed investment decisions with a structured, transparent, and mathematical approach to wealth management. Our Reach With a presence in 18+ locations across India and an international representative office in Dubai, we serve clients globally. Our seasoned Relationship Managers (RMs) have an average tenure of 8.8 years, bringing deep expertise and continuity to client relationship. Let us help you navigate the complexities of wealth, ensuring clarity, confidence, and success at every step. 📈 Discover more: https://bit.ly/3EeR06X 🌟 Follow us for insights, updates, and opportunities.

Website
https://bit.ly/3EeR06X
Industry
Financial Services
Company size
1,001-5,000 employees
Headquarters
Mumbai, Maharashtra
Type
Public Company
Founded
2002
Specialties
Investment Advisory, 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, and Personal Finance

Locations

Employees at Anand Rathi Wealth Limited

Updates

  • Anand Rathi Wealth Limited announces FY2025 (consolidated) results, posting an increase in total revenue to Rs. 980.7 crores from Rs. 752.0 crores, a growth of 30% Y-o-Y. The organisation has also seen an increase in PAT to Rs. 300.8 crores from Rs. 225.8 crores, a growth of 33% Y-o-Y. In addition, the AUM has grown to Rs. 77,103 crores from Rs. 59,351 crores, a growth of 30% Y-o-Y. The share of Equity Mutual Funds in AUM increased to 53% from 51% last year. The organisation has announced final dividend of Rs. 7 per Equity Share. Know more: www.anandrathiwealth.in

  • Did you know? FPI inflows into the debt market remained strong in FY25, totalling ₹1.4 lakh crores—even as FPIs were net sellers in equities. Robust demand for bonds, along with the government’s fiscal prudence, has led to moderating yields and lower borrowing costs. *Source: NSDL

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  • Welcome Our New Management Trainees!   Today marks a significant milestone in our journey towards fostering gender equality and empowering women in the workplace. We are thrilled to announce the induction of a new batch of talented women as Management Trainees, a step that not only enhances our organizational strength but also champions the cause of women's empowerment.   These remarkable individuals bring with them diverse perspectives, innovative ideas, and an unwavering determination to succeed. By investing in their growth and development, we are not just shaping future leaders; we are creating an inclusive environment where every voice is heard and valued.   Empowering women is more than just a corporate initiative; it's a commitment to building a brighter future for all. As these trainees embark on their professional journeys, they will inspire others to break barriers and pursue their dreams fearlessly. Together, we can cultivate a culture that celebrates diversity and drives progress.   Let us stand together in support of these incredible women as they take on new challenges and pave the way for future generations. Their success is not just theirs alone; it belongs to all of us who believe in the power of empowerment!   📣 Meet Our Management Trainees: Tanya Agarwal Navya Sri Avani Meshram Suraj Singhal Garima Bajaj Vanshika Bansal Priyal Jain Vidhi Makharia Deeksha Kapoor Kajal Kumari Alfi Shibu Vaidehi V Macleta Lobo Ameesha S. Sneha Baliga Ruchir Bhutara Apoorva Chaudhari Ananya Singh Bhawna Bothra Vaishnavee Jadhav Syed Mohmood Hussaini Surabhi Rai Sanskriti Ghai Anjali Yadav Monica J B N Diksha Naomi Lobo Hari Preetha P Muskan Saluja Yoganandan G Palak Kakkar Keerthana Raju Anand Rathi, Feroze Azeez 🇮🇳, Chethan Shenoy, Tejal Shah, Vinod Rao, Trupti Singh Rajput #Welcome #NewHires #ManagementTrainees #WomenInFinance #CampusPlacement #TalentDevelopment #InclusiveWorkplace #Innovation #FutureLeaders #TeamAnandRathi #womenempowerment

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  • On ZEE Business Money Guru, our Deputy Head - Product & Research, Hrishikesh Palve speaks with Anchor Swati Raina on the channel's topic of creating a secure retirement strategy through mutual funds and disciplined investing. ◾Inflation makes equity essential for long-term retirement goals ◾Early investing by even 5 years earlier can nearly double your corpus due to compounding ◾Consistent SIPs are essential for building a retirement corpus  ◾SWPs should be done smartly, without depleting the capital Retirement isn’t just about saving—it’s about planning right. Begin today.

  • 𝐑𝐁𝐈 𝐏𝐨𝐥𝐢𝐜𝐲 𝐑𝐞𝐯𝐢𝐞𝐰: 𝐀 𝐌𝐞𝐚𝐬𝐮𝐫𝐞𝐝 𝐏𝐮𝐬𝐡 𝐟𝐨𝐫 𝐆𝐫𝐨𝐰𝐭𝐡 𝐀𝐦𝐢𝐝 𝐂𝐚𝐮𝐭𝐢𝐨𝐮𝐬 𝐎𝐩𝐭𝐢𝐦𝐢𝐬𝐦 𝑨𝒏𝒂𝒍𝒚𝒔𝒊𝒔 𝒃𝒚 Sujan Hajra, 𝑬𝒙𝒆𝒄𝒖𝒕𝒊𝒗𝒆 𝑫𝒊𝒓𝒆𝒄𝒕𝒐𝒓, 𝑪𝒉𝒊𝒆𝒇 𝑬𝒄𝒐𝒏𝒐𝒎𝒊𝒔𝒕, 𝑨𝒏𝒂𝒏𝒅 𝑹𝒂𝒕𝒉𝒊 𝑮𝒓𝒐𝒖𝒑 The Reserve Bank of India (RBI) reduced the policy repo rate by 25 basis points and shifted its monetary policy stance from neutral to accommodative, signalling a clear intent to support growth recovery. While the central bank offered no explicit guidance on liquidity, it acknowledged that systemic liquidity has swung into surplus—thanks to active RBI management—from a previously persistent deficit. Nevertheless, the RBI reiterated its commitment to maintaining adequate financial security. The impact of ongoing global trade tensions and tariff wars on India’s growth and inflation remains complex and hard to quantify, but the central bank flagged them as posing clear downside risks. That said, both consumption and investment demand are showing early signs of recovery, and financial conditions have turned increasingly supportive. Despite these positive signals, the RBI has retained its real GDP growth projection for FY2025-26 at 6.5%, which is 20 basis points lower than its previous estimate. We believe this reflects a conservative stance; in our view, real GDP growth is likely to trend closer to 7%, aided by improving domestic demand, easing financial conditions, and strong corporate earnings momentum. On the inflation front, risks have receded considerably. A durable softening in food prices, a sharp correction in inflation expectations, and a notable decline in crude oil prices have led the RBI to revise its inflation projection for FY2025-26 to 4.0%, down from 4.2%. We expect the actual outturn to be even lower, assuming global commodity markets remain benign. Given this backdrop, we anticipate an additional 25–50 basis points of rate cuts over the course of 2025. In terms of regulatory actions, the RBI announced several measures to enhance credit flows and improve financial resilience: ◾Steps to strengthen loan recovery mechanisms. ◾Standardisation of prudential norms across lenders for gold loans. ◾Expansion of co-lending frameworks to improve credit outreach. ◾Broadened funding avenues for infrastructure finance. ◾Liberalisation of UPI transaction limits beyond peer-to-peer transfers. While largely in line with market expectations, the policy demonstrates a cautious but supportive posture on both growth and inflation. The overall tone is market-friendly and should be viewed as positive for both equity and debt markets. Financials and infrastructure-related sectors stand to benefit the most.

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