Anand Rathi Wealth Ltd.

Anand Rathi Wealth is one of the leading non-bank wealth solutions firms in India and has been ranked amongst the top three non-bank mutual fund distributors in the country. The company offers a wide product portfolio of wealth solutions, financial product distribution, and technology solutions to its clients. The company provides services primarily through its flagship Private Wealth (PW) vertical where it manages ₹ 294.72 Bn in AuM as of August 31, 2021. The company's PW vertical caters to 6,564 active client families, through a team of 233 RMs. In addition to the PW vertical, the company has 2 other new-age technology-led business verticals, i.e., Digital Wealth (DW) and Omni Financial Advisors (OFA).The company has achieved a dominant position in the distribution of financial products, with a focus on the growing HNI segment. Currently, the company has a presence across 11 cities in India.Competitive Strengths:Focus on the underserved HNI segment of great market potentialStandardized solutions offered to clients based on an objective-driven approachOne of the top 3 leading mutual fund distributors in IndiaFocus on value-added servicesAttracting and retaining talent through an entrepreneurial work cultureUnique marketing initiatives