Anand Rathi Wealth Services Unlisted Shares

They are one of the leading non-bank wealth management services firms in India that caters to a large spectrum of clients through a mix of advisory, distribution, and technology solutions. They are one of the few wealth management companies in India that cater to clients across mass affluent, HNI as well as the Ultra HNIs through various solutions ranging from personal service to technology and Robo-advisory.

They carry out their business through three business verticals, namely;

a) Private Wealth Management (“PWM”)-

They provide wealth management solutions to our clients which include facilitating client investments in various financial instruments including but not limited to, mutual funds, debentures, structured products and equity derivatives for the purpose of investment strategies

b) Digital Wealth Management (“DWM”)

The DWM vertical allows them to build an economically feasible wealth management model for services to the mass affluent market.

c) Omni Financial Advisors (“OFA”).

OFA is India’s leading tech platforms for IFAs to service their clients and grow their business.

Total AuA from our PWM and DWM business was ₹169.97 billion, as on July 31, 2018. We operate with a team strength of 514, 34 and 94 as on July 31, 2018, for our PWM, DWM and OFA verticals, respectively.

Anand Rathi Annual Report 2018-19