Agraj Gupta

Anand Rathi Wealth Limited

Anand Rathi Wealth Limited, a newly listed company has, since 2002, been in the business of Private Wealth, catering to high net worth individuals (HNIs). We are also registered with AMFI as a Mutual Fund Distributor overseeing AUM of over INR 31,348 crores of assets under management across 6,910 families in India and globally (December 31, 2021). We have over 253 Relationship Managers operating from 12 locations – Bengaluru, Chandigarh, Chennai, Delhi, Gurugram, Hyderabad, Kolkata, Mumbai, Noida, Rajasthan, Pune and Dubai. We focus on uncomplicating the entire process of Private Wealth for our clients so that they can choose the best investment option available to make the right investment decision. Our focus on building long-term relationships defines our business. Our core values of being fearless, providing data to make decisions, uncomplicated & transparent approach make us a trusted partner in our client's investment voyage. We provide the appropriate financial data for our clients to understand the probability of achieving their decided wealth goals. We help in planning the safety nets to protect one's wealth from any unforeseen circumstances. We also build an estate plan to ensure near-zero transmission loss while transmitting wealth to the next generation. Our unique platform for our clients has led us to be voted as Best Customer Service Excellence providers by the World Leadership Congress, 2020. We have been certified as a 'Great Place to Work', which endorses the culture at our organisation. Internationally, we have been recognised by Asia Money and CFI International in London and Asian Private Banker, Hong Kong.