With Equity Market Protection
Assets we Manage
Returns Delivered
Wealth Strategy in
Amit Rathi Managing Director
Sriram Iyer CEO
Shilpa Sheth Product & UX
Aditya Soparkar Client Engagement & Operations
Pearl Jain Marketing
Bharat Lodha Program Manager
Rakesh Rawal CEO
Feroze Azeez Deputy CEO
Harbinder Saini CTO
2015 Best Wealth Manager Capital Finance International, London
2015 Gaurav Ratna Manager Award Mr. Anand Rathi Jai Narayan Vyas University Jodhpur
2014 Excellent Award Institute of EconomicStudies
2014 Asiamoney Overall Best Private Bank India*
2014 Asiamoney Poll of Polls 2005-2013 Best Domestic Private Bank India
2014 Golden Global Achievers Award Mr. Rakesh Rawal Institute of Economic Studies
2014 Udyod Rattan Award Mr. Rakesh Rawal Institute of Economic Studies
2013 Asiamoney Overall Best Private Bank India*
2012 Asiamoney Overall Best Private Bank India*
2013 Asiamoney Best Domestic Private Bank India
2012 Asiamoney Best Domestic Private Bank India
2011 Asiamoney Best Domestic Private Bank India
2010 Asiamoney Best Domestic Private Bank India
2009 Asiamoney Best Domestic Private Bank India
Who we are
Established in 1994, AnandRathi is one of India's leading financial services firm offering Wealth Management, Investment Banking, Corporate Finance & Advisory, Brokerage & Distribution services in the areas of equities, commodities, mutual funds, structured products, insurance, corporate deposits, bonds & loans to institutions, corporations, high-net worth individuals and families.
Our Private Wealth Management Business
AnandRathi Private Wealth Management provides wealth management services to High and Ultra-high-net-worth worth individuals (HNIs & UHNIs). Our highly trained and specialised team of over 120 Financial Strategists engage with clients from across the country as well as those based abroad. We have offices in multiple locations - Mumbai, Delhi, Bangalore, Hyderabad, Chennai and Pune, among others.
Contact us
11th Floor, Times Tower, Kamala City, Senapati Bapat Marg, Lower Parel, Mumbai-400013
wm.support@rathi.com
(022) 4047 7000
Rakesh came to AnandRathi PWM after an innings of 8 years at Deutsche Bank. Prior to financial services, he has held key positions in exalted organizations like Hindustan Unilever and Ranbaxy Laboratories. He has been conferred with the Udyog Rattan Award and the Golden Global Achievers Award by the Institute of Economic Studies in appreciation of his contribution to the country's financial services sector. A B.Tech from Indian Institute of Technology, Kanpur and MBA from JBIMS, Rakesh unwinds with a good game of bridge, a lifelong passion!
Mr. Amit Rathi, 41 is a rank-holder Chartered Accountant and an MBA from New York University's Stern School of Business. He was instrumental in setting up the Private Wealth Management (PWM) & Investment Banking (IB) businesses of the Anand Rathi group. The Times of India, in 2008, listed Amit as one of the Top 51 Young Marwaris in India. He is a member of the Mumbai Chapter of the Young Presidents' Organisation (YPO) and co-chairs the NYU Stern India alumni group. He is also a member of the Committee on Financial Markets and Investors' Protection at the Institute of Chartered Accountants and ASSOCHAM National Council for Capital Markets.
With a decade's experience in capital markets, Feroze is known for his radical methods of wealth management and financial engineering, in the industry. A brilliant thinker, the structured product industry has seen many of his product innovations succeed over a period of time. Prior to AnandRathi, Feroze was associated with eminent organizations such as Religare Macquarie for three years and RBS for seven years. Feroze is a Mechanical Engineer and also holds a Post Graduate Diploma in Management with majors in Derivatives and Finance. He has a keen interest in the game of bowling and delivers guest lectures on finance at several B schools.
Not everything is a rocket science, but what Harbinder does is nothing less!
He is a computer engineer and has over 25 years of experience in the IT industry across products, services, consulting, solutions and enterprise systems.
He is an enthusiastic man and always up for the party. "Enjoying life to the fullest" is his mantra.
Not everyone can be described, few one has to meet to know! Pearl is one such member in our team. Her effectiveness in presentation, communication and convincing makes us feel that marketing is in her genes.
She is a party animal who believes in the saying-"Work hard & party harder"
With over 23 years in the BFSI sector, Sriram has a 360 degree understanding of this space - from managing bank branches to running a private wealth company as its CEO.
He brings a nuanced understanding of practically every aspect of consumer facing businesses. He is passionate about helping people manage their finances efficiently by using technology to reach a large swath of the populace.
An avid traveler, a news junkie and a committed health freak, he has run a few marathons apart and raised money for charity by participating in long distance trail walks.
Getting things done may be difficult for many, but not for Shilpa. A chartered accountant with over 20 years of experience in financial domain and a great sense of product design-a perfect blend for Product head, isn't she?
She is a passionate photographer and loves spending time with family.
Not everyone has a knack of simplifying complex processes but Aditya is a champ in it. After completing engineering back in 1996, he got to spearhead several projects in well-known financial companies.
His excellence at work is just one side of his personality. The other side is a fabulous innocent singer.
An intelligent geek, an avid reader, an ardent cook- Bharat has a versatile personality.
He hails from IIM and IIT and acts as the expert mind of our team. He is young, energetic and experienced and adds rigour to the task that needs to be completed within the time limit.
Our team has built an intuitive app that on a single tap lets you :
All this at your own convenient time!
No more endless holding time, no more automated answering machines!
We understand the importance of human connect. That is why we have a dedicated client engagement team who are just a phone call away, waiting in the wings, ready to spring into action, for any assistance that you may need.
Each member has over five years of client engagement experience and bring on board the extra care and sensitivity.
At AR Wealth we ensure that your experience with us is nothing but seamless and hassle-free. Our client engagement partners are as much aligned to our group's philosophy.
Our award-winning proposition empowers the CEPS to establish, grow and operate their own business, whilst maintaining the technology, advisory and back-end support of a recognised leader in wealth management.
Passion, expertise and self-belief. Our client engagement partners has it all!