Spring 2016 Issue
“Today, AnandRathi private wealth management is forging ahead with its growing team of best-inclass financial strategists, currently counting on the expertise of over 120 professionals.” Through these interactive sessions, the participants ask questions, clarify doubts, and gain an understanding of the company’s approach to wealth management. The subsequent step is a personalised strategy meeting which could be the beginning of a long and effective relationship between client and company. For all HNIs, the wealth manager constitutes a crucial support system. Recognising and internalising this, AnandRathi has shaped itself over time to excel as a friendly, research and datadriven, trustworthy private wealth management advisory for the HNI and the ultra-HNI segment. Markets will always fluctuate and financial scenarios will keep changing in an economy where volatility is the norm and inflation, a probability. Given such conditions, the support of a professional wealth manager who is an effective financial strategist can make all the difference between blowing with the wind, and sailing above uncertain tides to arrive, stronger than ever, at one’s intended destination. ABOUT THE ANANDRATHI GROUP The AnandRathi Group was formed in 1994, stemming from Founder and Chairperson Anand Rathi’s vision to set up a financial consultancy. After some years, the group expanded to provide investment banking and investment services, equity advisory, general insurance, commodities and currency, and global finance. As the company grew, it noticed that while there was a significant number of HNIs in the country, there were not enough highly-skilled wealth managers. Recognising the immense potential in this arena, AnandRathi instituted its private wealth management services in 2001. Seven years later, Mr Rakesh Rawal joined the company as CEO. It speaks volumes, that a ten-fold growth has been seen since he took the reins. Today, AnandRathi private wealth management is forging ahead with its growing team of best-inclass financial strategists, currently counting on the expertise of over 120 professionals. i CFI.co | Capital Finance International
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