Anand Rathi Wealth

Incorporated in 1995, Anand Rathi Wealth operates as an investment bankers, portfolio managers, wealth managers, and financial consultants. Additionally, it provides management consulting, advisory services, and financial facilities of various descriptions. The company provides wealth solutions designed specifically for High-Net-Worth Individuals (HNIs) and Ultra-High Net-Worth Individuals (UHNIs). Anand Rathi Wealth is operational across 17 states across India, including major cities such as Mumbai, Delhi, Bengaluru, and Hyderabad, among others. The company has international presence through its Dubai office, catering to the global aspirations of its clients. Anand Rathi Wealth Limited was originally incorporated in the name of 'Hitkari Finvest Private Limited' on March 22, 1995. It thereafter was renamed as 'AR Venture Funds Management Private Limited' on 06 April, 2005, which later converted the status of the Company from a Private Limited to a Public Limited Company with the name 'AR Venture Funds Management Limited' on 08 March, 2007. Subsequently, AR Venture Funds Management Limited was converted to a Private Company with the name 'AR Venture Funds Management Private Limited' on 07 July, 2015. Thereafter, AR Venture Funds Management Private Limited was again converted to a Public Company with name 'AR Venture Funds Management Limited' on 03 April 2017. Subsequently, AR Venture Funds Management Limited was renamed as Anand Rathi Wealth Services Limited on 06 July, 2017 and thereafter, was renamed as Anand Rathi Wealth Limited on 07 January, 2021. The Company began its operations as a mutual fund distributor registered with AMFI. Over the years, it has carved a niche as a wealth solutions provider for high and ultra-high-networth individuals (HNIs and UHNIs) in India. It also extended the services to the non-resident Indian (NRI) community from its representative office in Dubai. The firm's extensive network of Relationship Managers covers all major Indian cities, ensuring objective-based and standardised solutions to meet the clients' financial aspirations. Company's flagship Private Wealth (PW) vertical is pivotal in their service, managing assets worth Rs.75,291 Crores as of March 31, 2025. Anand Rathi Wealth Limited (ARWL) is one of India's leading wealth solution provider, offering objective-driven and data-backed wealth solutions to High Net-worth Individuals (HNIs) and Ultra High Net-worth Individuals (UHNIs). Initially starting as an AMFI-registered mutual fund distributor, it has grown into a holistic wealth solution Company. The Company offer clients simple and data-driven insights that empower clients to make informed financial decisions. Beyond investment planning, it also provide risk management solutions focusing on enhancing returns with minimal risks. These efforts of holistic wealth solutions include creating a safety net against unforeseen financial challenges, estate planning services to ensure smooth wealth transfer to next generation, and tax management strategies to maximize tax efficiency. Additionally, their network of Relationship Managers provides one-to-one data-driven wealth solutions to meet clients' wealth objectives. As on 31 March 2021, the company has three subsidiaries namely, AR Digital Wealth Private Limited, Freedom Intermediary Infrastructure Private Limited and Freedom Wealth Solutions Private Limited. On 08 August 2016,the company has issued and allotted 6230464 bonus equity shares of Rs 10 each to the shareholders in the ratio of 32:1. On 14 August 2018,the company has sub-divided its face value of equity shares from Rs 10 to Rs 5. On 16 July 2021,the company has issued and allotted 13872087 equity shares of Rs 5 each as bonus shares to the shareholders in the ratio of 1:2. The Company launched Initial Public Offering by issuing 12,000,000 Equity Shares through Offer for Sale by raising capital from public aggregating to Rs 659.38 Crores in December, 2021. The Company expanded its presence into 4 new cities: Ahmedabad, Vishakhapatnam, Coimbatore and Nagpur in 2022 and in 2024, has expanded its presence to Lucknow and Jabalpur.