Anand Rathi Wealth Limited — Investor Relations & Filings

Anand Rathi Wealth Limited provides professional wealth management services and financial solutions tailored for High Net Worth Individuals (HNWIs) and Ultra High Net Worth Individuals (UHNWIs). The firm operates through three distinct verticals: Private Wealth, Digital Wealth, and Omni Financial Advisors. Its core methodology involves an objective-driven approach to wealth management, utilizing data-led asset allocation and standardized investment strategies. By employing proprietary research and a model-based investment process, the firm seeks to provide consistent risk-adjusted returns. The Digital Wealth segment serves the mass affluent market via a technology-driven platform, while the Omni Financial Advisors division offers a tech-enabled infrastructure for independent financial experts. The company focuses on long-term wealth creation through a disciplined, non-discretionary advisory framework.