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    Strategic Roles

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At Anand Rathi Wealth Limited, we empower High-Net-Worth Individuals (HNIs) and Ultra-High-Net-Worth Individuals (UHNIs) to make informed investment decisions through a transparent, data-driven approach.

We specialize in wealth creation, risk management, tax planning, and estate planning. As a Certified Great Place to Work, we foster a culture of trust, collaboration, and excellence.

The role requires developing and managing client relationships to enhance and acquire more Assets Under Management (AUM). This involves aligning AUM with clients' financial strategies to reduce risk, cost, and tax while enhancing desired returns and volatility of the portfolio.

Responsibilities include reviewing and servicing portfolios to create a wow experience for clients, onboarding new relationships, conducting marketing activities to increase the number of clients managed, and maintaining full ethics in providing services and analysis.

Close collaboration with product teams is essential for delivering specialized advice and ensuring seamless service delivery.