Anand Rathi Wealth Limited IPO - Issue Opens Dec 2, 2021
Anand Rathi Wealth is one of the leading non-bank wealth solutions firms in India and has been ranked amongst the top three non-bank mutual fund distributors in the country. The company offers a wide product portfolio of wealth solutions, financial product distribution, and technology solutions to its clients. The company provides services primarily through its flagship Private Wealth (PW) vertical where it manages ₹ 294.72 Bn in AuM as of August 31, 2021. The company's PW vertical caters to 6,564 active client families, through a team of 233 RMs. In addition to the PW vertical, the company has 2 other new-age technology-led business verticals, i.e., Digital Wealth (DW) and Omni Financial Advisors (OFA).
The company has achieved a dominant position in the distribution of financial products, with a focus on the growing HNI segment. Currently, the company has a presence across 11 cities in India.
Objects of the Issue:
The objects of the offer are to achieve the benefits of listing the equity shares on the stock exchanges.
Competitive Strengths:
- Focus on the underserved HNI segment of great market potential
- Standardized solutions offered to clients based on an objective-driven approach
- One of the top 3 leading mutual fund distributors in India
- Focus on value-added services
- Attracting and retaining talent through an entrepreneurial work culture
- Unique marketing initiatives
Company Promoters:
Mr. Anand Rathi, Mr. Pradeep Gupta and Anand Rathi Financial Services Limited are the company promoters.
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