Anand Rathi Preferred: Finance Management in India

At Anand Rathi Preferred, we go beyond just creating sound financial portfolios. We enable our clients to ‘Create a Wealth Story for Life’

Dynamic future, changeable economic environment, vigorous political climate - a concoction of market factors that are beyond one's control make the journey of achieving financial harmony a challenging one to traverse.

Our aim is to empower our clients with knowledge and expertise as they take a confident step towards realising their financial goals. Our tailored advice on leveraging rising opportunities through risk-minimising models is uniquely positioned to not just grow the wealth of our reputable clients, but also safeguard it from unforeseen situations, thereby preserving it for future generations.

Tailor-made solutions

Recognising your unique wealth objectives

Customised solutions designed to achieve long-term goals

Personal unbiased data-driven guidance to grow and manage your Investments

Strong Pedigree

Your trusted partner across generations

25+ years of proven excellence from the Anand Rathi Group

Preferred service assists over 5500+ families

Scientifically Driven Processes

Investment model based on scientific data analysis

Exclusive strategies designed in accordance to every family's unique needs

Stringent review processes and reliable delivery platforms to overcome unforeseen scenarios

I believe that every client has a unique requirement based on which bespoke solutions need to be created. At Preferred, we like to partner our clients with a long-term perspective when it comes to creating and preserving their wealth, by providing customer-centric guidance backed by research and advanced data analysis, keeping the principles of integrity and ethics as our utmost and foremost priority.

PRADEEP GUPTA | Co-founder & Vice Chairman

Wealth Stories for life

Dr. Divye Chhabra
We would like to express our thanks for the work you have done for us over the past years. The expertise and attention to detail with which you have handled our financial affairs could not be faulted. Particularly reassuring to us is our feeling of certainty in the absolute integrity of your dealings with us. Your continual advice on financial planning issues has saved us significant amounts of money. May you prosper, along with your clients.

Mr Manmohan Nagalia
I have been a client of Anand Rathi since 2010 and would highly recommend their services. They have assisted me with my complex financial structures and I have been more than happy with the results. I have recommended a number of my friends and family to Anand Rathi and they also are very happy with the service. I will definitely continue to praise about Anand Rathi services. This is what financial advisors should do! I have never had this kind of experience in the past with financial advisers and this is the kind of service I have been looking for. It’s nice to have one place to come to.

Retd. Brgd Om Pal Singh Chauhan
I am absolutely delighted with your service. It is really refreshing to work with a financial adviser who is truly interested in their client’s needs, circumstances and preferences. What really impressed me was the way you took the time to get a feeling for where I was at, your depth of knowledge, lateral thinking and your common sense approach. Your professional, ethical and caring demeanor elicits my trust and respect and I gladly recommend your services whenever possible.

Laxmi Singh & Pragati Singh
Just wanted to thank you for all the excellent service and help in planning our investments. Couple of things that worked well for us are your Prompt service, Quick resolution, faster response TAT and Excellent advisory services suited to our risk appetite. Both I and my husband have had a great experience in the last 2 years and we feel assured that our life savings is in good hands. Keep up the good work and keep rocking

Creating Wealth Stories for Life