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LEADING INVESTMENT MANAGEMENT COMPANY

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Managing your investments as high or ultra-high-net-worth individuals (HNIs & UHNIs) goes beyond just creating a diversified portfolio; it’s about building your legacy with strategic planning and wise decision-making.

At this stage, when your focus lies on wealth preservation and financial growth, an Investment management company like Anand Rathi Preferred can be your best ally. As a group of seasoned Investment management and financial experts, we cater to esteemed clients like you by offering trusted, end-to-end financial guidance and tailored solutions to match your vision.

What is Investment Management?

What is Investment Management?

Investment Management is a professional service that involves overseeing and managing a portfolio of financial assets and securities on behalf of a client. This can include buying and selling financial instruments, developing periodic investment strategies, tax planning, monitoring asset allocations, and other similar activities.

As a leading Investment Management firm, we perform these activities to ensure that your portfolio consistently aligns with your short and long-term investment goals.

Key features of Investment Management

Here are some salient features of Investment Management services that can help to build a solid foundation for the growth of your wealth.

Identifies and defines your investment goals with clear and realistic expectations.

Help to evaluate your current wealth and portfolio to devise a customized investment strategy for the best utilization of your funds.

Diversification of your portfolio by investing across various asset classes to meet your objectives and mitigate risks as per your preference.

Offering professional advice for risk management and wealth preservation, tailored to meet your investment horizons and growth vision.

Investment Management services
Offered by Anand Rathi

As one of the leading Investment Management companies, here are the key services offered by Anand Rathi preferred to manage your investments:

Here’s why we stand out:

Portfolio management services

Portfolio management services

With a dedicated relationship manager to guide you and easy access to the fund manager, our portfolio management service is a premium offering to HNIs & UHNIs like you. With years of experience in the industry, we conduct periodic reviews of your... With a dedicated relationship manager to guide you and easy access to the fund manager, our portfolio management service is a premium offering to HNIs & UHNIs like you. With years of experience in the industry, we conduct periodic reviews of your portfolio to ensure your goals and risks match investment choices.

Available in eight premium options, you can choose a service that aligns with your time horizon, asset choices, return expectations, and risk appetite. See More

Tax planning and management

Tax planning and management

Careful investment planning can lose its impact if tax implications are not taken into consideration. This is where our tax planning service comes into play. As one of the leading Investment Management firms in the country, our financial experts offer close... Careful investment planning can lose its impact if tax implications are not taken into consideration. This is where our tax planning service comes into play. As one of the leading Investment Management firms in the country, our financial experts offer close assistance in managing your taxes while complying with all the legal requirements so that there is full potential for stable returns. See More

Unlisted Equity investments

Unlisted Equity investments

Tap into the hidden potential of unlisted shares with bespoke management and experts. The service lets you diversify your risk by investing in pre-IPO shares with consistent growth potential and... Tap into the hidden potential of unlisted shares with bespoke management and experts. The service lets you diversify your risk by investing in pre-IPO shares with consistent growth potential and long-term value.

Choose this Investment Management service to become an early investor in top companies at a fair valuation with low volatility and see your investments work for the returns. See More

Investment baskets

Investment baskets

Differentiated as fundamental baskets and technical baskets, there are a group of stocks designed to meet your long and short-term investment goals. Both baskets are a result of extensive research based... Differentiated as fundamental baskets and technical baskets, there are a group of stocks designed to meet your long and short-term investment goals. Both baskets are a result of extensive research based on efficient strategies and in-depth analysis that makes them a robust investment choice. See More

Fixed Income instruments

Fixed Income instruments

As part of our premium Investment Management services, this offering can extensively mitigate your risks and stabilize your return on investments. The carefully selected financial instruments include corporate fixed deposits, market-linked... As part of our premium Investment Management services, this offering can extensively mitigate your risks and stabilize your return on investments. The carefully selected financial instruments include corporate fixed deposits, market-linked debentures, tax-free Bonds, debt mutual funds, and more.

Ideal for generating periodic returns and diversifying your portfolio, these instruments help safeguard your capital while fostering investment growth. See More

Structured products

Structured products

Structured products are tailor-made hybrid investment instruments created exclusively for your risk-reward profile. By balancing a high-risk, high-reward instrument with a lower-risk instrument, our analysts aim... Structured products are tailor-made hybrid investment instruments created exclusively for your risk-reward profile. By balancing a high-risk, high-reward instrument with a lower-risk instrument, our analysts aim to derive stable returns on your investments.

With an option to create debt or Equity-structured products, they are designed for predefined medium-term investment goals with a lock-in period of one year. See More

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What are the different types of Investment Management services?

There is a wide range of services that Investment Management firms may offer to you.

Traditional Investment Management

Traditional Investment Management

This is the primary form of Investment Management where the portfolio manager buys, sells, and invests in a range of asset classes on behalf of the clients. These transactions and investments are made according to the objectives laid down by you and an investment strategy engineered by the portfolio manager to meet your requirements.

Hedge Fund Investing

Hedge Fund Investing

This Investment Management service leverages complex and unconventional trading strategies to gain above-average returns on investments. Some examples of the techniques include short-selling and derivative instruments.

Real Estate Investing

Real Estate Investing

Buying, selling, renting, and managing real estate properties such as lands, buildings, or other immovable structures for profit is real estate investing. You can also choose to invest in real estate investment trusts instead of directly investing in the properties.

Portfolio Management

Portfolio Management

A portfolio manager takes charge of your portfolio to review and identify high and underperforming assets. The manager is also responsible for monitoring your investment process, planning your investments, and making necessary changes by buying and selling financial assets based on the changes in the market.

Private Equity Investing

Private Equity Investing

It is an Investment Management practice of acquiring Equity in non-listed private companies as early investors. Due to high capital requirements, this service is exclusively offered only to institutions and HNIs and is not available for retail investors.

Benefits of Investment Management Services

Investment Management companies can play a key role in the growth of your wealth by offering expertise in managing your investments. Here are some important benefits related to the services:

Expert-led investments

Expert-led investments

The primary benefit of Investment Management services is the supervision and involvement of an expert. These managers are seasoned industry players who can understand your vision and offer tailored solutions based on innovative analysis and rigorous research.
Risk mitigation

Risk mitigation

Investment managers analyze your risk profile to create strategies, enabling curated investments that match your risk-reward ratio through diversification, hedging, and monitoring, reducing portfolio risks.
Achievement of financial goals

Achievement of
financial goals

HNIs often have high financial goals that can become cumbersome to manage. Investment managers can solve this issue as they channel the investments toward the investor’s goals and meticulously plan the well-being of the investors through the corpus.
Minimized tax liability

Minimized tax liability

Investment Management companies often collaborate with tax experts to design tax-efficient portfolios. By leveraging capital gains strategies, tax exemptions, and other applicable provisions, they develop comprehensive plans to minimize the tax liability on your investments.
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Our Process

Process Process

Customer Reviews

What Our Customer Has to Say About Us

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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.

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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.

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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.

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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 

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FAQs

FAQ
An investment manager is responsible for understanding the client’s financial goals and creating and executing investment strategies to meet those short and long-term financial goals.
Hiring an investment manager should completely depend on your personal and financial needs. You can consider the option if you find it difficult to manage your wealth on your own, want to plan major life events, need help with tax planning, or want to create a financial safety net for you and your family.
It can vary depending on your investment horizons and goals. However, it is advisable to review your portfolio during any significant market change, biannually for long-term investments and quarterly for short-term investments.
Our financial experts and portfolio managers are well-versed in analyzing and tracking your investments. You can use our innovative and technology-based platform to evaluate your investment performance and identify underperforming assets.
One significant limitation of Investment Management services is the absence of guaranteed returns on investment (ROI). External factors such as market volatility, economic conditions, and unforeseen events can impact returns, even with expert involvement and strategic planning.