PORTFOLIO RESTRUCTURING

PORTFOLIORESTRUCTURING

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For any high or ultra-high-net-worth individual (HNI or UHNI), the portfolio isn’t just a summary of the investments but a strategy to create generational wealth.

In such elaborate investment plans, portfolio reconstruction becomes an essential element for strategic planning to ensure your investments are always aligned with the changing market scenario and your ambitious financial goals.

Welcome to Anand Rathi Preferred. We are known for our high-end business Portfolio Restructuring and tailored investment strategies. Our expert team understands the potential of your portfolio and is dedicated to elevating it to the next level.

What is Portfolio Restructuring?

What is Portfolio Restructuring?

Portfolio Restructuring is a proactive evaluation of an investment portfolio to analyze the performance of all your investments and to modify its composition based on research and findings.

It’s an intentional technique that experts use to help your portfolio reach its full potential by identifying assets that are underperforming, adding assets with stable return potential, mitigating risks, and improving efficiency with a revised investment strategy.

Key benefits of Portfolio Restructuring

Portfolio Restructuring is a highly technical service. This technique helps to cope with unforeseen or sudden changes in the market and aligns with your modified investment objectives or simply because you feel the need for a portfolio rebalancing. Here are some of its key advantages:

Here’s why we stand out:

Performance improvement

Performance improvement

The primary goal of investments is to generate returns that passively grow your wealth. An expert portfolio manager clearly understands this objective and helps you recreate a portfolio... The primary goal of investments is to generate returns that passively grow your wealth. An expert portfolio manager clearly understands this objective and helps you recreate a portfolio that generates stable returns on your investments by keeping them in line with your investment goals and risk tolerance. See More

Market adaptability

Market adaptability

Irrespective of how strong your portfolio construction was, it becomes redundant if it can’t keep up with the changing dynamics of the present market scenario. In such cases, it... Irrespective of how strong your portfolio construction was, it becomes redundant if it can’t keep up with the changing dynamics of the present market scenario. In such cases, it becomes inevitable to get your portfolio restructured so that you can swiftly adapt to new trends and take advantage of new opportunities. See More

Achieving investment goals

Achieving investment goals

If you change your investment goals over time or create new goals, your portfolio should be able to match those. Portfolio Restructuring can help you achieve those goals with strategic planning.

Risk management

Risk management

Every asset class comes with its own risk margin that can increase or decrease over time. Your portfolio manager can assess these risks and help you understand their impact on the overall portfolio. You can manage it during.... Every asset class comes with its own risk margin that can increase or decrease over time. Your portfolio manager can assess these risks and help you understand their impact on the overall portfolio. You can manage it during the restructuring to build a resilient portfolio that can endure market volatility and generate stable returns throughout the investment period. See More

Investment diversification

Investment diversification

A robust portfolio construction starts with the diversification of your investment across different asset classes, geographical boundaries, and industries. Effective asset diversification can not only reduce your... A robust portfolio construction starts with the diversification of your investment across different asset classes, geographical boundaries, and industries. Effective asset diversification can not only reduce your risk but also improve your returns by exposing your investments to its full potential. Since the returns and underlying risks of every asset can change over time, restructuring your portfolio can create a balanced diversification in alignment with the latest market trends. See More

Optimizing tax liabilities

Optimizing tax liabilities

Considering the tax implications of your investments is a crucial step in choosing the right investment options. High tax implications can tone down your returns or even negate... Considering the tax implications of your investments is a crucial step in choosing the right investment options. High tax implications can tone down your returns or even negate them in some cases. Portfolio Restructuring can help you let go of assets with high tax implications or leverage tax losses to offset gains to minimize your tax liability. See More

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How does our Portfolio Restructuring work?

Anand Rathi Preferred is not just a portfolio construction company but a group of seasoned experts who have come together to cater to the varied investment needs of HNIs and UHNIs.

Here is an overview of how we offer tailored restructuring services for your portfolio:

Assessing your investment profile

Assessing Your
Investment Profile

Our relationship managers work very closely with every esteemed client to understand the investment goals, risk tolerance level, investment preferences, corpus availability and expectations from the service. This helps us understand you as an investor and form future strategies for your portfolio.
Holistic portfolio review

Holistic Portfolio
Review

The next step for the experts is to conduct an in-depth review of your existing investments. This process includes an analysis of every asset you hold, gauging their performance, comparing their yields with other assets in the same class and discovering any discrepancies between your investments and financial goals.
Devising a customised strategy

Devising a Customised
Strategy

Every client associated with Anand Rathi Preferred is unique, and so are our solutions for you. Our relationship managers go to great lengths to meticulously handpick the right stocks and craft strategies designed to stabilise your returns. They focus on diversifying your portfolio by adding promising assets and removing underperforming ones. Our experts also carefully consider risk factors, investment horizons, and other critical details to ensure your investments work for you at the right time.
Constant monitoring and evaluation

Constant Monitoring
and Evaluation

Our experts continuously monitor your newly restructured investment portfolio to ensure it delivers the desired results while keeping you informed throughout the entire process.

Why choose Anand Rathi Preferred for Portfolio Restructuring?

As a pioneering portfolio construction company and industry expert, Anand Rathi Preferred is specifically formed to cater to your demands by focusing on your needs and requirements at the centre of our every service.

Here are some reasons that help us stand out from our peers and why you can choose us:

Industry leaders

Industry leaders

Anand Rathi Group has a long history of helping clients like you to grow wealth under the unparalleled guidance of leaders and industry experts. We have collectively catered to thousands of clients like you and maintained fruitful relationships for decades.

At Anand Rathi Preferred we take one extra step toward personalizing all of these services wrapped in our legacy to make the best out of your investments and experience.

Exclusively for HNIs and UHNIs

Exclusively for HNIs and UHNIs

Every relationship manager at Anand Rathi Preferred is an expert in their niche and has years of industry experience. They are trained to understand your vision as HNIs and UHNIs and exclusively cater to your needs.
This experience and training also distinguishes them from other portfolio managers in creating a tailored investing experience with a portfolio that aligns not only with your goals but also with your values and well-being in the long run.

Research-backed solutions

Research-backed solutions

We take pride in our innovative and quality research, which is very hard to replace. With 3 decades of research experience in the financial industry, our managers can identify not only opportunities but also threats and the solutions to overcome them.
This quality enhances the resilience of our customized investment solutions, enabling them to withstand market pressures and volatility.

A wide array of investment opportunities

A wide array of investment opportunities

Choosing Anand Rathi Preferred opens your door to hidden investment opportunities that are not available to the general public. With our Portfolio Restructuring service, you also get access to Equity, Commodities, exclusive pre-IPO stocks, curated Investment Baskets, and standardized products to maximize your exposure to better quality, high-return assets.

Control over your investments

Control over your investments

Even though our portfolio managers are always present to guide you every step of the way, curate assets for you, and analyze their performance, you continue to control your investments.

Seamless technology for investment

Seamless technology for investment

At Anand Rathi Preferred, we have revolutionized the investment landscape with our technology-driven platform. With robust applications, seamless access to the fund manager, and several innovative tools to assist you, we make sure you are always at the forefront of technology in this journey.

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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
Portfolio Restructuring helps you stay aligned with the market trends, manage your risks, and maintain a diversified portfolio with stable returns. Hence, it plays a crucial role in investment.
You can choose to get your portfolio restructured if your investments are not meeting the standards, if there is a change in your financial goals, if you want to reduce or take higher risks or if there has been a long gap since your last restructuring.
A Portfolio Restructuring process involves studying your current portfolio and analyzing the investments to identify underperforming assets and any misalignment with your goals. Then, the portfolio manager devises a new strategy and follows it to rebuild your portfolio.
During the reconstruction, the portfolio manager analyses the risk of your present investments and confirms their alignment with your risk profile to hold or replace the investments.
We usually suggest a rebalancing frequency of 6-12 months. However, the period can be extended or reduced based on your investment horizons and other requirements.