Private Wealth Advisory · Anand Rathi Wealth
Your Personal
CFO for
Wealth Growth
Just as a treasury strategically manages a company's surplus to maximise growth and stability — your personal wealth deserves the same discipline, structure, and precision.
Administration
Before we embark on this journey,
ask yourself these questions
If any answer is "No", we can help you build the structure, discipline and clarity your wealth deserves.
Has your wealth doubled in 6 years and quadrupled in 12 years?
Do you know the exact IRR of your entire portfolio — across all asset classes?
Can you preserve capital and sustain your lifestyle simultaneously?
Is your wealth protected from legal risks, personal or professional liabilities?
Are you aware of your total tax liability across investments and structured to minimise it?
Have you planned seamless wealth transmission to the next generation?
Do you have a financial safety net that covers your family for 20+ years?
Are you earning additional risk-adjusted returns compared to benchmark indices?
Wealth Management as a
Disciplined 4-Step Process
Management as taught in B-Schools and practised in corporates — a structured framework applied to your personal wealth.
Comprehensive audit of your entire financial picture — assets, liabilities, insurance, taxes, and goals — to establish a clear baseline.
Data-driven strategy crafted around your specific goals, risk appetite, time horizon, and legacy objectives.
Disciplined execution across asset classes — equity, debt, real estate, insurance, and alternative investments — with structured allocation.
Regular portfolio reviews with performance benchmarking, rebalancing, tax-loss harvesting, and updated financial planning.
Let Data & Numbers Guide Your Strategy
— Not Rhetoric
Every recommendation is backed by rigorous quantitative analysis across all asset classes.
Equity Analysis
Alpha generation through systematic analysis of mutual fund and equity portfolios. We identify underperformance, benchmark against the AR Model Portfolio, and restructure with precision.
Insurance Analysis
98% of traditional insurance policies underperform against a Term + Equity strategy. We audit your coverage and restructure it to maximise protection at minimal cost.
Risk Analysis
Numerically calculating and managing portfolio risk through beta, drawdown analysis and stress-testing — so volatility never takes you by surprise.
Real Estate Analysis
80%+ of real estate portfolios underperform NIFTY50 on IRR basis. We objectively evaluate your property holdings and guide smarter capital deployment.
Values That Create Trust
The principles that guide every conversation, every recommendation, every decision.
Showing you information you need to see — without fear, without filters, without bias.
Uncomplicating financial concepts so you fully understand every decision before you make it.
Data at scale — across 13,000+ families and ₹76,000 Cr+ AUM — guides every considered decision.
Transparency builds trust. Trust enables implementation. Implementation creates long-term value.
Three Pillars of
Comprehensive Wealth Management
Wealth Creation
Achieving inflation-beating returns while calculating and managing risk numerically. Reducing the impact of taxation to improve post-tax portfolio performance across equity, debt, and alternative investments.
Wealth Protection
Safeguarding personal wealth from personal or professional liabilities and litigations. Structuring assets through appropriate legal and financial instruments for maximum protection.
Wealth Transmission
Ensuring smooth, tax-efficient transmission of wealth from one generation to the next. Facilitated 6,500+ wills and 1,050+ trusts to help families structure and secure their legacy.
Hi, I'm Ankur Kaushik
I started my career over a decade ago with a Public Sector Bank as a Probationary Officer. Intrigued by the financial world, I pursued an MBA from XIMB with dual majors in Finance.
I now serve as Assistant Vice President at Anand Rathi Wealth, assisting clients on their wealth journey. I actively uncomplicate financial jargon while simplifying complex financial decisions. I currently oversee assets over ₹200 Cr+ across 24 families.
I am part of a listed company with over ₹76,000+ Cr as AUM spread across 11,000+ families — giving every recommendation the backing of institutional-grade data and research.
What Our Clients Say
Real experiences from families who have trusted us with their wealth journey.
Ankur transformed how I think about my finances. His data-backed approach cut through all the noise and gave me clarity I never had before. My portfolio IRR has significantly improved.
What stood out was the transparency. Every recommendation came with numbers, not just opinions. I finally understood my own financial situation after years of confusion.
The wealth transmission planning Ankur did for our family was exceptional. He structured everything with such care and foresight. Our next generation is fully prepared.
Has your wealth doubled in 6 years and quadrupled in 12?
Are nominations updated across all your investments?
Is your wealth protected from legal risks or liabilities?
Are you paying more tax than necessary on your returns?
Plan Your Finances
With Confidence
Get Started →
Begin Your Wealth Journey
Schedule a complimentary conversation. No obligation — just clarity.
Your information is strictly confidential and will never be shared.