Company Profile
Anand Rathi Wealth provides the distribution and sale of financial products in India. The company offers wealth solutions. It also operates Omni Financial Advisor, a technology platform for mutual fund distributors and independent financial advisors, which include client reporting, business dashboard, client engagement, online mutual fund transactions, and goal planning products. Additionally, it is involved in business brokerage activities.
The company serves high net-worth individuals and ultra-high net-worth individuals. Founded in 1994 and headquartered in Mumbai, India, Anand Rathi Wealth was formerly known as Anand Rathi Wealth Services Limited before rebranding in January 2021.