Wadhwa

Anand Rathi Wealth Management|| Ex- RBL Bank ||Ex- PRA & co. || Chartered Accountant || CFA Level 1 || Finance Enthusiast|| Wealth Advisor

Role: Management Trainee at Ar Digital Wealth
Location: Sonipat, IN
LinkedIn followers: 500 followers

General Business & ManagementView LinkedIn profile

Experience

Management Trainee
Ar Digital Wealth
Feb 2023 — Present

Education

The Institute of Chartered Accountants of India
Chartered accountant
2015 — 2020
The Institute of Chartered Accountants of India
Chartered Accountant
CFA INSTITUTE
CFA LEVEL 1
2023 — 2024

Contact information

Verified work emails, personal emails, and direct dials — unlocked in one click.

Work email
•••••@anandrathiwealth.in
Personal email
•••••@•••••.com
Direct dial
+•• ••• ••• ••••

Unlock verified contacts

Free to start · No credit card required

Current company

Anand Rathi Wealth Limited

Financial Services · 1.5K employees · Founded 2002 · Mumbai, India

Anand Rathi Wealth Limited (ARWL) is an NSE500-listed company dedicated to simplifying wealth creation for high-net-worth individuals (HNIs) and ultra-high-net-worth individuals (UHNIs). Since 2002, we have been a trusted name in private wealth, offering a transparent, data-backed, and objective-driven approach to long-term financial success. As one of India's leading wealth firms, we specialise in creating, protecting, and seamlessly transmitting wealth through structured, data-backed, and transparent processes. We have been certified as a Great Place to Work for the last eight years, a testament to our organisational culture that fosters trust, collaboration, and excellence. What Sets Us Apart Our approach is fearless, uncomplicated, data-driven, and transparent. We build objective-driven wealth strategies uniquely suited to each client's goals, empowering them with clarity and confidence at every step of their wealth journey. Our Offerings Wealth Creation | Risk Management | Tax Planning | Estate Planning Our Reach With a presence across 18+ locations in India and an international representative office in Dubai, our Relationship Managers bring an average tenure of 8.8 years, ensuring deep expertise and continuity in every client relationship. Discover more: https://www.anandrathiwealth.in/ Follow us for insights, updates, and opportunities.

anandrathiwealth.in

Find verified contacts for anyone on LinkedIn

Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.

Start for free See how it works

Free plan included · No credit card required

This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.

Experience

Management Trainee

Education

The Institute of Chartered Accountants of India

The Institute of Chartered Accountants of India

CFA INSTITUTE

Find verified contacts for anyone on LinkedIn