Vishal Yadav

IIM Udaipur \'23 | Anand Rathi Wealth Limited

Role: Financial Advisor at Anand Rathi Wealth Limited
Location: Pune District, MH, IN
LinkedIn followers: 500 followers

Finance & AccountingView LinkedIn profile

Experience

Financial Advisor
Anand Rathi Wealth Limited
May 2023 — Present · Pune, IN
Serviced Portfolio for HNI Clients with Total Asset Under Management of Around 700 Crores. Financial - Analysis | Audit | Reporting | Monitoring

Education

Dharmsinh Desai University
Bachelor of Technology - BTech, Mechanical Engineering
Indian Institute of Management Udaipur
Master of Business Administration - MBA, Finance, General
2023

Contact information

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

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Experience

Financial Advisor

Education

Dharmsinh Desai University

Indian Institute of Management Udaipur

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