Smart Combination of Mutual Funds and Structured Products

Wealth creation is not just about returns—it’s about balancing growth, risk, and liquidity. The Wealth+ Portfolio is designed to thrive in all market conditions through:

• Strategic Fund Allocation: Across large-cap, mid-cap, and small-cap segments.
• Diversification: 14 carefully selected schemes for reduced risk.
• Robust Selection Process:
• Only funds with strong equity AUM and track records
  • Quantitative metrics like VaR, Standard Deviation & Efficiency Ratio.
  • Qualitative vetting by research team

Structured Products:

• Competitive returns even in moderate or flat markets.
• Focused on capital preservation and low-risk profiles.

Wealth SIP plays a key role in wealth creation by promoting disciplined investing, flexibility, and convenience through a mobile-first experience.

Ongoing Rebalancing, Restructuring, and Reviews

Protecting your wealth is as important as growing it. Anand Rathi Wealth’s team ensures your portfolio adapts to market shifts through:

• Periodic Rebalancing: Maintain optimal asset allocation.
• Portfolio Restructuring: Align investments with new opportunities and goals.
• Comprehensive Reviews: Covering mutual funds, stocks, PMS, and insurance.
• Dedicated Monitoring: A 150-member product team tracks and optimizes portfolios constantly.

Wealth SIP adds flexibility—allowing you to adapt to life events by pausing, restarting, or increasing investments anytime.

Securing Your Legacy for the Next Generation

Anand Rathi Wealth’s approach to succession planning ensures smooth and efficient wealth transfer through:

• Will & Trust Advisory: To legally safeguard your wishes.
• Capital Protection + Growth: Ensuring your wealth not only remains intact but grows for future generations.
• Retirement Planning:
  • Start withdrawals as early as the first month.
  • Adjust income yearly for inflation.
  • Ensure capital continues to grow for legacy planning.