Connections Anand Rathi Wealth Limited Bombay S.E.

Anand Rathi Wealth Limited is an India-based wealth solutions provider. The Company is engaged in the business of services for the distribution and sale of financial products. It works with high and ultra-high net worth individuals (HNIs and UHNIs) to facilitate their investments in financial instruments using its solutions. It offers a Private Wealth (PW) segment, and two service offerings which include Digital Wealth and the Omni Financial Advisory (OFA) platform. Digital Wealth is the infrastructure through which it provides personalized wealth services to investors. The Omni Financial Advisor (OFA) platform is a flagship of the Company, built to empower Mutual Fund Distributors (MFDs) and Independent Financial Advisors (IFAs/ARN holders) with a technology-driven digital infrastructure. It offers client reporting, business dashboards, online mutual fund transactions, goal planning, and client engagement tools.