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- Company is one of the few wealth management companies in India that caters to clients across mass affluent, HNI as well as the Ultra HNIs through various solutions ranging from personal service to technology and robo-advisory.
- In 2016, one of the company's subsidiary Anand Rathi Wealth Management Private Limited acquired Freedom Wealth Solutions Limited.
- On 6th July, 2017 Company’s name was changed to Anand Rathi Wealth Services Limited.
- In 2017 the company acquired Private Wealth Management Business from Religare Wealth Management Limited.
-Pitch deck & Fund Raising for Start-ups
-Life, Health, Car & General Insurance