Anand K Rathi

Co-Founder

Bengaluru, Karnataka, India21 yrs 4 mos experience

Most Likely To SwitchHighly Stable

Key Highlights

21 years of wealth management experience
Scaled firm to Rs.500 crores in 12 years
Founder of innovative investment platform MIRA Money

Stackforce AI infers this person is a Fintech expert specializing in wealth and investment management.

Contact

Skills

Core Skills

Wealth ManagementInvestment ManagementTechnology IntegrationClient Relationship ManagementFinancial PlanningBusiness Development

Other Skills

Asset AllocationBusiness Relationship ManagementCapital MarketsClient ManagementCommodityDerivativesEquity TradingFX OptionsFinancial MarketsGrowth CapitalInvestment AdvisoryMoney ManagementMutual FundsPortfolio ManagementRelationship Management

About

It's hard to earn money, harder to save money and even harder to invest your saved money with someone. There are always multiple questions on investors' minds and an investment manager should address the questions first, and understand the investor before investing the money. Over the past 21 years of managing the wealth of multiple families across the income spectrum, I believe there are just 2 things that a wealth manager should possess. TRUST & KNOWLEDGE Its important to build trust and continuously upgrade the knowledge if an investment manager is serious about managing investors' money. I have been able to scale my first firm to Rs.500 crores of Assets in 12 years and now I want to change the way India invests. Join me and be a part of the change at MIRA Money.

Experience

Mira money

Co-Founder & CXO Business

May 2022 – Present · 3 yrs 10 mos · Bengaluru, Karnataka, India

MIRA Money (Noble Wealth Technologies Pvt. Ltd. is AMFI regd Mutual Fund Distributor. (Regn No: 247667)
MIRA – Money Invested in Right Assets™ solves three problems that every investor faces:
Research each asset, market, and sector in detail.
Allocates your money in the right assets according to your risk-return preference.
Rebalances at the right time to reduce risk in your portfolio.
All of this with just two clicks. The best part? You can start your investment journey with us for as low as Rs.10,000/-.
You focus on saving, and we focus on your investments.
MIRA Money is a Technology-First Investment Management platform revolutionising the way you invest.
We empower you to grow your money through expertly curated growth baskets by investing in a combination of low-cost index funds and government bonds.
What sets MIRA apart?
We offer every investor a platform built on 20 years of market-proven investment strategies, previously accessible only to Ultra High Net Worth Individuals (Ultra HNI).
Excitingly, MIRA is now available on both iOS and Android platforms, making your investment journey convenient and accessible at your fingertips.
Don't miss out on the opportunity to grow your wealth.
Start your investment journey today with MIRA!

Wealth Management ServicesMoney ManagementAsset AllocationPortfolio ManagementInvestment ManagementInvestment Advisory+4

Augment capital services llp

Founder Partner & Investment Manager

Jul 2010 – Present · 15 yrs 8 mos · Bangalore

Founded in 2010 as an Investment Management Firm, Augment Capital now addresses a remarkably diverse set of Investment Portfolios which are risk-tolerant, meet income needs and execute the core investment objectives our clientele. We're proud to have started from the trenches and are currently operating with about $70 + Million AUM with a remarkably diverse set of clients who are only growing in number.

Wealth Management ServicesInvestment ManagementPortfolio ManagementClient Relationship Management

Abn amro bank

Investment Manager

Mar 2007 – Jun 2010 · 3 yrs 3 mos · Greater Bengaluru Area

Worked alongside only the creme of VGPB's clientele. (Affluent HNIs to Ultra-HNIs)
Understood their tolerance for risk and provided objective-based financial planning and advice. During the course, I was also recognized as one of the best Wealth Managers (by revenue and investment instruments) and won quite a few noteworthy accolades along the way.
Managed many Senior profile members of highly recognised companies

Wealth ManagementInvestment ManagementFinancial PlanningClient Management

Icici bank

Investment Manager

Nov 2004 – Mar 2007 · 2 yrs 4 mos · Bangalore

As an Investment Manager -
I had to understand and service the bank's clientele with appropriate Banking and Investment Requirements
Focus on Business Development across liabilities, assets & fee products to sustain and achieve growth in relationship value.
Achieve of product-wise targets and cross-sell products as per the demographic, lifestyle and risk profiling of the client.
Conduct risk profiling of all mapped clients and offer various investment options as per the client profile and more.

Investment ManagementClient Relationship ManagementBusiness Development