Anand Rathi – Susmit Dhar | Premier Wealth Management & Investment Advisory near Richmond Road, Bengaluru

📍 Address: No. 10, Aurbis Concord, 2nd Floor, Wing 2, Richmond Road, Bengaluru – 560025
📞 Phone: 9830876244
📧 Email: susmitdhar@rathi.com
🕘 Business Hours: Mon–Sat: 09:30 AM – 06:30 PM, Sun: Closed

About Anand Rathi Richmond Road Branch

Led by Susmit Dhar, this Anand Rathi Investment Services branch in Richmond Road, Bengaluru, is a trusted name in personalized financial advisory and wealth creation strategies. With a commitment to ethical investing and client-first advisory, the branch caters to both individual investors and businesses looking to navigate complex financial landscapes.

Comprehensive Financial Planning & Wealth Management

This branch offers end-to-end wealth management services, including retirement planning, tax-saving investments, and capital preservation strategies. With data-driven insights and a relationship-centric approach, clients receive tailored solutions that align with their risk profile, financial goals, and life stage. Anand Rathi’s team, led by Susmit Dhar, helps clients build diversified portfolios for long-term stability and growth.

Stock Broking & Investment Services

Anand Rathi’s Richmond Road office provides expert stock broking services across equity, commodity, and derivatives. Clients benefit from seamless online platforms with advanced charting, algorithmic order placements, and in-depth market research. Whether you’re a first-time investor or a seasoned trader, the branch team ensures a seamless, transparent trading experience.

Mutual Fund & SIP Solutions for Long-Term Goals

The branch offers a carefully curated portfolio of mutual funds and Systematic Investment Plans (SIPs) from top AMCs. Advisors assist in selecting funds suited to individual goals — whether it’s wealth accumulation, child education, or retirement — ensuring every rupee works to its full potential. The team also helps clients rebalance portfolios periodically for optimal performance.

Why Choose Anand Rathi – Richmond Road, Bengaluru?

• 🔹 Over two decades of expertise in wealth management

• 🔹 Tech-enabled platforms for trading, portfolio monitoring, and research

• 🔹 Personalized client engagement through dedicated RM support

• 🔹 Nationwide recognition and regulatory compliance

• 🔹 Strong leadership under Susmit Dhar with a track record of trust and performance

Client-Centric Approach & Technology Integration

Anand Rathi Richmond Road integrates high-tech trading tools with human advisory, offering clients the best of both worlds. From real-time portfolio analysis to intelligent alerts and trade execution, the platform is designed for investors who value agility, transparency, and reliability.

FAQs – Anand Rathi Investment Services, Richmond Road, Bengaluru

Q1. What financial services are available at the Anand Rathi Richmond Road branch?

The branch offers stock broking, mutual fund investments, SIPs, retirement planning, tax-saving solutions, and comprehensive financial planning.

Q2. Who should I contact for investment advice at this branch?

You can contact Susmit Dhar at 9830876244 or email susmitdhar@rathi.com for personalized financial consultations and portfolio management services.

Q3. How do I start a SIP through this branch?

You can visit the branch or connect via phone/email to schedule a consultation. Advisors will help you assess your goals and set up a suitable SIP.

Q4. Is Anand Rathi a reliable choice for long-term wealth planning?

Yes, Anand Rathi is a SEBI-registered firm with over 20 years of experience in wealth management, serving lakhs of clients with disciplined financial advice and trusted execution.