Just as a treasury strategically manages a company's surplus to maximize growth and stability, are your savings being deployed in a similar fashion?
200Cr +
Assets Under Administration
Before we embark on this journey, ask yourself these questions
If the answers to any of the above questions is No,
we can help
How to Manage
Management as taught in B-Schools and practiced in corporates is a simple 4 step process
See What our clients say about us
Introduction
Hi, I’m Ankur Kaushik. I started my career around a decade back with a Public Sector Bank as a probationary officer. Intrigued by the financial world, I pursued an MBA from XIMB with double majors in Finance.
I now work as Assistant Vice President at Anand Rathi Wealth and assist clients in their wealth journey. I actively uncomplicate financial jargon while simplifying their finances. I currently oversee assets over INR 200cr+ across 24 families. I focus on 3 things primarily – Wealth Creation (Trying to achieve inflation-beating returns while also calculating and managing the risk numerically, reducing the impact of taxation to increase post-tax returns), Wealth Protection (Safeguarding the personal wealth from personal or professional liabilities/ litigations) and Wealth Transmission (Ensuring a smooth transmission from one generation to other with minimal losses).
I am part of a listed company that has around INR 76,000+ cr as AUM spread across 11000+ families.
Book A Consultation
