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People · Platforms & Custody · Investment Leaders
Executive Director @ Anand Rathi Wealth Limited | CFP, Chartered Trust & Estate Planner
Executive Director · Anand Rathi Wealth Limited
Swapan Chakraborty — Executive Director · Anand Rathi Wealth Limited · Pune Division, Maharashtra, India.
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Profile updated Oct 2026 · Sourced from public professional profiles · Legitimate-interest B2B basis
About
As an Executive Director at Anand Rathi Wealth Limited, I lead a team of wealth managers who serve the financial needs of high net worth (HNI) and ultra high net worth (UHNI) families in India. I have over 18 years of experience in the wealth management industry, and I hold the Certified Financial Planner (CFP), the Chartered Trust and Estate Planner (CTEP), and the Qualified Family Office Professional (QFOP) credentials.
My core competencies include financial planning, wealth advisory, investment planning, estate planning, and relationship management across asset classes and products, such as debt, equity, commodities, real estate, currency, private equity, structured products, hedge funds, and managed futures. I am well networked with asset and investment management key providers in India, and I have a proven track record of delivering customized and comprehensive wealth solutions for HNI families. My mission is to help my clients achieve their financial goals, protect their wealth, and pass on their legacy.
Experience