Anand Rathi Preferred Pursues 5-Year Adviser Hiring for Next-Generation Clients
Updated
Updated · Hubbis · Aug 25
Anand Rathi Preferred Pursues 5-Year Adviser Hiring for Next-Generation Clients
1 articles · Updated · Hubbis · Aug 25
Summary
Thomas Stephen said Anand Rathi Preferred is willing to track potential advisers for up to five years, arguing next-generation wealth clients require relationships to be earned rather than inherited.
The firm sources candidates through client interactions and the wider industry, then screens them for client-centric values instead of using a fixed recruitment model; some hires close in six months, others take a year or longer.
Stephen tied that hiring approach to Anand Rathi Preferred’s pitch of creating “wealth stories for life and beyond,” with investment philosophy meant to carry across generations, delivered by in-house employees rather than external agencies.
At the Hubbis India Wealth Management Forum in Mumbai, he said younger clients are more curious and globally minded, raising the bar for advisers as Indian wealth managers navigate generational handovers.