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Anand Rathi Wealth Management Interview Questions and Answers
20 Interview questions
Tax on equity typically refers to capital gains tax on profits from selling equity investments.
Capital Gains Tax: Tax on profits from selling stocks or equity investments.
Long-term vs Short-term: Long-term capital gains (held over a year) are usually taxed at a lower rate than short-term gains.
Example: If you sell shares for a profit of $1,000 after holding them for more than a year, you may pay 15% tax on that ga...
GDP is calculated using the formula: GDP = C + I + G + (X-M)
GDP = C + I + G + (X-M)
C represents consumer spending on goods and services
I represents business investments in equipment and structures
G represents government spending on public goods and services
(X-M) represents net exports (exports minus imports)
GDP can also be calculated as the sum of value added at each stage of production
IRR is the rate at which the net present value of cash flows equals zero, while CAGR is the average annual growth rate over a specified period.
IRR is used to calculate the rate of return on an investment based on its cash flows.
CAGR is used to measure the mean annual growth rate of an investment over a specified time period.
IRR takes into account the timing and amount of cash flows, while CAGR focuses on the overa...
The common wealth management strategy in India involves a mix of traditional investments like real estate and gold, along with modern financial instruments like mutual funds and stocks.
Diversification of investments to reduce risk
Focus on long-term wealth creation
Utilization of financial advisors for guidance
Preference for safe investments like fixed deposits and government bonds
Growing interest in alternative inv...
Risk analysis of a HNI user involves assessing their financial stability, investment portfolio, and potential risks associated with their high net worth.
Evaluate the HNI user's financial goals and risk tolerance
Analyze their investment portfolio for diversification and risk exposure
Assess any potential risks such as market volatility, economic factors, or regulatory changes
Consider the impact of geopolitical event...
LTCG and STCG have different tax implications. Losses can be set off and carried forward.
LTCG (Long Term Capital Gains) are taxed at a lower rate than STCG (Short Term Capital Gains).
STCG is added to the income and taxed as per the applicable tax slab.
Losses from both LTCG and STCG can be set off against gains from the same category.
If there are no gains in the same category, losses can be carried forward for up t...
A financial contract whose value is derived from an underlying asset or security.
Derivatives contracts are used for hedging or speculation.
Examples include futures, options, swaps, and forwards.
They allow investors to take positions on the future price movements of an asset without actually owning it.
Derivatives can be traded on exchanges or over-the-counter (OTC).
I achieved a per day revenue target of $10,000 in my previous company.
In my previous company, I was responsible for generating revenue through client acquisition and retention.
My per day revenue target was $10,000, which I consistently met and exceeded.
I achieved this target by building strong relationships with clients and identifying their needs to offer tailored solutions.
I also collaborated with cross-function...
I cannot provide a specific stock recommendation as it goes against company policy.
As a Relationship Manager, I am not authorized to provide specific stock recommendations to clients.
It is important to follow company policy and regulations to maintain ethical and professional standards.
Instead, I can provide general market insights and trends to help clients make informed investment decisions.
It is also important ...
Efficient portfolio roadmap involves diversification, risk management, and regular monitoring.
Identify investment goals and risk tolerance
Diversify investments across different asset classes and sectors
Regularly monitor and rebalance portfolio
Consider tax implications and fees
Implement risk management strategies such as stop-loss orders
Example: Allocate investments across stocks, bonds, and real estate investment ...
Anand Rathi Wealth Management Interview Experiences
22 interviews found
Onkar Pednekar
Selected
I appeared for an interview in Feb 2025, where I was asked the following questions.
- Q1. IRR AND XIRR CAGR
- Q2. NAV MUTUAL FUND DEBT
Anonymous
I applied via Referral and was interviewed in Dec 2024. There were 3 interview rounds.
30 Min and topic was related to JD
(2 Questions)
- Q1. Difference between Irr and CAGR?
- Ans.
IRR is the rate at which the net present value of cash flows equals zero, while CAGR is the average annual growth rate over a specified period.
IRR is used to calculate the rate of return on an investment based on its cash flows.
CAGR is used to measure the mean annual growth rate of an investment over a specified time period.
IRR takes into account the timing and amount of cash flows, while CAGR focuses on the overall gr...
- Q2. What is the formula for calculating GDP (Gross Domestic Product)?
- Ans.
GDP is calculated using the formula: GDP = C + I + G + (X-M)
GDP = C + I + G + (X-M)
C represents consumer spending on goods and services
I represents business investments in equipment and structures
G represents government spending on public goods and services
(X-M) represents net exports (exports minus imports)
GDP can also be calculated as the sum of value added at each stage of production
(2 Questions)
- Q1. Advantage of Mutual Fund
- Ans.
Mutual funds offer diversification, professional management, and convenience for investors.
Diversification: Mutual funds invest in a variety of securities, reducing risk by spreading investments across different assets.
Professional management: Fund managers make investment decisions on behalf of investors, utilizing their expertise and research.
Convenience: Investors can easily buy and sell mutual fund shares, making i...
- Q2. Why do you want to Join Anand Rathi
- Ans.
I want to join Anand Rathi because of its strong reputation in the financial industry and the opportunities for growth and development.
Anand Rathi has a strong reputation in the financial industry
Opportunities for growth and development
Exciting work environment
Strong team collaboration
I appeared for an interview in May 2025, where I was asked the following questions.
- Q1. What do you know about jd
- Ans.
JD, or Job Description, outlines the responsibilities, qualifications, and expectations for a specific role within an organization.
Defines the role's primary responsibilities, such as managing accounts and overseeing financial reporting.
Lists required qualifications, like a degree in finance or accounting and relevant certifications (e.g., CPA).
Highlights necessary skills, such as proficiency in accounting software (e....
- Q2. How much tax is charge on equity
- Ans.
Tax on equity typically refers to capital gains tax on profits from selling equity investments.
Capital Gains Tax: Tax on profits from selling stocks or equity investments.
Long-term vs Short-term: Long-term capital gains (held over a year) are usually taxed at a lower rate than short-term gains.
Example: If you sell shares for a profit of $1,000 after holding them for more than a year, you may pay 15% tax on that gain.
Di...
(1 Question)
- Q1. Do you know about the company
Interview Preparation Tips
20 question 12 quants and 8 lr
Selected
I applied via Campus Placement and was interviewed before Jun 2023. There were 2 interview rounds.
(3 Questions)
- Q1. Share your understanding of the Wealth management industry
- Ans.
Wealth management involves financial services that help clients grow and protect their assets through personalized strategies.
Wealth management combines investment management, financial planning, and tax strategies to meet clients' financial goals.
It caters to high-net-worth individuals (HNWIs) and families, offering tailored solutions for asset allocation and risk management.
Examples of services include estate plannin...
- Q2. What is the common Wealth management strategy in India?
- Ans.
The common wealth management strategy in India involves a mix of traditional investments like real estate and gold, along with modern financial instruments like mutual funds and stocks.
Diversification of investments to reduce risk
Focus on long-term wealth creation
Utilization of financial advisors for guidance
Preference for safe investments like fixed deposits and government bonds
Growing interest in alternative investme...
- Q3. How do you do Risk analysis of a HNI user?
- Ans.
Risk analysis of a HNI user involves assessing their financial stability, investment portfolio, and potential risks associated with their high net worth.
Evaluate the HNI user's financial goals and risk tolerance
Analyze their investment portfolio for diversification and risk exposure
Assess any potential risks such as market volatility, economic factors, or regulatory changes
Consider the impact of geopolitical events or ...
(2 Questions)
- Q1. Salary expectation
- Q2. Why Anand Rathi?
- Ans.
Anand Rathi offers a dynamic environment for growth, innovation, and a commitment to client-centric financial solutions.
Strong reputation in wealth management and financial services, known for integrity and client trust.
Diverse range of services including investment banking, asset management, and financial advisory, allowing for holistic client solutions.
Focus on innovation and technology, exemplified by their use of a...
Selected
I applied via Company Website and was interviewed in Jul 2023. There were 3 interview rounds.
Logical Reasoning and Mathematics
(1 Question)
- Q1. Basic Questions on Market, Resume Based Questions, Questions about role applied for
(1 Question)
- Q1. Basic Questions on Economy, and General interaction
Abhishek Nandan
Selected
I appeared for an interview before Mar 2024, where I was asked the following questions.
- Q1. What is your understanding about this role?
- Ans.
An Account Manager builds client relationships, drives sales, and ensures customer satisfaction through effective communication and strategy.
Client Relationship Management: Develop and maintain strong relationships with clients to understand their needs and provide tailored solutions.
Sales Strategy: Identify opportunities for upselling and cross-selling products or services to existing clients, enhancing revenue stream...
- Q2. Finance basics such as Discounted Flow Method
(2 Questions)
- Q1. Basics of object oriented programming
- Q2. Basics of c# and sal server
Selected
I applied via Walk-in and was interviewed in Sep 2023. There was 1 interview round.
(1 Question)
- Q1. Excel Formula ?
- Ans. Index & Match, Xirr, Vlookup, simple interest
Selected
I applied via Approached by Company and was interviewed in Oct 2022. There were 3 interview rounds.
(2 Questions)
- Q1. Previous company and Role
- Ans.
I worked as a Sales Executive at XYZ Corp for 2 years.
Managed a portfolio of 50+ clients and achieved 120% of sales target in the first year
Developed and implemented sales strategies resulting in a 25% increase in revenue
Collaborated with cross-functional teams to ensure timely delivery of products and services
- Q2. Your current expectations
- Ans.
I expect to be challenged and given opportunities to grow while contributing to the success of the company.
Opportunities for professional development and growth
Challenging work that utilizes my skills and abilities
A supportive and collaborative team environment
Clear expectations and goals
Recognition for my contributions to the company's success
(4 Questions)
- Q1. If you have given 1 Cr then how will you invest. And what will he your total return on investment (CAGR)
- Ans.
I would invest in a diversified portfolio of stocks, bonds, and real estate to minimize risk and maximize returns.
I would allocate a portion of the funds towards blue-chip stocks with a proven track record of consistent growth and dividends.
I would also invest in a mix of government and corporate bonds to provide a steady stream of income.
To further diversify, I would invest in real estate through REITs or rental prope...
- Q2. Delta, vega and theta in Options
- Ans.
Delta, vega and theta are important measures used in options trading.
Delta measures the rate of change of an option's price in relation to the underlying asset's price.
Vega measures the sensitivity of an option's price to changes in volatility.
Theta measures the rate of decline in an option's value due to the passage of time.
Delta is positive for call options and negative for put options.
Vega is higher for options with...
- Q3. What are tax implications of LTCG and STCG. Set off and carry forward of losses.
- Ans.
LTCG and STCG have different tax implications. Losses can be set off and carried forward.
LTCG (Long Term Capital Gains) are taxed at a lower rate than STCG (Short Term Capital Gains).
STCG is added to the income and taxed as per the applicable tax slab.
Losses from both LTCG and STCG can be set off against gains from the same category.
If there are no gains in the same category, losses can be carried forward for up to 8 y...
- Q4. Deductions in Income tax for capital gains.
- Ans.
Capital gains can be eligible for deductions in income tax.
Long-term capital gains are taxed at a lower rate than short-term gains.
Investments in certain sectors like infrastructure and startups may be eligible for tax exemptions.
Losses from capital gains can be carried forward to offset future gains.
Tax-saving investments like ELSS can also help in reducing tax liability on capital gains.
Aptitude test to be given on Anand Rathi Private software which needs to be installed.
Interview Preparation Tips
If you are looking for equity research/ PMS then this job is not relevant. As in ARWL the investment is done in Equity and debt MFs and MLD's. So you won't be learning Portfolio management or doing any stock research.
So this is monotonous and clerical job. If you are not interested in operational job then can go in product team (Equity MF) but then salary would be less than AM salary.
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The duration of Anand Rathi Wealth Management interview process can vary, but typically it takes about less than 2 weeks to complete.
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Anand Rathi Wealth Management Interviews By Designations
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