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Right Horizons Financial Services: Building Customer Centric Investment Advisory and Wealth Manageme

CIO Vendor India’s growing economy has resulted in robust growth in assets of investors. The wealth management industry in India is one of the fastest growing globally. To ensure that this growth is well channeled, various regulations have been put in place to protect investors. There is a clear focus on encouraging quality advisory. One company that had the vision to start an advisory business in 2003 is Right Horizons.

The company was started by Mr Anil Rego when advisory was in a very nascent stage and financial planning was almost non-existent. Financial planning is the backbone of their wealth management service. They both plan and implement their customers’ plans in order to help them achieve their dreams and goals like children’s education, retirement, property purchase, covering medical expenses, becoming debt free, etc.

They also provide specialized wealth management services to High Net Worth Individuals, based on the strength of their structuring expertise They have a whole range of regulated products with licenses across different services and have strong process, as is evident from their ISO certification.
The company’s strong research team helps deliver superior value to customers and their customer centric approach has several marquee customers on their list. They believe in the giving back to society, and run the Right Horizons Foundation ( that supports the education of over 100 under privileged children.
Anil Rego, Founder and CEO, says, “I started Right Horizons because I found most investors making fragmented investments without an overall strategy and attention to managing risk. Right Horizons’ approach is to provide a financial planning foundation to investors to help them achieve their financial goals. I would like my customers to achieve their financial goals just as I was able to achieve my goal of retiring from corporate life at 30 years”
Right Horizons has built a strong research backbone. Its research reports are published on global platforms and accessed by some of the largest global investment banks. Timely switches have helped cushion impacts of market falls and enhance returns. Along with the varied financial services that they provide, they also offer financial advice for third party products, and bring to the foray its own range of customized products. On the Portfolio management side, the company has its own equity funds and also high yield debt investment funds. Anil adds, “We basically work on the whole range of financial products and assets available. We want to provide various options to customers, so that it helps us take care of the customer needs in a better way.” Apart from services to individuals, Right Horizons also provides a wide range of solutions for organizations including Corporate Treasury, Strategy, Mergers & Acquisition, Funding, etc.
Headquartered in Bangalore, with six branches spread across four cities, the company, is currently managing over Rs.650 crores of financial assets. Right Horizons’ major offering comes with all the necessary regulatory licenses. The company’s discipline towards certifications is more credible, if we analyze the existing restrictions on fund management in the Indian Financial Services Industry. The firm is certified with portfolio management license, investment advisor license, and also holds an insurance broking license. The company’s PMS license today has grown to 125 crore asset under portfolio management.
Counted among the foremost financial planners in India, Right Horizons is striving towards excellence by building its high quality advisory services to perfection and is gearing itself to introduce new and specialized products with a number of licenses under its belt.