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Beyond Public Equities: Explore Private Equity

Access curated private equity opportunities designed for investors seeking long-term growth beyond listed markets. Invest in high-potential private companies* before they enter public markets – via Private Equity. At Anand Rathi, we offer PE investment opportunities with careful selection, guidance, and in-depth research. (*based on research and analysis, with no assured returns) See More See More

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Key Features of Private Equity Offered by Anand Rathi

Anand Rathi Private Client Group is your trusted specialist partner for Private Equity Investments. Private equity companies are specialists for high-net-worth individuals (HNIs) and Ultra high-net-worth individuals (UHNIs). We manage their portfolio risks and provide access and assistance for premium deals. Some key features of our private equity offering include:

Diverse Investment Strategies

Diverse Investment Strategies

Our investment modalities include direct investments and fund-based investments across technology, health care, infrastructure and consumer product sectors.

Experienced Management Team

Experienced Management Team

Our team of veteran market experts recognizes potential markets and creates strong value-creation strategies to develop impressive returns.

Exclusive Opportunities

Exclusive Opportunities

Through our industry network and market analysis, we offer quality deals that may not be easily accessible elsewhere.

Rigorous Due Diligence

Rigorous Due Diligence

Risk assessment is extremely important to us and we go through research and analysis to determine the viability of the investment to avoid risking our HNI clients’ money.

How Does Private Equity Investment Work?

PE investment involves deploying capital into private companies with the objective of creating long-term value. These investments are typically made through professionally managed funds, like Private equity firms or structured opportunities.

Opportunity Identification

Fundraising

PE firms identify companies with strong growth potential, sound business models, and scalable prospects.

Evaluation & Investment Structuring

Investment

Each option undergoes detailed financial, legal, and business analysis before structuring it for eligible investors.

Capital Commitment & Investment

Value Creation

Investors commit capital for a defined investment horizon, during which funds are deployed into selected private companies.

Exit After Long-Term Investing

Exit

Investors can realize their returns over time through exits via strategic sales, mergers, or public listings.

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Why Anand Rathi PCG for Private Equity Investments?

Private equity investing can feel complex—especially for first-time investors. At Anand Rathi PCG, we simplify this journey by offering expert guidance, transparent processes, and clarity in this offering.

Expertise & Experience

Access to Curated Opportunities

Get exposure to high-quality PE deals through our strong industry network.
Customized Solutions

Research-Backed Selection

At Anand Rathi, each opportunity undergoes rigorous financial, legal, and risk evaluation – so you invest wisely.
Risk Mitigation Strategies

Diversified PE Strategies

Explore opportunities across sectors, stages, and investment themes.
Network & Deal Flow

Personalised Investor Guidance

Get a 1-on-1 consultation with our relationship managers (RMs) to align investments with your goals and risk profile.
Customized Solutions

Ongoing Monitoring & Updates

Receive periodic communication and performance updates post-investment.
Risk Mitigation Strategies

Thoughtful Exit Planning

Focus on long-term value creation with clear exit considerations.

Benefits of Investing In Private Equity

Private equity offers several potential advantages to investors, including:

Invest in Private Companies

High Return Potential

Invest in companies before they enter public markets.

Long-Term Capital Potential

Diversification

Value creation over multi-year horizons, not short-term price movements.

Portfolio Diversification

Access to Growth Opportunities

Get exposure beyond listed equities and traditional asset classes.

Active Value Creation

Active Management

Professional fund managers work closely with companies to drive growth.

Participation in High-Growth Sectors

Access to Growth Opportunities

Technology, healthcare, consumer, infrastructure, and emerging themes.

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How To Invest in Private Equity with Anand Rathi?

Private Equity is a long-term commitment. The right guidance makes all the difference. Here's how you can invest in Private equity with us:

Personalized Consultation

Connect & Explore

Start a conversation with our team to understand the Private Equity opportunities available and our role in serving them.

Portfolio Management

Build Clarity

Learn how Private Equity works, and clarify your doubts regarding its structures, holding period, etc.

Ongoing Monitoring & Reporting

Evaluate Options

With the guidance provided, evaluate and select a Private Equity offering aligned with your financial objectives and risk appetite.

Exit Strategy Planning

Onboard & Invest

Receive end-to-end support for KYC, documentation, and investment execution.

Ongoing Monitoring & Reporting

Stay Informed

Receive periodic communication and updates related to your Private Equity investment.

Portfolio Management

Relationship Support

Engage with dedicated relationship managers for ongoing assistance and coordination.

FAQs

Who Is Private Equity Designed For?

Private equity is intended for investors who can commit capital for the long term and are seeking opportunities beyond listed markets.

  • Believe in the future prospects of private businesses.
  • Prefer entering companies before IPOs.
  • Comfortable with longer investment horizons.
  • Seek diversification beyond public markets.
  • HNIs / Ultra-HNIs with surplus capital.

What is private equity?

Private equity (PE) involves investing in companies that are not listed on the stock market, aiming for long-term value creation.
PE is generally suited for HNIs, Ultra-HNIs, or eligible investors who understand the risks and can commit capital for the long term.
PE investments usually have a 5 to 8-year or more horizon. Early exits are limited and depend on IPOs, strategic sales, or secondary transactions via PE firms.
PE investments involve higher risk, longer holding periods, and limited liquidity. Returns depend on company performance and market conditions and are not guaranteed.
Minimum investment amounts vary by opportunity and typically involve higher ticket sizes based on eligibility and structure.
  • Venture Capital Funds: Invest in early-stage startups
  • Growth Capital Funds: Support expanding businesses
  • Buyout / LBO Funds: Acquire established companies
PE firms, or private equity firms, invest in private companies with a long-term horizon. In contrast, hedge funds invest in listed securities using leverage, derivatives, and short-term strategies.
Private equity firms manage private equity funds, identify investment opportunities, and work to enhance the value of private equity companies.
Through private equity or PE firms, Fund of Funds (FoF) via AIFs, direct investments, or secondary markets, one can invest in private equity in India.
Yes, often via buyouts or full-stakes acquisitions, depending on the strategy of private equity companies.

Most follow a limited partnership structure:

  • GP: Manages the fund
  • LPs: Provide capital

The GP first raises funds from the LPs and later uses the pooled money to buy stakes in private companies. At the same time, the GPs will work to improve these companies. Later, exits are made from the respective companies, and gains are realized among the GP and LPs.

Investors can access private equity through private equity firms or distributors offering curated opportunities.
Typically, a management fee (annual % of capital) and a performance fee (carried interest on profits above benchmark) are applicable in PE investment.
The performance of a PE fund is measured using IRR (Internal Rate of Return), MOIC (Multiple on Invested Capital), and comparisons with similar funds or benchmarks, considering risk and liquidity factors.
Investors receive periodic updates and reports as provided by the issuer or fund. Anand Rathi, as a distributor, assists in interpreting disclosures and investment communications.
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