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Anand Rat hi At a Glance
Incorporat ed i n 1994 by Mr.Anand Rat hi andMr. Pradee p Gupt a.
Anand Rathi of fer s inst i t ut i onal and ret ai lbrokerage of equit i es, commodit ies,currency, derivat i ves, onl ine t rading,investment banking, depository services,IPOs, mutual funds, fixed deposits,insurance broking, portf o l io & wealt hmanagement , margin funding & research.
Anand Rathi s ret a i ls footpri nt extendsacross over 500+ location across India.
We manage more t han 3.5 lakhs cli entaccount across t he count ry, wit h dai lyt urnover in excess of INR 15 bil l on.
Anand Rathi is a member of all the leadingEquity, Commodities, Derivatives, Currency
& Spot Comm odit y Exchanges of India Highly dedicated workf orce of m ore t han
3500 empl oyees t hrough out India and inInternati onal Off ices.
PRIVATE & CONFIDENTIAL
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Top Managem ent
Anand Rath i
Found er & Chairm an
Pradeep Gupt a
Co-fou nder & Vice Chairm an
Am i t Rath i
M anaging Di rector
A rank ho lder Char tered Accountant G ol d m e d a li st Ch ar t e re d A cc ou n t an t Fo u n d er Pa r t n er
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a n d M B A f r o m Le o na r d N . St e r nSc ho o l o f Bu si ne ss, N e w Yo r kUniversi ty
J o i n e d th e g r o u p i n 1 9 9 8 a n d w a si n st r u m e n t al i n e st a bl ish i ng t h egroup 's pr i va te wea l th m anagementand investm ent b anking businesses
Ca ll in g h i m a ' f i n an c ia l g u r u ' , t h eT im es o f Ind ia group, l i sted Ami t i n2 00 8 a m o ngst t h e t o p 5 1 y ou n gM arwar is in Ind ia (under t he age o f40)
w i t h o ve r 4 0 y ea rs o f i nd u st r yexper ience and Form er President ,Bom bay Stock Exchange (BSE)
Former Executive of the Bir la Groupand the dr i v ing fo rce beh ind se t t ingu p o f Bi r la G ro u p 's C em e n t a ndFinancial Services b usiness am ong
o th e r s In st r u m en t al i n se tt i ng u p t h e
Onl ine t rad ing system and Centra lDepository Services Ltd in India
O ve r 2 0 y ea rs o f e xp e r ie n ce i nf in an ci al se rv ice s an d ca pit alm a r k e ts
Key dr i ver o f Reta i l & Inst i tu t iona l
Equi t ies business of t he grou p
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Corporat e St ruct ure
Anand RathiCommodi t ies
L imi ted
AR Mid dl e East
DMCC
Member NCDEX,
Member,
Dubai
AR Vent ure Fund s
Management
Rea l Esta te
Anand Rathi Financial Services Limited
Anand Rathi
Wealt h Advisors
Private Wealth
Rathi Global
Finance
Anand Rathi
Insurance Broker s
Anand Rathi Share
and St ock Brokers
Member NSE/ BSE
Deposi to ry par t i c ipant
NSDL/ CDSL
MCX & NMCE
NBFC Insurance
Broking
Gold &
Commodi t ies
Exchange
Private Equity
Anand Rathi
Advisors
Investm ent Baking
Management
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MILESTONE
1994: St art ed act ivi t ies in consult ing and Inst i t ut ional equit y sales wi t h st aff of 15
1995: Set up a research desk and empanelled with major inst i tut ional investors
1997: Intr oduced investm ent banking businesses. Ret ai l broker age services launched
1999: Lead m anaged f irst IPO and executed f ir st M & A deal
2001: Init i ated Wealth Management Services
2002: Ret ai l business expansion r ecomm ences wi t h ow nership m odel
2003: Wealt h Management asset s cross Rs1500 cror es; Insurance b rok ing launc hed. Launch of
Wealth Management services in Dubai; Ret ai l Branch net wor k exceeds 50
2004: Comm odit ies brokerage and real estat e services intr oduced; Wealt h Management asset s crossRs3000 crores.Retail Branch network expands across 100 locations within India
2005: Ret ai l branch netw ork expands t o 200 locations wit hin India
2006: AR Middle East , WOS acquir es mem ber ship of Dubai Gold & Com mod it y Exchange (DGCX);
Ranked amongst South Asia's top 5 wealth managers for the ultra-rich by Asia Money 2006.
Ranked 6th in FY2006 for Al l India Broker Perfor mance in equit y dist ribut ion in t he HNI Category
Compl et es i t s presence in al l St ates across t he countr y wit h off ices at 300+ locations wit hin India
2007: Cit igroup Ventur e Capit al Inter nati onal picks up 19.9% equit y st ake; Ret ai l customer
base cr osses 200 t housand;
2009 :Ranked as No. 1 am ongst Sout h Asia's w ealt h managers for t he ul t ra-r ich b y Asia Money Poll 2009.
2010 : Once again Anand Rat hi has been adj udged As No. 1 Domesti c Pri vat e Bank by Asia Money Poll.
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Int ernat ional Presence
Dubai Singapore Bangkok
PRIVATE & CONFIDENTIAL
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STEP TOWARDS SUCCESS
Grow with us as our
Channel Partners
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Franchisee- Having own out let
Remi sier- Si t t ing at Branch
Types Of Business Of f er ing
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Zeal for Success
To be your own boss
Beli eve in Managerial ski l ls
Go get t er at t i t ude
Financial wor ld is w ait ing f or t hose
Having confidence & convincing ski l ls
Passionat e f or new business cont act
Vision for growt h in f inancial w or ld
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Incom par abl e Prod uct s Range Under One Roof
1) Equi t ies (NSE Cash & BSE cash)2 ) De r i va t i ve s (NSE F&O)3) Com modi t ies4) Cur rencies5) E- Go ld (Through Nat ional Spo t Exchange Limi ted)
6 ) DP (CDSL / NSDL)7) Por t fo l io Management Serv ices (PMS)
PRIVATE & CONFIDENTIAL
u ua un s9) Fi xe d De po si t s & N CD s10) Loan against Shares (t hrough Ext ernal Agency)
11) IPO & I PO Fu nd in g12) Li f e & No n Li f e In su ran ce13) Premium Secur i t y ( th rough Spread Co. )14) Special ized Currency Advisory Serv ices etc.15) Loans (Aut o, Personal , Home & Business Loans, thr ough
External Agency)
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Ranked No. 1 Dom est ic Banker 2009 & 2010 (Weal t h Managem entCo mpa ny ) b y Asia Mo ne y Po l l .
Ms. Pr i t i Gupt a got Wom en Leader of t he year Aw ar d" in 2010 inFin an cial Ca te go ry b y NDTV Pro f i t .
Mr . D. D. Sh ar m a aw a rd ed as Be st An al yst 2010 b y Ze e Bu si ne ss.
Be st Co nt r i b u t i on in In ve sto r Ed ucat i o n a nd Ca te go ry En ha nceme n t o ft h e Ye ar i n Blo omb e rg UTV Fin an cial Le ad ersh ip Awa rds.
Unique Feat ures-Indust ry Rew ards & Recognit ion
Mr . An and Rat h i aw ar ded b y Ze e Bu si ne ss f or hi s c ont r i bu t ion t o w ar dsIn dia s Cap i t a l ma rke t i n Jan ua ry,2 01 0.
Pr ivat e Weal t h Team w as aw ar ded f or gener at ing t he Hi ghest AUMgr ow t h i n 2010 f or Kot a k MF ( by Mr . Ud ay Kot a k h im sel f )
Mr . Ki sh or e Nar n e w o n t h e Ze e Bu si ne ss s as Be st T ec hn ic al An al yst -Commodit ies
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Unique Feat ures- Ext ensive Research Suppor t
A 25-mem ber r esearch t eam, compr ising 15 analyst s (includi ng sect or special ists, macro economist,
st rat egist ) and 10 associat es.
A well-r esourced t eam t o enable custom r esearch w ork f or key cl ient s and have st ock coverage across largeand mid caps.
The fundam ental research t eam covers ~100 st ocks and tr acks a fur t her 150.
Morning Broad Cast H.O. Research Team.
.
Free Exodus Chat ID for Intraday calls & Live market Updates.
Free Research call for clients through SMS
Special Reports on Daily, Weekly, Monthly basis.
Very High Success ratio in all Segment Research Calls.
PRIVATE & CONFIDENTIAL
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Uniq ue WEBRMS Sof t w are .
Online & Instant RMS facil ity.
Cover Order Facility for Trader.
Higher mul t ip l ier t o HNI c l ients.
Limits on DP holding, Pool & BTST.
Unique Feat ures- Risk Managem ent Syst em
T+5 & T+10 Faci l i t y t o HNI cl ient s.
Busine ss Track ing & Repor t t hr ough Web RMS.
Adherence of Highest Safety for Franchisee &
c l ien t .
Net t ing Met hod for Inter est (DPC) calculat ion.
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Free Tracking of Account Opening Form s
Free rathi mail ID for business correspondence
Hassle Free In-House RMS Software
Free Port fo l io Tracker to a l l t he c l ients
Unique Features -Technological Supports
Free SMS aler t s t o HNI client s
Single Trading Screen for all segments & Charting
fac i l i ty .
Dedicat ed l ink f or inf ormat ion access t o Franchisee
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Personalized Visit ing Cards
Welcome Kit Unique branding artic les wil l give you a
unique Ident i ty
Pamphlets, Banners, Standees & Hoarding
Unique Feat ures in Market ing Suppor t
Investor Meet & Seminar Support
Dedicat ed Support Team t o cate r your business needs
(at Regional & H.O. Level)
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For smooth funct ioning of business we guide/ t rain
you as follows :
How t o f i l l KYC f or ms.
How t o u se t r ad ing sof t w a re.
How to use WEBRMS (RMS Sof tware )
Unique Feat ures-Traini ng Suppor t by AnandRat hi
How t o use t h e b ack of f i ce Sof t w ar e.
How t o use Cross net (DP Sof t w are)
Special t raining session/ Semi nars for knowl edge
enhancement by experts (On regular intervals)
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Free Back Off ice Access for your end cli ents:
Franchisee and cl i ent can access Back Of fi ce 24x7 fr om h ome , off ice oranywhere wi t hout pay ing any charge to v iew t he fo l lowing :
Downl oading of Daily Cont ract Not es
Report s on Daily Transacti on done by your cl ient s
Daily and mont hly Brokerage generat ed by your cl ient sDP Holdings
Unique Feat ures- Back Of f ice & DP (Access)
Cli ent s Ledger
Portfol io Tracker
Free Portfolio Tracker access to Franchisee & Clients
Franchisee and clients can access Portfolio Tracker accounts 24x7
fr om home, of f ice or anywhere wi t hout pay ing any charge.
PRIVATE & CONFIDENTIAL
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Channel Support Team i s in pl ace t hat w oul d act as a one point cont actf or quer ies r el at ed t o :
Sub Broker Regist ra t ion
Account open ing
Connect iv i ty
Operat ional Concerns
Unique Features -Centralized Franchisee Support System
n que m a or quer es
Escalat ion Matr ix of a l l depart ment s
Individualized support ext ension to f ranchisee s on revenuegenerat ion
Post your quer ies t o : [email protected]
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Brokerage t o be released by the 5t h of every month.
Brokerage Pay out through CMS system.
Payout f acil it y t hrough NEFT/ RTGS.
Tim ely Payout
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Connect ivi t y Thr ough VSAT
Connect i vi t y t hrough Broad Band
Connect iv i ty
PRIVATE & CONFIDENTIAL