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Anand Rathi At a Glance


Incorporated in 1994 by Mr.Anand Rathi and Mr.Pradeep Gupta. Anand Rathi offers institutional and retail brokerage of equities, commodities, currency, derivatives, online trading, investment banking, depository services, IPOs, mutual funds, fixed deposits, insurance broking, portfolio & wealth management, margin funding & research. Anand Rathis retails footprint extends across over 500+ location across India. We manage more than 3.5 lakhs client account across the country, with daily turnover in excess of INR 15 billon. Anand Rathi is a member of all the leading Equity, Commodities, Derivatives, Currency & Spot Commodity Exchanges of India Highly dedicated workforce of more than 3500 employees through out India and in International Offices.

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Top Management

Anand Rathi Founder & Chairman


Gold medalist Chartered Accountant with over 40 years of industry experience and Former President, Bombay Stock Exchange (BSE) Former Executive of the Birla Group and the driving force behind setting up of Birla Group's Cement and Financial Services business among others Instrumental in setting up the Online trading system and Central Depository Services Ltd in India

Pradeep Gupta Co-founder & Vice Chairman


Founder Partner Over 20 years of experience in financial services and capital markets Key driver of Retail & Institutional Equities business of the group

Amit Rathi Managing Director


A rank holder Chartered Accountant and MBA from Leonard N. Stern School of Business, New York University Joined the group in 1998 and was instrumental in establishing the group's private wealth management and investment banking businesses Calling him a 'financial guru', the Times of India group, listed Amit in 2008 amongst the top 51 young Marwaris in India (under the age of 40)

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Corporate Structure

Anand Rathi Financial Services Limited

Anand Rathi Wealth Advisors


Private

Anand Rathi Commodities Limited Member NCDEX, MCX & NMCE

AR Venture Funds Management Real Estate Private Equity

AR Middle East DMCC Member, Dubai Gold & Commodities Exchange Anand Rathi

Wealth Management

Anand Rathi Advisors Investment Baking

Anand Rathi Share and Stock Brokers Member NSE/BSE Depository participant NSDL/CDSL

Rathi Global Finance NBFC

Insurance Brokers
Insurance

Broking

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MILESTONE
1994: Started activities in consulting and Institutional equity sales with staff of 15 1995: Set up a research desk and empanelled with major institutional investors 1997: Introduced investment banking businesses. Retail brokerage services launched 1999: Lead managed first IPO and executed first M & A deal 2001: Initiated Wealth Management Services 2002: Retail business expansion recommences with ownership model 2003: Wealth Management assets cross Rs1500 crores; Insurance broking launched. Launch of Wealth Management services in Dubai; Retail Branch network exceeds 50 2004: Commodities brokerage and real estate services introduced; Wealth Management assets cross Rs3000 crores.Retail Branch network expands across 100 locations within India 2005: Retail branch network expands to 200 locations within India 2006: AR Middle East, WOS acquires membership of Dubai Gold & Commodity Exchange (DGCX); Ranked amongst South Asia's top 5 wealth managers for the ultra-rich by Asia Money 2006. Ranked 6th in FY2006 for All India Broker Performance in equity distribution in the HNI Category Completes its presence in all States across the country with offices at 300+ locations within India 2007: Citigroup Venture Capital International picks up 19.9% equity stake; Retail customer base crosses 200 thousand; 2009 :Ranked as No. 1 amongst South Asia's wealth managers for the ultra-rich by Asia Money Poll 2009. 2010 : Once again Anand Rathi has been adjudged As No. 1 Domestic Private Bank by Asia Money Poll.

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International Presence

Dubai

Singapore

Bangkok

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STEP TOWARDS SUCCESS


Grow with us as our

Channel Partners

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Types Of Business Offering

Franchisee- Having own outlet Remisier- Sitting at Branch

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Financial world is waiting for those


Zeal for Success To be your own boss Believe in Managerial skills Go getter attitude Having confidence & convincing skills Passionate for new business contact Vision for growth in financial world

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Incomparable Products Range Under One Roof


1) 2) 3) 4) 5) Equities (NSE Cash & BSE cash) Derivatives (NSE F&O) Commodities Currencies E- Gold (Through National Spot Exchange Limited)

6) 7) 8) 9) 10)

DP (CDSL / NSDL) Portfolio Management Services (PMS) Mutual Funds Fixed Deposits & NCDs Loan against Shares (through External Agency)

11) 12) 13) 14) 15)

IPO & IPO Funding Life & Non Life Insurance Premium Security (through Spread Co.) Specialized Currency Advisory Services etc. Loans (Auto, Personal, Home & Business Loans, through External Agency)

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Unique Features-Industry Rewards & Recognition


Ranked No.1 Domestic Banker 2009 & 2010 (Wealth Management Company) by Asia Money Poll. Ms. Priti Gupta got Women Leader of the year Award" in 2010 in Financial Category by NDTV Profit. Mr. D. D. Sharma awarded as Best Analyst 2010 by Zee Business. Best Contribution in Investor Education and Category Enhancement of the Year in Bloomberg UTV Financial Leadership Awards. Mr. Anand Rathi awarded by Zee Business for his contribution towards Indias Capital market in January,2010. Private Wealth Team was awarded for generating the Highest AUM growth in 2010 for Kotak MF (by Mr. Uday Kotak himself) Mr. Kishore Narne won the Zee Businesss as Best Technical AnalystCommodities

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Unique Features- Extensive Research Support


A 25-member research team, comprising 15 analysts (including sector specialists, macro economist, strategist) and 10 associates. A well-resourced team to enable custom research work for key clients and have stock coverage across large and mid caps. The fundamental research team covers ~100 stocks and tracks a further 150. Morning Broad Cast H.O. Research Team. Daily Research Mail before Market Opening. 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.

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Unique Features- Risk Management System


Unique WEBRMS Software. Online & Instant RMS facility. Cover Order Facility for Trader. Higher multiplier to HNI clients. Limits on DP holding, Pool & BTST. T+5 & T+10 Facility to HNI clients. Business Tracking & Report through Web RMS. Adherence of Highest Safety for Franchisee & client. Netting Method for Interest (DPC) calculation.

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Unique Features -Technological Supports

Free Tracking of Account Opening Forms Free rathi mail ID for business correspondence Hassle Free In-House RMS Software Free Portfolio Tracker to all the clients Free SMS alerts to HNI clients Single Trading Screen for all segments & Charting facility. Dedicated link for information access to Franchisee

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Unique Features in Marketing Support

Personalized Visiting Cards Welcome Kit Unique branding articles will give you a unique Identity Pamphlets, Banners, Standees & Hoarding Umbrella & Canopy for on site promotional activities Investor Meet & Seminar Support Dedicated Support Team to cater your business needs (at Regional & H.O. Level)

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Unique Features-Training Support by AnandRathi


For smooth functioning of business we guide/train you as follows : How to fill KYC forms. How to use trading software. How to use WEBRMS (RMS Software) How to use the back office Software. How to use Cross net (DP Software) Special training session/Seminars for knowledge enhancement by experts (On regular intervals)

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Unique Features- Back Office & DP (Access)


Free Back Office Access for your end clients: Franchisee and client can access Back Office 24x7 from home , office or anywhere without paying any charge to view the following : Downloading of Daily Contract Notes Reports on Daily Transaction done by your clients Daily and monthly Brokerage generated by your clients DP Holdings Clients Ledger Portfolio Tracker Free Portfolio Tracker access to Franchisee & Clients : Franchisee and clients can access Portfolio Tracker accounts 24x7 from home, office or anywhere without paying any charge.

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Unique Features -Centralized Franchisee Support System


Channel Support Team is in place that would act as a one point contact for queries related to : Sub Broker Registration Account opening Connectivity Operational Concerns Unique mail ID for queries Escalation Matrix of all departments Individualized support extension to franchisees on revenue generation Post your queries to : channelsupport@rathi.com

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Timely Payout

Brokerage to be released by the 5th of every month. Brokerage Pay out through CMS system. Payout facility through NEFT/RTGS.

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Connectivity

Connectivity Through VSAT Connectivity through Broad Band

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