anandrathi share broking proposal

7/29/2019 anandrathi share broking proposal

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Logo appears

here


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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


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



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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)


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.



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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.



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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


anandrathi share broking proposal

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