Knowledge management anand rathi

11
KNOWLEDGE MANAGEMENT in Anand Rathi Private Wealth Management Submitted to: Mr. Supratik Ghatak By Vansh Kukreja C-28

Transcript of Knowledge management anand rathi

Page 1: Knowledge management anand rathi

KNOWLEDGE MANAGEMENT in Anand Rathi Private Wealth

ManagementSubmitted to: Mr. Supratik Ghatak

ByVansh Kukreja

C-28

Page 2: Knowledge management anand rathi

OVERVIEW• Set up in 1994, Anand Rathi is one of India's driving money

related administrations firm offering incalculable fiscal and financial answers for a wide assortment of clients the country over.

• The firm has a tremendous foot shaped impression crosswise over India furthermore in select global areas, for example, Dubai, with vicinity crosswise over 1200 areas through its own branches, sub-agents and remisers and delegate workplaces/partner organizations. The gathering today utilizes more than 2,500 experts.

• Citigroup Venture Capital International, the understood worldwide private value and Venture Capital Company holds a sizeable stake in the firm. Every one of our offerings are upheld by effective exploration groups and every unit is obviously situated to oblige the most assorted budgetary needs of our customers.

Page 3: Knowledge management anand rathi

SERVICES OFFERED

Wealth Manageme

ntInvestment Banking

Corporate Finance & Advisory

Brokerage &

Distribution services

Equities, Commodities, Mutual Funds, Structured Products, Insurance, Corporate Deposits, Bonds & Loans

In the field of:

Page 4: Knowledge management anand rathi

Recently Anand Rathi has moved to a completely new Internet based trading and services platforms that offers a multitude of solutions to the customers and has also improved the Customer Relationship Management (CRM) function of the organization.

It has launched a series of applications in order to provide greater assistance to the customers, specifically targeting active investors and client. These applications have revamped the manner in which the firm organized its trading activities and the result has been extremely beneficial for both the customers and employees.

Page 5: Knowledge management anand rathi

A simple yet comprehensive web based application which enables you to track markets, trade online in equity, commodity & currency segments, and invest in IPO. It allows access to research, transaction reports, online portfolio & many such facilities

•Stay connected to markets and trade even with low internet connectivity•Get quotes as and when required at fingertips with low a bandwidth usage•Place your order through Quick order entry & Market Watch•Customize, add and save multiple market watch 

Page 6: Knowledge management anand rathi

Web-based platform designed for providing a terminal-like experience and the convenience to trade online. It is ideal for investors who believe in the Buy and Hold approach towards investment in equities.•Web based trading tool that replicates the trading terminal connectivity•Java enabled application that works even with low bandwidth connectivity•Easy access in a proxy and firewall environment•Real Time streaming market Watch for multiple exchanges and product Segments•Complete accessibility with hot key functions

Page 7: Knowledge management anand rathi

Tr@de Mobi offers:•Access to live Market Data•Quotes on stocks of your choice•Status of orders, trades & positions•Sneak peak at Intraday charts•Track top gainers and losers•Add, modify, delete market watch

Page 8: Knowledge management anand rathi

Tr@de X’pro is an exe-based desktop software designed for active traders who transact frequently, offering them a faster trading experience with customized features.It provides the users with a trading terminal experience and can be downloaded on to you PCs easily.•Monitor markets by creating customizable MarketWatch in the trading terminal•Real time advanced charts with technical analysis for intraday and short term trade•Flexibility to build your own options strategy with query functions based on your outlook on markets

Page 9: Knowledge management anand rathi

BENEFITS OFFERED

Access to multiple investments and asset classes

Advisory & Research

Advanced Trading Tools

Support

1

2

3

4

Page 10: Knowledge management anand rathi

SUMMARY• The firm’s decision to revamp its

website and introduce an entirely new online platform has provided the customers with a more user friendly environment.

• The launch of new applications has enabled the customers to attend to all the financial and investment related queries instantly and also eliminate the time lag that resulted in delayed transactions.

• Such new innovations have transformed the outlook of the firm and also created a new found confidence among customers.

Page 11: Knowledge management anand rathi

THANK YOU