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COMPANY PROFILE

Introduction
AnandRathi is a leading full service investment bank founded in 1994 offering
a wide range of financial services and wealth management solutions to institutions,
corporations, highnet worth individuals and families. The firm has rapidly expanded
its footprint to over 350 locations across India with international presence in Hong
Kong, Dubai & London. Founded by Mr. Anand Rathi and Mr. Pradeep Gupta, the
group today employs over 2,500 professionals throughout India and its international
offices.
The firms philosophy is entirely client centric, with a clear focus on providing
long term value addition to clients, while maintaining the highest standards of
excellence, ethics and professionalism. The entire firm activities are divided across
distinct client groups: Individuals, Private Clients, Corporates and Institutions.
AnandRathi has been named The Best Domestic Private Bank in India by Asiamoney
in their Fifth Annual Private Banking Poll 2009. The firm has emerged a winner
across all key segments in Asiamoneys largest survey of high net worth individuals in
India.

Anand Rathi Vision:


To be a shining example as a leader in innovation, and the
first choice for clients & employees.

Anand Rathi - At a Glance


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 lakh client accounts 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 3000 employees throughout India
and in
International Offices.

Journey of Anand Rathi Group


1994
Started activities in Consulting & Institutional Equity Sales with 16
Employees.
1995
Set up a Research Desk empanelled with major institutional investors.
1997
Introduced Investment Banking Business and Retail Brokerage Services.
2001
Initiated Wealth Management Services-WMS.
2002

Retail Business recommences with Ownership Model.


2003
Started Insurance Broking.
Wealth Management Assets crossed 1500Crs& WMS services were
launched at Dubai.
2004
Commodities Brokerage & Real estate Services were introduced.
2005
Retail Branch Network Expands across 200 Locations.
2006
ARG acquires membership of Dubai Gold & Commodity ExchangeDGCX.
Ranked amongst South Asia's top 5 wealth managers for the ultra-rich
by Asia Money.
Ranked 6th in FY2006 for All India Broker Performance in equity
distribution in the HNI Category.
2007
Citigroup Venture Capital International picks up 19.9% equity stake.
2009-2011:
Ranked as No. 1 amongst South Asia's wealth managers for the ultrarich by Asia Money Poll.
ARG Asset Under Management is 5500Crs.
Has strengthened its manpower with 6500+ Employees.

Top Management

Anand Rathi, Founder & Chairman


A respected member of ICAI, Mr. Anand Rathi is a Gold Medallist Chartered
Accountant with over 40 years of experience. Seizing the opportunity when
professionals were allowed membership of the BSE, Mr. Rathi became its member
and when the exchange professionalized, he became its President in 1999. As the
President, BSE, Mr. Rathi was the driving force behind expansion of BOLT - the
online trading system. He also set up the Trade Guarantee Fund and played a vital role
in setting up the Central Depository Services Ltd (CDSL).

Pradeep Gupta, Co-founder & Vice chairman

Mr. Pradeep Gupta has vast industry experience in running enterprises with varied
business interests. With over two decades of rich experience in financial markets, he
has played a pivotal role in laying the foundation of the Institutional Broking and
Investment Services arm of the group. His ground-breaking spirit has driven the firms
dynamic growth, rapidly expanding its footprint. With his business acumen, the
AnandRathi Group has setup franchisee business and branch network across India.

Amit Rathi, Managing Director


Mr. Amit Rathi is a rank-holder Chartered Accountant and an MBA from the
illustrious New York University - Leonard N. Stern School of Business. He was
instrumental in setting up the Private Wealth Management (PWM) and Investment
Banking (IB) businesses of the AnandRathi group, and establishing them in the global
markets. Led by his vision and conviction, the group has maintained strong and steady
growth.

Corporate structure

Unique Features of Anand Rathi Group


Is a One Stop Financial Shop for its Clients giving a wide Range of Financial
Services under 1 roof
17 Years of Experience in such a Volatile Market
Having one of the oldest Research Desk
A 25-member research team, comprising 15 analysts (including sector
specialists, macro economist, strategist) and 10 associates.
The fundamental research team covers ~100 stocks and tracks a further 150.
Our Vision of being the first Choice for our clients

Total AUM has grown up to 5500crs


Our networking across the country making ourselves easily accessible to our
Clients
Availability of a proper Financial Planning without any additional cost

Achievements of Anand Rathi Group


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 (by Mr. Uday Kotak himself)
Mr. Kishore Narne won the Zee Businesss as Best Technical AnalystCommodities