http://www.scribd.

com/doc/2580010/ANAND-RATHI

Privileges available to AR investment account holders

When you open an Investment Account with Anand Rathi you get access to you
account through Internet & Centralized service desk under our value added
Online services...

1 24/7 Account Access

Get access to your account at anytime during the day by accessing multiple
account related reports and digital contracts. Choose to call our centralized
Customer Services desk on Toll free to seek any information related to your
account with us.

2 Portfolio Tracker

3 Quality advice & Research Reports

4 Rich content on wide range of Investment products

5 Real-Time Markets at your fingertips

6 Mail Services

7 Gains & Losses reporting

8 Content Integration

Additional privileges available to customers opting to trade online.

1 Experience Paperless, hassle free transactions in Equities, IPO’s, MF &
Commodities

2 Instant Fund Transfers

3 Other benefits on opening an Online Trading Account with AR

When you open an Investment Account with Anand Rathi you get access to you
account through Internet & Centralized service desk under our value added
Online services... 1 24/7 Account Access Get access to your account at anytime
during the day by accessing multiple account related reports and digital contracts.
Choose to call our centralized Customer Services desk on Toll free to seek any
information related to your account with us. 2 Portfolio Tracker Tracking
investments on a real-time basis has never been so easy. Use our online Portfolio
tracking tool to view your investment performance and get reports such as Gains
& Losses and Transaction history. Read our Portfolio Tracker Benefits... Click here
3 Quality advice & Research Reports With our strong research team, we are able
to offer quality advice, aiding your investment decisions, available through our
research section. We can also deliver advice on your e-mail or phone through our
push services. Preview our Research Coverage Click here 4 Rich content on wide
range of Investment products Browse our website for in-depth information on
each of the Investment products such as Equities, Futures & Options, Mutual
Funds, Commodities, Insurance. Under each of the Investment products, we offer
useful content & tools, which allow you to do your own. View our Content
Sitemap to understand how we have structured content for you Click here 5 Real-
Time Markets at your fingertips Experience, access to real-time information, with
Live quotes through our Trading Portal. Alternately you can call our centralized
desk using Toll Free services 6 Mail Services In order to ensure guaranteed
delivery of these important emails from Anand Rathi, we have partnered with
Jadoo mail services. When you opt for a Jadoo mail account, rest assured you’ll
never miss important emails from us
Guaranteed Delivery, No Bouncing back
Centralized storage of Digital Contract Notes
Secure 10 MB Storage

If you are an Anand Rathi account holder, Click here to register for this service 7
Gains & Losses reporting Determine which investments have given what returns,
segregated on Realized / Unrealized. Added feature of booked gains & losses
bifurcated into Long Term & Short Term make handy inputs for filing your Tax
 returns. 8 Content Integration You can track your investments with the latest
prices for BSE (15 min delayed) and NSE (5 minute delayed) and ascertain your
realized and unrealized gain/ loss from time to time.
Additionally get access to in-depth information on your investments with
Company Info / Scheme profile along with news options with a click on your
holdings. Additional privileges available to customers opting to trade online. 1
Experience Paperless, hassle free transactions in Equities, IPO’s, MF &
Commodities Our end to end services allow a single click investment experience
over the internet. Clients who are not net savvy or prefer to transact over the
phone can use our Toll free no. with authentication checks to ensure complete
account security for their transactions. 2 Instant Fund Transfers Once you have
identified an investment opportunity, funding the same can be done in a instant
with Real-time Fund Transfer. We have tie ups with multiple banks, which allow
you to experience seamless and instant funds transfer to & fro between your Bank
and Anand Rathi Accounts. 3 Other benefits on opening an Online Trading
Account with AR
………..http://www.rathionline.com/OnlineServices/KnowMore.aspx

http://www.rathionline.com/OnlineServices/ServicesHome.aspx

Company Overview
Anand Rathi Financial Services Ltd. is a boutique investment bank that offers financial advisory
services to institutions, corporations, high net worth individuals, and families. It provides
mergers and acquisitions, private placements, transaction structuring, pricing, potential
financing, restructuring, capital market, initial public offerings (IPOs), advisory services.
Additionally, the firm offers fairness opinions and valuation analysis, due diligence, bid
evaluation, and negotiation services. Anand Rathi Financial Services caters to industrial and
capital goods, business services, real estate, retail, education, healthcare, transportation, and
telecom sectors and financial institutions. Anand Rathi Financial Services Ltd. was formerly
known as Anand Rathi Securities Limited and changed its name to Anand Rathi Financial
Services Ltd. on 5th March, 2008. The firm was founded in 1994 and is based in Mumbai, India.
BACKGROUND
Anand Rathi Founded Anand Rathi Financial Services Ltd. Mr. Rathi served as President of
BSE. Mr. Rathi served several Senior Management positions with one of India's largest industrial
groups. He serves as Chairman of the Board of Anand Rathi Financial Services Ltd. He served as
Group Chairman of Anand Rathi Financial Services Ltd. He has been an Independent Director of
Zandu Pharmaceutical Works Ltd.(also known as Zandu Realty Limited.)., since December
2008. He is a Chartered Accountant………………..
http://investing.businessweek.com/research/stocks/private/person.asp?
personId=38799874&privcapId=12665642&previousCapId=11254389&previousTitle=Zandu
%20Realty%20Limited

Business Summary

AnandRathi (AR) is a leading full service securities firm providing the entire gamut of financial
services. The firm, founded in 1994 by Mr. AnandRathi, today has a pan India presence as well
as an international presence through offices in Dubai and Bangkok. AR provides a breadth of
financial and advisory services including wealth management, investment banking, corporate
advisory, brokerage & distribution of equities, commodities, mutual funds and insurance - all of
which are supported by powerful research teams. The firm's 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.

Services Summary

Equity & Derivatives, Mutual Funds, Depository Services, Commodities, Insurance, IPOs,
Structuring of trusts / investment companies, Offshore Mutual Funds, Structured Products /
Deposits including capital-guaranteed notes on rading in global markets (Equities, Bonds,
Commodities), Real Estate investments, Alternative investments (including hedge funds and
fund-of-hedge funds)…….
http://www.indiacatalog.com/profiles/business_services/anand_rathi_securities.html

Additional Information on Anand Rathi Securities

Services
Investment Banking, Real Estate Services, Wealth Management, Brokerage & Distribution of
Equities, Investment Advisory Services, Portfolio Management Services, Depository Services,
Commodities Broking, Mutual Funds, Insurance, Online Trading,Dematerialization of Shares,
Rematerialization of Shares
Tags
Investment Banking, Real Estate Services, Wealth Management, Brokerage & Distribution of
Equities, Investment Advisory Services, Portfolio Management Services, Depository Services,
Commodities Broking, Mutual Funds, Insurance, Online Trading,Dematerialization of Shares,
Rematerialization of Shares, Stocks Brokers, Share Brokers, Financial Services, Investment
Consultants, Mutual Funds Advisors, Commodity Brokers, Stock Exchange Brokers, stock
forum, stock alerts, equity news, online Stock broker, live stock Quotes, online trading, mutual
Fund

AnandRathi (AR) is a leading full service securities firm providing the entire gamut of financial
services. The firm, founded in 1994 by Mr. Anand Rathi, today has a pan India presence as well
as an international presence through offices in Hong Kong,Dubai and London.

 Anand Rathi has entered into a relationship with Arbuthnot Securities to create access to
UK Markets
 Anand Rathi Private Wealth adjudged Best Domestic Private Bank (India) by Asia
Money Polls 2010 for the second consecutive year.
 Anand Rathi has been Ranked as the #1 Private Bank - Domestic in India by Asiamoney
Polls 2009 and Ranked as the #2 Private Bank - Overall in India by Asiamoney Polls
2009

About AnandRathi
AnandRathi is a leading full service securities firm providing the entire gamut of financial
services. The firm, founded in 1994 by Mr. Anand Rathi, today has a pan India presence as well
as an international presence through offices in Dubai and Bangkok. AR provides a breadth of
financial and advisory services including wealth management, investment banking, corporate
advisory, brokerage & distribution of equities, commodities, mutual funds and insurance,
structured products - all of which are supported by powerful research teams.
The firm's 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 and was recently ranked by Asia Money 2006 poll
amongst South Asia's top 5 wealth managers for the ultra-rich.
In year 2007 Citigroup Venture Capital International joined the group as a financial partner.

Anand Rathi is a leading full service investment bank founded in 1994 offering a wide range of financial
services and wealth management solutions to institutions, corporations, high–net worth individuals and
families. The firm has rapidly expanded its footprint to over 350 locations across India with international
presence in Dubai , Hong Kong & New York. Founded by Mr. Anand Rathi and Mr. Pradeep Gupta, the
group today employs over 2,500 professionals through out India and its international offices.

The firm’s 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
Asiamoney’s largest survey of high net worth individuals in India.

In year 2007 Citigroup Venture Capital International joined the group as a financial partner.

We are a leading investment bank focused on the middle-market in India and aim to provide a
level of service, dedication and expertise that is unmatched in the industry today. Our firm’s core
principles of integrity and dedication to the success of our clients are reflected in all that we do.
We offer our clients high-quality, unbiased advice.

We have assembled a group of talented and experienced professionals who are domain experts
and have been recruited from a wide variety of leading global financial institutions. Our
professionals concentrate on using their time and their “intellectual capital” to solve complex
financial problems and executing specialized transactions for you. We strive to offer clients more
senior-level attention than may be available from many of our competitors.

Anand Rathi Institutional Equities team has been providing India investment ideas and trading
services to leading institutional investors from all over the world for the past 15 years. The 65 –
member team of some of the best analysts and sales talent in India forms a comprehensive
institutional equities platform. The team underwent a transformation in early 2008 when senior
people from leading global and domestic institutions joined and significantly grew Anand
Rathi’s institutional equity business footprint.

Introduction
The Institutional sales and trading team provides cutting edge market information and investment
advice to clients, coupled with excellent execution capabilities. A highly experienced and
reputed team of equity analysts supports the sales team. There is an extensive focus on research
on companies, sectors and macro-economy. The institutional equity team tracks nearly 250 large
and mid-sized companies to give clients an unparalleled breadth of ideas.

We also provide Investment Advisory Services for institutional clients in India and overseas for
investment in the Indian equity markets.

Portfolio Management Services (PMS)

AR Portfolio Management Service is a discretionary investment service created to meet the
demand for more targeted investment styles and opportunities. It offers a range of specialized
investment strategies designed to capture opportunities across the market spectrum. The range of
products varies from the highly defensive, capital-protected to the most aggressive strategies in
the equities and derivatives markets.

Our investment process ensures that your strategy and portfolio are built on solid foundations.
Together you and your relationship manager select the strategy in line with your individual
goals. AR investment specialists then construct and manage your portfolio in accordance with
the chosen investment strategy.

Introduction
AnandRathi Advisors assists companies in realizing tangible improvements in various facets of
their businesses by providing a range of corporate advisory services that includes the entire
gamut from financial, organisational and operational restructuring, to profit improvement and
business turnaround strategies.

Highly qualified and thoroughly professional, our specialists, experts and associates assist you in
conceptualising problems and devising effective solutions, whatever be your need.

Successful assignments undertaken for leading organisations in India as well as overseas bear
ample testimony to our wide-ranging capabilities, utilising our unparalleled business know-how
to give you the competitive edge.
We have successfully handled various assignments under industry segments like refinery,
cement, mining, power, paper, metals, airlines and optic fibre.

Introduction

Investment Banking
AR Investment Banking provides comprehensive services to clients including raising money in
the equity capital markets to identifying strategic alliances, mergers and acquisition opportunities
and debt financing & restructuring advisory.

For more information contact ib.customersupport@rathi.com

Corporate Finance
The AR Corporate Finance team helps clients manage their debt-financing needs by profiling
business and cash-flow risks, defining the alternative sources of funding , building in multiple
variables such as currencies, fixed-floating, tenure, collateral etc. in a comprehensive manner and
finally negotiating with the prospective lenders / buyers.

The team has also built an impressive track-record in debt restructuring based on its superior
understanding of business needs and relationships with key lenders.

The Corporate Finance team has handled assignments in businesses like paper, hospitality,
telecom, textiles and sugar.

Equity & Derivatives Brokerage

AnandRathi provides end-to-end equity solutions to institutional and individual investors.
Consistent delivery of high quality advice on individual stocks, sector trends and investment
strategy has established us a competent and reliable research unit across the country.

Clients can trade through us online on BSE and NSE for both equities and derivatives. They are
supported by dedicated sales & trading teams in our trading desks across the country. Research
and investment ideas can be accessed by clients either through their designated dealers, email,
web or SMS.
IPOs
We are a leading primary market distributor across the country. Our strong performance in IPOs
has been a result of our vast experience in the Primary Market, a wide network of branches
across India, strong distribution capabilities and a dedicated research team

We have been consistently ranked among the top 10 distributors of IPOs on all major offerings.
Our IPO research team provides clients with indepth overviews of forthcoming IPOs as well as
investment recommendations. Online filling of forms is also available.