Download - 36167257 Anand Rathi Securities Ltd
-
8/3/2019 36167257 Anand Rathi Securities Ltd
1/30
Summer Internship
At
Palak Bhatia(Roll No. 201)Pgdm Batch 2012
-
8/3/2019 36167257 Anand Rathi Securities Ltd
2/30
INTRODUCTIONLeading full service investment bank.
Founders:
Mr. Anand Rathi & Mr. Pradeep Gupta
Founded in 1994.
Presence in over 350 locations across India.
Group employees over 2,500 professionals.
-
8/3/2019 36167257 Anand Rathi Securities Ltd
3/30
Philosophy is entirely
Citigroup venture capital joined the group as financial partner
in 2007
Research teams across the firm continuously track various
markets and products
Leading underwriter of public offerings and private placements
for middle market companies in India
Their economic research team has been ranked among top 20
in Asia
-
8/3/2019 36167257 Anand Rathi Securities Ltd
4/30
MANAGEMENT TEAM
ANAND RATHI
FOUNDER AND
CHAIRMAN
P.G.KAKODKAR
DIRECTOR
DR.S.A.DAVE
DIRECTOR
C.D.ARTHA
DIRECTOR
PRADEEP GUPTA
CO-FOUNDER&
VICE-CHAIRMAN
AMIT RATHI
MANAGING
DIRECTOR
AJIT BHUSHAN
DIRECTOR
-
8/3/2019 36167257 Anand Rathi Securities Ltd
5/30
MANAGEMENT
REGIONAL HEADS FUNCTIONAL HEADS
-
8/3/2019 36167257 Anand Rathi Securities Ltd
6/30
y ANAND RATHI SECURITIES PROVIDES THEIRSERVICES BROADLY UNDER 4 PILLARS.
-
8/3/2019 36167257 Anand Rathi Securities Ltd
7/30
SERVICES
PRIVATE
WEALTHMANAGE-
MENT
INVESTMENTBANKING
PERSONALFINANCIAL
SERVICES
I
NSTI
TU-TIONAL
EQUITY
-
8/3/2019 36167257 Anand Rathi Securities Ltd
8/30
WEALTH MANAGEMENT:
y A Type of financial service that combines personal
investments,tax planning strategies ,estate planningand legal counsel.
y It can encompass all parts of a persons financial life.
-
8/3/2019 36167257 Anand Rathi Securities Ltd
9/30
PRIVATE WEALTH MANAGEMENTy Their philosophy says that wealth management needs
to be far more holistic than just investment advisory.
y Separation of advisory from product manufacturing iscritical to offer conflict -free and truly objective adviceto the clients.
y They therefore offer only third party products and donot manufacture any in-house products and hencethey do not hold any proprietary stake in the market.
-
8/3/2019 36167257 Anand Rathi Securities Ltd
10/30
SERVICES:y Creation of a customized financial strategy.
y Diversification of assets based on formal process ofasset allocation.
y
Active tracking, monitoring &review of portfolios.y Creation of private trusts.
y Tax planning.
y Estate planning.
y Structuring of family wealth.
-
8/3/2019 36167257 Anand Rathi Securities Ltd
11/30
INVESTMENT BANKING
SERVICE
OFFERING
ADVISORYRESTRUCTU-
RING
CAPITAL
MARKET
PRIVATE
EQUITY
-
8/3/2019 36167257 Anand Rathi Securities Ltd
12/30
Advisory services:y Exploring, evaluating &recommending financial
and strategic alternatives.
y Negotiating and consummating transactions.
y
Advising on transactionstructuring,timing,pricing & potential financing.
-
8/3/2019 36167257 Anand Rathi Securities Ltd
13/30
Private equity services:y Developing company positioning & all
documentation for potential buyers.
y Developing buyers lists and managing allcommunica-tion with potential buyers.
y Evaluating bids and negotiating and executingfinal transactions & documentations.
-
8/3/2019 36167257 Anand Rathi Securities Ltd
14/30
Restructuring services:y Developing the comprehensive restructuring and
reorganization plans and assisting in the courtadministered approval process.
yAdvising on the ultimate structuring of apotential sale or recapitalization.
-
8/3/2019 36167257 Anand Rathi Securities Ltd
15/30
Capital market services:y Developing a target investor group & effectively
positioning the companys story to the investorcommunity.
y
Assisting with necessary documentation toexecute a successful capital raising.
yAssessing the most appropriate group ofinvestors to assist the company in its long term
plan.
-
8/3/2019 36167257 Anand Rathi Securities Ltd
16/30
Industry coverage:sectors covered:
y Industrial goods.
y Consumer services.
y Technology.
y Telecom.
y Media.
y Retail.
y Natural resources.
y Financial institutions.
y Professional services.
y Education.
y Clean energy.
y Healthcare.
-
8/3/2019 36167257 Anand Rathi Securities Ltd
17/30
INSTITUTIONAL EQUITIESyAnand rathi institutional equity team has been
providing India investment ideas and tradingservices to leading institutional investors from allover the world.
-
8/3/2019 36167257 Anand Rathi Securities Ltd
18/30
Research:y Their research team contains 25 members
comprising 15 analysts (including sectorspecialist, macro economist ,strategist) and 10associates.. most analysts have more than 10
years of industry experience.
y a specialist technical & derivative research team.
-
8/3/2019 36167257 Anand Rathi Securities Ltd
19/30
Research Products:
y Elections 2009.
y Budget FY 2010.
y India auto sector.
y India banks.
y India capital goods.
y India IT services.
y India monsoons.
y India oil& gas.
y India wireless.
y India cement sector.
-
8/3/2019 36167257 Anand Rathi Securities Ltd
20/30
PERSONAL FINANCIAL SERVICES:
SERVICES
EQUITYMUTUAL
FUND
NRI
SERVICESCOMMODITYIPO
-
8/3/2019 36167257 Anand Rathi Securities Ltd
21/30
Equity services:y Cash and carry.y Margin financing.
y Digital contract notes.
y
Research calls through multiple channels.y Phone trade.
y Personal investment advisory.
-
8/3/2019 36167257 Anand Rathi Securities Ltd
22/30
Mutual fund services:
y They offer both types ofmutual fund servicesnamely:
1.Lumpsum investment.2.SIP.
MUTUAL FUND
LUMPSUM
INVESTMENT
SYSTEMATIC
INVESTMENT
PLAN
-
8/3/2019 36167257 Anand Rathi Securities Ltd
23/30
IPO (initial public offer) services:y They have been constantly ranked among top 10
distributors of IPOs on all major offerings.
y Their IPO research team provides in-depthoverview of forthcoming IPOs as well asinvestment recommen-dations.
-
8/3/2019 36167257 Anand Rathi Securities Ltd
24/30
Commodities services:y Regular news & updates through e-mails,
through daily,weekly,monthly,quartrlypublications.
y Strategies for corporates for their riskmanagement.
-
8/3/2019 36167257 Anand Rathi Securities Ltd
25/30
NRI Services:
y Equity trading on NSE& BSE.
y Derivative trading on
NSE & BSE.
y Mutual funds.
y IPO Applications.
y PAN Procurement.
y Capital gains tax andincome tax return.
yAdvisory services.
-
8/3/2019 36167257 Anand Rathi Securities Ltd
26/30
Online services:
y Online services includes the following services:1.Trading platforms.
y Trade x press.
y
Trade x press pro.y Phone trade.
2.Portfolio tracker.
3.Research information.
-
8/3/2019 36167257 Anand Rathi Securities Ltd
27/30
Trading platform:
y Trade x press: It is a browser based systemdesigned for customers who transact occasionally.It works even over a low bandwidth connectivity.
y Trade x press pro:It is a software designed for
active traders who transact frequently to capturefaorable short term price movements. It requiressuperior bandwidth connectivity. It helps them tomake critical decision with confidence.
y Phone trade: through this facility one can accesshis account from anywhere without STD charges.
-
8/3/2019 36167257 Anand Rathi Securities Ltd
28/30
y Research information:
Through their research team they update theinformation on the website for following.
1.Equity.
2.Commodity.
3.Insurance.
4.Mutual fund.
5.Investment strategy.
-
8/3/2019 36167257 Anand Rathi Securities Ltd
29/30
Online trade customer privileges.y Online trade execution.
y Phone trade facility using toll free.
y Centralized customer care desk.
y
24/7 account access.y Quality advice and research reports.
y Rich contents with tools.
y Mail services.
-
8/3/2019 36167257 Anand Rathi Securities Ltd
30/30
THANK
YOU.