Anand Rathi

About AnandRathi

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, 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.

AnandRathi (AR) Vision:
To be a shining example as a leader in innovation, and the first choice for clients & employees.


Milestones

1994:
Started activities in consulting and Institutional equity sales with staff of 15


1995:
Set up a research desk and empanelled with major institutional investors


1997:
Introduced investment banking businesses
Retail brokerage services launched


1999:
Lead managed first IPO and executed first M & A deal


2001:
Initiated Wealth Management Services


2002:
Retail business expansion recommences with ownership model


2003:
Wealth Management assets cross Rs1500 crores
Insurance broking launched
Launch of Wealth Management services in Dubai
Retail Branch network exceeds 50


2004:
Commodities brokerage and real estate services introduced
Wealth Management assets cross Rs3000crores
Institutional equities business relaunched and senior research team put in place
Retail Branch network expands across 100 locations within India


2005:
Real Estate Private Equity Fund Launched
Retail Branch network expands across 200 locations within India


2006:
AR Middle East, WOS acquires membership of Dubai Gold & Commodity Exchange (DGCX)
Ranked amongst South Asia's top 5 wealth managers for the ultra-rich by Asia Money 2006 poll
Ranked 6th in FY2006 for All India Broker Performance in equity distribution in the High Networth Individuals (HNI) Category
Ranked 9th in the Retail Category having more than 5% market share
Completes its presence in all States across the country with offices at 300+ locations within India


2007:
Citigroup Venture Capital International picks up 19.9% equity stake
Retail customer base crosses 100 thousand
Establishes presence in over 350 locations

Management Team
Our senior Management comprises a diverse talent pool that brings together rich experience from across industry as well as financial services.

Mr. Anand Rathi - Group Chairman
Chartered Accountant
Past President, BSE
Held several Senior Management positions with one of India's largest industrial groups

Mr. Pradeep Gupta - Vice Chairman
Plus 17 years of experience in Financial Services

Mr. Amit Rathi - Managing Director
Chartered Accountant & MBA
Plus 11 years of experience in Financial Services