Overview


Industry

Financial Services / Banking / Broking / Forex / Investment


Website

http://www.rathi.com


Contact

Location

India


Email

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Contact

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Company Profile

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, high–net 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 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.

Products/Services

Products

Equities I Bonds I Mutual Funds I Derivatives
Managed Investment Services / PMS
Commodities
FX Trading
Life Insurance
General Insurance
Alternative Assets

- Private Equity Funds
- Structured Products
- Real Estate Oppurtunities Fund

Special Situation Oppurtunities
Offshore Structures & Global Investments

Services

Creation of a customized financial strategy
Diversification of assets based on a formal process of asset allocation
Active tracking, monitoring and review of portfolios
Creation of private trusts
Tax planning
Estate planning
Structuring of family wealth