Anand Rathi: A Diverse

Range of Financial
Services
At Anand Rathi, we offer a robust range of financial services and products to both
institutional and individual clients. Our philosophies include a client- centric approach,
research-driven strategies, ethical conduct, and constant
in n o vatio n .

AM by Aryan Mehta
 Wealth Management: Comprehensive
Solutions
Coverage
Our wealth management team
provides services such as financial
planning, tax optimization,
inheritance planning, and more,
to ensure a comprehensive
financial portfolio.
Collaboration
We work closely with our clients to
understand their financial needs and
provide customized
solutions by leveraging our
investment expertise and our
research-driven approach.
Bespoke solutions
We offer bespoke solutions to cater to
the various financial
needs of our clients, with the help
of our structured products as well
as portfolio management services.
Investment Banking & Corporate Finance:
Unleashing Opportunities
Boutique investment
banking
Our boutique investment banking
style ensures that
our clients receive customized
and uncompromised
attention, with our team
being strongly dedicated to
the client's success.
Corporate Finance
We have an experienced team to
provide corporate finance
solutions including equity, debt
financings, and M&A
advice, to enable our clients
to unlock growth
o ppo rtun itie s .
Structured Finance
Our structured finance offerings
include mezzanine, distressed
debt, and other alternative
financing options,
providing specialized funding
solutions tailored for our
clients' specific needs.
 Institutional Equities: Expert Insights
Trading and Execution

Our team of experienced traders is trained to

manage institutional orders in an efficient and timely
manner while reducing costs and minimizing risk.

1 2 3

Robust Research and Analysis Access to Capital

Our research team is composed of experts in their We provide our clients with access to capital
fields, with vast experience in financial markets to markets such as IPOs, share buybacks, and block
provide our clients with an insightful deals, using our extensive industry
analysis of the companies they plan to invest in. network and expertise in equity markets.
 Private Client Group: A Personal Touch

Bespoke Financial Plans SIP and Mutual Funds Family Wealth Planning

We provide bespoke financial plans
tailored to our client's unique goals
while maintaining their privacy and
financial security.
Anand Rathi offers SIP and
mutual fund services to its clients as
part of its investment offerings. SIP is
a method of investing in mutual funds
where investors can regularly invest a
fixed amount at
predetermined intervals.
We work closely with our high net
worth clients, to provide tax- efficient
family wealth planning solutions that
preserve their wealth across
generations.
Putting Our Philosophy into
Practice
1 Client-centric approach
We offer personalized services
by taking into account our
client's financial
goals and risk appetite.
3 Ethical Conduct
We believe in providing complete
transparency in our business
dealings,
maintaining ethical standards
with our clients and the
regulatory authorities.
2 Research-Driven
Our investment strategy is mindful
of the economic, technological,
and geopolitical
factors in the market, backed
by our strong research team.
4 Continuous Learning
and Innovation
We keep ourselves up-to-date with
the changing market trends and
technological advancements,
leveraging them to provide more
comprehensive and
innovative solutions to our
clie n ts .
Success Stories and Client Testimonials
Our clients range from high net worth individuals, family offices, and institutional clients from diverse industries. We
measure our success by the success of our clients. Listen to what some of our clients say about us.

"Anand Rathi's research-driven strategy and commitment towards providing a bespoke solution have been an
essential ingredient in our success in the equity market." - ABC Limited

"The team at Anand Rathi has been instrumental in providing comprehensive wealth management solutions that
have helped me achieve my financial goals with ease." - John Doe
Conclusion and Next Steps
At Anand Rathi, we pride ourselves in providing our clients with quality financial
services that help them achieve their goals. We understand that each client has unique
needs, and we are committed to providing them with
personalized solutions that cater to their specific interests.