Finance, Financial Planning, Marketing.

1. Summer Internship at
ANAND RATHI
Presented By:-
Arjun Rajan Kaul
IFDM-3rd Batch
F31020

2. Overview
 About the Firm
 Products & Services Provided
 Financial Planning
 My Learning's at the firm
 Key Take-away

3. About the Firm
ANAND RATHI
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 throughout 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 Asia money in their Fifth Annual Private
Banking Poll 2009. The firm has emerged a winner across all key segments
in Asia money’s largest survey of high net worth individuals in India.

4. Organizational Structure:

5. Products & Services Provided
Products:
 Equities /Bonds / Mutual Funds /
Derivatives
 Managed Investment Services / PMS
 Commodities
 FX Trading
 Life Insurance
 General Insurance
 Alternative Assets
 Private Equity Funds
 Structured Products
 Real Estate Opportunities Fund
 Special Situation Opportunities
 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

6. Financial Planning
Financial planning is the process of meeting your life goals through
the proper management of your finances. Life goals can include
buying a home, saving for your child’s education or planning for
retirement.
The process involves gathering relevant financial information,
setting life goals, examining your current financial status and
coming up with a strategy or plan for how you can meet your
goals given your current situation and future plans.

7. THE FINANCIAL PLANNING PROCESS
CONSISTS OF THE FOLLOWING SIX
STEPS:
 Establishing and defining the client planner relationship.
 Gathering client data including goals.
 Analyzing and evaluating your financial status.
 Developing and presenting financial planning
recommendations.
 Implementing the financial planning recommendations.
 Monitoring the financial planning recommendations.

8. Financial Planner and his Role:
 A financial planner is someone who uses the financial planning
process to help you figure out how to meet your life goals.
 The planner can take a “big picture” view of your financial
situation and make financial planning recommendations that are
right for you.
 The planner can look at all of your needs including budgeting
and saving, taxes, investments, insurance and retirement
planning.
 This big picture approach to your financial goals may set the
planner apart from other financial advisers, who may have been
trained to focus on a particular area of your financial life.

9. My Learning's
MARKETING OF FINANCIAL PRODUCTS:
 Marketing is stated as “The process of planning and executing
the conception, pricing, promotion and distribution of ideas,
goods and services to create exchange and satisfy individual and
organizational objectives.”
 In the process of acquiring and maintaining clients marketing
plays a major role. Good amount of efficient clients brought
through efficient marketing procedures. Various levels of
actions are undergone in this process of marketing for acquiring
new clients.

10. Various Steps involved in Acquiring a new
client:
 Finding out references
 Contacting with references
 Performing in the meeting
 Acquiring the client
 Service to client

11. Key Take-away:
 Gained Derivative Capital Market Exposure.
 A practical exposure of Financial world.
 Time management.
 How to open DEMAT Acc.
 Grooming.
 Product Marketing through Tele-calling.
 How to handle word, excel.
 Knowledge about STOCK MARKET.
 Trading on Terminals.

12. Thank You