I N V E S T M E N T S E R V I C E S

ONE STOP SOLUTION

FOR ALL YOUR
INVESTMENT NEEDS
 Index
Investment Products
• Broking
• Investment Basket
• Fixed Income
• PMS
• Premium Subscription Services

Funding Services
• Loan Against Securities
• Margin Trading Facility
• Securities Lending and Borrowing Mechanism

Mutual Funds

Commodity and Currency

Our Digital Universe

• TradeMobi App
• Mutual Fund App
About us:
Anand Rathi Group is a reputed financial services conglomerate in India. We
have 25+ years of research. Our services include Investment services across
multiple asset classes, Wealth Management, NBFC, Insurance Broking,
Institutional Equities & Investment Banking. We have been awarded Best
Equity Advisor, Best Insurance Broker of the Year and Fastest Growing
Wealth Management organisation of the year at ET NOW Presents World
BFSI Congress & Awards 2020.

4+ Lakh 370+
Customers Locations
 Investment Products

Focused Equity Products

VALUE INTELLECT

PICK IDEas PAIR TRADE

S T R AT E G Y

ITF: 12 Months ITF: 12 Months ITF: 1 Month

SHORT TERM
TECHNICAL TRADING MOMENTUM BUY
ITF: 3-15 Days ITF: 3-15 Days ITF: 3-15 Days

POWER PICK FOR

T20
THE

PICK MONTH

ITF: T+5 Days ITF: 1 Month ITF: 1 Month

STOCK ETF INVESTMENT

MOVERS IDEAS baskets
Short / Medium /
ITF: 1-3 Months ITF: 1-3 Months Long term

ITF = Investment Time Frame

 Investment Baskets*
Investment Baskets are a Portfolio of
Stocks with the blend of the Thematic
Equities. Each basket differs in its
Philosophy, Goals & Offerings &
Stock Picking is done with high
quality Fundamental & Tactical
Strategies with Ideal Asset Allocation,
a perfect blend of Large-Caps &
Mid-Caps Stocks.

Types of Investment Baskets

Technical Baskets Fundamental Baskets

Technical baskets are momentum & Fundamental baskets are theme

theme based investment baskets based investment baskets with
with medium to short term medium to long term investment
Investment horizon horizon

Stocks are screened on the basis of Stocks are screened on the basis of
technical & derivative parameters, growth, quality of business, past
considering overall market performance, management strength
momentum
Quality stocks are picked by our
Quality stocks are picked by our research team & its been reviewed &
technical research team & its been rebalanced periodically
reviewed & rebalanced periodically
Investment time frame of upto 1-3
Investment time frame of upto 15 years
days - 6 months

Features of our Investment Baskets

Dynamic Research Power of No Lock-in Single click Periodic Live

Based Stock Discretion period to invest review Performance
Allocation tracking
 Fixed Income Instruments*
A fixed-income instrument is a debt instrument issued by a
government, corporation or other entity to finance and expand their
operations. Fixed-income instruments provide investors a return in
the form of fixed periodic payments and eventual return of principal at
maturity.

Key Benefits

Diversification
Lower risk Lower volatility Stable Capital
across asset
v/s Equity v/s Equity Return Protection#
classes

Fixed Income Instruments we offer

Debt Alternative
Corporate Market Linked Debt Mutual
Investment
Fixed Deposits Debentures Funds
Funds

Tax Free Corporate Capital Gain Sovereign

Bonds Bonds Bonds Gold Bonds

Fixed income instruments carry credit risk

#
 Portfolio Management Services*
PMS is a financial service provided to the clients by the fund manager
where the fund manager designs a product that caters to the
investment objectives and needs of the clients. The fund manager
designs products on different categories of investors and their
investment goals.

Key Benefits

Diversified strategy to
Dedicated RM Periodic updates chrun out maximum Easy asses
to advise and to review your yield from your to Fund
guide you investment portfolio investments Manager

Our Offerings

MNC Focus is on consistent return and risk moderation by

PORTFOLIO investing in Multinational Companies listed in India.

Focus is on optimizing returns by investing in

multi-cap portfolio of rising enterprises with a sound
corporate track record and sustainable business
model keeping a balance between value and growth
strategy.

The objective is to focus on return optimization by

DECENNIUM investing in multicap portfolio of companies with
OPPORTUNITY good corporate governance, strong emerging
business or companies entering into next business
upcycle.
 Performance

PMS 6M 1 Year 2 Years 3 Years Since Inception Inception Date

MNC Portfolio 13.10% 8.45% 25.23% 22.91% 13.93% (28th March, 2018)
NIFTY MNC INDEX 7.70% 5.62% 19.57% 16.94% 8.51%

Impress Portfolio 6.80% 5.66% 32.99% 30.10% 11.34% 31st May 2017
NIFTY 500 INDEX 7.10% 5.28% 27.87% 19.51% 12.30%

Decennium Opportunity 4.77% 9.80% 13.06% NA 3.39% (12’th Nov, 2021)

NIFTY 500 INDEX 4.50% 8.54% 7.11% NA -0.56%

Disclaimer: Returns above one year are annualized. Returns shown are after fees and expenses.
Past Performance is not necessarily indicative of likely future performance. Performance mentioned
above are not verified by SEBI. We have shown the performance as Aggregate performance of all
clients on TWRR basis.

Note: Returns as on 31st Aug’ 22. Such representations are not indicative of future results

Premium Subscription Services

Value Added Scheme (VAS)

VAS is a new and innovative scheme that is a win-win for us as well
as clients. We win because we get fixed brokerage as subscription
and clients win as they benefit from lower brokerage.

Exclusive access Exclusive access Exclusive Free One time

to our Telegram to every Research Call & Trade Portfolio Evaluation
Channel report that we publish Facility Service
 Stock Lab
Stock Lab is a subscription-based comprehensive evaluation and
analysis tool that helps you evaluate your current holdings and
highlights the nonperforming stocks in your portfolio.

Advantages of Stock Lab

Periodic Helps you Extensive Seamless

Review eliminate poor Analysis Execution
performing stocks

Funding Services

Loan Against Securities (LAS)*

With LAS investors could consider putting their securities in the
capital market to use. Instead of monetizing investments in
securities, the client can opt for LAS and leverage their
investments. LAS is a secured lending product offered by our
NBFC company - Anand Rathi Global Finance Limited -
Registration No. B-13.01682.

Attractive Optimum Acts as an Enjoy Get Loans

Interest Interest is Overdraft Dividends and upto 50%
Rates Charged Facility Other Benefits of share value
Securities Lending and Borrowing Mechanism

Securities Lending and Borrowing Mechanism (SLBM) is a way

through which investors can borrow or lend shares to other market
participants. The platform provides a viable alternative to the
derivatives market for purposes of hedging. All the borrowing and
lending are Cleared, Settled & Guaranteed.

Benefits of Securities Lending and Borrowing Mechanism

Additional Enables No Counter No Physical

Income Short Sell Party Risk Settlement

Margin Trading Facility (MTF)#

Margin trading is a facility under which investor is allowed to buy
stocks by paying a marginal amount of the actual value of shares.
This margin can be paid either in cash or in shares as security. It is
considered as leveraging positions where stock Brokers funds
balance amount. Investors get opportunity to invest more than they
could by using their own money and increase the potential returns.

Increases Additional Easy Optimum Enjoy

Investment Exposure on Online Interest is Dividends and
Capacity Investment Activation charged Other Benefits
 Mutual Funds*
Mutual Fund is an investment pool wherein money is collected from
various investors to make a pooled investment in various asset classes
like equity stocks, bonds, money market instruments, commodities, etc.
This enables retail investors to participate in the market in smaller
denominations with the benefits of diversification.

Types of Mutual Funds

These are funds that invest in the Equity market basis the
objective of the fund. The primary objective of these funds is
wealth creation or capital appreciation. Equity mutual funds
can be categorized basis capitalization, themes, etc. namely
Equity Large Cap Fund, Mid Cap Fund, Small Cap Fund, Multi Cap
Mutual Fund Fund, Sectoral Fund, Thematic Fund, etc.

These are funds that invest in fixed income instruments basis

the investment tenor and credit risk objective of the fund.
These funds are supposed to be lesser volatile than equity
mutual funds. Fixed Income Securities like the government
securities, Commercial Papers, Treasury Bills, corporate
bonds, are usually available in larger multiples of 10 lakhs,
however a debt mutual fund allows investors to participate in
Debt smaller denominations. The primary objective of these fund is
Mutual Fund income generation. Debt mutual funds are categorized basis
the investment duration and risk, namely, Liquid Fund,
Medium Term Funds, Floating Rate Fund, Credit Risk Fund,
etc.

These are funds that invest in both equity as well as debt,

thereby catering to both income and wealth generation. The
allocation to the asset class is basis the fund manager’s
outlook, however hybrid funds can also be classified basis the
Hybrid objective i.e. an Equity Oriented Hybrid Fund, Debt Oriented
Mutual Fund Hybrid Fund.
 Ways of investing in Mutual Funds
Systematic Investment Plan (SIP)
A systematic investment plan allows the investor to invest a fixed amount
in the selected Mutual Fund periodically, usually monthly on a specific
date selected as per their convenience.

Benefits of investing via SIP

Rupee Cost Convenience

Averaging and Discipline

Consistently investing in Mutual Fund The SIP is automatically debited from

through SIP helps to average out the the investor’s account on the
price at which we invest. The investor predetermined date, this approach of
doesn’t have to worry about entering regular investments allows the
the market at the correct time or at its investor a lot of convenience and
low. discipline without having to actively
track the market.

Power of
Compounding Low Initial
Investment
nvesting in small denomination over a
long period of time results into earning Investment in Mutual Fund through
returns over your returns. Initially this SIP enables an investor to invest in
compounding may look small but over denominations as low as Rs 500.
a period of time it makes a huge
difference.

Lumpsum Investment
This is a method of investment in which you invest a single sum of
money in a Mutual Fund in one go.

Benefits of investing via Lumpsum

Beneficial for Market

Long Term Timing
Lumpsum investment in Mutual Fund In addition to a regular SIP, if an
should be made if the investment is investors could benefit from investing a
for long term. lump sum amount on market dips,
however it is difficult to time the market.
 Commodities
Commodity derivatives are investment tools that allow investors to profit
from certain commodities without possessing them. The buyer of a
derivatives contract buys the right to exchange a commodity for a certain
price at a future date. The buyer may be buying or selling the commodity.

Advantages of Investing in Commodity Markets:

Lower Margin
The margin can be close to 5-10% of the total value of the
contract. This is much lower than the margin required for
other asset classes.

Liquidity
Unlike investment in assets like real estate, investment in
commodity futures offers high liquidity. It is easy to buy and
sell commodity futures. An investor can liquidate his position
whenever required.

High returns
Thus, the investor can take larger positions while investing
lesser amounts of capital. This also helps increase the
potential for higher profits.

Protection against inflation

As the demand for goods and services rise, it leads to an
increase in the price of the goods and services as the cost of
the raw materials i.e. commodity increases.

Diversification
Commodities have negative or low correlation with stocks.
Hence, due to this negative correlation where an increase in
the price of commodities drives the stock prices down, the
losses incurred in stocks can be adjusted against the gains
attained by commodity derivatives.
 Currencies
Currency derivatives are contracts that derive their value from their
underlying asset, the currency. Currency derivatives help protect against
price volatility of the underlying asset in the future and are widely used by
traders as a risk management financial instrument.

Benefits of Currency Derivatives

Hedging
The primary reason why people enter into an agreement is
hedging. For the uninitiated, hedging is a risk management
instrument against any undesirable fluctuations in currency
rates in the future.

Highly Liquid
The most liquid market in the world is said to be the foreign
exchange market. Traders have the ability to enter and exit
the market whenever they want without worrying about the
market conditions. This is due to the availability of
numerous traders and buyers.

No Manipulation
Due to the giant size of the market and numerous players
involved, it’s impossible to manipulate the market. Forget a
single entity, even centralized banks with their high-volume
of transactions can’t make any favored altercations.

Fixed Lot Size

A lot size means the number of currency units per lot. The
biggest advantage to this is that traders who participate in
these contracts can trade multiple lots per contract.

Low Margin
You can just pay 2-3% of the value while trading currency
derivatives instead of the full traded value. The percentage
value is called the margin amount.
 TradeMobi App

Our TradeMobi App helps you to

Invest in Equities & Derivaties
with utmost ease and convenience

Features of TradeMobi App

Live Portfolio
Tracking and Control

Real-time Quote,
Charts and Analytics

Secured Two Factor

Authenticated Login

Easy, Quick and

Stable User Interface

Available on
 Mutual Funds App

Our MF App helps

you to Invest in
Mutual Funds with
utmost ease and
convenience

Demat
MF

Dematless 4000+ Mutual Fund Paperless Invest in

Mutual Fund Mutual Fund investments Mutual Fund Mutual Fund
Investments schemes in just 15 Minutes investments Baskets

Available on
AWARDS & ACCOLADES

Anand Rathi
Best Equity Advisors Ltd.
Advisors (Analyst) Best Equity Advisor
World BFSI Congress ET Now World BFSI
and Awards’ 22 Congress Awards’ 20

BFSI Digital
CEO of the year Innovation
Roop Bhootra Award for
World BFSI Congress Analytics / Data
and Awards’ 20

Great Place
Best BFSI To Work
Brand 2022 Feb 2022 - 2023
The Economic Times Great Place To Work
Institute (India)
 

I N V E S T M E N T S E R V I C E S

Anand Rathi Share and Stock Brokers Ltd.

Regd. Office: Express Zone, 10th Floor, A Wing, Western Express Highway, Goregaon (E), Mumabi - 400 063, Maharashtra.
Tel: (022) 6281 7000. Registration No.: INZ000170832 (BSE-949 | NSE-06769 | MSEI-1014 | MCX-56185 | NCDEX-1252),
Research Analyst - INH000000834, Depository Participant: CDSL & NSDL- (IN-DP-437-2019) | AMFI Registered Mutual Fund
Distributor, ARN-4478 is Registered under “Anand Rathi Share & Stock Brokers Ltd.” Mutual Fund investments are subject to
market risks, read all scheme related documents carefully before Investing. | PMS: INP000000282 is Registered under “Anand
Rathi Advisors Limited” | SEBI INV. ADV. - INA000000268 is Registered under “Anand Rathi Advisors Limited.” LAS is a secured
lending product offered by our NBFC company - Anand Rathi Global Finance Limited.*These are not Exchange traded product
and “ARSSBL” is just acting as distributor. All disputes with respect to the distribution activity, would not have access to
Exchange investor redressal forum or Arbitration mechanism. #MTF subject to the provisions of SEBI Cir. CIR/MRD/DP/54/2017
dt June 13, 2017 & terms and conditions mentioned in rights and obligations statement issued by the ARSSBL” Disclaimer:
Investment in securities market are subject to market risks, read all the related documents carefully before investing.

www.anandrathi.com