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Summer Internship at
Arjun Rajan Kaul
About the Firm
Products & Services Provided
My Learning's at the firm
About the Firm
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
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.
Products & Services Provided
Equities /Bonds / Mutual Funds /
Managed Investment Services / PMS
Private Equity Funds
Real Estate Opportunities Fund
Special Situation Opportunities
Offshore Structures & Global
Creation of a customized financial
Diversification of assets based on a
formal process of asset allocation
Active tracking, monitoring and review
Creation of private trusts
Structuring of family wealth
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
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.
THE FINANCIAL PLANNING PROCESS
CONSISTS OF THE FOLLOWING SIX
Establishing and defining the client planner relationship.
Gathering client data including goals.
Analyzing and evaluating your financial status.
Developing and presenting financial planning
Implementing the financial planning recommendations.
Monitoring the financial planning recommendations.
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
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.
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
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
Various Steps involved in Acquiring a new
Finding out references
Contacting with references
Performing in the meeting
Acquiring the client
Service to client
Gained Derivative Capital Market Exposure.
A practical exposure of Financial world.
How to open DEMAT Acc.
Product Marketing through Tele-calling.
How to handle word, excel.
Knowledge about STOCK MARKET.
Trading on Terminals.