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Summer internship at anand rathi

Finance, Financial Planning, Marketing.

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Summer internship at anand rathi

  1. 1. Summer Internship at ANAND RATHI Presented By:- Arjun Rajan Kaul IFDM-3rd Batch F31020
  2. 2. Overview  About the Firm  Products & Services Provided  Financial Planning  My Learning's at the firm  Key Take-away
  3. 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. 4. Organizational Structure:
  5. 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. 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. 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. 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. 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. 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. 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. 12. Thank You

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Finance, Financial Planning, Marketing.


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