Anand Rathi Investment Services is a part of the trusted Indian Financial conglomerate Anand Rathi Group. We specialize in offering tailor-made financial solutions to Investors from all walks of life and life stages. Our wide offerings include investment and trading across various Asset classes including Equity, Commodity, Currency, PMS, Structured Products, Corporate FDs, Government Bonds, and a lot more. These products are delivered through our various channels curated with a clear understanding of your requirements. Our Privilege, Preferred, and PCG channels cater to High-net-worth individuals, while our Digitally Assisted and Physically Assisted channels cater to retail investors.
With 90+ own branches Pan India and 1100+ Partner outlets, we have a physical presence that covers the length and breadth of the Indian map. Our strength of 1800+ employees dedicatedly work towards making your investing journey hassle-free and fruitful.
Our high-tech apps and trading platforms offer a seamless investing experience no matter where you are or what you are doing. With a client-centric, sphere-headed focus, we thrive to be an investment partner of choice for all Indians.
The Anand Rathi Group was founded in 1994, emerging as a response to the transformative wave of economic liberalization in India. Recognizing the potential of this new era of financial optimism, Mr. Anand Rathi and Mr. Pradeep Kumar Gupta established the foundation of the group with a vision to convert this opportunity into measurable outcomes for clients. From launching a dedicated research desk in 1995 to initiating a capital market lending business in 2019, our journey has been defined by a steadfast commitment to keeping clients at the core of our strategies.
Guided by a strong foundation of ethics, entrepreneurial spirit, and continuous innovation, the Anand Rathi Group has evolved into a trusted financial services leader. Our diverse portfolio of offerings includes Investment Services, Private Wealth, Investment Banking, Institutional Equities, Insurance Broking and NBFC. Today, we are proud to serve a dedicated client base, whose trust and support remains the cornerstone of our enduring legacy.
“To be a leader in investment advisory, provide innovative financial solutions & be the first choice for clients and employees”
“We are client-centric, with a clear focus on providing long-term value addition to clients, while maintaining the highest standards of excellence, ethics & professionalism”
Executive Directors
Read Anand Rathi bio
Mr. Anand Rathi is the founder and driving force behind the Anand Rathi Group. A gold medalist Chartered Accountant, he is a prominent financial and investment expert in India and the broader South-East Asian region. Before establishing the Anand Rathi Group, Mr. Rathi had a distinguished career with the Aditya Birla Group. In 1999, he was appointed President of the Bombay Stock Exchange (BSE), where he played a pivotal role in the rapid expansion of BOLT, the BSE Online Trading System. His tenure also marked the establishment of the Trade Guarantee Fund and the Central Depository Services (CDS), highlighting his visionary leadership. With nearly six decades of experience across various sectors, Mr. Rathi is an esteemed member of the Institute of Chartered Accountants of India (ICAI). His contributions to the financial industry underscore his farsightedness and dedication to driving innovation and excellence.
Executive Directors
Read Pradeep Gupta bio
Mr. Pradeep Gupta, the co-founder of Anand Rathi Group, is the driving force behind its expansive and efficient operations across India. Beginning his career in the family-owned textile business, he transitioned into the financial sector with Navratan Capital & Securities Pvt. Ltd., successfully scaling the business before partnering with Mr. Anand Rathi to establish the Anand Rathi Group. Mr. Gupta has been instrumental in the success of the group’s Institutional Broking and Investment Services divisions. His leadership has also been pivotal in building a robust network of franchisees and branches nationwide. With over three decades of experience in financial services, he continues to play a vital role in the group’s growth and success. In addition to his professional achievements, Mr. Gupta is an active member of the Rotary Club of Mumbai, contributing to community service initiatives.
Executive Directors
Read Priti Rathi Gupta bio
Ms. Priti Gupta has been a Director at Anand Rathi since April 1991, bringing over 30 years of experience in capital markets, commodities, and currency sectors. She is a recognized leader and a prominent woman entrepreneur in the financial space, known for her contributions to setting up the Commodities Desk, Currency, and Forex Advisory businesses. With two decades of expertise in the BFSI industry, Ms. Gupta is now dedicated to bridging the gap between women and wealth. She is also associated with LXME Acquaintance LLP, Ishika Focus Film Production, and Navratan Foundation LLP. A Master’s graduate in Family Managed Business (FMB) from SP Jain Institute of Management & Research, Mumbai, she continues to drive innovation and leadership in the financial sector.
Executive Directors
Read Roop Bhootra bio
Mr. Roop Bhootra is the Chief Executive Officer – Investment Services, bringing over three decades of expertise in capital markets. A rank-holder Chartered Accountant, he has been an integral part of Anand Rathi since 1995, significantly contributing to the organization's growth and success. With extensive experience in building businesses, crafting strategies, and leading sales, operations, risk management, and technology upgrades, Roop has been instrumental in driving the rapid growth of the Investment Services division. His leadership emphasizes business expansion, people management, key partnership development, and tactical market planning, ensuring sustainable growth and market leadership for Anand Rathi.
Executive Directors
Read Vishal Laddha bio
Mr. Vishal Laddha, is a Whole-Time Director. He is a Chartered Accountant with 30 years of experience, has been associated with Anand Rathi since December 1994. Currently serving as a Whole-Time Director, he began his journey with the group as the CEO of Institutional Equities. With extensive expertise in handling diverse areas of business, Mr. Laddha has been a key driver of the Retail and Institutional Equities business. Renowned in the financial services industry for his leadership, he has played a pivotal role in shaping the group’s growth and success in the equities
Non-Executive Directors
Read RSuresh Kishinchand Khatanhar bio
Mr. Suresh Kishinchand Khatanhar has been an Independent Director on the Board of Anand Rathi since October 29, 2024. He holds bachelor’s and master’s degrees in commerce from the University of Bombay and is a certified associate of the Indian Institute of Bankers, as well as a member of the Institute of Cost and Works Accountants of India. With 40 years of experience in commercial banking, he specializes in corporate and infrastructure finance, project finance, retail banking, international banking, risk management, and digital banking. Prior to joining Anand Rathi, he served as Deputy Managing Director at IDBI Bank Limited.
Non-Executive Directors
Read Suresh Mannalalji Kakani bio
Mr. Suresh Mannalalji Kakani, Independent Director joined the Board of Anand Rathi as an Independent Director on October 14, 2024. He holds a Master’s degree in Asian Studies from the University of California, Berkeley, USA. With 37 years of experience, he has expertise in economic and infrastructural development, health management, and advanced governance models. Before joining Anand Rathi, he served as Secretary with the State Election Commission of Maharashtra.
Non-Executive Directors
Read Vijay Gopikishan Agarwal bio
Mr. Vijay Gopikishan Agarwal has been an Independent Director on the Board of Anand Rathi since September 25, 2024. He is a Chartered Accountant, holding a professional degree from the Institute of Chartered Accountants of India. With 44 years of expertise in direct taxes, he has also contributed significantly as a Governing Board Member with SPARC, a globally recognized NGO in Mumbai focused on the rehabilitation of pavement and slum dwellers and sanitation initiatives. Prior to Anand Rathi, he was associated with ABREL Green Energy Limited.
Non-Executive Directors
Read Sudha Pravin Navandar bio
Ms. Sudha Pravin Navandar is an Independent Director of our Company. She has been on the Board of our Company since November 29, 2024. She is a qualified Chartered Accountant from the ICAI and has cleared the final examination of certified public accountant, USA. She is also an insolvency professional registered with the Insolvency and Bankruptcy Board of India. She is currently a partner in M/s. Pravin R. Navandar & Co., Chartered Accountants. She is also a designated partner at Saksham Insolvency Resolution LLP.
Key Managerial Personnel
Read Tarak Shah bio
Mr. Tarak Shah, Chief Financial Officer, brings over 20 years of expertise in accounting, finance, and strategic management. A Chartered Accountant and Chartered Global Management Accountant (CGMA), he oversees treasury, corporate finance, taxation, audit, and business finance. Tarak has played a vital role in driving financial strategy, operational excellence, and sustainable growth. Prior to joining Anand Rathi, he held leadership roles at Monarch Network Capital Limited, where he gained extensive experience in managing and optimizing finance operations.
Key Managerial Personnel
Read Chetan Prajapati bio
Chetan Prajapati has been the Company Secretary at Anand Rathi since 2024. He is responsible for overseeing the company’s secretarial compliance. With over 10 years of experience in secretarial compliance, Chetan holds a Company Secretary degree from ICSI, along with qualifications in LLB, PG Diploma in Securities Law, and B.Com from Mumbai University. Before joining Anand Rathi, he was associated with Horizon Packs Pvt Ltd, a wholly owned subsidiary of JK Paper Ltd.
Senior Management
Read Deepak Kedia bio
Mr. Deepak Kedia, is a Compliance Officer, has been associated with Anand Rathi for over 18 years. He oversees regulatory compliance across SEBI, NSE, BSE, NCDEX, MCX, and other exchanges, while managing investor grievance redressal, arbitration, and compliance training. With over three decades of experience in taxation, compliance, and financial management, Deepak previously held key roles at Kores India, Allstate Group, and The Ambassador Hotel. An active member of ANMI and the BSE Broker’s Forum, he specializes in regulatory adherence, cash flow management, and legal processes, driving operational excellence.
Senior Management
Read Roshan Moondra bio
Mr. Roshan Moondra, Head – Risk Management and Operations, is a Chartered Accountant since 2005, serves as the Head of Risk Management and Operations. With 19 years of experience in risk management, operations, audit, and IT in the stock broking and BFSI sectors, he oversees critical functions such as account opening, trade processing, settlement operations, and banking. Roshan leads teams focused on developing digital solutions and software applications to enhance business efficiency. Previously, he held leadership roles at Edelweiss Group and has been associated with the Anand Rathi Group for over a decade.
Senior Management
Read Vineet Jain bio
Mr. Vineet Jain is the Head – Internet Broking. With over 20 years of experience in banking and fintech, he specializes in building and scaling digital fintech businesses. Prior to joining Anand Rathi, he was associated with Atlantis Capital and Citibank, where he gained extensive expertise in financial technology and banking operations. Vineet focuses on driving business growth and enhancing digital capabilities, playing a pivotal role in innovation and digital transformation.
Senior Management
Read Varun Saboo bio
Mr. Varun Saboo, Head – Institutional Equity has been leading the Institutional Equity division at Anand Rathi since November 2022. With 17 years of experience in Institutional Equities, he brings extensive expertise to the role. Prior to joining Anand Rathi, Varun was associated with Prabhudas Lilladher Private Limited. He holds a Master’s degree in Marketing from the Institute of Chartered Financial Analysts of India (ICFAI), Kolkata.
Head of Departments
Read Siddharth Sedani bio
Mr. Siddharth Sedani, Executive Vice President – Equity Sales with over 18 years of equity market experience. He has been leading Equity, Products, and Technical Research at Anand Rathi for 8 years. An industry expert, he has worked with organizations like Sharekhan and is a prominent panelist on Zee Business, hosting the popular show Sid Ki SIP. He is widely recognized for his market insights and strong social media presence.
Head of Departments
Read Naveen Mathur bio
Mr. Naveen Mathur is the Director of Commodities, Currency, and International Business. He also heads the group’s operations at GIFT City, IFSC. With over three decades of experience in financial markets, he has been instrumental in driving business growth and establishing Anand Rathi’s presence in international markets.Before joining Anand Rathi, Mr. Mathur held leadership roles at MCX, where he worked on market advocacy and business development, collaborating with regulators and stakeholders to enhance the role of the commodity derivatives market. At Angel Broking, he led the Commodities and Currencies businesses, along with Equity Research, Advisory, and Portfolio Management Services, helping the company achieve a leadership position in commodities and currencies retail broking. Mr. Mathur also contributes to the financial markets through memberships in key industry committees, including the IFSC Authority’s Advisory Committee on Currency Derivatives. His expertise lies in building businesses, developing teams, and driving strategic growth in the ever-evolving financial market.
Head of Departments
Read Amar Ranu bio
Mr. Amar Ranu is the Head of Investments & Insights at Anand Rathi, bringing close to 18 years of experience in investment products and advisory services, primarily in the private banking sector. He has worked with esteemed organizations such as Centrum Wealth Limited, L&T Finance Wealth Management (now 360 One Wealth), and Motilal Oswal Private Wealth, specializing in analyzing investment products and providing advisory solutions to HNIs, Family Offices, and Corporates. With a keen eye for market trends and opportunities, Amar ensures meticulous monitoring of client portfolios to deliver optimal performance and satisfaction. A passionate writer, he has contributed articles to leading newspapers and public platforms.
Head of Departments
Read Gautam Agarwal bio
Mr. Gautam Agarwal, Head of Business Development, drives growth through branch expansions and referral partnerships. With 18 years of experience in financial services, Gautam excels in client acquisition, market expansion, and B2B channel development. Prior to Anand Rathi, he played a key role in business development at Angel Broking Ltd. Gautam’s expertise spans financial markets, regulatory environments, and strategic market entry.
Head of Departments
Read Jinesh Jaspara bio
Mr. Jinesh Jaspara, Head – Online Product, brings over 25 years of diverse experience across various industries. With a notable 12-year tenure at Anand Rathi, he currently leads the Online Product vertical, driving digital product strategy, platform development, and transformative digital initiatives. His previous roles include strategic positions at Angel Broking, D'damas, Tata's and several prominent business houses. Over his career, he has gained extensive expertise in financial products & services, startup ventures, e-commerce, affiliate and digital marketing.
Head of Departments
Read Jiten Shah bio
Mr. Jiten Shah is a Chartered Accountant with a certification in Forex and Treasury Management from ICAI. With 18 years of experience in corporate finance, NBFC regulations, process design, treasury management, and fundraising, Jiten brings a wealth of expertise to our team. As the Head of the Funding Department, he is responsible for raising funds and overseeing the company's funding operations.
Head of Departments
Read Rajesh Jain bio
Mr. Rajesh Kumar Jain, Head - Private Client Group brings nearly two decades of expertise in the Banking and Financial Services sector. A key member of the Anand Rathi Group since 2019, he has played a pivotal role in establishing and leading the Private Client Group, leveraging his strong leadership and strategic vision. Before joining Anand Rathi, he spent 16 years with Motilal Oswal Financial Services, where he made significant contributions to the organization’s growth and success. His extensive experience includes investment and advisory services for high-net-worth individuals, corporate clients, and ultra-high-net-worth individuals. With a dedicated focus on creating wealth for Private Client Group clients, he takes pride in being an integral part of their wealth-building journeys.
Head of Departments
Read Rakesh Taparia bio
Mr. Rakesh Tapari, Nation Head- Business Partner Vertical brings over three decades years of experience in financial markets and has been associated with Anand Rathi since its inception. He played a pivotal role in establishing the branch business and creating the business partner vertical for the organization. With in-depth knowledge of business operations, Rakesh works closely with business partners to strengthen relationships, assess their needs, and drive initiatives for business expansion. A dynamic team leader with a positive mindset, he is adept at guiding teams and driving business growth, even in challenging situations.
Head of Departments
Read Thomas Stephen bio
Mr. Thomas Stephen, head of Preferred Business, is a seasoned professional with 17 years of experience in the Banking and Financial Services industry, managing clients and businesses across India. With expertise in business expansion and strategic asset allocation, Thomas focuses on aligning investment products with clients' needs and market views. He brings extensive management experience, building scalable organizations, and possesses in-depth knowledge of direct marketing and sales, driving growth and success in his domain.
ANAND RATHI SHARE AND STOCK BROKERS LTD. SEBI Registration No.: INZ000170832 (BSE-949 | NSE-06769 | MSEI-1014 | MCX-56185 | NCDEX-1252), CDSL & NSDL: IN-DP-437-2019. *Research Analyst - INH000000834.
ANAND RATHI COMMODITES LTD. MCX: MCX/TM/CORP/0525 Mem. Code No.: ITCM8500, NCDEX: NCDEX/TCM/CORP/0178 Mem. Code No.: TCM00147
PMS: INP000000282 is Registered under “Anand Rathi Advisors Limited” | MBD-INM000010478 is Registered under “Anand Rathi Advisors Limited“ | INA000000565 is Registered under “Freedom Wealth Solutions Pvt. Ltd.” | NBFC is Registered under “Anand Rathi Global Finance Limited” Regn. No.: B-13.01682 | Insurance is Registered under “Anand Rathi Insurance Brokers Ltd.” License No. 175.