About Anand Rathi Preferred

The Legacy

The Anand Rathi group came into existence close on the heels of economic liberalisation. With an aim to channelise the newfound hope and financial optimism into tangible results, Mr Anand Rathi and Mr Pradeep Kumar Gupta laid the foundation of the Anand Rathi Group in 1994. From setting up a research desk in 1995 to starting a capital market lending business in 2019, we have always kept the client at the centre of our plans.

An unwavering focus on ethics, entrepreneurial zeal and innovation has helped us thrive over the years. Our umbrella of services includes stock broking, wealth management, investment banking, commodities broking, construction finance and capital market lending, amongst others. With a dedicated client base of over 5 Lac Registered Customers, continued trust and support of our customers has been the most valuable legacy of the Anand Rathi Group.

0
 

Years of Financial expertise

0
  Lakh +

registered customers

0
  +

Outlets spread across India

The Leadership

Anand Rathi

Anand Rathi

Founder & Group Chairman

Mr Anand Rathi is the founder and the soul of the Anand Rathi Group. The Gold Medallist chartered accountant is a leading financial and investment expert in India and the broader South-East Asian region.

Before laying the foundation of the Anand Rathi Group, Mr Rathi had an illustrious and fruitful career with the Aditya Birla Group. He was a core member and played a crucial role in shaping the flagship cement business of the group. Mr Rathi had spearheaded the Aditya Birla Group's entry into various manufacturing and service sectors.

In 1999, Mr Rathi was appointed the president of BSE (Bombay Stock Exchange). The rapid expansion of BOLT - the BSE Online Trading System, during his tenure, speaks volumes of his farsightedness. He also set up the Trade Guarantee Fund and played a vital role in setting up the Central Depository Services (CDS). Mr Rathi is an esteemed member of the ICAI and has experience of 53 years across sectors.

Pradeep Gupta

Pradeep Gupta

Co-Founder & Vice Chairman

Mr Pradeep Gupta, the co-founder, is the fuel that runs the well-oiled Anand Rathi machinery spread across India. Starting with a family-owned textile business, Mr Gupta stepped into the financial world with Navratan Capital & Securities Pvt. Ltd. After scaling up the business, Mr Gupta later joined hands with Mr Anand Rathi to establish the Anand Rathi Group.

Over two decades of rich experience in the financial sector has provided Mr Gupta a unique insight into the working of the industry. He played an instrumental role in the success of the Institutional Broking and Investment Services arms of the group and remains the driving force behind the strong network of franchisees and branches across the country. Mr Gupta's sharp acumen has made him a trusted advisor for many. He is often seen sharing his distinctive views in the media and industry forums. The Anand Rathi Group has been the recipient of several prestigious awards under the leadership of Mr Gupta. He is an active member of the Rotary Club of Bombay.

Pradeep Gupta

Roop Bhootra

CEO, Investment Services

Mr. Roop Bhootra is the CEO of the Investment Services wing at Anand Rathi Group. Mr. Roop Bhootra is a rank holder Chartered Accountant and began his career with the Anand Rathi group in the year 1995. He has over 25 years of Capital Market experience in the field of Building businesses, Creating Business Strategies, Sales, Operations, Process management, Accounting, Risk Management, and Technology upgradation.

His core focus includes Business expansion, People Management, Key Partnership Development, and Tactical market planning. Under his spearheading leadership, the Broking & Distribution business has grown at a rapid pace.

Thomas Stephen

Thomas Stephen

Head of Preferred

Mr. Thomas Stephen holds a Bachelor’s Degree in Electrical & Electronics Engineering and a Master’s Degree in Business Administration. He has 17 years of experience in the Banking and Financial Services space managing successful clients and businesses across the country.

His core focus includes business expansion and determining products and asset allocation strategies for clients based on investment views and client’s investment needs. Thomas brings to the table rich management experience building organizations of scale and exhaustive knowledge of direct marketing and sales.

Amar Ranu

Amar Ranu

Head-Investment Products

Amar Ranu has close to 15 yrs of experience in the financial services business, predominantly in the Wealth Management and Private Banking space analyzing and researching the investment products and providing advisory solutions to HNIs, Family Offices and Corporates. His previous role was with Centrum Wealth Limited where he handled the Investment Products and Advisory desk for the last 6 years. He played a key role in improving the product desk framework for all investment and Portfolio Reviews.

Prior to Centrum Wealth, he had worked with L&T Finance Wealth Management (acquired by IIFL Wealth), Motilal Oswal Private Wealth Limited and Principal Retirement Advisors. He has flair for writing and has contributed to many newspapers and public domains.

An Engineering Graduate from Nagpur University and MBA (Finance) from IIT (ISM), Dhanbad where he was the Gold Medalist, he also holds Post Graduate Programmme in Securities Market from NISM (erstwhile UTI Institute of Capital Markets).

He is an equity lover, an avid ultra-trail runner and a wannable triathlete.

Tanvi Kanchan

Tanvi Kanchan

Senior Vice President & Head of Strategy

Ms. Tanvi Kanchan is the Senior Vice President and Head of Strategy of Anand Rathi and has been associated with them over 8.5 years. She is an experienced strategy head with a demonstrated history of working in the financial services industry. Skilled in Research, Market Research, Analytical Skills, and Corporate Finance. Strong business development professional with a Master of Business Administration (MBA) focused in Finance from Mumbai University.

Often featured in major media houses like Bloomberg Tv, financial express, ET viewing opinion on various current affairs and market outlook.

She has played a pivotal role in laying foundations of the Preferred, HNI arm of the group. Her ground breaking spirit and drive has resulted in firm’s dynamic growth and has lead to rapid expansion across geographies.

Under her dynamic leadership the group has increased its base and online exposure as well as accolades at various fronts. An avid investor and trusted advisor, Ms. Kanchan is often seen sharing her views and insights on regular podcast and media on macro economic aspects, domestic and international markets.