Documenti di Didattica
Documenti di Professioni
Documenti di Cultura
Submitted by
VIVEK RAMAWAT
(Enrolment no.07108118)
Submitted To:
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ACKNOWLEDGEMENT
(VIVEK RAMAWAT)
2
TABLE OF CONTENTS
Contents Page No.
Abstract
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o Vision
5
o Milestones
6
o Services Provided by Company
7
o Clients 10
o Competitors
11
o Management Team 12
Finance Department
17
My Role
17
Project 21
3
o Data Collection
22
o Analysis & Interpretation
22
Conclusion 26
Suggestions 27
Bibliography 28
Abstract
Anand Rathi is a leading full service securities firm providing the entire
gamut of financial services. The firm, founded in 1994 by Mr. Anand
Rathi, today has a pan India presence as well as an international presence
through offices in Dubai and Bangkok. AR provides a breadth of
financial and advisory services including wealth management, investment
banking, corporate advisory, brokerage & distribution of equities,
commodities, mutual funds and insurance, structured products - all of
which are supported by powerful research teams.
This project is useful for me also because with the help of this my
knowledge in the finance department is increasing.
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two months I shall be capable to do the work in finance department and
monitor the financial function of the company.
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INTRODUCTION To ANAND RATHI
Anand Rathi is a leading full service investment bank providing a wide
range of financial services to institutions, corporations, wealthy families
and individuals.
Founded in 1994 by Mr. Anand Rathi and Mr. Pradeep Gupta, the group
employs close to 7,000 professionals across India and its international
offices. Citigroup Venture Capital currently holds 20% of the group’s
equity.
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recently ranked by an Asia Money 2006 poll amongst South Asia’s top 5
wealth managers for the ultra-rich.
Milestones
• 1994:
Started activities in consulting and Institutional equity sales with staff of 15
• 1995:
Set up a research desk and empanelled with major institutional investors
• 1997:
Introduced investment banking businesses
Retail brokerage services launched
• 1999:
Lead managed first IPO and executed first M & A deal
• 2001:
Initiated Wealth Management Services
• 2002:
Retail business expansion recommences with ownership model
• 2003:
Wealth Management assets cross Rs1500 crores
Insurance broking launched
Launch of Wealth Management services in Dubai
Retail Branch network exceeds 50
• 2004:
Commodities brokerage and real estate services introduced
Wealth Management assets cross Rs3000crores
Institutional equities business relaunched and senior research team put in place
Retail Branch network expands across 100 locations within India
• 2005:
Real Estate Private Equity Fund Launched
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Retail Branch network expands across 200 locations within India
• 2006:
AR Middle East, WOS acquires membership of Dubai Gold & Commodity
Exchange (DGCX)
Ranked amongst South Asia's top 5 wealth managers for the ultra-rich by Asia
Money 2006 poll
Ranked 6th in FY2006 for All India Broker Performance in equity distribution in
the High Networth Individuals (HNI) Category
Ranked 9th in the Retail Category having more than 5% market share
Completes its presence in all States across the country with offices at 300+
locations within India
• 2007:
Citigroup Venture Capital International picks up 19.9% equity stake
Retail customer base crosses 200 thousand
Establishes presence in over 450 locations
Clients can trade through online on BSE and NSE for both equities and
derivatives. They are supported by dedicated sales & trading teams in
trading desks across the country. Research and investment ideas can be
accessed by clients either through their designated dealers, email, web or
Sms.
Mutual Funds:
AR have a dedicated mutual fund research cell for mutual funds that
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consistently churns out superior investment ideas, picking best
performing funds across asset classes and providing insights into
performances of select funds.
Depository Services:
Commodities:
Insurance Broking:
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the client's needs. They lay strong emphasis on timely claim settlement and
post sales services.
Our services :
• Risk Management
• Due diligence and research on policies available
• Recommendation on a comprehensive insurance cover based on
clients needs
• Maintain proper records of client policies
• Assist client in paying premiums
• Continuous monitoring of client account
IPO’s:
AR is a leading primary market distributor across the country.
Our strong performance in IPOs has been a result of our vast experience
in the Primary Market, a wide network of branches across India, strong
distribution capabilities and a dedicated research team.
Our IPO research team provides clients with in-depth overviews of
forthcoming IPOs as well as investment recommendations. Online filling
of forms is also available.
Major Departments
Equity
Commodity
Life Insurance
General Insurance
Mutual Fund
Depository
IPO
Internet Broking
Information Technology
Client Acquisition
Finance
Compliance
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Settlement
Accounts
Operations
HR/Administration
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Client List
• ACC
• Bayer
• Century Textiles
• Clariant
• CRISIL
• Crompton Greaves
• Dabur
• Datamatics
• GE Shipping
• Godrej
• Goodlass Nerolac
• Grasim
• Gujarat Abuja Cements
• Gujarat Pipavav Port
• Heinz India
• Hindalco
• Hindustan Lever
• H&R Johnson
• IDFC
• Indian Rayon
• Jindal Group
• Larsen & Toubro
• Mastek
• Mahindra & Mahindra
• Raymonds
• Sterlite Group
• Syngenta
• Tata Iron & Steel
• Trent
• VSNL
• Wartsila
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A S Stock Broking & Management
15 NA 25 2 Mumbai
Private Limited
Action Financial Services (India)
18 25 31 10 Mumbai
Limited
New
Alankit Assignments Limited 650 60 700 20
Delhi
Anagram Securities Limited 999 964 1183 139 Mumbai
Angel Broking Limited 5081 2408 1800 66 Mumbai
Anush Shares & Securities Private
37 10 40 30 Chennai
Limited
Arcadia Share & Stock Brokers
191 121 150 60 Mumbai
Private Limited
New
Arch Finance Limited 16 NA 45 10
Delhi
New
Zuari Investments Limited 31 NA 50 15
Delhi
skyes & Ray Equities (India)
18 300 50 250 Mumbai
Limited
New
SKI Capital Services Limited 88 NA 60 18
Delhi
Bonanza Portfolio Limited 2177 536 1200 380 Delhi
UTI Securities Limited 270 150 575 35 Mumbai
India Infoline Limited 970 NA 3858 540 Mumbai
New
Indiabulls Securities Limited 2700 NA 8922 475
Delhi
Bonanza Portfolio Limited 2177 536 1200 380 Delhi
IL&FS Investmart Securities
661 NA 1600 288 Mumbai
Limited
ICICI Securities Limited 1051 587 1833 270 Mumbai
In Jaipur
• Hem Securities Ltd.
• Religare
• India Infoline
• India Bulls
• Angel Broking Ltd.
• Kotak Mahindra
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clients, which include the well-reputed Corporate Groups, Institutions,
Foreign Investors, Individuals as well as wealthy families.
Hierarchy of Region
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Mr. Rajkumar Jain
(Regional Director)
REGIONAL
OFFICE
Mr. Rajkumar Jain
(Regional Director)
CLUSTER-1 CLUSTER-2
Rest of Rajasthan Udaipur
Mr. Amit Mehta Mr. K. C. Pandya
(Cluster Head) (Cluster Head)
Branches in Region
– Rajapark Branch
– Mansarovar Branch
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– Vaishali Nagar Branch
– Vidhyadhar Nagar Branch
– Shyam Nagar Branch
– Kota Branch
– Ajmer Branch
– Sikar Branch
– Tonk Road
– Kishangarh
Cluster 2 - Udaipur
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To handle the different type of parties and how should we behave in
different situations.
Strength:-
Weakness:-
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Opportunity:-
Threat:-
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My role in Finance Department:
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INTRODUCTION & NEED OF THE STUDY
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I also felt the need of my study because by the help of this the
company can target the specific expenses which can be minimized.
My project will help the company because it has given some facts
which were hidden earlier and I hope that they will use them to control
the cost. After completion of my project the company can target specific
expenses.
OBJECTIVES
Working on Tally.
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Preparing brokerage of Sub-brokers.
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DATA COLLECTION
Secondary Data:-
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Sample Size - 120
Sample Area - Jaipur-RO
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Relation Between Employee Education and Cost
50
40
30
Cost
20 45
32 Below Sr. Sec.
10 23
0 Under Graduate
Above Graduate
Graduate
Graduate
Below Sr.
Above
Under
Sec.
Qualification
Y=Cost in %
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Above 36 23 -4 -10 16 100 40
Graduate
N=3 X Y dX d dX2 dY dXd
Y 2 Y
=120 =100 =0 =672
=1
=245 =-172
r= N dXdY- dX dY
r= 3 (-172) – (0*1)
3(672)-(0)2 3(245)-(1)2
r= -516
44.9* 27.09
r = -0.4240
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There is medium degree of negative correlation between Education
and Cost.
CONCLUSION
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The analysis shows that there is medium degree negative
co-relation between employee's qualification and cost incurred by
employees, which shows that as the qualification increases cost reduces.
The employees who are well educated utilizing the resources provided by
the company very carefully, they are aware of the fact that if the cost
increased it would directly affect on region's profit and lastly on their
increments. They want to grow with the company and that is why they
fully co-operate with finance department. The employees who are less
qualified they are careless while using the resources. They make lots of
wastage unknowingly.
SUGESSIONS
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employee and employer get stronger due to which they try to do optimum
at minimum price.
BIBLIOGRAPHY
• www.rathi.com
• http:// intra.rathi.com
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• Quantitative Methods (ICFAI Publications)
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