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Anand Rathi Portfolio Management Service (PMS)

Anand Rathi Advisors Limited is a part of the Anand Rathi Group. The Anand Rathi Group offers a wide spectrum of services ranging from Investment services across Asset classes to Private Wealth, Institutional Equities, Investment Banking, Insurance Broking, and NBFC. Powered by integrity and an entrepreneurial spirit, we have been able to provide a peerless experience to our clients and grow their wealth. 4 Lakh+ Customers have entrusted us to handle their PMS Investments and have laid their trust in our PMS fund managers. We welcome you to join our ever-growing family.

30

Years of Financial expertise

5Lakh

registered customers

1100+

Outlets spread across India

LEADERSHIP

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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.

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Pradeep Gupta

Co-Founder & Group 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.

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Mayur Shah

Principal Officer & Fund Manager

More than 17 years of rich experience in Investment advisory, Product Development and Portfolio Management. Working with Anand Rathi since 2007 across Portfolio Management and Private Client Group Equity Advisory. Started Career with Kotak Securities Ltd in 2005 as an Investment Advisor subsequently got into developing Equity products and running the same. Qualified MBA (Finance) from Mumbai University and Certified Financial Planner.

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Vinod Vaya

Associate Vice President

More than 18 years of rich experience in Investment Advisory, Portfolio Management and Research. Worked in past with Standard Chartered Securities, Religare Securities and Enam Securities. PGDBM from Mumbai.

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