Anand Rathi is leading name when we talk about stock brokers in India. It was established in 1994 and is a full-service broker. It is a financial service firm which is based out of Mumbai and offers a variety of products & services to retail investors, corporates, HNIs, and institutions. They have a presence in India as well as abroad, including Dubai and Bangkok. It has around 1200 branches and franchisees across India along with 9,00,000+ happy customers. Anand Rathi is a member of NSE, BSE, MCX, NCDEX, CDSL and NSDL. They are well recognised for their free advising and research services, which are available to all registered consumers.
Services that make Anand Rathi Group different from other brokers:
- 30+ years of market experience.
- Vast network of branches and franchises (1200+ locations).
- Powerful in-house research team.
- Free trading calls and advice on trading and investment.
- Portfolio management services (PMS).
- Personalized Investment Services.
- Single sign-on for using multiple services.
- Free call and trade services.
- No charges on advisory services.
Here is the list of trading services by Anand Rathi:
- Equity Mutual Funds Derivatives Commodity Currency
- IPO
- Thematic Baskets Insurance
- Corporate Fixed Deposits
- Bonds and Portfolio Management Services Margin Trading Facility
- Value Added Service Fixed Income
Key Strengths of Anand Rathi:
- It has over 30 years of experience in trading and investment services.
- Does not charge a fee for call and trade or advisory services.
- It has a specialised research team to provide customers with reliable and timely market insights.
- They also help you in restructuring your portfolio by evaluating your holdings through digital medium.
- Have a strong and robust in-house research team.
- They also provide you with educational blogs like market news, product updates and research advisory.
- Good customer support team where you can clear all your queries through toll-free numbers, chat support or email support.
- Investor Education Initiatives: Conducts regular investor webinars, workshops, awareness programs, and certification-based learning modules.
Anand Rathi Account Opening Process
Online Account Opening Process
- Visit their Account Opening Page – Link
- Complete online KYC and keep your personal documents handy (PAN Card, Aadhaar Card, Bank Statement & Signature on white paper)
- Complete the Verification Process
- Our team will verify your documents to ensure everything is in order. This process is quick and transparent.
- Set Up Your Account Credentials
- Create your secure password for first time login and access your account.
- Start Trading
- Once your account is activated, explore the platform, analyze market trends, and begin trading immediately.
Documents Required
It is advised that you keep scanned copies of the following documents:
- PAN Card
- Aadhar Card
- Bank proof (Cancelled cheque/Passbook/Bank account statement)
- Cancelled cheque
Offline Account Opening Process
Anand Rathi has many offices and branches in India, so you can find a nearby one in your neighbourhood. You can simply visit them and they will organise a personal visit for you to open an account. They will walk you through the full procedure and open your account within a few days of receiving your documents.
Anand Rathi Trading Platforms/Apps
| S.No | Platforms/Apps | Platform Type |
|---|---|---|
| 1 | Trade Mobi | App-based |
| 2 | AR Invest | App-based |
| 3 | Trade X’Pro | Desktop-based Trading Platform |
| 4 | Trade X’Press | Web-based Trading Platform |
Trade Mobi:
It is a mobile trading application by Anand Rathi, which is available on both iOS and Android devices.
- Streaming Rates – Access real-time market prices for swift and accurate trading decisions.
- Advanced Charting – Utilize a wide range of charting tools and indicators for technical analysis.
- Research and Reports – Gain access to expert-driven research reports and investment insights.
- Universal Search – Search across stocks, funds, and other financial instruments with ease.
- Basket Investments – Invest in pre-defined, theme-based portfolios tailored to your goals.
- Fund Transfer through UPI – Seamlessly add funds to your trading account using UPI integration.
- Portfolio Evaluation – Review your holdings, allocation, and performance in a single dashboard.
- Portfolio – Get a consolidated view of all your investments across categories.
- Live News – Stay updated with the latest financial news and market developments in real- time.
Google Play Store rating: 4.2/5
App Store rating: 3.1/5
It is a smart mutual fund app to transact in mutual funds, track them and manage them easily. Some of the top features of this app are easy online transactions, real-time tracking & monitor. You can get an option of lumpsum, SIP, SWP, STP and MF basket. You get an easy to your portfolio within minutes. This mutual fund app is available on iOS and Android devices.
Google Play Store rating: 3.60/5
App Store rating: 4.90/5
Trade X’Pro:
Trade X’pro is a desktop-based trading terminal by Anand Rathi, built for active traders who need speed, control, and advanced features in one platform.
Key Highlights:
- Fully customizable Market Watch and terminal layout
Real-time & EOD charting with technical indicators
- Option strategy builder with derivative chain access
Advanced back-testing with historical data
- Terminal lock feature for secure access
Trade X’Press:
Trade X’press is Anand Rathi’s advanced web-based trading platform offering real-time data, intuitive navigation, and powerful analytics—designed for active traders.
Key Features:
- Real-time market data with top movers and volume insights
Dashboard with trading balance, positions, and order book
- Integrated portfolio view (Kuber) with gain/loss and transaction summary
Direct access to fundamental & technical research
- In-built analytics for actionable trading ideas
- Live advanced charts with indicators and drawing tools
Advantages & Disadvantages of Anand Rathi
Advantages of Anand Rathi:
- Full-Service Broker offering a wide range of financial products across equities, commodities, mutual funds, bonds, insurance, and more.
- Free Account Opening with a completely paperless and seamless digital process.
Free Call & Trade Services for convenience in placing trades.
- Research & Advisory Support including free research reports, technical insights, and expert trading calls.
- Margin Trading Facility (MTF) is also available.
- Personalised Investment Advisory based on investor’s profile and portfolio.
Online Access to IPOs, Mutual Funds, Bonds and Fixed Incomes.
- Pan-India Presence with over 1200+ outlets and strong branch support.
- NRI Account Facility available for global investors to invest in multiple segments.
Partner Program Options (e.g., AR Partner) to earn brokerage-sharing income.
Disadvantages of Anand Rathi:
- Brokerage reduction options available via VAS Plans.
- Doesn’t offer a 3-in-1 account.
- Separate platforms for Equity & Mutual Fund Investments.
- Annual Maintenance Charges (AMC) applicable for Demat accounts post 1st year free. (Lifetime free plan optional).
- Additional Charges may apply for featured products and premium services.
Brokerage Charges and Plans
| Segments | Brokerage Charges |
|---|---|
| Equity Delivery | 0.20% |
| Equity Intraday | 0.02% |
| Equity Futures | 0.02% |
| Equity Options | Rs 50 per lot |
| Commodity Futures | 0.02% |
| Commodity Options | Rs 100 per lot |
| Currency Futures | 0.02% |
| Currency Options | Rs 20 per lot |
Account Opening Charges
- Demat Account Opening Charges- Rs. 0
- Trading Account Opening Charges- Rs. 0
- Demat Account Annual Maintenance (AMC)- Rs. 450 (Free for 1st year)
- Trading Annual Maintenance Charges- Rs. 0
In addition to the brokerage fee, the following costs are also levied: ![Anand Rathi Review, Brokerage Charges, Demat A/C, Platforms & More : TheShareBrokers]( "Anand Rathi Review, Brokerage Charges, Demat A/C, Platforms & More : TheShareBrokers")
- Turnover/Transaction Charges
- Security Transaction Tax (STT)
- SEBI Fees
- Stamp Duty
- GST
Anand Rathi NRI Account
Anand Rathi Investment Services offers NRI Trading and Investment services through online trading platforms and call and trade services. Anand Rathi is a full-service broker offering online trading services to NRIs. It offers 2-in-1 accounts, combining Demat and trading accounts, to NRIs allowing them to trade across stocks, equity derivatives and investments in Mutual Funds, IPOs, and Bonds. Anand Rathi has branches overseas in Dubai.
Final Thoughts
In the end, we can conclude that Anand Rathi is a decent full-service broker who offers numerous investments and trading options to Indian residents as well as NRIs. They have a huge offline & online presence which is a good part. They are known for their research recommendations for free, which is a bonus. However, there are various fuzzy areas, such as different platforms for Equity & Mutual Fund, high brokerage charges that can be addressed through opting for VAS plans, and extra charges on a few more services. So, keep this in mind before selecting this stock broker.
