Broker Guidelines
Guidelines for Anand Rathi (XTS)
Anand Rathi Broker: An Overview
Anand Rathi is a full-service stockbroking firm in India which offers a range of financial services including equity trading, commodity trading, derivatives, mutual funds, insurance, portfolio management services (PMS), and investment advisory. The company serves a broad client base that includes retail investors, high-net-worth individuals (HNIs), and institutional clients. Anand Rathi operates through both offline branches and online trading platforms such as Trade Mobi AR and AR Evolve, providing access to real-time market data, order placement, and portfolio tracking. Clients can also access research reports, market insights, and financial planning tools through its platforms. The brokerage follows a traditional pricing model, which includes percentage-based brokerage fees depending on trade volumes and services used. It also provides relationship managers for personalized assistance, and support for long-term investment strategies. Anand Rathi offers additional services such as IPO investment, bonds, and wealth management, with integrated solutions across multiple asset classes.
Info
- Account Opening Link: https://open-account.anandrathi.com/?leadsource=inv_website&utm_source=inv_website&utm_medium=opendematbutton&utm_campaign=organic
- Anand Rathi XTS API Portal: https://algozy.rathi.com/#!/app
- Customer Support: tel:18004201004
- API Charges: Free
What you will need to add Anand Rathi (XTS) account in Cirrus
- You need to have a Cirrus Account. If you don't have one, follow the LINK.
• You need an active Demat account with Anand Rathi and F&O activated.
To activate XTS API on Anand Rathi, follow these steps:
• Go to https://algozy.rathi.com/#!/app and log in with your credentials.
• Click “My App” then “Create New Application.”
• Create an app: for Interactive Order API.
• Copy the API Key and API Secret and store them for integration.
• Paste the credentials into the Cirrus broker setup page.
FAQs for Anand Rathi (XTS)
1. How can I open a Demat and Trading account with Anand Rathi?
You can open an account online via the official Anand Rathi website or visit a nearby branch. Required documents include PAN, Aadhaar, a bank account, and basic KYC documents.
2. What are the brokerage charges at Anand Rathi?
Anand Rathi uses a percentage-based brokerage model. Rates vary by segment (equity, F&O, commodities) and trading volume. Check the latest rate card or consult your relationship manager for specifics.
3. Which platforms can I use to trade with Anand Rathi?
Anand Rathi provides several platforms including Trade Mobi AR (mobile app), AR Evolve (web trading), and AR Wealth (for portfolio tracking and advisory).
4. Does Anand Rathi offer research and stock recommendations?
Yes, Anand Rathi provides daily research reports, stock recommendations, sectoral analysis, and both technical and fundamental insights.
5. Is there a minimum balance required to maintain an account?
No strict minimum balance is required for maintaining a Demat account, though some trading segments may require margin or upfront capital.
6. Can I invest in mutual funds and IPOs through Anand Rathi?
Yes, you can invest in mutual funds, IPOs, bonds, insurance, and other products via Anand Rathi platforms or with advisor support.
7. How can I contact customer support or my relationship manager?
You can contact support through the helpline, email, or by visiting a branch. If assigned, your relationship manager can be contacted directly.
8. Are there any mobile apps available?
Yes, Anand Rathi offers mobile apps such as Trade Mobi AR for trading and AR Wealth for wealth management and portfolio tracking.
9. Does Anand Rathi offer PMS (Portfolio Management Services)?
Yes, Anand Rathi offers Portfolio Management Services for clients looking for professionally managed investment strategies.
10. How can I check my trade history and P&L reports?
You can log into the back-office system or AR Evolve platform to view contract notes, trade reports, portfolio updates, and P&L statements.