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Anand Rathi Global Access Platform

A global access platform enables investors to invest and trade in international financial markets through a single, integrated account from India. It provides access to global equities, ETFs, derivatives, bonds, and other international instruments within a regulated framework such as IFSC at GIFT City. By simplifying onboarding, currency handling, and market access, a global access platform helps investors diversify their portfolios globally without the complexity of opening and managing overseas accounts.

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Anand Rathi Global Access Platform

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  1. July 2025 www.anandrathigiftcity.com

  2. The GIFT City Ecosystem The GIFT City Ecosystem GIFT City: Gujarat International Finance Tec City Located in: Gandhinagar, Gujarat International SEZ Currency: USD only No TAX Regime No STT, No CTT, No Exchange Turnover Charges MOF INDIA GIFT City - Gujarat (Ministry of Finance) IFSCA - International Financial Services Centres Authority SEBI - Securities Exchange Board of India Regulator Other Stakeholders in GIFT City Ecosystem :  Indian Bank IBUs ( International Banking Units)  Fund Management Entities  Asset Management Companies  Insurance providers  Exchanges IIDIL - India International Depository (IFSC) Limited Depository CDSL and NSDL NSE IX INDIA INX IIBX – Bullion Exchange Anand Rathi International Ventures has membership of Exchanges NSE, BSE, MCX NSE IX Exchange, INDIA INX and India International Bullion Exchange - IIBX IIDL - India International Depository Ltd. Registered Distributor with IFSCA Corporate Agent License  ARIVPL - Anand Rathi International Ventures (IFSC) Pvt. Ltd.    Brokers ARSSBL

  3. About the India INX and AR GA About the India INX and AR GA Platform Platform India INX India International Exchange (IFSC) Limited (India INX), India’s first international exchange established at GIFT City, has been at the forefront of innovation by offering a diverse range of products across multiple asset classes. With the aim of expanding access to global markets, India INX created a Special Purpose Vehicle - India INX Global Access IFSC Limited (India INXGA) - to facilitate trading across international exchanges and enhance global investment opportunities for Indian investors. Anand Rathi – Global Access Platform Anand Rathi International Ventures (IFSC) Private Limited, in collaboration with India INX and View Trade IFSC, offers the Anand Rathi Global Access Platform, a seamless digital gateway for Indian investors to trade and invest in U.S. Stocks and U.S. ETFs directly through GIFT City in US Dollars. The platform simplifies international investing by combining regulatory strength, digital convenience, and preferential remittance benefits - all through a single integrated solution.

  4. Benefits of AR Global Access Platform Benefits of AR Global Access Platform Access to All US STOCKS listed on US Exchanges and US ETFs Zero account opening fees, custody charges, or AMC Invest globally without any hidden costs or maintenance fees. Enjoy fully digital pay-in and pay-out convenience. Experience seamless, paperless account opening. Fund transfers made easy through ICICI, HDFC, and Axis Bank tie-ups. Benefit from preferential FX and low remittance charges. Trade US Stocks and ETFs across major exchanges via one integrated account. Invest in fractions - own even a part of your favourite global stock. Access global markets with a transparent, secure, and compliant setup. Manage your international portfolio anytime, anywhere through a single digital platform. Kindly note: Our role is limited to a referrer / Introducing Broker only.

  5. Account Opening Process Account Opening Process – – Digital Process Digital Process Documents Required Documents Required • Complete the account opening process digitally. Using this link : https://trade.clientbridge.in/register?ANRT Account Opening Resident Indians • PAN and Aadhaar Card • Bank Details • Signature on a blank paper • Nominee PAN Card (if any) • After account opening is completed, E-sign the W8 BEN Form. • Add your Bank details for fund transfer. Resident Indians can transfer funds digitally from their savings bank account through RBI’s LRS. Transfer of Funds NRIs / Foreign Nationals • Passport & Tax Identification Number (self attested) • Utility Bill / Driving License (self attested) • Use the Login details and start your investment journey. Start Investing Resident Indians can also process the account via DIGILOCKER wherein you do not have to manually upload your details.

  6. Step by Step Account Step by Step Account Opening Guide Opening Guide Use the AR Global Access Platform link - https://trade.clientbridge.in/login?ANRT to complete the account opening process. Step 1: Create your account by entering your credentials. Enter the OTP received on your mail ID. Please save your login id and password for use. Step 2: Complete your Application Via DigiLocker

  7. Step by Step Account Step by Step Account Opening Opening Guide Guide Step 3: Fill in your Personal Details, Address Details and Other details Step 4: Fill in your background details, verify your KYC and submit your FATCA/CRS. Note: For NRIs/ Foreign Nationals, the platform will prompt to upload self attested Passport and Driving License.

  8. Step by Step Account Step by Step Account Opening Opening Guide Guide Step 5: Add Nomination Details if any Step 6: View , Agree and Submit the declarations

  9. Step by Step Account Step by Step Account Opening Opening Guide Guide CONFIRMATION & WELCOME EMAIL CONFIRMATION & WELCOME EMAIL Once the application is successfully submitted, you will receive an application number. Your documents will be reviewed and your account will be created successfully within 1 to 2 working days of submission. In case there are any additional documents or queries regarding your KYC, India INX GA support team will contact you. Once the account is created, you will receive a welcome email with the application form and all the related disclosures and documents.

  10. Steps to Sign Steps to Sign W8 W8- -BEN BEN Form Form Once the account is opened you need to sign the W-8BEN Form Click on the W8 BEN from the Home screen Verify your details and enter your phone number

  11. Steps to Sign W8 Steps to Sign W8- -BEN Form BEN Form Review the W8 BEN Form on Website Create your signature and then submit the form

  12. Fund Transfer Process Fund Transfer Process - - Steps Steps to add to add Bank Details Bank Details Enter your Bank Account number and IFSC Code Login and Select 'Add Funds' Click on 'Bank Details' Note: You can add upto 3 bank accounts . The present platform support fund transfer from HDFC , ICICI and AXIS bank only. For other bank fund transfer please use the manual route by visiting the branch

  13. Steps to Transfer Fund Steps to Transfer Funds s Make your first deposit to begin trading with plenty of choices to transfer money. • If you are an Axis, ICICI or HDFC bank account holder, you can deposit money seamlessly via the integrated solution without leaving the platform. • For other bank account holders, use the India INX GA beneficiary details and detailed instructions on how to transfer funds from INR to USD. •

  14. Guide to Start Guide to Start Investing Investing US Stocks US Stocks Choose from a variety of instruments including growth, undervalued, popular, dividend earning stocks. Exchange Traded Funds Exchange Traded Funds Plenty of options from popular exchange traded funds based on market cap, pricing, and themes.

  15. Guide to Start Investing Guide to Start Investing Once you have funded the account, invest in your choice of stocks or ETFs with market or limit orders. You can buy fractional shares as well with a minimum amount of $1. MARKET LIMIT FRACTIONAL

  16. Connect with Us Connect with Us Michelle Gomes Ruchika Jain Onboarding Manager Mumbai michellegomes@rathi.com +91 7013 3961 91 Onboarding Manager Mumbai ruchikajain@rathi.com +91 9967 1339 23 Jigar Patel giftifsc@rathi.com Onboarding Manager GIFT City - Gandhinagar jigarpatel1@rathi.com +91 8866 4739 61 www.anandrathigiftcity.com Note – The document is for information purpose only and can be used as guide to open account on global access platform Please refer the FAQs by visiting our website

  17. For information purpose only ANAND RATHI INTERNATIONAL VENTURES (IFSC) PRIVATE LIMITED | Registered office: 6th Floor, Unit No. 634, Signature Tower, Building 13B, Road 1C, Zone 1, GIFT SEZ, GIFT City, Gandhi Nagar, Gujarat - 382355, India. CIN No.: U65999GJ2016PTC094915.SEBI Registration No.: INZ000292939 (INDIA INX Member Code-5064 | NSE IFSC Member Code-10048. Distributor license (Capital market Products and Services) 2023-24/0002. Disclaimer: Investment in Securities Market are subject to market risks. Read all the related documents carefully before investing. The securities quoted are only for exemplary and not recommendatory.

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