The document discusses various areas of financial analysis including corporate finance, financial services, derivative markets, and consulting. Corporate finance aims to maximize shareholder value through long and short-term planning and strategies. Financial services encompass products from banks and other institutions like loans, insurance, and investment opportunities. Derivative markets involve securities whose prices are dependent on underlying assets. Consulting provides advisory services to corporations and individuals on areas such as mergers and acquisitions, projects, wealth management, and more.

1. FINANCIAL ANALYSIS

2.  Corporate Finance
 Financial Services
 Derivative Market
 Consulting
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3. CORPORATE FINANCE
Corporate finance is primarily concerned with
maximizing shareholder value through long-
term and short-term financial planning and the
implementation of various strategies.
Everything from capital investment decisions
to investment banking falls under the domain
of corporate finance.
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4. Corporate Finance - Profile
 Fund mobilisation
 Long term
 Project finance – equity / debt
 Working capital – debt including bank funding
 Short term
 Working capital / Funding mismatch
 Day-to-day functioning
 Debt servicing
 Working capital management - including cash
 Treasury management - Investment of surplus funds
 Managing legal covenants relating to funding
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5. Corporate Finance – Profile (contd.)
 Strategic issues
 Feasibility study of proposed expansion projects
 Feasibility of M&A issues – pricing structure
 Dividend policies
 Re-financing issues
 Interest cost reduction operations
 Role in operational cost control
 Credit policy formulation, operation and control
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6. FINANCIAL-SERVICES
it can be defined as the products and
services offered by institutions like banks
of various kinds for the facilitation of
various financial transactions and other
related activities in the world of finance
like loans, insurance, credit cards,
investment opportunities.
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7. FUNCTIONON OF FINACIAL-SERVICE
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8. Financial Services
 NBFC Business
 Leasing & HP
 Corporate funding
 Syndication
 Own Treasury management
 Portfolio Management Services
 FACTORING services
 CREDIT RATING
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9. NON-BANKING FINAICIAL COMPANY
NBFCs, are financial institutions that provide
banking services, but do not hold a banking license.
These institutions are not allowed to take deposits
from the public. all operations of these institutions
are still covered under banking regulations.
The number of non-banking financial companies has
expanded greatly in the last several years as venture
capital companies, retail and industrial companies
have entered the lending business.
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10. FACTORING SERVICES
A financial intermediary that purchases
receivables from a company. A factor is
essentially a funding source that agrees to pay
the company the value of the invoice less a
discount for commission and fees. The factor
advances most of the invoiced amount to the
company immediately and the balance upon
receipt of funds from the invoiced party.
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11. CREDIT RATING
A credit rating can be assigned to any entity that
seeks to borrow money – an individual, corporation
or state Credit assessment and evaluation for
companies and governments is generally done by a
credit rating agency such as Standard & Poor’s or
Moody’s. These For individuals, credit ratings are
derived from the credit history maintained by credit-
reporting agencies such as Equifax, Experian and
Trans Union.
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12. Financial Services (contd.)
 BROKING
 Equity broking
 Retail – research / advisory
 Institutional broking - relationship, dealers, research
 HNI – relationship, advisory
 FIXED INCOME
 Institutional – relationship, dealer, research
 Proprietory – treasury management
 Commodities
 Research
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13. Financial Services (contd.)
Banking
Appraisal
Corporate Relationship
Treasury
Bill discounting
Term loan
Retail operations
Risk management
Forex
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14. INSURANCES
Insurance is an economic institution that allows
the transfer of financial risk from an individual
to a pooled group of risks by means of a two-
party contract. Insurers may offer fixed, specified
coverage or replacement coverage, which takes
into account the increased cost of putting the
structure back to its original condition.
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17. Financial Services (contd.)
Insurance
Risk assessment
Policy formulation
Treasury
Project Appraisal
Funding operations
Equity operations – Research, portfolio
management
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18. MUTUAL -FUND
 Mutual funds are operated by money
managers, who invest the fund's capital
and attempt to produce capital gains and
income for the fund's investors.
 One of the main advantages of mutual
funds is that they give small investors
access to professionally managed,
diversified portfolios of equities, bonds
and other securities, which would be
quite difficult
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19. Mutual Funds
Research
Fund management
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20. Derivative market
It is another important scope of financial services,
That is Derivative market. A security whose price
is dependent upon or derived from one or more
underlying assets. . Its value is determined by
fluctuations in the underlying asset. The most
common underlying assets include stocks, bonds,
commodities, currencies, interest rates and market
indexes. Most derivatives are characterized by high
leverage.
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21. CONSULTING
 Corporate Consulting
◦ Syndication
◦ Credit profile advisory
◦ M& A advisory
◦ Project advisory
◦ Risk advisory
◦ Forex advisory
 Retail advisory
◦ Wealth management –
insurance/equity/fixed income/ tax
advisory/property/art/...
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