Financial services refer to the economic services provided by the finance industry, including banks, credit card companies, insurance companies, brokerages, and investment funds. There are several types of financial services, including banking services like checking accounts and loans; foreign exchange services like currency exchange and wire transfers; investment services like asset management and hedge funds; and insurance services like brokerage and reinsurance. Financial services play important roles like facilitating transactions in the economy, mobilizing savings and allocating capital, transforming risk, and monitoring managers. They are important because they help people better manage their finances to take control of their money and make better investment decisions by understanding their goals.

1. Financial
Services

2. What are the Financial Services?
Financial Services are the economic services
provided by the finance industry. The finance
industry encompasses a broad range of
organization that deal with the management of
money.
Among the organization are banks,credit card
companies, insurance companies, consumer
finance companies, stock brokerages,
investment funds and government sponsored
enterprises.
Introduction

3. FEE BASED Merchant banking, Broking
services, Credit rating, Portfolio Management
services, underwriting
FUND BASED factoring, leasing, hire
purchases, housing finance, Bill
discounting,Venture capital
Type Of
Financial
Services

4. Type Of Financial Services
Issuance Of Checkbooks, Personal Loan, Commercial Loans,
ATMs
Banking Services
01
Currency Exchange, Foreign Currency Banking, Wire Transfer
Foreign Exchange Services
02
Asset Management, Hedge Fund Management
Investment Services
03
Insurace Brokerage, Reinsurance
Insurance
04

5. Function Of Financial Services
03
01
04
02
Facilitating Transactions (exchange of goods
and services) in the economy
Mobilizing saving, allocating capital funds
Transforming Risk.
Monitoring Managers

6. Importance Of Financial Services
01 02
It serves as a bridge that
people need to take
better control of their
finances and make better
investment
The financial services
offered by financial planner
or a bank institution can
help people manage their
money better
03
Offer clients the
opportunity to understand
their goals and better plan
for them to achieve it

7. Thank you