VIKAS RANA
(15PBA039)
PRESENTATIONON FINANCIAL
SERVICES
FINANCIAL SERVICES
 Financial service is part of financial system
that provides different types of finance
through various credit instruments, financial
products and services.
 In financial instruments, we come across
cheques, bills, promissory notes, debt
instruments, letter of credit, etc.
Importance of Financial
Services
 Vibrant Capital Market.
 Expands activities of financial markets.
 Benefits of Government.
 Economic Development.
 Economic Growth.
 Ensures GreaterYield.
 Maximizes Returns.
 Minimizes Risks.
 Promotes Savings.
 Promotes Investments.
 Balanced Regional Development.
 Promotion of Domestic & ForeignTrade.
Financial Services offered by various
financial institutions
 Factoring.
 Leasing.
 Forfaiting.
 Hire Purchase Finance.
 Credit card.
 Merchant Banking.
 Book Building.
 Asset Liability Management.
 Housing Finance.
 Portfolio Finance.
 Underwriting.
 Credit Rating.
 Interest & Credit Swap.
 Mutual Fund.
IMPORATNCE OF FINANCIAL
SERVICES
 1.promoting investment.
 2. Promoting savings
 3. Minimizing the risks
 4. Maximizing the Returns
 5. Ensures greaterYield
 6. Economic growth
 7. Economic development
 8. Benefit to Government
 9. Expands activities of Financial Institutions
 10. Capital Market
FUNCTIONS OF FINANCIAL SERVICES
 Good financial system search in the following
ways :
 1. Promotion of liquidity.
 2. Link between savers and investors
 3. Information available
 4. Helps in projects selection
 5. Allocation of risk
 7. Reduce cost of transaction and borrowing
 8. Financial deepening and broadening
Key Features for Financial
Services
 Combine Documents into a Single PDF
 Combine a variety of documents into a single
PDF document that can be edited, redacted,
secured and emailed directly from the Organizer
workspace.
 Streamline Document Production
 Convert multiple documents to a single or
collection of PDF documents, complete with an
interactive table of contents, cross-document
bookmarks and links. Create templates and
cover pages.
 Make every Document Searchable
 Locate all image-based documents, even ones
within email attachments stored in a content
repository.These documents will be OCR'ed and
converted to text-searchable PDFs.
 Track Document Changes
 Compare the differences between two documents
quickly and accurately. Work seamlessly with the
applications you use every day—MS Word, Outlook
and Adobe Reader. No more proprietary viewing
technology; no more reformatting documents; no
more time wasted.
 Distribute Secure Documents
 Secure documents for external distribution by
removing PDF metadata, preventing users from
changing documents as well as redacting private or
confidential information.
Indian Financial System
 The basic structure of Indian Financial System
is divided into four components which are:
 Financial Services
 Financial Markets
 Financial Instruments
 Financial Institutions
 Financial Services
financial services
The services provided by the Financial Institutions.These services
generally include the banking services, Foreign exchange services,
investment services, insurance services and few others. Following
is a very brief description of the services
 Banking Services – Includes all the operations provided by the
banks including to the simple deposit and withdrawal of money
to the issue of loans, credit cards etc.
 Foreign Exchange services – this includes the currency
exchange, foreign exchange banking or the wire transfer
 Investment Services – It generally includes the asset
management, hedge fund management and the custody services
 Insurance Services – It deals with the selling of insurance
policies, brokerages, insurance underwriting or the reinsurance
 Some of the other services include the advisory services, venture
capital, angel investment etc.
Financial Intermediaries
 A financial intermediary is an institution which
connects the deficit and the surplus.The best
example of an intermediary can be a bank which
transforms the bank deposits to bank loans.The role
of financial intermediary is to channel funds from
people who have extra inflow of money i.e., the
savers to those who do not have enough money to
fulfill the needs or to carry out the basic activities i.e.
the borrowers.
 Functions of Financial Intermediaries
 Maturity transformation
 Risk transformation
 Convenience denomination
Financial Instrument
 Financial Instrument is a trade-able asset which
can be in terms of cash, agreement, evidence of
an ownership in an entity; or a contractual right
which has the right to deliver cash or any kind of
asset.
 The types of financial instrument used
worldwide are in the form deposits, stock, and
debt.
 Deposits
 Stock.
 Debts
Financial Market
 Financial Market is a mechanism that allows
people to indulge themselves in the buying
and selling i.e. trade of financial securities (for
example stocks and bonds), commodities (for
example precious metals) at prices that
reflect the market’s effectiveness.
Types of Financial services in
India
 Banking services
 Foreign exchange services
 Investment services
 insurance
INTERNATIONAL FINANCIAL
SERVICES
 International business
 International trade
 Contractual entry mode
 FDI
Presentation on financial services

Presentation on financial services

  • 1.
  • 2.
    FINANCIAL SERVICES  Financialservice is part of financial system that provides different types of finance through various credit instruments, financial products and services.  In financial instruments, we come across cheques, bills, promissory notes, debt instruments, letter of credit, etc.
  • 3.
    Importance of Financial Services Vibrant Capital Market.  Expands activities of financial markets.  Benefits of Government.  Economic Development.  Economic Growth.  Ensures GreaterYield.  Maximizes Returns.  Minimizes Risks.  Promotes Savings.  Promotes Investments.  Balanced Regional Development.  Promotion of Domestic & ForeignTrade.
  • 4.
    Financial Services offeredby various financial institutions  Factoring.  Leasing.  Forfaiting.  Hire Purchase Finance.  Credit card.  Merchant Banking.  Book Building.  Asset Liability Management.  Housing Finance.  Portfolio Finance.  Underwriting.  Credit Rating.  Interest & Credit Swap.  Mutual Fund.
  • 5.
    IMPORATNCE OF FINANCIAL SERVICES 1.promoting investment.  2. Promoting savings  3. Minimizing the risks  4. Maximizing the Returns  5. Ensures greaterYield  6. Economic growth  7. Economic development  8. Benefit to Government  9. Expands activities of Financial Institutions  10. Capital Market
  • 6.
    FUNCTIONS OF FINANCIALSERVICES  Good financial system search in the following ways :  1. Promotion of liquidity.  2. Link between savers and investors  3. Information available  4. Helps in projects selection  5. Allocation of risk  7. Reduce cost of transaction and borrowing  8. Financial deepening and broadening
  • 7.
    Key Features forFinancial Services  Combine Documents into a Single PDF  Combine a variety of documents into a single PDF document that can be edited, redacted, secured and emailed directly from the Organizer workspace.  Streamline Document Production  Convert multiple documents to a single or collection of PDF documents, complete with an interactive table of contents, cross-document bookmarks and links. Create templates and cover pages.
  • 8.
     Make everyDocument Searchable  Locate all image-based documents, even ones within email attachments stored in a content repository.These documents will be OCR'ed and converted to text-searchable PDFs.  Track Document Changes  Compare the differences between two documents quickly and accurately. Work seamlessly with the applications you use every day—MS Word, Outlook and Adobe Reader. No more proprietary viewing technology; no more reformatting documents; no more time wasted.  Distribute Secure Documents  Secure documents for external distribution by removing PDF metadata, preventing users from changing documents as well as redacting private or confidential information.
  • 9.
    Indian Financial System The basic structure of Indian Financial System is divided into four components which are:  Financial Services  Financial Markets  Financial Instruments  Financial Institutions  Financial Services
  • 10.
    financial services The servicesprovided by the Financial Institutions.These services generally include the banking services, Foreign exchange services, investment services, insurance services and few others. Following is a very brief description of the services  Banking Services – Includes all the operations provided by the banks including to the simple deposit and withdrawal of money to the issue of loans, credit cards etc.  Foreign Exchange services – this includes the currency exchange, foreign exchange banking or the wire transfer  Investment Services – It generally includes the asset management, hedge fund management and the custody services  Insurance Services – It deals with the selling of insurance policies, brokerages, insurance underwriting or the reinsurance  Some of the other services include the advisory services, venture capital, angel investment etc.
  • 11.
    Financial Intermediaries  Afinancial intermediary is an institution which connects the deficit and the surplus.The best example of an intermediary can be a bank which transforms the bank deposits to bank loans.The role of financial intermediary is to channel funds from people who have extra inflow of money i.e., the savers to those who do not have enough money to fulfill the needs or to carry out the basic activities i.e. the borrowers.  Functions of Financial Intermediaries  Maturity transformation  Risk transformation  Convenience denomination
  • 12.
    Financial Instrument  FinancialInstrument is a trade-able asset which can be in terms of cash, agreement, evidence of an ownership in an entity; or a contractual right which has the right to deliver cash or any kind of asset.  The types of financial instrument used worldwide are in the form deposits, stock, and debt.  Deposits  Stock.  Debts
  • 13.
    Financial Market  FinancialMarket is a mechanism that allows people to indulge themselves in the buying and selling i.e. trade of financial securities (for example stocks and bonds), commodities (for example precious metals) at prices that reflect the market’s effectiveness.
  • 14.
    Types of Financialservices in India  Banking services  Foreign exchange services  Investment services  insurance
  • 15.
    INTERNATIONAL FINANCIAL SERVICES  Internationalbusiness  International trade  Contractual entry mode  FDI