Wealth management services
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Presentation describes the various wealth management services provided to HNIs by the wealth management firms.
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Wealth Management
David Fernquist of LPL Financial provides wealth management services including comprehensive planning, investment management, reporting and monitoring. The document outlines LPL Financial's focus on understanding each client's unique situation and goals. It describes the various planning, advisory, investment research and portfolio construction services offered to help clients achieve their objectives and transfer wealth effectively.
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As you may be aware, life expectancy of individuals has increased; which brings with it rise in medical and living costs during old age. Therefore, it is imperative to make provision for expenses wisely. All of us want to maintain our standard of living during our old age as well, but to do so we need to actually start thinking and planning for our retirement right from the beginning of our career when we are young. This ppt aims to help you understand how you can identify and establish your financial goals.
Bank Operations PowerPoint Presentation Slides
This complete deck can be used to present to your team. It has PPT slides on various topics highlighting all the core areas of your business needs. This complete deck focuses on Bank Operations PowerPoint Presentation Slides and has professionally designed templates with suitable visuals and appropriate content. This deck consists of total of fourty nine slides. All the slides are completely customizable for your convenience. You can change the colour, text and font size of these templates. You can add or delete the content if needed. Get access to this professionally designed complete presentation by clicking the download button below. https://bit.ly/2WTGuIZ
Integrated treasury management in banks
This document discusses integrated treasury management in banks. It describes the functions of a bank's treasury, including reserve management, liquidity management, risk management, and derivatives trading. It outlines the structure of an integrated treasury with front, middle, and back offices. It discusses various money market instruments in India like treasury bills, commercial papers, certificates of deposit, repos, and the Liquidity Adjustment Facility operated by the RBI. Maintaining an integrated treasury allows banks to improve profitability, manage risk, and utilize funds more efficiently.
Swaps (derivatives)
A swap is an agreement between two parties to exchange cash flows over a period of time, where at least one cash flow is determined by a variable such as interest rate, foreign exchange rate, or equity price. The most common type is an interest rate swap, where parties exchange interest payments on a notional principal amount at fixed and floating rates. Swaps allow users to align the risk characteristics of their assets and liabilities.
Swaps
A swap is an agreement between two counterparties to exchange cash flow streams, such as interest payments or currencies. The main types of swaps discussed are interest rate swaps, currency swaps, and forex swaps. An interest rate swap involves exchanging interest payments, such as a fixed rate for a floating rate. A currency swap exchanges principal and interest payments in different currencies. A forex swap is an agreement to buy one currency now and sell it back in the future at an agreed upon exchange rate.
Swaps
This document summarizes different types of swap contracts. It begins with an overview of interest rate swaps, including how they allow entities to exchange fixed and variable rate financing. It then describes currency swaps, commodity swaps, credit default swaps, and equity swaps. For each type, it provides a definition and example to illustrate how the swap works. The presentation was given by Paulo Martins and Vilma Jordão to explain the role of swap contracts and how they can help companies manage financial risks.
Recommended
Wealth Management
David Fernquist of LPL Financial provides wealth management services including comprehensive planning, investment management, reporting and monitoring. The document outlines LPL Financial's focus on understanding each client's unique situation and goals. It describes the various planning, advisory, investment research and portfolio construction services offered to help clients achieve their objectives and transfer wealth effectively.
Wealth Management and Financial Planning
Understand What is Wealth Management?
What is Financial Planning? How can you become a 'Wealth Manager? Careers in Wealth Management & Financial Planning.
What current wealth manager say about being a 'Wealth Manager?
Introduction To Various Asset Classes Equity, Debt, Gold
As you may be aware, life expectancy of individuals has increased; which brings with it rise in medical and living costs during old age. Therefore, it is imperative to make provision for expenses wisely. All of us want to maintain our standard of living during our old age as well, but to do so we need to actually start thinking and planning for our retirement right from the beginning of our career when we are young. This ppt aims to help you understand how you can identify and establish your financial goals.
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This complete deck can be used to present to your team. It has PPT slides on various topics highlighting all the core areas of your business needs. This complete deck focuses on Bank Operations PowerPoint Presentation Slides and has professionally designed templates with suitable visuals and appropriate content. This deck consists of total of fourty nine slides. All the slides are completely customizable for your convenience. You can change the colour, text and font size of these templates. You can add or delete the content if needed. Get access to this professionally designed complete presentation by clicking the download button below. https://bit.ly/2WTGuIZ
Integrated treasury management in banks
This document discusses integrated treasury management in banks. It describes the functions of a bank's treasury, including reserve management, liquidity management, risk management, and derivatives trading. It outlines the structure of an integrated treasury with front, middle, and back offices. It discusses various money market instruments in India like treasury bills, commercial papers, certificates of deposit, repos, and the Liquidity Adjustment Facility operated by the RBI. Maintaining an integrated treasury allows banks to improve profitability, manage risk, and utilize funds more efficiently.
Swaps (derivatives)
A swap is an agreement between two parties to exchange cash flows over a period of time, where at least one cash flow is determined by a variable such as interest rate, foreign exchange rate, or equity price. The most common type is an interest rate swap, where parties exchange interest payments on a notional principal amount at fixed and floating rates. Swaps allow users to align the risk characteristics of their assets and liabilities.
Swaps
A swap is an agreement between two counterparties to exchange cash flow streams, such as interest payments or currencies. The main types of swaps discussed are interest rate swaps, currency swaps, and forex swaps. An interest rate swap involves exchanging interest payments, such as a fixed rate for a floating rate. A currency swap exchanges principal and interest payments in different currencies. A forex swap is an agreement to buy one currency now and sell it back in the future at an agreed upon exchange rate.
Swaps
This document summarizes different types of swap contracts. It begins with an overview of interest rate swaps, including how they allow entities to exchange fixed and variable rate financing. It then describes currency swaps, commodity swaps, credit default swaps, and equity swaps. For each type, it provides a definition and example to illustrate how the swap works. The presentation was given by Paulo Martins and Vilma Jordão to explain the role of swap contracts and how they can help companies manage financial risks.
Credit Rating
The document provides information on credit ratings. It begins by defining credit and explaining what a credit rating is. A credit rating evaluates a debtor's ability to repay debt and the likelihood of default. It is determined by credit rating agencies based on both public and private information. The document then discusses the different types of ratings including sovereign, short term, and corporate credit ratings. It provides details on the rating scales and categories used by major agencies. The benefits of credit ratings for both investors and companies are outlined. Finally, it discusses some leading credit rating agencies globally and domestically in India.
credit management
Credit management involves qualifying customers for credit, monitoring payments, collecting outstanding invoices, and resolving disputes. It begins with assessing customer creditworthiness by evaluating financial condition and setting credit limits. Several factors are considered such as financial condition, credit score, and current obligations. Competent credit management also protects customers from excessive debt. After establishing limits, accurate invoices must be sent with reasonable payment periods to allow for review and resolution of any issues. Efficient credit management benefits all parties by providing assurance that invoices will be paid and allowing customers to build strong credit references.
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This document provides an overview of wealth management including what it is, who provides services, target audiences, benefits, and how the industry has evolved. Wealth management involves providing financial planning, investment management, retirement planning, and estate planning services to high net worth individuals and others. Services are offered by asset management companies, portfolio management companies, private wealth advisors, and banks. The goals are to completely analyze a client's financial situation, monitor it over time, help build and protect their wealth, and provide expert advice.
Digital wallet (e-wallet)
A digital wallet allows users to store payment and loyalty card information electronically rather than physically. It authenticates users and facilitates contactless payment using technologies like near field communication (NFC). Digital wallets provide advantages over physical wallets like convenience, flexibility, and safety. While systems issues, security concerns, and user experience challenges remain, major companies are developing digital wallet applications that can be used to pay at retail locations and transfer funds between individuals.
Interest rate swaps
An interest rate swap is an agreement between two parties to exchange interest rate cash flows, usually involving the exchange of a fixed interest rate for a floating rate. The main types of interest rate swaps are fixed-to-floating swaps, where one party pays a fixed rate and receives a floating rate, and basis swaps, where both rates are floating. Interest rate swaps are commonly used for portfolio management, speculation on interest rate movements, corporate financing, and hedging interest rate risk. Risks of interest rate swaps include opportunity costs, mark-to-market costs if unwound early, and counterparty credit and settlement risks.
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Credit management involves qualifying customers for credit, monitoring payments, collecting outstanding invoices, and resolving disputes. It begins with assessing customer creditworthiness by evaluating financial condition and setting credit limits. Several factors are considered such as financial condition, credit score, and current obligations. Competent credit management also protects customers from excessive debt. After establishing limits, accurate invoices must be sent with reasonable payment periods to allow for review and resolution of any issues. Efficient credit management benefits all parties by providing assurance that invoices will be paid and allowing customers to build strong credit references.
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The document discusses financial markets and their key characteristics. It defines financial markets as marketplaces where buyers and sellers trade assets like stocks, bonds, currencies and derivatives. Financial markets have transparent pricing, basic regulations, and market forces that determine security prices. The document then discusses several benefits of financial markets, including channeling savings into productive uses, facilitating price discovery, providing liquidity to financial assets, and reducing transaction costs.
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This document provides an overview of wealth management including what it is, who provides services, target audiences, benefits, and how the industry has evolved. Wealth management involves providing financial planning, investment management, retirement planning, and estate planning services to high net worth individuals and others. Services are offered by asset management companies, portfolio management companies, private wealth advisors, and banks. The goals are to completely analyze a client's financial situation, monitor it over time, help build and protect their wealth, and provide expert advice.
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A digital wallet allows users to store payment and loyalty card information electronically rather than physically. It authenticates users and facilitates contactless payment using technologies like near field communication (NFC). Digital wallets provide advantages over physical wallets like convenience, flexibility, and safety. While systems issues, security concerns, and user experience challenges remain, major companies are developing digital wallet applications that can be used to pay at retail locations and transfer funds between individuals.
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An interest rate swap is an agreement between two parties to exchange interest rate cash flows, usually involving the exchange of a fixed interest rate for a floating rate. The main types of interest rate swaps are fixed-to-floating swaps, where one party pays a fixed rate and receives a floating rate, and basis swaps, where both rates are floating. Interest rate swaps are commonly used for portfolio management, speculation on interest rate movements, corporate financing, and hedging interest rate risk. Risks of interest rate swaps include opportunity costs, mark-to-market costs if unwound early, and counterparty credit and settlement risks.
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The document provides an overview of investment management concepts including the meaning of investment, objectives of investment, and financial markets. It defines investment as committing funds with the expectation of a positive return in the future. The objectives of investment are outlined as maximizing return, minimizing risk, and hedging against inflation. Different types of financial markets are also introduced such as the primary market, stock exchanges, and their functions in facilitating investment activities.
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Treasury operations in_banks
Treasury operations in banks involve managing investments, foreign exchange transactions, derivatives trading, and funds management. This includes maintaining statutory liquidity and cash reserve ratios, deploying surplus funds, hedging risks, and trading in financial markets. Key functions of the treasury division are investments in securities, currency trading, derivatives trading like swaps and options, and funds management activities. The treasury aims to meet regulatory requirements, earn profits, and mitigate risks through its operations.
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This document discusses liquidity management strategies for banks. It defines liquidity as the availability of cash needed by a bank. The main strategies for managing liquidity are asset liquidity management, which involves holding liquid assets that can be sold for cash, and borrowed liquidity management, which uses borrowing from money markets. The balanced strategy combines both holding liquid assets and borrowing. Key aspects of liquidity that banks must measure and manage are short-term, long-term, contingent and seasonal liquidity needs.
Financial services
This document provides an overview of various financial services. It discusses banking services, insurance services, investment management services like mutual funds and portfolio management, and capital market services. It describes the key entities that offer these services like banks, insurance companies, asset management companies, stock brokers, etc. It also outlines the major types of products and services offered within each category of financial services.
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1st Unit: Financial Engineering
Financial engineering involves designing innovative financial instruments and processes to solve problems in finance. It applies theoretical finance and modeling to make pricing, hedging, and portfolio management decisions. Financial engineers bundle and unbundle securities to maximize profits using various assets. They are prepared for careers in areas like money and banking, corporate finance, investments, and financial markets.
RBI Primary Dealers -
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This document discusses investment management. It defines investment as committing funds with an expectation of positive return. The two main forms of investment are real investments in assets like land and machinery, and financial investments in contracts. Investment management aims to meet clients' investment goals through activities like asset allocation, portfolio strategy, and monitoring holdings. It also coordinates investments with other financial planning. Risk and return are important considerations in investment decisions, as there is generally a tradeoff between higher risk and higher potential returns.
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This document discusses the key differences between investment and speculation. It defines investment as the purchase of an asset with the goal of generating income or appreciation over the long term based on the asset's fundamental factors. Speculation, on the other hand, involves taking high risks by trading financial instruments in hopes of short-term profits based on price fluctuations, market psychology, and speculation uses borrowed funds and involves more uncertain returns compared to investment. The document provides tables comparing the basis, intent, risks, time horizons, and behaviors between investment and speculation.
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Dematerialization is the process of converting physical share certificates into electronic form and holding them in a dematerialized or demat account. To dematerialize shares, an investor must fill a dematerialization request form and submit it along with physical share certificates to their depository participant. Within 15 days, the shares will be credited to the investor's demat account in electronic form. Opening a demat account requires Know Your Customer documentation like PAN, address proof, and bank statements. Dematerialization provides benefits like safe and convenient paperless shareholding, immediate transfers, and reduced transaction costs.
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Demat account
Demat Account - Dematerialized Account
Demat account is the place to hold shares electronically, earlier the shares were transacted physically in the form of papers as certificates.
Demat account is necessary to do trading in the stock market, along with demat account you must have trading and bank account.
If all the three accounts are at the same depository participants the transactions become more feasible and simpler.
Demat account act as a trust to hold your shares the custody of which lies with the bank or the broker firm where the account is opened
It helps in keeping a track of shares transactions including sales, purchase, no. of units, price etc.
Amount to buy the shares is deducted from the linked bank account and goes into the trading account where the purchasing takes place and from there it goes to demat account where the units of shares are hold in electronic form.
And the same procedure is repeated in case of selling of the shares just the vice-versa.
Documents Required- PAN card, Aadhar card, Passbook/Cheque/ Bank account statement, Passport size photo
Charges Involved in Demat account – Account opening charge, Yearly maintenance charge, brokerage charge
Advantages of Demat System-
Easy and convenient way to hold securities
Reduced paperwork for transfer of securities
It ensures transfer settlements and reduces delay in registration of shares. It ensures faster communication to investors. It ensures faster payment on sale of shares.
Disadvantages-
For dematerialized securities, the role of key market players such as stock-brokers needs to be supervised as they have the capability of manipulating the market
Agreements are entered at various levels in the process of dematerialization. These may cause worries to the investor desirous of simplicity.
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Bank accounts
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customer accounts in a bank
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banking accounts in bangladesh
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cons of current account
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procedure to open an account
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current account
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pros of fixed deposit
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recurring deposit
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fixed deposit
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cons of fixed comparisondeposits
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pros of recurring deposit account
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Wealth management services
- 2. Deposit and Investment Services • Safe keeping of funds and hassle free withdrawal • Earning interest revenue • Enjoying social status • Availing of ancillary services SDL and SCS
- 3. How it differs • Short term with bulk amounts earning higher interest rate • Free life insurance policies • Pre payment of time deposits
- 4. Asset Management services • Portfolio management on behalf of customers • Such investments in public/private equity funds and mutual funds Investment Advisory services • Recommends investment to customers • Banks with research base can provide the service
- 5. Credit card Facility • Very high outer limit • Interest free period • Special status credit card • Life insurance cover of Rs.15 Lacs • Co-branded credit cards • Loyalty benefits
- 6. E-Banking Services ECS • Instant business payments • Across globe • Effected in minute EFT • Inter city transactions • Different banks • High value transaction
- 7. Taxation Services • Investing in investments which can reduce taxable income • Investment decisions between debt and equity
- 8. Estate Planning • Arrangement to ensure disposal of one’s wealth in systematic manner for the benefit of one or more identified relatives • Creating a will • Creating a trust
- 9. Demat Services • Dematerializaion – Conversion of physical certificates into dematerialized holdings • Reduction of delays in transfer • Fraudulent transfers • Mitigating problem related to handling
- 10. Retirement Planning • Mentally planning retirement life style • Framing an overall income/expenditure • Working out a desired level of net income from likely retirement corpus
- 11. NRI Special • Allowing direct investment in trade • Establishing any office of profit • Purchase of landed property • Allowing subscription to equity
- 12. Risk Management • Completely risk averse – Investment in postal deposits • Not entirely – Investment in large corporates equities • Agreeable for risks – Combination of real assets
- 13. Case • Income Rs.1.5 L • Land 2 crore • Car Rs.5 L • PF Rs.10 L • Bank Deposit Rs.20 L • Equity Rs.50 L
- 15. Case 1 • Analysis 1. Does not require regular income 2. Concerned about future inflow • Decision 1. 5 L – Bank deposit/Postal deposit 2. 45 L – Securities through MF
- 16. Case 2 • Analysis 1. Requires regular income 2. Concerned about safety • Decision 1. 60% - National savings scheme/FD 2. 30% - Investment in gold/land 3. 10% - Debt/Equity