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    Financial Services

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    Pratik Rambhia
    This document defines and describes financial services. Financial services involve activities that facilitate various financial transactions, including mobilizing and allocating savings. Key functions of financial services are facilitating transactions, mobilizing savings, allocating capital funds, monitoring managers, and transforming risk. Financial services are important for economic growth, capital formation, employment opportunities, and increasing GDP. Major types of financial services include banking, asset funding, credit cards, consultancy, managing investable funds, risk financing, and market operations.

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    Financial Services

    Uploaded by

    Pratik Rambhia
    434 views9 pages
    This document defines and describes financial services. Financial services involve activities that facilitate various financial transactions, including mobilizing and allocating savings. Key functions of financial services are facilitating transactions, mobilizing savings, allocating capital funds, monitoring managers, and transforming risk. Financial services are important for economic growth, capital formation, employment opportunities, and increasing GDP. Major types of financial services include banking, asset funding, credit cards, consultancy, managing investable funds, risk financing, and market operations.

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    This document defines and describes financial services. Financial services involve activities that facilitate various financial transactions, including mobilizing and allocating savings. Key functions of financial services are facilitating transactions, mobilizing savings, allocating capital funds, monitoring managers, and transforming risk. Financial services are important for economic growth, capital formation, employment opportunities, and increasing GDP. Major types of financial services include banking, asset funding, credit cards, consultancy, managing investable funds, risk financing, and market operations.

    Copyright:

    © All Rights Reserved
    Download as PPTX, PDF, TXT or read online from Scribd
    Download as pptx, pdf, or txt
    434 views9 pages

    Financial Services

    Uploaded by

    Pratik Rambhia
    This document defines and describes financial services. Financial services involve activities that facilitate various financial transactions, including mobilizing and allocating savings. Key functions of financial services are facilitating transactions, mobilizing savings, allocating capital funds, monitoring managers, and transforming risk. Financial services are important for economic growth, capital formation, employment opportunities, and increasing GDP. Major types of financial services include banking, asset funding, credit cards, consultancy, managing investable funds, risk financing, and market operations.

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    © All Rights Reserved
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    Download as pptx, pdf, or txt
    of 9

    FINANCIAL

    SERVICES

    DEFINITION
    Products and services offered by financial institutions
    for the facilitation of various financial transactions and
    other related activities.
    Meaning: All types of activities which are of financial nature may
    be regarded as financial services. In a broad sense, the term
    financial services means mobilization and allocation of savings.
    Thus, it includes all activities involved in the transformation of
    savings into investment.

    FUNCTIONS OF
    FINANCIAL SERVICES

    Facilitating transactions (exchange of goods and services) in


    the economy.
    Mobilizing savings (for which the outlets would otherwise be
    much more limited).
    Allocating capital funds (notably to finance productive
    investment).
    Monitoring managers (so that the funds allocated will be spent
    as envisaged).
    Transforming risk (reducing it through aggregation and
    enabling it to be carried by those more willing to bear it).

    IMPORTANCE OF
    FINANCIAL SERVICES

    Economic
    Growth

    Promotion of
    savings

    Capital
    Formation

    Employment
    Opportunities

    Increase in
    GDP

    Provision of
    Liquidity

    TYPES OF FINANCIAL SERVICES

    Venture Capital
    Banking Services
    Asset Funding
    Credit cards

    Provision of
    Funds

    Credit Rating
    Project Appraisal
    Business Advisory
    Financial Planning

    Consultancy
    Services

    Portfolio
    Management
    Mutual Funds
    Merchant Banking

    Insurance
    Project Preparatory
    Services
    Export Credit
    Guarantee

    Managing
    Investable
    funds

    Risk Financing

    Stock Market
    operations
    Money Market
    operations
    Registrar
    Merchant banker

    Equity and Market


    Research
    Trainings
    Investor Education
    Information
    Services

    Market
    Operations

    R&D

    CLASSIFICATION OF
    FINANCIAL SERVICES

    Fund
    Based

    Underwriting
    Mutual Fund
    Venture Capital
    Lease Financing
    Housing Finance
    Bill Discounting

    Non
    Fund
    Based

    Credit Rating
    Merchant Banking
    Loan Syndication
    M&A
    Portfolio Management
    Financial Planning

    CHALLENGES FACED IN
    FINANCIAL SERVICES SECTOR

    Lack of
    Availabl
    e data

    Lack of
    Transpa
    rency

    Lack of
    Qualifie
    d
    Personn
    el

    Lack of
    efficient
    Risk
    Manage
    ment
    System

    Lack of
    Investor
    Awaren
    ess
    Lack of
    Speciali
    zation

    VENTURE CAPITAL
    Venture capital refers to capital investment
    in a new and risky business enterprise.

    Money is invested in such enterprises because these have high


    growth potential.

    Venture capital is the money and resources made available to


    start up firms and small business with exceptional growth potential
    (e.g., IT, infrastructure, real estate etc.). It is fundamentally along
    term risk capital in the form of equity finance for the small new
    ventures which involve risk. But at the same time, it a the strong
    potential for the growth. It thrives on the concept of high risk high
    return. It is a means of equity financing for rapidly growing private
    companies.

    YOUR IDEA, OUR MONEY

    STEPS IN VENTURE
    CAPITAL

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