Financial Services

Management of Financial Services (MB 924)
Management of Financial Services (MB 924)

Course Content
Financial Services-Introduction, Securities Trading- Online Vs. Offline Trading, Depository

Mutual funds, Insurance Services, Credit rating

Leasing, Merchant Banking, Hire Purchase, Venture Capital

Capital Market and Money market

Management of Financial Services (MB 924)

Financial Services
Management of Financial Services (MB 924)

Agenda or Summary Layout
1

Financial System Financial Services - Concept & Scope Financial Services -Types & Importance Asset based financial services

2

3

4

5

Fee based financial services

6

Questions & Discussion
Management of Financial Services (MB 924)

Financial System


Is a system that aims at establishing and providing a regular, smooth, efficient and cost effective linkage between depositor and investor.

Financial Institutions

Financial Services

Financial Instruments

Financial Markets

Management of Financial Services (MB 924)

Financial Services
Important component of Financial system


All the activities involved in transformation of savings into investment. Financial services acts as intermediary and plays an important role in mobilizing and allocating savings to the investors. Financial service sector facilitate financial transactions of individual and institutional investor.



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Note: Learn financial sector industry.

Management of Financial Services (MB 924)

Financial Services
Features of Financial Services
Customer Oriented Perishable Intangible

Special Identity

Heterogen eity

Dominance of Human Element

FEATURES

Simultaneo us Performan ce

Management of Financial Services (MB 924)

Financial Services
Suppliers of Financial Services
Leasing Companies Stock exchanges Mutual Funds

Finance Houses

Unit Trust

Credit card issuer co.’s

Insurance

Banking

Building societies

Management of Financial Services (MB 924)

Financial Services
Types of Financial Services

Capital market services

• Consist of long term lending institutions and caters to the long term requirements of the investors.

Money market services

• Consist of the companies looking at the short term requirements of the investors.

Management of Financial Services (MB 924)

Financial Services
Scope/ Sources of Financial Services

Fund based activities
Traditional activities Fee Based activities Modern activities Mostly fee based

Sources

Management of Financial Services (MB 924)

Financial Services
Examples
FUND BASED FINANCIAL SERVICES
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  

FEE BASED ADVISORY SERVICES

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Underwriting services Leasing Hire purchase Venture capital Mutual Funds
    

Merchant banking  Loan Syndication  Assisting in getting clearances.
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MODERN ACTIVITIES

Planning for Mergers & Acquisitions Guiding for restructuring Acting as Trustee Rehabilitation of sick companies Hedging
Management of Financial Services (MB 924)

Financial Services
Importance of Financial Services

Economic Growth  Promotion of Saving  Capital formation  Provision of Liquidity  Financial Intermediation  Creation of Employment opportunities
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Management of Financial Services (MB 924)

Financial Services
Challenges in Financial Services Sector

Lack of Qualified personnel  Lack of Investor awareness  Lack of transparency  Lack of specialization  Lack of recent data.
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Management of Financial Services (MB 924)

Financial Services
Self-Evaluation Discuss the examples of capital market services and money market services.  What do you mean by financial service sector?  What is Factoring?  What is the source of revenue for the financial service providers?  How financial services are important for promotion of industries?
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Management of Financial Services (MB 924)