Various Financial Services

Banking Services
Investment Services
Merchant Banking
Fund Based Financial Services
Non Fund Based Financial Services
Fee Based Financial Services
 Banking Services
Savings Bank Account
Current Account
Term Deposit
Loans
Lockers
Retail Financial Services
Corporate Financial Services
 Investment Services
Demat Account
Mutual Fund Investment
Gold Coins
Insurance LI & GI
Online Trading Account

* Applicable for Fee based Financial services also

 Merchant Banking
Providing specialized Financial
Services and advice to Corporate and
Wealthy Individuals

It includes Corporate Finance,

Portfolio Management and Other
Banking Services
 Merchant Banking
Project Counseling, Corporate
counseling
Porfolio Management
Leasing
Factoring & Forfaiting
Bill Discounting
Credit Syndication
Fund Based Financial Services
All Retail Loans [Housing Loan,
Mortgage Loan, Personal Loan &
Credit Card.
Working Capital Loan including
Term Loan
Business Loan
Export Finance
LOD & other Loans
Non Fund Based Financial
Services

Letter of Credit [ ILC & FLC ]

Revocable LC, Irrevocable LC
Transferable LC, Back to Back LC

Bank Guarantee
Financial Guarantee,
Performance Guarantee
 Financial Products

Person who deals in Financial

Products will provides Financial
Service

Financial Service & Financial

Products both are Inter linked
Financial Products

Banks
Money Market
Capital Market
Asset/Fund Based Market
Fee Based Market
 Banks

Public Sector Bank

Private Sector Bank
Foreign Bank
Regional Rural Bank
Cooperative Bank
Money Market

Call Money Market

Treasury Bills
Commercial Bills
Commercial Paper
Capital Market

Primary Market
Secondary Market
Derivative Market
Asset / Fund Based Market

Leasing
Hire Purchase
Factoring & Forfaiting
Credit Syndication
 Fee Based Market

Merchant Banking
Credit Rating
Mergers
Corporate Advisory Services
Managing Financial Services &
Products

Understand the Current Situation

Finalize the Expectation
Arrive the availability in market
Calculate the SWOT
Develop the Financial Target and Time
Identify alternative course of action