FINCHY

FINANCIAL
SERVICES
Tejas Deshmukh | Abhishek Kotekar | Madhav Yadav | Trishita Dasgupta | Vinod Yadav | Debajyoti Nanda | Arunachaleshwar

2001128 | 2001137 | 2001139 | 2001166 | 2001170 | 2001174 | 2001179

Financial Sector
• Professionally managed services and portfolios.
• Banking services is act as a backbone for an economy.
• Professional Advisory to individual and businesses which includes tax
consulting, risk consulting, etc.
• Wealth Management services like managing and investing funds in
right direction.

Allied Company

COMPANY NAME- Stock Holding Corporation of India Ltd.

POC- Amey Rajput
Why we chose this
organization?
• To understand the financial sector and how the organization performs in it?
• To analysed the finance sector and to overcome of restriction of delay decision
making and setbacks from competitors.

2
Structure & Environment
Stakeholders

B
MECHANISTIC STRUCTURE C a C SEB
o nk us I
10%
E
m s G to
pm 5 ovm
• Centralization– Finchy Financial services is a centralized organization with most of er
pl
eti er
the decision-making powers lying with the strategic apex. oy
% 2
to n
• Simple Integrating Mechanism– Simple and clearly defined hierarchy. e
rs m5
• Standardization– Employees follows rules and standard operating protocols(sops) es
2 e%
for every procedure when it comes to the work process. 52 nt
%0 1
• Low differentiation– We have low differentiation as we do not require any % 5
differentiated product for a selected focused target group. %

ENVIRONMENTAL ENVIRONMENTAL ENVIRONMENTAL

COMPLEXITY DYNAMISM RICHNESS

There is very less complexity
regarding the operation of internal
functions as well as external
factors such as customers, SEBI
and the government.
The business environment is
highly dynamic, and changes
are bound to happen very
frequently based on market
requirements.
In India we have enough skilled workers
to employ and also due to low financial
literacy people approach us in good
amount so there is sufficient
environmental richness.
3
Control Mechanism
REASONS EXAMPLE

The strategy of the organisation must be in Managers must set themselves as an example
line with the mission and vision so that the of being a follower of the company values
E M and act as a motivator for the employees to
F S YST goals can be easy to attain by the employees.
adhere to the same
E
B EL I
S Ethical boundary/ upper limit has to be set for Employees must not indulge in investing
EM
RY SYST the organisation for the employees activities without the consent and approval of
NDA the customer as per the code of conduct
BOU
Regular and periodic monitoring to verify and Regular and periodic monitoring to verify and
CONTRO L
DIAGNOSTIC evaluate the output to check if it aligns with evaluate the output to check if it aligns with
SYSTEM the interest of the organisation and customers. the interest of the organisation and customers.

To ensure proper communication channels are Keep an eye on the changes in the policies and
INTERACTIVE CONTR
OL available between the different levels of the create awareness among the employees on
SYSTEM organisation chart and enable smooth transfer regular basis
of data

4
Organizational Values
TERMINAL VALUES Instrumental Values

 Customer friendly
Predictability 1 1
Employees

Excellence
2 2  Honesty & Integrity
Higher ROI

Financial Security 3 3 Adaptability

5
 Socialization Tactics

Collective Fixed
Newcomers are provided with Newcomers are give precise knowledge
common learning experiences, of the timetable associated with each
already designed to train them stage in learning process

Formal Serial
All our employees need to be trained The existing employees act as mentors to
about the financial services sector the newcomers and explain them
what it takes to excel in the organization

Sequential Investiture
ewcomers follow a set sequence of activities Newcomers are given social support
which is being implemented and are encouraged by the colleagues.

6
Technology

Task Analysability
Task Variability

Type of Form of task Activity and how this technology manifests Coordination
technology interdependence mechanism used
Mediating Pooled Business Development Officer – The team members work Standardization
independently to cater different customers. Performance of the
organization largely depends on the efforts of each of team members.
Intensive Reciprocal Technical Support – The team provides assistance to the operating core Mutual adjustment
by ensuring proper tech support and smooth functioning.

7
Organizational Learning &
Knowledge Management
Competitive Learning
Shared Vision
Team Learning
Personal Mastery

Individual

• Codification

Group • Best Industry standards and practices

1
• Centralized knowledge software
Organisational 2
• Follow standard of procedure
3
Inter-organisational • Personalized strategy for HNI’s
4
8
 Survival Strategy
Specialist Strategy Generalist Strategy

r- Strategy r- Specialist r- Generalist • K- Generalist

1
1
• Diversified product

2
2
• Low cost product
K- Generalist • Competitive environment
K- Strategy K- Specialist 3
3

FINCHY 4
4
• Late entry in the environment

The three main services of our organisation are mutual funds, FD and Demat trading.
All the three services are diverse in nature and operate under different niches

9
Learnings Outcomes

THANK YOU