Smt. Chandibai Himathmal Mansukhani College

• Class : S.Y B.F.M• Subject : EQUITY MARKETS I• Semester : III• Date :18/07/2012

Submitted to,Prof.Riya Nathani

Group Members and Their Roll Nos.

Hitesh KukrejaNavin JethwaniChunky LullaHemanth ChoudaryLaveen ParyaniDinesh WadhwaDinesh Dulani• DIVYA SINGH

Roll No. 55Roll No. 22Roll No. 54Roll No. 09Roll No. 49Roll No. 51Roll No. 50Roll No. 53

Names of Projects :-Bond MarketFinancial PlanningWorld BankInvestment BankingPortfolio ManagementInternational Monetary Debt. Market

Asset Liability

Management

Bond Market• What is a Bond ???• Debt security• Negotiable certificate• Issued by corporations or the government• creditor stake• Defined Period

• Who are the Issuers of Bonds ???• Municipal• Corporate• Zero Coupon

• Features of Bonds Principal Maturity Coupon Yield Credit Quality Price

• Some Types of Bonds Fixed Rate Bonds Floating Rate bonds Junk bonds

Financial Planning

The word Financial Planning is a combination of Finance and planning

Finance planning

Finance is study of •investors allocate their assets •under conditions of certainty and uncertainty

Planning in simple words mean  •To decide the objectives to be achieved in future

Why is it necessary ?

• Brings out real and potential expenses

of a person

• Allocates funds properly

• Income Generation

• Growth of economy

• To Beat Inflation

World Bank (IBRD)• Meaning of World Bank

An international Bretton wood financial institution Formed for developing countries to provide

Loan Facilities Technical Knowledge Managerial skills Other facilities

• Need for World Bank Build capacity Create infrastructure Develop financial system Combat corruption

Organization structure of IBRD $ Objective

•The President - Robert B Zoolick•The Board of Governors - Supreme Body Of The Bank•Executive Directors - 25 Directors

Present objective World Bank Is :To Provide Assistance To Developing CountriesTo Bring Industrial /Economic GrowthDevelopment For The Welfare Of Their People

THE President

THE Executive Directors

The Board of Governors

Investment Banking

• Meaning and Its Role• Helps in Raising capital • Deals With The Underwriting Of New

Issues• Advises Corporations • Provides Underwriting Facilities

Organization Structure Of Investment Banks

Investment Bank

Front Office

Middle Office

Back Office

Top 10 Investing BanksRank Company

1 J.P Morgan

2 Bank OF America Merrill lynch

3 Goldman Sachs

4 Morgan Stanley

5 Credit Suisse

6 Deutsche Bank

7 Citi Bank

8 Barclays capital

9 UBS(Union bank of Switzerland)

10 BNP Paribas (Banque National De Paris)

PORTFOLIO

Shares

StockBonds

Mutual fund

Cash

Debt. Market

Features of Debt market– Raising Debt– Strong and safe market– Good returns– Safe investment

Financial Market

Money Market

Debt Market G-Securities

Central Govt.

State Govt.Capital Market

Forex market

Portfolio management

Right investment policy

Minimum risk

Maximum return

Provide best investment solution to

client

TYPES OF PORTFOLIO MANAGEMENT

Active portfolio management

Passive portfolio management

Discretionary Portfolio management services

Non-Discretionary Portfolio management

services

International Monetary Fund•It is an international organization created in 1945 To supervise global economic affairsTo give financial adviceTo aid to its member countries.

Formation

Adopted: July 22, 1944 Entered into force: December 27, 1945 (66 years ago)

TypeInternational Economic Organization

Headquarters Washington, D.C.

Membership1 nation (founding); 188 nations (to date)

Official languagesEnglish, French, and Spanish

Managing Director Christine Lagarde

Main organ Board of Governors

Website www.imf.org IMF "Headquarters" in Washington, D.C.

OBJECTIVES of The International Monetary Fund Are As Follows:-

To Mobilise Resources In The International Market To Provide Long Term Loans To Credit Worthy Countries To Provide Technical Assistance To Remove all restrictions on foreign exchange To Assist In Basic Infra-structure There by Improving Standard Of Living Of People

• India And IMF Largest receiver of world Bank

Assistance Financial Assistance For

Development Avoided Asian Financial Crisis

Benefits of debt markets

• Safety• Liquidity• Fixed income• Convenience• Simplicity• Diversification

Asset and liability management

• A technique companies employ in coordinating the

management of assets and liabilities so that an adequate return

may be earned.

• Risk

– Interest rate risk 

– Exchange rate risk

– Credit risk

– Equity risk