FINANCIAL SERVICES

Paper Code: 
CBFS 202
Credits: 
4
Contact Hours: 
60.00
Max. Marks: 
100.00
Objective: 

Learning outcome (at course level)

Learning and teaching strategies

Assessment Strategies

 
 

On completion of this course, the students will be able to:

 

  1. Analyze the financial services in recent scenario and get acquainted with the knowledge of various new financial instruments.
  2. Critically evaluate the concept of Investment banking and credit cards.
  3. Examine and comprehend the working mechanism of mutual fund and securitization of debt.
  4.  Examine insight view about the procedure of issue management and merchant banking.
  5.  Analyze   and comprehend the various aspects of stock broking and credit rating.

Approach in teaching: Interactive Lectures, Discussion, Tutorials, Practical cases Demonstration, Power point presentation.    

 Learning activities for the students:                              Self learning assignments, Effective questions, Seminar presentation, Live practical problems analysis

Class test, Semester end examinations, Quiz, Solving problems in tutorials, Assignments, Individual projects

 

 

12.00
Unit I: 
Financial Services-

Introduction, features, Scope,
 Causes of financial Innovation, new financial services, challenges in the financial service sector.
 Overview of Venture Capital, Factoring and Forfeiting, Leasing, Hire Purchase.

12.00
Unit II: 
Investment banking :

meaning , scope ,
 Organisation structure of investment banks,
 Major Functions of investment bankers. Foreign Exchange services:
Credit cards- meaning, Types, Parties, Procedure,
 Benefits & Demerits of credit cards

12.00
Unit III: 
Mutual Fund Services:-

Meaning and features, benefits .
 Fund unit v/s share, types of Mutual fund and significances of Mutual
Securitization of Debt- Meaning, Structure,
 Benefits, Securitization vs. Factoring,

12.00
Unit IV: 
Merchant Banking

concept, Merchant banks vs Commercial banks,
 Scope of merchant banks, Services of Merchant bank in India.
Issue Management- Activities and Procedure.
 Pre Issue and post Issue obligations and other requirements

12.00
Unit V: 
Stock Broking

Services, Custodians Services and depository System- meaning and features, benefits,
 Dematerialization.
Credit Rating - meaning, Benefits function and rating methodology,
 overview of credit rating agencies.

Essential Readings: 

• Gordan, Natrajan” Financial Markets & Management of Financial Services” Himalayan publication, New delhi
• Jain TR, Khanna OP “Indian Financial System”, VK Publication Delhi

References: 

SUGGESTED READINGS:
• Bhole. L.M. “Financial Markets and Institutions’ Tata Mc Graw Hill, New Delhi
• Vasant Desai, “Indian Financial System”, Himalayan Publication
• Gold Smith. R.W. “Financial Institutions”
• Khan M.Y “Indian Financial Theory and Practice”, Vikas Publishing House

E-RESOURCES:
https://www.google.co.in/books/edition/Financial_Markets_Institutions_Se...
https://www.google.co.in/books/edition/FINANCIAL_MARKETS_INSTITUTIONS_AN...

JOURNALS:
• Indian Journal of Finance
• Journal of Banking, Information Technology and Management
https://www.springer.com/journal/10693

Academic Year: