The course will enable the students to develop an understanding of the functioning of various financial services
such as Mutual Funds, Leasing, Venture Capital, Merchant Banking, credit and debit cards, etc.
Course
Learning outcome (at course
level)
Learning and
Teaching Strategies
Assessment
Strategies
Course
Code Course Title
25CBFS202
Financial
Services
(Theory)
CO55 Assess the workings of
financial services and create
advanced strategies for
different innovative financial
instruments.
CO56 Evaluate the role of
venture capital and mutual
funds in India.
CO57 Critically evaluate the
mechanism of leasing and
hire purchase.
CO58 Examine the
mechanism of securitization
of debt and merchant
banking.
CO59 Examine various aspects
of factoring services and
different categories of credit
cards.
CO60 Contribute effectively in
course-specific interaction
Approach in teaching:
Blended Learning,
Collaborative approach,
Interactive Lectures,
Discussion, Group
Projects, PowerPoint
presentation.
Learning activities for
the students:
Self-learning
assignments, Seminar
presentations, Case
Study Analysis,
Brainstorming activities
Class tests, CA
Test,
Semester end
examinations,
Quiz,
Evaluation of
student
Presentations,
Evaluation of
Individual and
group projects,
Assessment of
Project Reports
and viva voce.
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Financial Services-
Introduction, Scope, and importance of financial services
Causes for Financial Innovation,
Classification of the Financial Service Industry
New financial products and services, Innovative financial Instruments, challenges in the financial service
sector, present scenario.
Venture Capital
concept, features, scope of venture capital,
methods and importance of venture financing
Guidelines for venture financing
Mutual Fund Services:
• definition, fund Unit vs share, Organization of the fund
types of Mutual fund and significance of Mutual fund
Reason for slow growth, future of mutual fund industry
Leasing-
Definition, Types, Advantages & Disadvantages of lease,
Problems faced by the lease Industry in India.
Accounting and tax aspects of leasing.
Legal Aspects of leasing
Factors influencing buy/borrow or lease decision
Hire Purchase-
Meaning, features, difference between lease and hire purchase,
Bank credit for Hire Purchase.
Merchant banking:
concept, Merchant banks vs Commercial banks,
Scope , problems of merchant banks,
Services of Merchant Bank in India.
Guidelines for merchant bankers
Credit cards-
Meaning, Types, Parties,
Procedure, Facilities offered to cardholders
Benefits & Demerits of credit cards.
Prepaid instruments
Securitization of Debt-
Meaning, Structure,
Benefits of Securitization of debts
• Types of securities
Factoring
Meaning, Functions, Types of Factoring, Modus Operandi, Benefits
Factoring vs Securitisation, Factoring vs Discounting, Factoring vs. forfeiting
1. Gordan, Natrajan” Financial Markets & Management of Financial Services” Himalayan publication, New
Delhi.
2. Bhalla V.K.-“Financial Markets &Services” Anmol Publications, Delhi
1. Srivastava R.M.-“Management of Indian Financial Institutions”Himalaya Publication, New Delhi
2. Jain, Khanna, Tiwari, “ Banking and Public Finance” V.K India Enterprises, New Delhi.
3. Natarajan S, Parameshwaran R, “ Indian Banking” S.Chand& Company LTD, New Delhi
4. Khan M.Y. - “Indian Financial System” Vikas Publishing house, New Delhi
5. Sinha, S.L.N., “Development Banking in India”, (Madras: Institute of Financial Management and
Research, 1976).
6. Khan and Jain, “Financial Services,” 2nd ed. Tata McGraw Hill, 2004.
e- Resources:
1. https://www.google.co.in/books/edition/MANAGEMENT_OF_FINANCIAL_INSTITUTI...
C?hl=en
2. https://www.google.co.in/books/edition/Financial_Markets_Institutions_Se...
&gbpv=1&dq=financial+markets+and+services&printsec=frontcover
3. https://www.google.co.in/books/edition/FINANCIAL_MARKETS_INSTITUTIONS_AN...
AAQBAJ?hl=en&gbpv=1&dq=financial+markets+and+services&printsec=frontcover
4. Indian Journal of Finance
5. https://www.journals.elsevier.com/journal-of-banking-and-finance
6. Journal of Banking, Information Technology and Management
7. https://www.springer.com/journal/10693