1. 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

2. Group Members and Their Roll
Nos.
Hitesh Kukreja
Navin Jethwani
Chunky Lulla
Hemanth Choudary
Laveen Paryani
Dinesh Wadhwa
Dinesh Dulani
• DIVYA SINGH
Roll No. 55
Roll No. 22
Roll No. 54
Roll No. 09
Roll No. 49
Roll No. 51
Roll No. 50
Roll No. 53

3. Names of Projects :Bond Market
Financial Planning
World Bank
Investment Banking
Portfolio
Management
International
Monetary
Debt. Market
Asset Liability
Management

4. 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

5. • Features of Bonds






Principal
Maturity
Coupon
Yield
Credit Quality
Price
• Some Types of Bonds
 Fixed Rate Bonds
 Floating Rate bonds
 Junk bonds

6. Financial Planning
The word Financial Planning is a combination of Finance and planning
Finance
Finance is study of
•investors allocate their assets
•under conditions of certainty and
uncertainty
planning
Planning in simple words mean
•To decide the objectives to be
achieved in future

7. Why is it necessary ?
• Brings
out
real
and
expenses of a person
• Allocates funds properly
• Income Generation
• Growth of economy
• To Beat Inflation
potential

8. 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

9. Organization structure of IBRD $
Objective
THE President
The Board of
Governors
•The President
•The Board of Governors
•Executive Directors
THE Executive
Directors
- Robert B Zoolick
- Supreme Body Of The Bank
- 25 Directors
Present objective World Bank Is :
To Provide Assistance To Developing Countries
To Bring Industrial /Economic Growth
Development For The Welfare Of Their People

10. Investment Banking
• Meaning and Its Role
• Helps in Raising capital
• Deals With The Underwriting Of New
Issues
• Advises Corporations
• Provides Underwriting Facilities

11. Organization Structure Of Investment
Banks
Front Office
Investment Bank
Middle Office
Back Office

12. Top 10 Investing Banks
Rank
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)

13. Bonds
Stock
Shares
Mutual fund
PORTFOLIO
Cash

14. Debt. Market
Money Market
Financial
Market
Debt Market
Central Govt.
G-Securities
State Govt.
Capital Market
Forex market
Features of Debt market
– Raising Debt
– Strong and safe market
– Good returns
– Safe investment

15. Portfolio management
Right investment policy
Minimum risk
Maximum return
Provide best investment solution to client

16. TYPES OF PORTFOLIO MANAGEMENT
 Active portfolio management
 Passive portfolio management
 Discretionary Portfolio management services
 Non-Discretionary Portfolio management services

17. International Monetary Fund
•It is an international organization created in 1945
To supervise global economic affairs
To give financial advice
To aid to its member countries.
Formation
Adopted: July 22, 1944
Entered into force:
December 27, 1945
(66 years ago)
Type
International Economic
Organization
Headquarters
Washington, D.C.
Membership
1 nation (founding); 188
nations (to date)
Official languages
English, French, and
Spanish
Managing Director
Christine Lagarde
Main organ
Board of Governors
Website
www.imf.org
IMF "Headquarters" in Washington, D.C.

18. 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

19. Benefits of debt markets
•
•
•
•
•
•
Safety
Liquidity
Fixed income
Convenience
Simplicity
Diversification

20. 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