Download as pdf or txt
Download as pdf or txt
You are on page 1of 33

Financial

Tools
Your Company Name
Content

Types of Financial Instruments Detailed Financial Instruments


01 08 15 Bond Market Components
We Trade In Markets Template

02 Rights Issue 09 Financial Instruments Types 16 Derivatives Market Options

Financial Market Instruments


03 Debentures 10 17 Derivative Markets Alternatives
Categorization

Financial Instruments – Bonds and


04 11 Equity Security Market In India 18 Derivative Markets Types
Fixed Income Securities

Financial Instruments Comparison Other Market Forms - Money


05 12 Foreign Exchange Market 19
Between Companies Market Instruments

Financial Instruments Systems Financial Instruments - Bonds


06 13 Financial Instruments Market Types 20
Overview and Fixed Income Securities

Financial Instruments Market Financial Instruments - Funds


07 14 Bond Market 21
Forms Categorization and Risk

2
Types of Financial Instruments We Trade in

FINANCIAL
INSTRUMENTS
DIVISIONS
Primary Derivatives Combinations

Deposits of Cash Forwards/ Futures Convertible Debt

Bonds, Loans, Borrowings Swaps Exchangeable Debt


This slide shows
financial market
divisions for user
general insights
Add Text Here Financial Options Add Text Here

Add Text Here

3
Rights Issue

Top Rights Issues


Company Date (2018) Amt ($) Add Text Here
Company 1 Jan 29 249.93

Company 2 Feb 25 115.28

Company 3 Mar 24 120.45

Company 4 Apr 22 85.70

Add Text Here May 17 72.92

Add Text Here Jun18 52.43

Add Text Here July 25 52.43

Add Text Here Aug 17 49.56 This slide shows a table


with top rights issues,
Add Text Here Sep 29 47.28 the company name and
its respective amounts
Add Text Here Oct 08 16.18

Add Text Here Nov 09 40.86

4
Debentures
This slide shows the
debenture types for
the investor to
consider and invest
Types of
Debentures

On the Basic of On the Basic of On the Basic of On the Basic


Security Transfer Repayment Conversion

Unsecured Bearer Irredeemable Non Convertible


Debenture Debentures Debenture Debenture

Secured Registered Redeemable Convertible


Debenture Debenture Debenture Debenture

5
Financial Instruments – Bonds and Fixed Income Securities

This slide shows


bond and fixed
income securities
categorization for the
investor to invest

List of Fixed Income Securities List of Bond Securities

Types of Bond Securities Types of Fixed Income Securities


• Treasury Bonds • Add Text Here • Fixed Deposit • Add Text Here

• U.S. Government Bonds • Add Text Here • Recurring Deposit • Add Text Here

• Investment-Grade Corporate Bonds • Add Text Here • Treasury Bills • Add Text Here

• Certificates of Deposit • Add Text Here


• High-Yield Corporate Bonds • Add Text Here
• Commercial Paper • Add Text Here
• Foreign Bonds • Add Text Here

• Mortgage-Backed Bonds • Add Text Here • Post Office Monthly Income Schemes • Add Text Here

• Municipal Bonds • Add Text Here • Add Text Here • Add Text Here

6
Financial Instruments Comparison Between Companies
COMPANY
1

Equity Share: Preference share: Debentures: Add Text Here:


COMPANY
2

Equity Share: Preference share: Debentures: Add Text Here:

This slide shows


the comparison
between three
companies on the
basis of financial
instruments
COMPANY
3

Equity Share: Preference Share: Debentures: Add Text Here:

7
Financial Instruments Systems Overview

INDIAN
FINANCIAL
SYSTEM

Financial Financial Interme- Banking


Regulators
Markets Instruments diaries System

Money Market Your Text Here


Money Market RBI
Instruments

Your Text Here


Capital Market Capital Market
SEBI
Instruments
This slide gives an
overview to the user
regarding network of
multiple financial
institutions

Your Text Here Your Text Here

8
Financial Instruments This slide shows the
types financial market
forms existing for the
user reference
Over the counter
Market Forms

Secondary Market

Capital Market
Stock Market

FINANCIAL
MARKET
Primary Market

Money Market

9
Detailed Financial Instruments Markets Template

FINANCIAL
MARKETS This slide shows the
description of financial
market types in detail

Money Capital
Market Market

Secondary Secondary
Market (DEHI) Market
Primary Primary
Market Market

Your Text Here STCI


Public and Rights issues
Your Text Here (Domestic including
OTCEI issues)

Security Exchanges
Euro Issues and
Overseas Offering

Over – the Counter


Tran- Sactions
Private Placements

10
Financial Instrument Types
This slide shows th
instruments availab
with the investor t
invest in.

Stocks Real Estate ETF’s

Bonds Domestic Foreign

Cash Hedge Funds Options

Annuities Mutual Funds Emerging Markets

11
Financial Market Instruments Categorization

This slide classifies various FINANCIAL MARKET


market instruments for the
user insights. INSTRUMENTS

Bond Market Derivatives Market Debentures Other Market Equity Market Foreign Exchange
Deals With Debt Securities Deals With Debt Debt Instrument for Tresury Bills Fixed Deals with Shares Or Deals with Foreign
i.e. Bond Hybrid Securities Investment Deposites Money Market Stocks Securities Currencies Exchange Rate

12
Equity Security Market in India
This slide shows
the existing equity
market structure

SECURITIES
MARKET IN INDIA

Equity Debt Derivative


Market Market Market

Primary Equity Govt. Securities


Futures Market
Market Market

Secondary Equity Corporate Debt


Option Market
Market Market

Add Text Here Money Market Add Text Here

13
Foreign Exchange Market
This slide shows
the existing equity
market structure

Forex
Market

According to Derivatives Financial Market


Transaction Forex Market Participant

Wholesale/inter
Spot Market Swap Market
Bank Market

Retail or Client
Forward Market Options Market
Market

Future Market

14
Financial Instruments Market Types
FINANCIAL
INSTRUMENTS
MARKET TYPES

Capital Market Money Market

Treasury Bills
Debt Market Equity Market

Call Money
Market

This slide
showcases the Primary Secondary Derivatives
Market Market Market Commercial
financial market
Bills
instruments
categories available
with the investor
Certificates of
Deposits
15
Bond Market
This slide shows the
various types of
bonds for the user to
select from

Corporate Bond
This slide is 100% editable. Adapt it to your
Government Bond
This slide is 100% editable. Adapt it to your
needs and capture your audience's attention.
needs and capture your audience's attention.

Municipal Bond Fixed Income


This slide is 100% editable. Adapt it to your This slide is 100% editable. Adapt it to your
needs and capture your audience's attention. needs and capture your audience's attention.

High Yield Debt Bond Valuation


This slide is 100% editable. Adapt it to your This slide is 100% editable. Adapt it to your
needs and capture your audience's attention. needs and capture your audience's attention.

16
Bond Market Components
This slide shows
the categories of
bond securities

TYPES OF BOND SECURITIES

U.S. Government High-Yield Mortgage-Backed


Bonds Corporate Bonds Bonds

Investment-Grade
Treasury Bonds Corporate Bonds Foreign Bonds Municipal Bonds

17
This slide shows
derivative options
available with the investor

DERIVATIVES

Derivatives
Market Forward Contracts
Futures
Forward Contracts
Futures
Forward Contracts
Futures

Options
Option to Buy -
Option to Sell-put
Call

PARTICIPANTS IN DERIVATIVES MARKETS

Hedgers Speculators Arbitrageurs

18
Derivative Market Alternatives
This slide shows
derivative options
available with the investor

Commodity Equity
Derivative Market Derivative Interest Rate
Derivative Currency
Market Derivative
Market
Market

This slide is 100% This slide is 100% This slide is 100% This slide is 100%
editable. Adapt it to editable. Adapt it to editable. Adapt it to editable. Adapt it to
your needs and your needs and your needs and your needs and
capture your capture your capture your capture your
audience's attention. audience's attention. audience's attention. audience's attention.

19
Derivative Markets Types
This slide shows
derivative options
available with the investor

DERIVATIVES

Financials Commodities

Text Here
Basic Complex

Text Here
Forward
Swap
Futures

Options
Exotics
Warrant &
Convertibles

20
Other Market Forms – Money Market Instruments

Treasury Bills Commercial Paper


This slide is 100% editable. Adapt it This slide is 100% editable. Adapt it
to your needs and capture your to your needs and capture your
audience's attention. audience's attention.

This slide shows


MONEY MARKET various money market
instrument alternatives
INSTRUMENTS for the investor

Bankers Acceptances Certificates of Deposits


This slide is 100% editable. Adapt it This slide is 100% editable. Adapt it
to your needs and capture your to your needs and capture your
audience's attention. audience's attention.

21
Financial Instruments - Funds Categorization And Risk Involved

High risk Medium to high risk


Very high risk

MIP with less When


Medium to high risk held for
Very high risk than 25% Equity

>3 years <3 years


Medium to high risk Long Term
Very high risk G-sec Funds

>3 years <3 years


Medium risk Long Term
Very high risk Bond Funds

>3 years <3 years


Corporate
Low risk Bond Funds

1-3 years <1 year


Short This slide shows the
Low risk Term Funds fund categorization and
the level of risk involved
Ultra-short 6 months to 3 years in each of them
Very Low risk Term Funds

1 to 9 months
Liquid
Funds

Less than 1 month

Low risk
22
Our Mission

Our Vision
This slide is 100% editable. Adapt it to your needs and capture
your audience's attention.

&
Our Mission
This slide is 100% editable. Adapt it to your needs and capture
your audience's attention.

23
Our Team

Name Here Name Here

Designation Designation

This slide is 100% This slide is 100%


editable. Adapt it to your editable. Adapt it to your
needs and capture your needs and capture your
audience's attention. audience's attention.

24
Professional
This slide is 100% editable. Adapt it to your needs and
capture your audience's attention.

Creative
This slide is 100% editable. Adapt it to your needs and

About us
capture your audience's attention.

Talented
This slide is 100% editable. Adapt it to your needs and
capture your audience's attention.

25
Financial

$45 $65 $95


Minimum Medium Maximum

This slide is 100% editable. Adapt it This slide is 100% editable. Adapt it This slide is 100% editable. Adapt it
to your needs and capture your to your needs and capture your to your needs and capture your
audience's attention. audience's attention. audience's attention.

26
Venn

Text Here
This slide is 100% editable. Adapt
it to your needs and capture your
audience's attention.

Text Here
This slide is 100% editable. Adapt
it to your needs and capture your
audience's attention.

Text Here
This slide is 100% editable. Adapt
it to your needs and capture your
audience's attention. Text Here
This slide is 100% editable. Adapt
it to your needs and capture your
audience's attention.

27
Target 01
This slide is 100% editable. Adapt it to your needs and
capture your audience's attention.

Our Target 02

Target
This slide is 100% editable. Adapt it to your needs and
capture your audience's attention.

Target 03
This slide is 100% editable. Adapt it to your needs and
capture your audience's attention.

28
Quotes

In Order To Inspire
People, That’s Going To Have To
Come From Somewhere
Deep Inside of You.

- Jeff Weiner

29
Our Goal

Focus On Quality Commitment & Dedication Reliability


This slide is 100% editable. Adapt it This slide is 100% editable. Adapt it to
to your needs and capture your This slide is 100% editable. Adapt it your needs and capture your
audience's attention. to your needs and capture your audience's attention.
audience's attention.

30
Comparison

96%

48%

User of Social Media


User of Social Media
This slide is 100% editable. Adapt it to your
This slide is 100% editable. Adapt it to your needs and capture your audience's attention.
needs and capture your audience's attention.

31
Post it

Text Here Text Here Text Here Text Here


This slide is 100% This slide is 100% This slide is 100% This slide is 100%
editable. Adapt it to your editable. Adapt it to your editable. Adapt it to your editable. Adapt it to your
needs and capture your needs and capture your needs and capture your needs and capture your
audience's attention. audience's attention. audience's attention. audience's attention.

32
Address:
# street number, city, state

Thank Contact Numbers:

You
0123456789

Email Address:
emailaddress123@gmail.com

33

You might also like