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10 Types of Financial Services Offered in India www.annapooranaapt.com CONTACT US : 6361154717
Banking • Professional Advisory • Wealth Management • Mutual Funds • Insurance • Stock Market • Treasury/Debt Instruments • Tax/Audit Consulting • Capital Restructuring • Portfolio Management Types of Financial Services: www.annapooranaapt.com CONTACT US : 6361154717
India's banking sector, with various public, private, and cooperative banks, provides individual and business banking services, loans, and is overseen by the RBI for financial stability. Banking www.annapooranaapt.com CONTACT US : 6361154717
Professional Advisory India's financial advisory sector is robust, offering services like investment analysis, M&A guidance, valuation, and consulting on real estate, risk, and taxation by diverse providers ranging from local consultants to multinational firms. www.annapooranaapt.com CONTACT US : 6361154717
Wealth Management Wealth management in India helps clients invest across stocks, bonds, insurance, derivatives, and more, tailored to their goals, risk tolerance, and investment timeline. MUTUAL FUNDS India's mutual fund industry offers professional investment in diverse asset classes with lower buy-ins than stocks or debt. Their popularity stems from reduced risk, tax benefits, stable returns, and diversification, leading to impressive growth. www.annapooranaapt.com CONTACT US : 6361154717
Insurance • Financial services offerings in this segment are primarily offered across two categories: • General Insurance (automotive, home, medical, fire, travel, etc.) • Life Insurance (term-life, money-back, unit-linked, pension plans, etc.) www.annapooranaapt.com CONTACT US : 6361154717
STOCK MATRKET India's stock markets (NSE and BSE) offer equity investments with returns based on company growth Treasury/Debt Instruments Indian bond markets let investors buy government & corporate bonds for fixed interest & principal repayment. EXPLORE US www.annapooranaapt.com CONTACT US : 6361154717
CONCEPPORTFOLIO MANAGEMENT • IN BUSINESS Tax/Audit Consulting • Portfolio management offers customized investment strategies across diverse assets (debt, equity, insurance, etc.) for high-net-worth individuals (HNIs), with discretionary or non-discretionary options. • Tax – Individual (determining tax liability, filing tax-returns, tax-savings advisory, etc.) • Tax – Business (determining tax liability, transfer pricing analysis and structuring, GST registrations, tax compliance advisory, etc.) www.annapooranaapt.com CONTACT US : 6361154717
CAPITAL RESTRUCTURING Financial restructuring helps businesses navigate crises by altering their debt and equity mix, potentially involving negotiations, M&A, and raising new capital. www.annapooranaapt.com CONTACT US : 6361154717
THANK YOU www.annapooranaapt.com CONTACT US : 6361154717