Financial Institutions and Markets June 2018 Assignment

31 Mar

Financial Institutions and Markets

1. Krishna has recently joined an investment management company and his profile consisted of money market instruments. His manager in order to estimate his understanding of the market, asked him to prepare a report on the instruments of the market. Suggest which instruments of the financial market should be included in his report.

2. Nisha has completed her graduation and had started working in an MNC. She was able to save good amount every month so she thought of making investments. She had heard about capital market from her friend Alok. She decided to approach him to understand the process to start investments in capital market. If you are Alok, mention step by step process to Nisha, keeping in mind she doesn’t understand trading mechanism.

3. Alok was working in the portfolio management department of Alpha Ltd and had new recruits to whom he was supposed to provide training on the risks associated with the financial market as apart from earning returns they should be well aware of the risks that can be managed and which ones cannot be managed in a portfolio. He decided to broadly classify the risks in two categories and explain the different types of risks associated with each one. If you are Alok,

3a) Explain different types of risks associated with systematic risk.

3b) Explain different types of risks associated with unsystematic risk.

The basic formalities that he would need to complete (basic pre-requisites), in order to participate in the stock market

13 Sep

Financial Institutions and Markets

Q1. Mr. Rajiv Kumar, after completing his MBA from a prestigious management institute, has joined the treasury department of a leading Indian bank in Mumbai. He is assigned to the team responsible for managing the day-to-day liquidity of the bank. Explain in detail the various options available to Mr. Rajiv to manage the liquidity of the bank.

Q2. Mr. Kripa Shankar wants to invest and trade in stock market. However he is completely unfamiliar how to go about it. He approaches you, a wealth advisor in the bank Mr. Kripa Shankar has his savings account, to seek guidance on:

i) Various modes through which he can participate in the stock market

ii) Category of instruments that he can invest in

iii) The basic formalities that he would need to complete (basic pre-requisites), in order to participate in the stock market.

Provide answer in detail to his queries mentioned in point (i), (ii) and (iii) above.

Q.3 ABC Corp. Limited is engaged in manufacturing garments in India since 1950. The company has been catering to the Indian market till now. As part of the company’s growth strategy, the company would like to extend the markets for its products to other countries. However, the company’s promoters lack awareness and expertise in understanding and managing the fluctuations related to foreign currency.

Mr. Jiwan Kumar, the CFO of the company, has been asked to make a presentation to the board specifying the following:

a. Key economic parameters/developments that influence the movements in foreign currency.

b. Options available with ABC Corp. to manage/mitigate the forex risks.

Category of instruments that he can invest in

13 Sep

Financial Institutions and Markets

Q1. Mr. Rajiv Kumar, after completing his MBA from a prestigious management institute, has joined the treasury department of a leading Indian bank in Mumbai. He is assigned to the team responsible for managing the day-to-day liquidity of the bank. Explain in detail the various options available to Mr. Rajiv to manage the liquidity of the bank.

Q2. Mr. Kripa Shankar wants to invest and trade in stock market. However he is completely unfamiliar how to go about it. He approaches you, a wealth advisor in the bank Mr. Kripa Shankar has his savings account, to seek guidance on:

i) Various modes through which he can participate in the stock market

ii) Category of instruments that he can invest in

iii) The basic formalities that he would need to complete (basic pre-requisites), in order to participate in the stock market.

Provide answer in detail to his queries mentioned in point (i), (ii) and (iii) above.

Q.3 ABC Corp. Limited is engaged in manufacturing garments in India since 1950. The company has been catering to the Indian market till now. As part of the company’s growth strategy, the company would like to extend the markets for its products to other countries. However, the company’s promoters lack awareness and expertise in understanding and managing the fluctuations related to foreign currency.

Mr. Jiwan Kumar, the CFO of the company, has been asked to make a presentation to the board specifying the following:

a. Key economic parameters/developments that influence the movements in foreign currency.

b. Options available with ABC Corp. to manage/mitigate the forex risks.

Various modes through which he can participate in the stock market

13 Sep

Financial Institutions and Markets

Q1. Mr. Rajiv Kumar, after completing his MBA from a prestigious management institute, has joined the treasury department of a leading Indian bank in Mumbai. He is assigned to the team responsible for managing the day-to-day liquidity of the bank. Explain in detail the various options available to Mr. Rajiv to manage the liquidity of the bank.

Q2. Mr. Kripa Shankar wants to invest and trade in stock market. However he is completely unfamiliar how to go about it. He approaches you, a wealth advisor in the bank Mr. Kripa Shankar has his savings account, to seek guidance on:

i) Various modes through which he can participate in the stock market

ii) Category of instruments that he can invest in

iii) The basic formalities that he would need to complete (basic pre-requisites), in order to participate in the stock market.

Provide answer in detail to his queries mentioned in point (i), (ii) and (iii) above.

Q.3 ABC Corp. Limited is engaged in manufacturing garments in India since 1950. The company has been catering to the Indian market till now. As part of the company’s growth strategy, the company would like to extend the markets for its products to other countries. However, the company’s promoters lack awareness and expertise in understanding and managing the fluctuations related to foreign currency.

Mr. Jiwan Kumar, the CFO of the company, has been asked to make a presentation to the board specifying the following:

a. Key economic parameters/developments that influence the movements in foreign currency.

b. Options available with ABC Corp. to manage/mitigate the forex risks.

Options available with ABC Corp. to manage/mitigate the forex risks

13 Sep

Financial Institutions and Markets

Q1. Mr. Rajiv Kumar, after completing his MBA from a prestigious management institute, has joined the treasury department of a leading Indian bank in Mumbai. He is assigned to the team responsible for managing the day-to-day liquidity of the bank. Explain in detail the various options available to Mr. Rajiv to manage the liquidity of the bank.

Q2. Mr. Kripa Shankar wants to invest and trade in stock market. However he is completely unfamiliar how to go about it. He approaches you, a wealth advisor in the bank Mr. Kripa Shankar has his savings account, to seek guidance on:

i) Various modes through which he can participate in the stock market

ii) Category of instruments that he can invest in

iii) The basic formalities that he would need to complete (basic pre-requisites), in order to participate in the stock market.

Provide answer in detail to his queries mentioned in point (i), (ii) and (iii) above.

Q.3 ABC Corp. Limited is engaged in manufacturing garments in India since 1950. The company has been catering to the Indian market till now. As part of the company’s growth strategy, the company would like to extend the markets for its products to other countries. However, the company’s promoters lack awareness and expertise in understanding and managing the fluctuations related to foreign currency.

Mr. Jiwan Kumar, the CFO of the company, has been asked to make a presentation to the board specifying the following:

a. Key economic parameters/developments that influence the movements in foreign currency.

b. Options available with ABC Corp. to manage/mitigate the forex risks.

Key economic parameters/developments that influence the movements in foreign currency

13 Sep

Financial Institutions and Markets

Q1. Mr. Rajiv Kumar, after completing his MBA from a prestigious management institute, has joined the treasury department of a leading Indian bank in Mumbai. He is assigned to the team responsible for managing the day-to-day liquidity of the bank. Explain in detail the various options available to Mr. Rajiv to manage the liquidity of the bank.

Q2. Mr. Kripa Shankar wants to invest and trade in stock market. However he is completely unfamiliar how to go about it. He approaches you, a wealth advisor in the bank Mr. Kripa Shankar has his savings account, to seek guidance on:

i) Various modes through which he can participate in the stock market

ii) Category of instruments that he can invest in

iii) The basic formalities that he would need to complete (basic pre-requisites), in order to participate in the stock market.

Provide answer in detail to his queries mentioned in point (i), (ii) and (iii) above.

Q.3 ABC Corp. Limited is engaged in manufacturing garments in India since 1950. The company has been catering to the Indian market till now. As part of the company’s growth strategy, the company would like to extend the markets for its products to other countries. However, the company’s promoters lack awareness and expertise in understanding and managing the fluctuations related to foreign currency.

Mr. Jiwan Kumar, the CFO of the company, has been asked to make a presentation to the board specifying the following:

a. Key economic parameters/developments that influence the movements in foreign currency.

b. Options available with ABC Corp. to manage/mitigate the forex risks.

ABC Corp. Limited is engaged in manufacturing garments in India since 1950

13 Sep

Financial Institutions and Markets

Q1. Mr. Rajiv Kumar, after completing his MBA from a prestigious management institute, has joined the treasury department of a leading Indian bank in Mumbai. He is assigned to the team responsible for managing the day-to-day liquidity of the bank. Explain in detail the various options available to Mr. Rajiv to manage the liquidity of the bank.

Q2. Mr. Kripa Shankar wants to invest and trade in stock market. However he is completely unfamiliar how to go about it. He approaches you, a wealth advisor in the bank Mr. Kripa Shankar has his savings account, to seek guidance on:

i) Various modes through which he can participate in the stock market

ii) Category of instruments that he can invest in

iii) The basic formalities that he would need to complete (basic pre-requisites), in order to participate in the stock market.

Provide answer in detail to his queries mentioned in point (i), (ii) and (iii) above.

Q.3 ABC Corp. Limited is engaged in manufacturing garments in India since 1950. The company has been catering to the Indian market till now. As part of the company’s growth strategy, the company would like to extend the markets for its products to other countries. However, the company’s promoters lack awareness and expertise in understanding and managing the fluctuations related to foreign currency.

Mr. Jiwan Kumar, the CFO of the company, has been asked to make a presentation to the board specifying the following:

a. Key economic parameters/developments that influence the movements in foreign currency.

b. Options available with ABC Corp. to manage/mitigate the forex risks.

Mr. Kripa Shankar wants to invest and trade in stock market. However he is completely unfamiliar how to go about it

13 Sep

Financial Institutions and Markets

Q1. Mr. Rajiv Kumar, after completing his MBA from a prestigious management institute, has joined the treasury department of a leading Indian bank in Mumbai. He is assigned to the team responsible for managing the day-to-day liquidity of the bank. Explain in detail the various options available to Mr. Rajiv to manage the liquidity of the bank.

Q2. Mr. Kripa Shankar wants to invest and trade in stock market. However he is completely unfamiliar how to go about it. He approaches you, a wealth advisor in the bank Mr. Kripa Shankar has his savings account, to seek guidance on:

i) Various modes through which he can participate in the stock market

ii) Category of instruments that he can invest in

iii) The basic formalities that he would need to complete (basic pre-requisites), in order to participate in the stock market.

Provide answer in detail to his queries mentioned in point (i), (ii) and (iii) above.

Q.3 ABC Corp. Limited is engaged in manufacturing garments in India since 1950. The company has been catering to the Indian market till now. As part of the company’s growth strategy, the company would like to extend the markets for its products to other countries. However, the company’s promoters lack awareness and expertise in understanding and managing the fluctuations related to foreign currency.

Mr. Jiwan Kumar, the CFO of the company, has been asked to make a presentation to the board specifying the following:

a. Key economic parameters/developments that influence the movements in foreign currency.

b. Options available with ABC Corp. to manage/mitigate the forex risks.

Mr. Rajiv Kumar, after completing his MBA from a prestigious management institute

13 Sep

Financial Institutions and Markets

Q1. Mr. Rajiv Kumar, after completing his MBA from a prestigious management institute, has joined the treasury department of a leading Indian bank in Mumbai. He is assigned to the team responsible for managing the day-to-day liquidity of the bank. Explain in detail the various options available to Mr. Rajiv to manage the liquidity of the bank.

Q2. Mr. Kripa Shankar wants to invest and trade in stock market. However he is completely unfamiliar how to go about it. He approaches you, a wealth advisor in the bank Mr. Kripa Shankar has his savings account, to seek guidance on:

i) Various modes through which he can participate in the stock market

ii) Category of instruments that he can invest in

iii) The basic formalities that he would need to complete (basic pre-requisites), in order to participate in the stock market.

Provide answer in detail to his queries mentioned in point (i), (ii) and (iii) above.

Q.3 ABC Corp. Limited is engaged in manufacturing garments in India since 1950. The company has been catering to the Indian market till now. As part of the company’s growth strategy, the company would like to extend the markets for its products to other countries. However, the company’s promoters lack awareness and expertise in understanding and managing the fluctuations related to foreign currency.

Mr. Jiwan Kumar, the CFO of the company, has been asked to make a presentation to the board specifying the following:

a. Key economic parameters/developments that influence the movements in foreign currency.

b. Options available with ABC Corp. to manage/mitigate the forex risks.

Financial Institutions and Markets

13 Sep

Financial Institutions and Markets

Q1. Mr. Rajiv Kumar, after completing his MBA from a prestigious management institute, has joined the treasury department of a leading Indian bank in Mumbai. He is assigned to the team responsible for managing the day-to-day liquidity of the bank. Explain in detail the various options available to Mr. Rajiv to manage the liquidity of the bank.

Q2. Mr. Kripa Shankar wants to invest and trade in stock market. However he is completely unfamiliar how to go about it. He approaches you, a wealth advisor in the bank Mr. Kripa Shankar has his savings account, to seek guidance on:

i) Various modes through which he can participate in the stock market

ii) Category of instruments that he can invest in

iii) The basic formalities that he would need to complete (basic pre-requisites), in order to participate in the stock market.

Provide answer in detail to his queries mentioned in point (i), (ii) and (iii) above.

Q.3 ABC Corp. Limited is engaged in manufacturing garments in India since 1950. The company has been catering to the Indian market till now. As part of the company’s growth strategy, the company would like to extend the markets for its products to other countries. However, the company’s promoters lack awareness and expertise in understanding and managing the fluctuations related to foreign currency.

Mr. Jiwan Kumar, the CFO of the company, has been asked to make a presentation to the board specifying the following:

a. Key economic parameters/developments that influence the movements in foreign currency.

b. Options available with ABC Corp. to manage/mitigate the forex risks.