Table of ContentsAbout the OrganizationWealth Management:Proprietary Financial Planning:Portfolio Management:Tax and Retirement Planning:Mutual Fund Advice :Business Loan Assistance:Karvy III:SPA Capital:Shrey Fund Management Co. Ltd.SWOT AnalysisToday, Indian economy is considered to be the fastest growing economy in the world. There are many critical sectors contributing to its strong growth, among which the “financial services sector” is undoubtedly one of the most notable sectors of the Indian economy. The role of the financial sector in shaping the Indian economy has been even more important as India, since its independence, lacked prowess in terms of a resilient industrial sector. This has made India dependent on other sectors for its livelihood. These other sectors mainly consisted of the “financial services sector and the “agricultural sector”. India's landmark decision to nationalize 14 commercial banks in 1969 confirmed the crucial importance of the 'financial sector'. Its importance after the economic reforms of 1992 has only grown to the extent that today it contributes over 7.1% of India's GDP. It is the dynamic growth of the financial services sector during the post-reform period that has helped it occupy such an important place in the Indian economy. Unlike the past, where the financial services sector mainly consisted of the banking sector, the financial sector today has expanded its scope to include sectors such as insurance services, non-banking financial services, cooperatives, funds pension, mutual funds, capital market, etc. Say no to plagiarism. Get a tailor-made essay on “Why violent video games should not be banned”? Get the original essay The contribution of the financial sector appears even stronger when we consider the number of jobs and tax revenue it generates . In particular, the jobs generated each year by the banking and insurance sector number in the millions. Similarly, the revenue generated from the government's collection of taxes and dividends exceeds billions of rupees every year. Although income and employment generation are two very important contributions, successfully maintaining a healthy credit line to the industrial sector as well as the economy as a whole is another important contribution of the financial sector. Banks and non-banks in India extend billions of loans to large, medium and small industries, entrepreneurs, etc. each financial year. Thanks to better availability of credit, the Indian economy has over the last two decades managed to move towards higher economic growth. Banking sector reforms during the post-liberalization period have proven particularly prudent for credit disbursement in the country. The advent of private sector banks in particular opened a new chapter for the Indian economy. The enormous success of private sector banks has helped large corporates pave the way for consolidated growth in the industrial sector encompassing MSMEs. Recent significant reforms have made the financial sector even more robust. In recent years, the government has taken numerous reform measures to make the financial sector even more robust. Although it will take several years for these reforms to have a positive impact, there is a general consensus that these reforms will rewrite a chapter of the Indian economy. More specifically, these reforms will open newsources of income and job creation for the economy. Below are some of these reforms1) Last year, in 2015, the RBI took an unprecedented step by opening up the much-awaited 'Payments Banking' sector. It has granted payments bank licenses to 11 entities. Apart from redefining the consumer experience, these 11 payment banks are expected to provide further impetus to the growth of the financial sector as well as the Indian economy as a whole.2) To make banks more 'credit friendly' , the RBI allowed banks to raise funds through long-term financing. term bonds to finance the critical infrastructure sector. This means that banks are no longer required to meet cash reserve ratio, statutory liquidity ratio or priority sector standards to disburse credit for large infrastructure projects. 3) In a welcome measure, in 2015 , the Indian government increased the FDI limit in the insurance sector by 49%. Thus paving the way for more foreign direct investment in the insurance and financial sector. Following this decision, many foreign insurance companies operating in India have already increased their stake to 49% in their joint venture with Indian insurance companies.4) In 2015, the Indian government launched the Mudra program, in the framework under which Indian banks will provide cheap and affordable credit. to new and small entrepreneurs. About the Organization Stallion Capital is a wealth advisory firm that works with successful people at different stages of their lives and provides them with the expert strategic financial advice they need to achieve or maintain financial independence. Our clients want to take control of their financial future and we help them achieve that goal. By leveraging our expertise to create and implement a strategic financial roadmap, we can help them protect, grow and manage their wealth. Stallion was established in 2013, on the premise of providing high returns to its customers through the network of public sector banks like PNB. , Etc. Although the customer base is spread across the entire BFSI & Telecom sector. Since the company has a large customer base in the banking sector consisting more of public sector banks. Few leading banks are Punjab National Bank, Bank of Karnataka, Bank of Baroda, Andhra Bank etc. Stallion Capital Management is able to facilitate various training and development programs/internships in India and abroad with top B-school and has trained almost 52,000+ trainees to date. The company has assets under management of 80cr. The Company's operations extend beyond India's national borders. Mission – “Collect all customer financial transactions in one place for easy access and planning.” » Vision – “To be the most admired wealth management company with the best components.” Products and services offered by the company Wealth Management: The term Wealth Management refers to a professional investment and advisory service that offers financial planning, investment management and other types of specialized financial advice Exclusive financial planning: We offer real estate advisory services for all individuals and commercial properties, rendered by our expert team members. having extensive market knowledge in major residential and industrial pricing We work in the following areas: Negotiate property valuation/transaction on behalf of clients and obtain a better deal.value for money. Make a suitable proposal favoring our clients.Projects providing assured return on investment.Cash flow analysis and financial modeling.Legal documentation of properties in a methodical manner.Portfolio management: Portfolio management refers to the science of analysis strengths, weaknesses, opportunities and threats to carry out a wide range of activities. linked to its portfolio to maximize return at a given risk. Tax and Retirement Planning: Tax planning is simply optimizing both the timing and strategy of your business's tax matters, to ensure that you pay as little tax as possible. These strategies should aim to optimize and improve the growth of the business. The goal of retirement planning is to achieve financial independence. So we're here to help you with the best retirement saving advice. Mutual Fund Advice: Mutual funds are measured based on their relative performance. Their performance is compared to a relevant index such as the S&P 500 or other mutual funds in their same sector. Business Loan Help: We deploy technology and apply innovation to create unique and compelling propositions that help you do what you've always done with business. Loans from banks, financial institutions and FDI. We help write and design appropriate project reports and presentations. Most of these features are industry firsts and come only with our portfolio.offerings.Target CustomersThe company's customer base ranges from entrepreneur to service professionals, old to young, and seasoned to new investors. The client list is such that it would make anyone opt for their services. The company decided to build a targeted approach only on a specific selected customer. Its goal is to serve serious clients with the vision of a long-term relationship. Customer Age Profile: Customer Profile: Key Competitors NJ Wealth: Established in 2003, NJ Wealth seeks to reach the common man and expand the opportunity to create wealth through a network of financial product distributors – the NJ Wealth Partners. To its partners, NJ Wealth provides a comprehensive, full-service business platform with end-to-end solutions critical to success in the financial product distribution practice. With its set of compelling offerings covering all areas of distribution, NJ Wealth has managed to successfully transform the lives of many small and large distributors. For the common man, NJ Wealth offers a comprehensive wealth management platform with a wide choice of financial and non-financial products. Backed by high levels of excellence in operational and service standards, NJ Wealth provides its partners' clients with solutions that truly make a difference. Driven by the strong vision of "Creating Wealth and Transforming Lives", NJ Wealth's constant endeavor is to leverage meaningful and effective ideas to address business challenges, seize available opportunities and serve the interests of the customer. The NJ Wealth family has grown steadily and today has over 30,000 NJ Wealth Partners, spread across 95 branches across 19 states in India, with over 25,00,000 investors and over INR 60,000 crores of mutual fund assets under advice. Karvy III:One fateful evening in the summer of 1982, 5 young men who worked for a renowned accounting firm decided it was time to.