Classification of financial products, customer financial needs and product solutions, financial planning process, financial products, Management of financial services, understanding financial products
This presentation explores financial products and services in detail. It discusses the Indian Financial System and its constituents. Financial products are classified as per the place of issue/trade; Banks, Money market, Capital market, Asset / Fund based, Fee based. It also reflects on ‘How financial products are managed’ in the course of an individual’s Financial Planning Process.