Investment Banking
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Presentation on management thesis
Under the supervision of Prof.Anand Patil
Presented by K.ANBAZHAGAN M0208004
Abstract • The project explains Investment Banking.
the
importance
of
• The different products of Investment Banking , and the functions of Investment banking. • And how the Banking business were getting into the Investment Banking business
Cont… • Banks started to help companies government and agencies. To raise money issuing and selling in the security markets. • They started to assist public and private corporations in raising funds in the capital markets. • Advisory services for mergers ,acquisitions and other types of financial transactions.
To have a detailed study on Investment Banking. Study the reasons for moving towards from Banking to Investment Banking. Steps for improvement in Investment Banking
Research Methodology Research is done by market observation andthrough the questionnaire. The sample size is 50 and the data is collected from the people. • Sample Size : 50 • Sampling : convenience sampling • Primary Data: Market observation and Questionnaire • Secondary Data: web sites.
Structure and services Investment Banking
Font Office
Corporate finance
Middle Office
Mergers and acquisitions
Trading
Back Office
Project finance
INVESTMENT BANKS Domestic Players
Foreign players
• SBI capital markets • Kotak Mahindra capital company • The Industrial Development Bank of India (IDBI) • ICICI securities ltd • Avendus • Bajaj capital
•JP Morgan chase bank •DSP Merrill Lynch •Deutsche Bank •Citi group
FEES FOR THE SERVICES
2005 Citi DSP Merrill Lynch Kotak-Goldman Sachs JP Morgan JM Morgan Stanley ICICI Bank HSBC Holdings Deutsche Bank AG ENAM Financial ABN AMRO
30.7 26.5 20.4 14.8 12.8 12.3 12.1 9.1 6.9 5.6
2006
Citi DSP Merrill Lynch JM Morgan Stanley JP Morgan Barclays Capital Kotak-Goldman Sachs UBS Deutsche Bank ICICI Bank CLSA
49 44 26.2 21.8 21.6 21.5 19.4 17.2 16.1 13.4
Cont…. 2007 Citi JM Morgan Stanley DSP Merrill Lynch JP Morgan Deutsche Bank AG ABN AMRO UBS HSBC Holdings Barclays Capital
2008 79.5 58.8
UBS Citi
57.1
JM Financial
56.6
40 40
DSP Merrill Lynch Goldman Sachs
46.4 44.9
39.2 26.7 26 22.8
Deutsche Bank AG JP Morgan HSBC Holdings Lehman Brothers
31.2 29.9 19.3 17.8
109.2 70
Equity Market capitalization of Investment Banks-2008 Large-New Private Banks
◆ ICICI
Bank ◆ HDFC Bank
/ US$4.6bn / US$2.2bn
Small-New Private Banks
◆ UTI
/ US$600mn / US$450mn / US$210mn
Old Private (Regional) Banks
◆ Federal
Bank ◆ Kotak Mahindra ◆ IDBI Bank
Bank / US$130mn ◆ Bank of Rajasthan / US$70mn ◆ Bank of Punjab / US$40mn
Top M&A deals in India 2009
Cross border M&A by indian companies
Rank of Investment Banks
Reasons for movements • • • • • •
Competitors More revenues Avoid losses For deposits Entry of foreign players Policy initiatives
Questionnaire 1.Age Age Category Below 20 age 21 - 30 age 31 - 40 age 41 - 50 above 50
No of Responends 2 29 18 1 0
2.Education qualification Education qualification PUC Graduation PG Other
No of Respondents 3 25 18 4
3.What is your monthly income? Monthly income
No of Respondents
<10k
6 22 17 5
10k-20k 20000-30000 above 30000
4.For what purpose you save the money? Purpose For investment For business health care For future contingencies
No of Respondents 24 2 8 33
5.Are you aware of the Investment Banking? Awareness
No of Respondents
Yes No
38 12
6.Which Investment Banking service you are using? Services Used Equity Mutual Fund Insurance IPO
No of Responents 6 12 18 2
7.Which Investment Banker is providing effective service? Effective Service City Group ICICI IDBI Kotak Mahindra SBI SBM AXIS Bank
No of Responents 6 11 5 8 2 3 3
8.Are you satisfied with financial services offered by your investment banker? Satisfactory level Yes No
No of Responents 27 11
9.Do you feel is it good for bank to move towards investment banking? Bank- Investment banking Yes No
No of Responents 21 17
10.What type of problems you find in the investment banking? Problems Technical Time Availability Service Charges
No of Responents 7 8 20 2 1
11.What type of improvements do you suggest to the investment banker? suggestions Good returns More products Advertisement
No of Responents 13 18 21
FINDINGS AND SUGGESTIONS: • From the project main finding is the amount of revenue are getting from investment banking services are equal to commercial banking revenues. • Investment bankers have more competition from foreign banks. • Foreign banks are playing more roles in mergers and acquisition deals. Suggestions: • Investment bankers have to concentrate on the advertisements. • And also they have to offer more products equal to their competitors. • They have to give effective services to the clients.
Conclusion • In India present scenario investment banks are playing more roles in financial markets on behalf of their clients. In the form of raising funds, trading securities, advisory services. But investment banks have more competition from foreign banks. • If they concentrate more on advertisement and effective services to the clients they will get more success.
Under the supervision of Prof.Anand Patil
Presented by K.ANBAZHAGAN M0208004
Abstract • The project explains Investment Banking.
the
importance
of
• The different products of Investment Banking , and the functions of Investment banking. • And how the Banking business were getting into the Investment Banking business
Cont… • Banks started to help companies government and agencies. To raise money issuing and selling in the security markets. • They started to assist public and private corporations in raising funds in the capital markets. • Advisory services for mergers ,acquisitions and other types of financial transactions.
To have a detailed study on Investment Banking. Study the reasons for moving towards from Banking to Investment Banking. Steps for improvement in Investment Banking
Research Methodology Research is done by market observation andthrough the questionnaire. The sample size is 50 and the data is collected from the people. • Sample Size : 50 • Sampling : convenience sampling • Primary Data: Market observation and Questionnaire • Secondary Data: web sites.
Structure and services Investment Banking
Font Office
Corporate finance
Middle Office
Mergers and acquisitions
Trading
Back Office
Project finance
INVESTMENT BANKS Domestic Players
Foreign players
• SBI capital markets • Kotak Mahindra capital company • The Industrial Development Bank of India (IDBI) • ICICI securities ltd • Avendus • Bajaj capital
•JP Morgan chase bank •DSP Merrill Lynch •Deutsche Bank •Citi group
FEES FOR THE SERVICES
2005 Citi DSP Merrill Lynch Kotak-Goldman Sachs JP Morgan JM Morgan Stanley ICICI Bank HSBC Holdings Deutsche Bank AG ENAM Financial ABN AMRO
30.7 26.5 20.4 14.8 12.8 12.3 12.1 9.1 6.9 5.6
2006
Citi DSP Merrill Lynch JM Morgan Stanley JP Morgan Barclays Capital Kotak-Goldman Sachs UBS Deutsche Bank ICICI Bank CLSA
49 44 26.2 21.8 21.6 21.5 19.4 17.2 16.1 13.4
Cont…. 2007 Citi JM Morgan Stanley DSP Merrill Lynch JP Morgan Deutsche Bank AG ABN AMRO UBS HSBC Holdings Barclays Capital
2008 79.5 58.8
UBS Citi
57.1
JM Financial
56.6
40 40
DSP Merrill Lynch Goldman Sachs
46.4 44.9
39.2 26.7 26 22.8
Deutsche Bank AG JP Morgan HSBC Holdings Lehman Brothers
31.2 29.9 19.3 17.8
109.2 70
Equity Market capitalization of Investment Banks-2008 Large-New Private Banks
◆ ICICI
Bank ◆ HDFC Bank
/ US$4.6bn / US$2.2bn
Small-New Private Banks
◆ UTI
/ US$600mn / US$450mn / US$210mn
Old Private (Regional) Banks
◆ Federal
Bank ◆ Kotak Mahindra ◆ IDBI Bank
Bank / US$130mn ◆ Bank of Rajasthan / US$70mn ◆ Bank of Punjab / US$40mn
Top M&A deals in India 2009
Cross border M&A by indian companies
Rank of Investment Banks
Reasons for movements • • • • • •
Competitors More revenues Avoid losses For deposits Entry of foreign players Policy initiatives
Questionnaire 1.Age Age Category Below 20 age 21 - 30 age 31 - 40 age 41 - 50 above 50
No of Responends 2 29 18 1 0
2.Education qualification Education qualification PUC Graduation PG Other
No of Respondents 3 25 18 4
3.What is your monthly income? Monthly income
No of Respondents
<10k
6 22 17 5
10k-20k 20000-30000 above 30000
4.For what purpose you save the money? Purpose For investment For business health care For future contingencies
No of Respondents 24 2 8 33
5.Are you aware of the Investment Banking? Awareness
No of Respondents
Yes No
38 12
6.Which Investment Banking service you are using? Services Used Equity Mutual Fund Insurance IPO
No of Responents 6 12 18 2
7.Which Investment Banker is providing effective service? Effective Service City Group ICICI IDBI Kotak Mahindra SBI SBM AXIS Bank
No of Responents 6 11 5 8 2 3 3
8.Are you satisfied with financial services offered by your investment banker? Satisfactory level Yes No
No of Responents 27 11
9.Do you feel is it good for bank to move towards investment banking? Bank- Investment banking Yes No
No of Responents 21 17
10.What type of problems you find in the investment banking? Problems Technical Time Availability Service Charges
No of Responents 7 8 20 2 1
11.What type of improvements do you suggest to the investment banker? suggestions Good returns More products Advertisement
No of Responents 13 18 21
FINDINGS AND SUGGESTIONS: • From the project main finding is the amount of revenue are getting from investment banking services are equal to commercial banking revenues. • Investment bankers have more competition from foreign banks. • Foreign banks are playing more roles in mergers and acquisition deals. Suggestions: • Investment bankers have to concentrate on the advertisements. • And also they have to offer more products equal to their competitors. • They have to give effective services to the clients.
Conclusion • In India present scenario investment banks are playing more roles in financial markets on behalf of their clients. In the form of raising funds, trading securities, advisory services. But investment banks have more competition from foreign banks. • If they concentrate more on advertisement and effective services to the clients they will get more success.
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