1 page business plan for financial services

SUMMARY Description of the business Mission —The mission of Budget Cars will be to buy and sell a desirable mix of quality used cars, trucks, and vans, and to create a friendly atmosphere where Budget Cars will be known for being your family used car center.

1 page business plan for financial services

Commercial bank A commercial bank is what is commonly referred to as simply a bank.

1 page business plan for financial services

The term " commercial " is used to distinguish it from an investment banka type of financial services entity which instead of lending money directly to a business, helps businesses raise money from other firms in the form of bonds debt or stock equity.

The primary operations of commercial banks include: Keeping money safe while also allowing withdrawals when needed Issuance of chequebooks so that bills can be paid and other kinds of payments can be delivered by the post Provide personal loanscommercial loansand mortgage loans typically loans to purchase a home, property or business Issuance of credit cards and processing of credit card transactions and billing Issuance of debit cards for use as a substitute for cheques Allow financial transactions at branches or by using Automatic Teller Machines ATMs Provide wire transfers of funds and Electronic fund transfers between banks Facilitation of standing orders and direct debitsso payments for bills can be made automatically Provide overdraft agreements for the temporary advancement of the bank's own money to meet monthly spending commitments of a customer in their current account.

Provide internet banking system to facilitate the customers to view and operate their respective accounts through internet. Provide charge card advances of the bank's own money for customers wishing to settle credit advances monthly. Provide a check guaranteed by the bank itself and prepaid by the customer, such as a cashier's check or certified check.

Notary service for financial and other documents Accepting the deposits from customer and provide the credit facilities to them. Sell investment products 1 page business plan for financial services mutual funds Etc. The United States is the largest location for commercial banking services.

Investment banking services[ edit ] Capital markets services - underwriting debt and equityassist company deals advisory services, underwriting, mergers and acquisitions and advisory feesand restructure debt into structured finance products. Brokerage services - facilitating the buying and selling of financial securities between a buyer and a seller.

In today's stock brokers, brokerages services are offered online to self trading investors throughout the world who have the option of trading with 'tied' online trading platforms offered by a banking institution or with online trading platforms sometimes offered in a group by so-called online trading portals.

Private banking - Private banks provide banking services exclusively to high-net-worth individuals. Many financial services firms require a person or family to have a certain minimum net worth to qualify for private banking service.

NYC is dominated by U.


Foreign exchange services include: Currency exchange - where clients can purchase and sell foreign currency banknotes. Wire transfer - where clients can send funds to international banks abroad.

Remittance - where clients that are migrant workers send money back to their home country. Also refers to services provided by others, generally registered with the Securities and Exchange Commission as Registered Investment Advisors.

Investment banking financial services focus on creating capital through client investments. Hedge fund management - Hedge funds often employ the services of " prime brokerage " divisions at major investment banks to execute their trades. Custody services - the safe-keeping and processing of the world's securities trades and servicing the associated portfolios.

Insurance Insurance brokerage - Insurance brokers shop for insurance generally corporate property and casualty insurance on behalf of customers.

Recently a number of websites have been created to give consumers basic price comparisons for services such as insurance, causing controversy within the industry. Underwriters may also offer similar commercial lines of coverage for businesses. Activities include insurance and annuitieslife insuranceretirement insurance, health insuranceand property insurance and casualty insurance.

The United States, followed by Japan and the United Kingdom are the largest insurance markets in the world. Intermediation or advisory services - These services involve stock brokers private client services and discount brokers.

Stock brokers assist investors in buying or selling shares. Primarily internet-based companies are often referred to as discount brokerages, although many now have branch offices to assist clients.

These brokerages primarily target individual investors. Full service and private client firms primarily assist and execute trades for clients with large amounts of capital to invest, such as large companies, wealthy individuals, and investment management funds.

Private equity - Private equity funds are typically closed-end funds, which usually take controlling equity stakes in businesses that are either private, or taken private once acquired. Private equity funds often use leveraged buyouts LBOs to acquire the firms in which they invest.

The most successful private equity funds can generate returns significantly higher than provided by the equity markets. Venture capital is a type of private equity capital typically provided by professional, outside investors to new, high-growth-potential companies in the interest of taking the company to an IPO or trade sale of the business.

Angel investment - An angel investor or angel known as a business angel or informal investor in Europeis an affluent individual who provides capital for a business start-up, usually in exchange for convertible debt or ownership equity.

A small but increasing number of angel investors organize themselves into angel groups or angel networks to share resources and pool their investment capital.

Conglomerates - A financial services company, such as a universal bankthat is active in more than one sector of the financial services market e. A key rationale for the existence of such businesses is the existence of diversification benefits that are present when different types of businesses are aggregated.

As a consequence, economic capital for a conglomerate is usually substantially less than economic capital is for the sum of its parts.

Financial market utilities - Organisations that are part of the infrastructure of financial services, such as stock exchangesclearing housesderivative and commodity exchanges and payment systems such as real-time gross settlement systems or interbank networks.

Debt resolution is a consumer service that assists individuals that have too much debt to pay off as requested, but do not want to file bankruptcy and wish to pay off their debts owed.Buy The One Page Business Plan, Financial Services Edition at Staples' low price, or read our customer reviews to learn more lausannecongress2018.com: $ How to write the financial plan section of the business plan: the income statement, cash flow projections, and the balance sheet (templates included).

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