Description
ppt
The word ¶Performance is derived from the word ¶parfourmen·, which means ¶to do·, ¶to carry out· or ¶to render·. It refers the act of performing; execution, accomplishment, fulfillment.
Performance is used to indicate firm·s success, conditions, and compliance.
Financial Performance analysis is largely a study of relationship among the various financial factors in a business as disclosed by a single set of statements and statements. The purpose of financial analysis is to diagnose the information contained in financial statements so as to judge the profitability and financial soundness of the firm.
Parshwa Financial Consultancy is start in 22-june2002. Parshwanath is the name of 23rd Tirthanker of jainism. So the name of our company is Parshwa Financial Consultancy.
Parshwa are providing financial consultancy for all type of financial products and services like Equity, Commodity, Future contracts, Risk management, Banking Solutions, Options, Life insurance, General Insurance, Mutual Fund, Financial services for Importers & Exporters. Parshwa Financial Consultancy is start the first business with life insurance company, and after start General insurance, Mutual funds, Equity, Commodity, Currency. real estate market.
` Financial broking
Equity Commodity Currency ` Mutual funds ` Life Insurance ` General Insurance
` ` ` ` ` `
Equity Commodity Gold Silver Currency Financials of Exporter & Importer
`
Ensure creation of the desired value for our customers, employees and associates, through constant improvement, innovation and commitment to service & quality. To provide solutions which meet expectations and maintain high professional & ethical standards along with the adherence to the service commitments.
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To be the leader in our field of business through, Minimizing risk and maximizes profit in the field of uncertainty Total Customer Satisfaction Commitment to Excellence Determination to Succeed with strict adherence to compliance Successful Wealth Creation of our Customers
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Balance Sheet Cash Flow Statement Ratio Analysis Trend analysis
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The balance sheet is the most basic and essential financial statement. It is described by the basic accounting equation: A = L + OE, (¶A· means assets, ¶L· means liabilities, and ¶OE· means owner·s equity.) The Balance Sheet shows the financial position (condition) of the firm at a given point of time. It provides a snapshot and may be regarded as a static picture. ´Balance sheet is a summary of a firm·s financial position on a given date that shows Total assets = Total liabilities + Owner·s equity.µ
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cash flow statement is a statement of changes of financial position in business due to inflow or outflow of cash and their statement is required for short-range business premises.
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A ratio is simple arithmetical expression of the relationship of one number to another. A ratio is an expression of the quantitative relationship between two numbers. It is helpful to know about the liquidity, solvency, capital structure and profitability of an organization. It is helpful tool to aid in applying judgement, otherwise complex situations.
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The word ´trendµ means future possibilities Trend analysis is the average of time series data in order that a smooth curve showing general growth or decline may be developed for some past period of time.
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Objective Primary objective: Primary objective is analysis financial performance of the Parshwa financial consultancy.
Secondary objective: ? To analyze the financial statements to find out the firm's financial position ? To study the overall financial performance of the firm ? To know the earnings capacity of the firm
Descriptive research The research that serves seek to describe, otherwise called for describing or classifying withoutes pressing the judgments. This is known as descriptive research.
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The Balance sheet shows that the Shareholders· Funds of the year 2008-2009 are 80,000 and after 2009-10 increase the 12,500 because that a time of profit increase the capital also increase. The Loan Funds shows that the year 2008-2009 only use the secured loans. And after 2009-2010 increase the performance of secured loans 219564 for his requirements. The 2009-2010 use the unsecured loans.
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Current Assets, Loans and Advances in the year 2008-2009 given good performance. The Inventories of 2008-2009 is 42.02%. and after 2009-2010 increase the performance of 47.67%. They have increase the past year. And after 20102011 decrease the performance of 13.01%. Sundry Debtors in 2008-2009 is 460472. And after 2009-2010 they have also increase the 212811.
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CURRENT RATIO = CURRENT ASSETS / CURRENT LIABILITY
Year Current Assets Ratio Currant Assets-B/S 2008-µ09 2009-µ10 2010-¶11 3191983.00 3779859.00 8137892.00 Currant Liabilities-B/S 2344978.00 3000455.00 6578505.00 Current Assets Ratio 1.36 1.26 1.24
Current Assets Ratio
10000000 8000000 6000000 4000000 2000000 0
current assets Currant Liabilities-B/S Current Assets Ratio
1.36
1.26
1.24
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In the given financial detail we can understand the situation for the company because the company has to see for their Assets & Liabilities the Standard Rate of CAR = 2.0 So company has to try for increase the rate Of CAR.
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Net Profit Ratio = Net Profit after tax/ Net sales *100
Net Profit Ratio Year 2008-¶09 2009-¶10 2010-¶11 Profit After Tax- Income From P/L Operation 154252.00 131071.00 330373.00 4127408.00 7123011.00 12004997.00 Net Profit Ratio 37.37 18.40 27.52
Net Profit Ratio
14000000 12000000 10000000 8000000 6000000 4000000 2000000 37.37 0 2008-¶09 2009-¶10 2010-¶11 18.4 27.52 Profit After Tax-P/L Income From Operation Net Profit Ratio
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Company has a such kind of environment to improve the profit in 2008-·09 they had get a net profit 37.37 % they can earn so at the comparison with the standard NPR = 35 % So in 2008-2009 they had a better situation but for the next year they had decrease that approximately in 50 % in comparison of the previous year, after all company has try to improve the standard of NPR.
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Investment Ratio = Shareholders· Funds / Total of balance sheet.
Investment Ratio Year Shareholder's Funds-B/S 729737.00 960808.00 1391212.00 Investment Ratio 57.66 44.86 36.98
Total Of Balance Sheet 1265586.00 2141925.00 3761877.00
2008-¶09 2009-¶10 2010-¶11
Investment Ratio 4000000 3500000 3000000 2500000 2000000 1500000 1000000 500000 57.66 0 2008-¶09 2009-¶10 2010-¶11 44.86 36.98 Shareholder's FundsB/S Total Of Balance Sheet Investment Ratio
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The company has such kind of wealth in terms of equipment so how much they are earning from the invested. It is not a good position to say that company has a some rewards from the company in terms of the investment ratio also we can say the company has a not sufficient fund because of the company has their fund in terms of invested in equipment and etc. if we compare with the standard rate of Investment Ratio = in between 70 to 75 % is required. So from the last Three year the ratio goes down so the company has to generate the revenue for improve the investment ratio.
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Inventory ratio = inventory/current assets
Inventory Ratio Year Inventory Currant AssetsB/S 2008-¶09 2009-¶10 1802212.00 2010-¶11 2820662.00 8137892.00 0.35 1341438.00 3191983.00 3000455.00 0.42 0.60 Inventory Ratio
Inventory Ratio
9000000 8000000 7000000 6000000 5000000 4000000 3000000 2000000 1000000 0.42 0 2008-¶09 2009-¶10 2010-¶11 0.6 0.35 Inventory Currant Assets-B/S Inventory Ratio
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In terms of inventory the company has a very large equipment but the equipment is not able to establish the standard for that is the thing for that the company has to use the proper systematic work for maintaining the inventory ratio, in comparison of standard rate it is less then the 65 % at the last report says in the period of 20092010 the company has tried to improve and they can get the growth but for the stabilization of the ratio is has require some proper system.
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Sales Trend analysis is the average of time series data in order that a smooth sales curve showing general growth or decline may be developed for some past period of time. Formula= Current year*100 Base Year
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YEAR
2008
2009
2010
2011
SALES
52056835.19 TREND
82316361.29
94560962.4
109757250.3
100
158
182
211
250 200
Axis Title
SALES TREND
150 100 50 0 TREND
2008 100
2009 158
2010 182
2011 211
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The sales have continuously increased in all the year. And the base year is also calculate the right way. The increase in sales is quite satisfactory. the figures of sales trend also increased from 2008 to 2007. The increase in sales trend is more in 2009 and 2010 as compared to earlier years. The expansion of the firm is good and it has doubled its sales in just four years time. The sales have increased more than a profit. The sales trend going good way.
YEAR 2008 PROFIT 12582794 TREND 100 115 105 127 14506206 13169501 16029915 2009 2010 2011
140 120 100 80 60 40 20 0
TREND
PROFIT TREND
Axis Title
2008 100
2009 115
2010 105
2011 127
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The profit have continuously increased in all the year. And the base year is also calculate the right way. The increase in profit is quite satisfactory. the figures of profit trend also increased from 2010 to 2011. The increase in profit trend is more in 2010 and 2011 as compared to earlier years. The expansion of the firm is good and it has doubled its profit in just two years time. The profit have increased the good way. The profit trend is going good way.
`
Finance is the life blood of every business. Without effective financial management a company cannot in this competitive world. A Prudent financial Manager has to measure the working capital policy followed by the company. Parshwa Financial Consultancy continues to play an important role in the industrial development of country. There is every possibility that Parshwa Financial Consultancy would establish for itself a permanent and unshakable position in the industrial map of India and also in the emerging international market for Financial Consultancy.
`
Thank You
doc_130868667.pptx
ppt
The word ¶Performance is derived from the word ¶parfourmen·, which means ¶to do·, ¶to carry out· or ¶to render·. It refers the act of performing; execution, accomplishment, fulfillment.
Performance is used to indicate firm·s success, conditions, and compliance.
Financial Performance analysis is largely a study of relationship among the various financial factors in a business as disclosed by a single set of statements and statements. The purpose of financial analysis is to diagnose the information contained in financial statements so as to judge the profitability and financial soundness of the firm.
Parshwa Financial Consultancy is start in 22-june2002. Parshwanath is the name of 23rd Tirthanker of jainism. So the name of our company is Parshwa Financial Consultancy.
Parshwa are providing financial consultancy for all type of financial products and services like Equity, Commodity, Future contracts, Risk management, Banking Solutions, Options, Life insurance, General Insurance, Mutual Fund, Financial services for Importers & Exporters. Parshwa Financial Consultancy is start the first business with life insurance company, and after start General insurance, Mutual funds, Equity, Commodity, Currency. real estate market.
` Financial broking
Equity Commodity Currency ` Mutual funds ` Life Insurance ` General Insurance
` ` ` ` ` `
Equity Commodity Gold Silver Currency Financials of Exporter & Importer
`
Ensure creation of the desired value for our customers, employees and associates, through constant improvement, innovation and commitment to service & quality. To provide solutions which meet expectations and maintain high professional & ethical standards along with the adherence to the service commitments.
` `
` ` `
`
To be the leader in our field of business through, Minimizing risk and maximizes profit in the field of uncertainty Total Customer Satisfaction Commitment to Excellence Determination to Succeed with strict adherence to compliance Successful Wealth Creation of our Customers
`
Balance Sheet Cash Flow Statement Ratio Analysis Trend analysis
`
`
`
`
The balance sheet is the most basic and essential financial statement. It is described by the basic accounting equation: A = L + OE, (¶A· means assets, ¶L· means liabilities, and ¶OE· means owner·s equity.) The Balance Sheet shows the financial position (condition) of the firm at a given point of time. It provides a snapshot and may be regarded as a static picture. ´Balance sheet is a summary of a firm·s financial position on a given date that shows Total assets = Total liabilities + Owner·s equity.µ
`
`
`
cash flow statement is a statement of changes of financial position in business due to inflow or outflow of cash and their statement is required for short-range business premises.
`
A ratio is simple arithmetical expression of the relationship of one number to another. A ratio is an expression of the quantitative relationship between two numbers. It is helpful to know about the liquidity, solvency, capital structure and profitability of an organization. It is helpful tool to aid in applying judgement, otherwise complex situations.
`
`
`
The word ´trendµ means future possibilities Trend analysis is the average of time series data in order that a smooth curve showing general growth or decline may be developed for some past period of time.
`
Objective Primary objective: Primary objective is analysis financial performance of the Parshwa financial consultancy.
Secondary objective: ? To analyze the financial statements to find out the firm's financial position ? To study the overall financial performance of the firm ? To know the earnings capacity of the firm
Descriptive research The research that serves seek to describe, otherwise called for describing or classifying withoutes pressing the judgments. This is known as descriptive research.
`
The Balance sheet shows that the Shareholders· Funds of the year 2008-2009 are 80,000 and after 2009-10 increase the 12,500 because that a time of profit increase the capital also increase. The Loan Funds shows that the year 2008-2009 only use the secured loans. And after 2009-2010 increase the performance of secured loans 219564 for his requirements. The 2009-2010 use the unsecured loans.
`
`
Current Assets, Loans and Advances in the year 2008-2009 given good performance. The Inventories of 2008-2009 is 42.02%. and after 2009-2010 increase the performance of 47.67%. They have increase the past year. And after 20102011 decrease the performance of 13.01%. Sundry Debtors in 2008-2009 is 460472. And after 2009-2010 they have also increase the 212811.
`
`
CURRENT RATIO = CURRENT ASSETS / CURRENT LIABILITY
Year Current Assets Ratio Currant Assets-B/S 2008-µ09 2009-µ10 2010-¶11 3191983.00 3779859.00 8137892.00 Currant Liabilities-B/S 2344978.00 3000455.00 6578505.00 Current Assets Ratio 1.36 1.26 1.24
Current Assets Ratio
10000000 8000000 6000000 4000000 2000000 0
current assets Currant Liabilities-B/S Current Assets Ratio
1.36
1.26
1.24
`
In the given financial detail we can understand the situation for the company because the company has to see for their Assets & Liabilities the Standard Rate of CAR = 2.0 So company has to try for increase the rate Of CAR.
`
Net Profit Ratio = Net Profit after tax/ Net sales *100
Net Profit Ratio Year 2008-¶09 2009-¶10 2010-¶11 Profit After Tax- Income From P/L Operation 154252.00 131071.00 330373.00 4127408.00 7123011.00 12004997.00 Net Profit Ratio 37.37 18.40 27.52
Net Profit Ratio
14000000 12000000 10000000 8000000 6000000 4000000 2000000 37.37 0 2008-¶09 2009-¶10 2010-¶11 18.4 27.52 Profit After Tax-P/L Income From Operation Net Profit Ratio
`
Company has a such kind of environment to improve the profit in 2008-·09 they had get a net profit 37.37 % they can earn so at the comparison with the standard NPR = 35 % So in 2008-2009 they had a better situation but for the next year they had decrease that approximately in 50 % in comparison of the previous year, after all company has try to improve the standard of NPR.
`
Investment Ratio = Shareholders· Funds / Total of balance sheet.
Investment Ratio Year Shareholder's Funds-B/S 729737.00 960808.00 1391212.00 Investment Ratio 57.66 44.86 36.98
Total Of Balance Sheet 1265586.00 2141925.00 3761877.00
2008-¶09 2009-¶10 2010-¶11
Investment Ratio 4000000 3500000 3000000 2500000 2000000 1500000 1000000 500000 57.66 0 2008-¶09 2009-¶10 2010-¶11 44.86 36.98 Shareholder's FundsB/S Total Of Balance Sheet Investment Ratio
`
The company has such kind of wealth in terms of equipment so how much they are earning from the invested. It is not a good position to say that company has a some rewards from the company in terms of the investment ratio also we can say the company has a not sufficient fund because of the company has their fund in terms of invested in equipment and etc. if we compare with the standard rate of Investment Ratio = in between 70 to 75 % is required. So from the last Three year the ratio goes down so the company has to generate the revenue for improve the investment ratio.
`
Inventory ratio = inventory/current assets
Inventory Ratio Year Inventory Currant AssetsB/S 2008-¶09 2009-¶10 1802212.00 2010-¶11 2820662.00 8137892.00 0.35 1341438.00 3191983.00 3000455.00 0.42 0.60 Inventory Ratio
Inventory Ratio
9000000 8000000 7000000 6000000 5000000 4000000 3000000 2000000 1000000 0.42 0 2008-¶09 2009-¶10 2010-¶11 0.6 0.35 Inventory Currant Assets-B/S Inventory Ratio
`
In terms of inventory the company has a very large equipment but the equipment is not able to establish the standard for that is the thing for that the company has to use the proper systematic work for maintaining the inventory ratio, in comparison of standard rate it is less then the 65 % at the last report says in the period of 20092010 the company has tried to improve and they can get the growth but for the stabilization of the ratio is has require some proper system.
`
Sales Trend analysis is the average of time series data in order that a smooth sales curve showing general growth or decline may be developed for some past period of time. Formula= Current year*100 Base Year
`
YEAR
2008
2009
2010
2011
SALES
52056835.19 TREND
82316361.29
94560962.4
109757250.3
100
158
182
211
250 200
Axis Title
SALES TREND
150 100 50 0 TREND
2008 100
2009 158
2010 182
2011 211
`
The sales have continuously increased in all the year. And the base year is also calculate the right way. The increase in sales is quite satisfactory. the figures of sales trend also increased from 2008 to 2007. The increase in sales trend is more in 2009 and 2010 as compared to earlier years. The expansion of the firm is good and it has doubled its sales in just four years time. The sales have increased more than a profit. The sales trend going good way.
YEAR 2008 PROFIT 12582794 TREND 100 115 105 127 14506206 13169501 16029915 2009 2010 2011
140 120 100 80 60 40 20 0
TREND
PROFIT TREND
Axis Title
2008 100
2009 115
2010 105
2011 127
`
The profit have continuously increased in all the year. And the base year is also calculate the right way. The increase in profit is quite satisfactory. the figures of profit trend also increased from 2010 to 2011. The increase in profit trend is more in 2010 and 2011 as compared to earlier years. The expansion of the firm is good and it has doubled its profit in just two years time. The profit have increased the good way. The profit trend is going good way.
`
Finance is the life blood of every business. Without effective financial management a company cannot in this competitive world. A Prudent financial Manager has to measure the working capital policy followed by the company. Parshwa Financial Consultancy continues to play an important role in the industrial development of country. There is every possibility that Parshwa Financial Consultancy would establish for itself a permanent and unshakable position in the industrial map of India and also in the emerging international market for Financial Consultancy.
`
Thank You
doc_130868667.pptx