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CASE STUDY ON

HELPAGE UNION

PREPARED BY DEEPANSHI,HARSH AND DEV

TECNIA INSTITUTE OF ADVANCED STUDIES

BCA-

SUBMITTED TO MR INDERPREET SINGH

THE CASE STUDY 20 years ago anita singh started an organization for training and rehabilitating the physically disabled teenagers in new delhi. At that time, funding is not common from government or donor agencies and also general society didn’t make much donations for charitable purpose. She faced many problem of financial crunch but she didn’t let herself down managed her programmed. anita get some donation by approached the ministry of human welfare and she also raised personal loan. Along with her two friends she successfully set up the helpage union to take care of the physically disabled teenagers They also setup various work centers where they taught to work operation like cotton , lamps , jute carpets , baskets, wool , candles , tea and many other. Each person was placed on a specific operation. The goods that were produced were sold in markets for sustenance program according to market demand. Theses goods are very good in quality and people by their product for quality not as charity. Now financing is no more a problem, today anita program has grown to an enormous size there are about 80 handicapped adult trainers who teach vocational skills to about 500 handicapped adults in the town. Her organization is turning into a full fledged non government organization working for a social cause. Anita and her friends did a lot of hard work to make their program successful

ANALYSIS OF CASE FINANCIAL PLANNING Financial Planning is the process of estimating the capital required and determining it’s competition. It is the process of framing financial policies in relation to procurement, investment and administration of funds of an enterprise.

OBJECTIVES OF FINANCIAL PLANNING

 Financial Planning has got many objectives to look forward to:

 Determining capital requirements- This will depend upon factors like cost of current and fixed

assets, promotional expenses and long- range planning. Capital requirements have to be looked with

both aspects: short- term and long- term requirements.

 Determining capital structure- The capital structure is the composition of capital, i.e., the relative

kind and proportion of capital required in the business. This includes decisions of debt- equity ratio-

both short-term and long- term.

 Framing financial policies with regards to cash control, lending, borrowings, etc.

 A finance manager ensures that the scarce financial resources are maximally utilized in the best

possible manner at least cost in order to get maximum returns on investment.

HOW WE WOULD DEALT IN THE CONTEXT OF LONG TERM

PLANNING

Long-term planning is an absolutely essential tool, as it gives you the perspective about how you

use your valuable time on the way to your goals. The steps of the planning process are relatively

simple:

 Step-

Determine clear and measurable goals. This will help you to develop your vision of what you

need to arrive at by the end of the project.

 Step-

Break up your goals into smaller units. These units will serve as steps towards your ultimate

objective, showing you what resources you will need, and how long it may take to accomplish

the whole set of works.

 Step-

Set a priority sequence of the specified steps, and assign them to a period of time you expect

each will take. Make sure to allow some time for contingencies that may occur.

 Step-

The final step of the long-term planning process is to consistently update your plan. Adjust the

document to respond to current market conditions, and closely align it to meet the purpose of

your big goal.

THANK YOU