Page 1 of 6

Journal for Studies in Management and Planning

Available at

http://edupediapublications.org/journals/index.php/JSMaP/

ISSN: 2395-0463

Volume 04 Issue 04

April 2018

Available online: http://edupediapublications.org/journals/index.php/JSMaP/ P a g e | 31

Financial Inclusion in India

Seema Gupta

Assistant Professor (Commerce) Govt. College for Women, Madlauda (Panipat)

aggarwalvineet1976@gmail.com

Abstract

As the majority of the rural population is still not included in the inclusive growth, the

concept of financial inclusion becomes a challenge for the Indian economy. Since 2005,

many concerted measures are initiated by the Reserve Bank of India and Government of

India in favour of financial inclusion but the impact of these did not yield satisfactory

results. The paper aims to focus on utilizing the existing resources such as Mobile

phones, Banking Technologies, India Post Office, Fair Price Shops and Business

Correspondents (BCs) thereby making it more efficient and user friendly for the interest

of the rural population as well as the formal sector.

Keywords: Financial inclusion, Business correspondents, Indian economy

Introduction

With the progress of the Indian economy,

especially when the focus is on the

achievement of sustainable development,

there must be an attempt to include

maximum number of participation from all

the sections of the society. But the lack of

awareness and financial literacy among the

rural population of the country is

hindering the growth of the economy as

majority of the population does not have

access to formal credit. This is a serious

issue for the economic progress of the

country. In order to overcome such

barriers, the banking sector emerged with

some technological innovations such as

automated teller machines (ATM), credit

and debit cards, internet banking, etc.

Though introduction of such banking

technologies brought a change in the urban

society, a majority of the rural population

is still unaware of these changes and is

excluded from formal banking. Financial

inclusion enables improved and better

sustainable economic and social

development of the country. It helps in the

empowerment of the underprivileged, poor

and women of the society with the mission

of making them self-sufficient and well

informed to take better financial decisions.

Financial inclusion takes into account the

participation of vulnerable groups such as

weaker sections of the society and low

income groups, based on the extent of

their access to financial services such as

savings and payment account, credit

insurance, pensions etc. Also the objective

of financial inclusion exercise is easy

availability of financial services which

allows maximum investment in business

opportunities, education, save for

retirement, insurance against risks, etc. by

the rural individuals and firms. The

penetration of financial services in the

rural areas of India is still very low. The

factors responsible for this condition can

be looked at from both supply side and

demand side and the major reason for low

penetration of financial services is,

probably, lack of supply. The reasons for

low demand for financial services could be

low income level, lack of financial

literacy, other bank accounts in the family,

etc. On the other hand, the supply side

factors include no bank branch in the

vicinity, lack of suitable products meeting

the needs of the poor people, complex

processes and language barriers. Since

2005, the Reserve Bank of India (RBI) and

the Government of India (GOI) have been

making efforts to increase financial

inclusion. Measures such as SHG-bank

Page 2 of 6

Journal for Studies in Management and Planning

Available at

http://edupediapublications.org/journals/index.php/JSMaP/

ISSN: 2395-0463

Volume 04 Issue 04

April 2018

Available online: http://edupediapublications.org/journals/index.php/JSMaP/ P a g e | 32

linkage program, use of business

facilitators and correspondents, easing of

Know Your Customer (KYC) norms,

electronic benefit transfer, separate plan

for urban financial inclusion, use of

mobile technology, bank branches and

ATMs, opening and encouraging ‘no-frill- accounts’ and emphasis on financial

literacy have played a significant role for

increasing the use of formal sources for

availing loan/ credit. Measures initiated by

the government include, opening customer

service centers, credit counselling centers,

Kisan Credit Card, Mahatma Gandhi

National Rural Employment Guarantee

Scheme and Aadhar Scheme. These

renewed efforts are more focused than the

earlier measures which were more general

in nature having a much wider scope.

Though the measures were initiated

earlier, their impact on the rural population

needs to be analysed and reframed in order

to understand the present scenario in the

rural areas. Financial inclusion may be defined

as the process of ensuring access to

financialservices and timely and adequate credit

where needed by vulnerable groups suchas

weaker sections and low income groups at an

affordable cost

Objectives

The research aims to objective cover the

following:

 How financial inclusion isthe need ofthe hour

for the sustainability and maintenance of the

growth process.

 How itis one ofimportant factor for the

equitable growthoftheworldeconomy.

 ThefutureoffinancialinclusionprocessinIndia

 TheextentoffinancialinclusionIndia.

 The perception of people regarding financial

inclusion services andits benefits.

 How financialinclusion can improve the day- to-daymanagement offinances.

Benefits ofFinancialInclusion:

Financial inclusion has many benefits. Following

are some ofthebenefitssummedup.

 It paves the way for establishment of an account

relationship which helps the poortoavail avarietyof

savings products and loan products for housing,

consumption, etc.

 An inclusive financial system facilitates efficient

allocation of productive resources and thus can

potentiallyreduce the costof capital.

 This also enables the customer to remit funds at

low cost. The government can utilize such bank

accountsforsocialsecurityserviceslike health and

calamity insurance under various schemes for

disadvantaged. From the bank’s point of view,

having such social security cover makes the

financing ofsuch personslessrisky. Reduced risk

meansmore flowoffunds atbetterrates.

 Access to appropriate financial services can

significantly improve the day-to-daymanagement

of finances. For example, bills for daily utilities

(municipality, water, electricity, telephone) can be

more easily paid by using cheques or through

internet banking, rather than standing in the queue

in the officesofthe service.

 Transferofmoneycanbedonemore safelyandeasilyby

using the cheque, demand draft or through internet

banking.

 Abank account also provides a passportto a range

of other financial products and services such as

short term credit facilities, overdraft facilities and

credit card. Further, a number of other financial

products,such asinsurance and pension products,

necessarilyrequire the accessto a bank account

Lastly, the Employment Guarantee Scheme of

the Government which is being rolled out in 200

districtsinthecountrywouldbringinlargenumberofpeople

through their savings accounts into the banking

system.

Tools of Financial Inclusion and the

Methods to achieve them

1) A no-frills banking account for making and

receivingpayments,

2) A savings product suited to the pattern of

cash flows of apoorhousehold,

3) Moneytransferfacilities,

4) Small loans andoverdrafts for productive,

personal and other purposes,&

5) micro-insurance (life and non-life)

Page 3 of 6

Journal for Studies in Management and Planning

Available at

http://edupediapublications.org/journals/index.php/JSMaP/

ISSN: 2395-0463

Volume 04 Issue 04

April 2018

Available online: http://edupediapublications.org/journals/index.php/JSMaP/ P a g e | 33

FinancialInclusion

Dimensions of Financial

Inclusion:

The level of financial inclusion in

India can be measured based on three

tangible and critical dimensions. These

dimensions can be broadly discussed

under the following heads:

Branch Penetration

Penetration of a bank branch is

measured as number of bank branches

per one lakh population. This refers to

the penetration of commercial bank

branches and ATMs for the provision

of maximum formal financial services

to the rural population.

Credit Penetration

Credit Penetration takes the average of

the three measures: number of loan

accounts per one lakh population,

number of small borrower loan

accounts per one lakh population and

number of agriculture advances per

one lakh population.

Deposit Penetration

Deposit penetration can be measured

as the number of saving deposit

accounts per one lakh population. With

the help of this measure, the extent of

the usage of formal credit system can

be analysed. The progress in the

development of financial inclusion in

India can be examined by

understanding the stages involved in it.

The concept of examining financial

access became important immediately

after the All-India Rural Credit Survey

that was completed in the 1950s. The

results of the survey revealed that

farmers relied heavily on money- lenders in the year 1951-52. Only the

urban areas had large number of bank

branches compared to rural areas. Such

a condition continued in the country

until RBI started financial inclusion

SAVINGS

BANK

ACCOUNTS

INSURANCE

FINANCIAL

ADVICE

PAYMENT &

REMITTANCE

AFFORDABLE

COST

FINANCIAL

INCLUSION