Page 1 of 7

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 | 59

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

Page 2 of 7

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 | 60

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 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 accessto financialservices

and timely and adequate credit where needed

by vulnerable groups suchas weaker sections

and lowincome groups at anaffordable cost

Objectives

The research aims to objective cover the

following:

 How financial inclusion is the need

of the hour for the sustainability and

maintenance ofthe growthprocess.

 How itisone ofimportant factor for

the equitable growth of the world

economy.

 The future of financial inclusion processin

India

 TheextentoffinancialinclusionIndia.

 The perception of people regarding

financial inclusion services and its

benefits.

 How financialinclusion can improve

the day-to-day management of

finances.

Benefits of FinancialInclusion:

Financial inclusion has many benefits.

Followingare someofthe benefitssummedup.

 It pavesthe way for establishment of

an account relationship which helps

the poortoavailavarietyofsavingsproducts

andloanproductsforhousing,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

Page 3 of 7

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 | 61

government can utilize such bank

accounts for social security services

like health and calamity insurance

under various schemes for

disadvantaged. From the bank‟s

point ofview, having such social

securitycovermakesthe financing of

such personslessrisky. Reduced risk

means more flow of funds at better

rates.

 Access to appropriate financial

services can significantlyimprove the

day-to-day management 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 intheofficesofthe service.

 Transferofmoneycanbedonemoresafely

and easily by using the cheque,

demand draft or through internet

banking.

 A bank account also provides a

passport to 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 as insurance and pension

products, necessarily require the

accessto abank account

Lastly, the Employment Guarantee Scheme

of the Government which is being rolledoutin

200districtsinthecountrywouldbringinlargenumber

ofpeoplethrough theirsavings accountsinto the

bankingsystem.

Tools of Financial Inclusion and the Methods to achieve them

1) Ano-frillsbankingaccountformakingandreceivingpayments,

2) Asavingsproductsuitedtothe patternof cash flowsof apoor household,

3) Moneytransferfacilities,

4) Smallloans and overdraftsforproductive,personal andother purposes,&

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

FinancialInclusion

SAVINGS

BANK

ACCOUNTS

INSURANCE

FINANCIAL

ADVICE

PAYMENT &

REMITTANCE

AFFORDABLE

COST

FINANCIAL

INCLUSION