Samvad:Highlights

1. Santosh

-350 milllion below poverty line, appreciable figure or achievement?

-Agriculture, middle means doing great

-MF more organizaed than before

-More people committed to social cause because of system

-Mostly women are promising themselves towards the development in rural areas

-There are alternative methods available for developing rural because of Yunus and young people in microfinance

-500,000 Crores are unaccounted money of governtment to the welfare of the people; the reason NGOs are managed by bureaucrats

-Good rupees have gone but no development due to corruption and politics

-MF is the best way to manage money for rural development

2. Alex Counts, President of Grameen Foundation (USA)

-The time for microfinance evangelism is over

-If we don’t need to prove anything anymore, we need to improve microfinance at the sector level.

-Gates Foundation has placed a big bet to grow the saving side of microfinance

-Microfinance is not a financial product, but a platform of doing business with the world’s poor. Microfinance is providing an infrastructure of doing business with the poor that never existed before.

-Not all equally affective or ethical, but there is tremendous opportunity.

-Platform where people outside the sector are partnering with MF to partner with the poor.

-Most powerful asset we have is info about payment history of poor and how good they are. Though remains hidden from most of the people who would benefit from it.

-More relevant to poor if some changes in mainstream MF.

-Potential backlash against MF by regulators

-Remembers debating, could MF ever work in India….the caste system, etc. Today, MF is proven successful in India. Is in fact providing leadership at the global level. Achievements: scale achieved without very much subsidized money, which was the original fuel for growth in Bangladesh. Majority of funds coming from commercial banks, and private equity investors.

-Industry has taken on critical issues at critical moments and evolve, regulation crisis for example in past.

-Took on issue of consumer protection. Transparency issue was addressed- pricing came down significantly, on Social Performance side, sector that can move on a dime, much faster than other MF sectors. In India, diff models have been able to thrive and succeed side by side. Open mind to different types of people and players. SHG movement is thriving, older groups, newer grps all coexisting peacefully trying to build up sector. Team effort of local Indians, Indians returning from overseas, Young Turks, investors, wise men and wise women all working in a team way that from the outside looks like a model for the rest of the world.

-What remains? MF for poorest, most remote, most isolated, most vulnerable people; information systems, despite all IT expertise not a lot has helped except for very mature organizations

-Social Performance, origin of sector is social concern end is social results

-It’s very expensive to not know whether you are realizing your social mission.

-Challenge will be IPOs in the future which can be an incredible way to mobilize cap or controversial as it was in Mexico, figure out ways to cut in borrowers- amazing opportunity to show true values and unique values of microfinance

-Savings and deposit insurance are new areas in India

-Credit Bureau as way to avoid over indebtedness is a new horizon

Financial Inclusion:

-Is Financial Inclusion a means or an end to itself? Counts thinks has to be seen as a means

-Subprime lending movement went off course, originally developed as pro-poor approach to develop greater financial inclusion; thus is financial inclusion a means or an end?

Convergence of Government Schemes and MFI Services:

-What do people think is the best role of government in microfinance, and what is the acceptable, not best, role? What are the roles that not optimal, perhaps unacceptable? What can MFIs do to move government in a direction that is optimal?

Transparency and Client Protection:

-Transparency mostly meant financial transparency

- Example of when ACCION was asked how they recalculate repayment, they answered that they calculate however they to to get to 98%! Meaning we need to measure portfolio quality in standard terms, and define transparency in that way

-Client Protection: How do we get to the point where the whole industry can adopt a common framework, a grand bargain of the sector of what everyone is going to do in terms of client protection, it is hard only if some do it. The key pillar used to be fair and transparent pricing, fair came off of the agenda, India’s progress in pricing side transparency and bringing down costs, make it a leader that can bring the fair back into the discussion.

3. Vikram Akula, Founder of SKS

-SKS serves 42 lakh clients spread across 20 states, 322 districts

- Reached 2.4 crore clients as a sector

-Fundamental flaw/ fatal error: for all the success, are reaching very few % of need in country…have reached only a fraction of the market

-Meeting 10-20% of credit needs of the poor, even less on other services like savings, insurance, etc.

-“Financial Apartheid”…only some can get loans, so many cannot

-Not only need credit for running businesses, but for housing, education, consumption also needed

-Insurance more important to poor than credit (so many risks of drought, crop failure, external shocks)

-SKS believes that the best way to deliver is through vibrant competition, poor are no different than middle or upper class- they deserve choice!!!

-Competition will drop interest rates through efficiency

-Unintended consequences of competition, how do we do this vibrant competition in the right way, so we are not overindebting a client?

-Need to follow our own policies and processes (in respective to each individual MFI)

-Need to have competition that protects the poor

-Needs to be institutionalized and supported in ways that it is not now

-Financial literacy and transparency is the way to protect the poor

-Institutionalize microfinance in a way that truly benefits the poor

-Expand economic freedom for those that have truly been left behind

-Challenge of savings is creating a sector that is allowed to save the money of poor people

4. Mathew Titus, Executive Director of Sa-Dhan

-Financial inclusion not only focuses on the poor, but anyone excluded…how do you get good policy in the field?

-Success not only dependent on what do, but on the environment in which operate

-Tension is inherent in the services microfinance provides and the challenges it faces

-The nature of financial services tends to exclude rather than include people

-Danger in not saturating market, or danger of going through buss cycle rather than boom cycle

-Importance of range of financial services; credit on one side, insurance and savings on the other

-Poor households create assets for themselves outside the financial sector

-Constantly in business of converting cash into livestock, gold, land- things they can relate to, liquidate in time of crisis and use to address needs of poor households

-Participation in financial services depends on money remittance issues

-Require 6 months in one part of country, 6 months in another- if want to get at poor people on the move need to think differently

-Problems of repayment linked to cycle of export and commodity markets and their downturns

-Someone else is in the middle of deciding whether a client will get a loan, the client is only in the receiving end

-Client cycle is not only about transaction but also other parts

-Productive over a long period of time? Sustainable above one year cycle?

-Important to recognize that we don’t understand everything about loans even in the middle class. So how can we expect people without education to understand, look from demand side of clients…challenges of illiteracy, of dispersed populations, language issues, skill building issues, team issues….haven’t overcome these challenges yet but is a central piece of how we are going to expand the market

-Service can only grow if looks at clients as fundamentally part of success of service

-Only then MF sector has certain values that determines the way in which it proceeds and the way in which it grows

-How ensure no dilution in terms of who we are and who we present ourselves to be?

Exclusive Interview with Vijayalakshmi Das

Vijaylakshmi Das

CEO-FWWB

What do you think about microfinance and women empowerment?

There has been a lot of change, microfinance helps women grow not only in terms of finance, but also in terms of the creation of assets, consistency of family development, and promotion of values. We choose which women to finance based on the state of their current work (if any), and whether or not they have a clear vision of what they would like to do with the loan, thus a track record is not always necessary.

Do you believe that MFIs should merge together in the face of too much competition?

No, I don’t think that mergers of small MFIs should take place from pressure or from competition. Rather, I believe that mergers should only take place voluntarily- when it is fair for both the people and the institution. Mergers should only take place when the terms are clear for both sides. When mergers take place from competition only, sometimes is it detrimental to the people these institutions are trying to serve.

What do you think about the commercialization of MFIs?

I don’t think anything is wrong with commercialization and competition as long as competition makes better services to people and MFIs share their success with the people. Competition is a part of business. As long as greater success and profits come with a greater offering of services to the people, commercialization is okay. Thus MFIs must share their success with their clients, unlike commercial banks. When profits increase beyond what is needed, MFIs should reduce the cost of funds. MFIs need to make their clients stakeholders of the profits they make. MFIs have proven that they can help poor people better than banks, now they need to go one step further by linking profits with the provision of greater services.

What do you think the next level of microfinance will be?

There are 100 plus MFIs, them coming together will be the future of microfinance. Forming a style of affinity will allow the successful growth of all MFIs. The regulation by the Central Bank of India which is excellent, combined with the positive attitude of bankers will stabilize the industry and prevent disasters from occurring.

What is your message to young social entrepreneurs?

Come and do it, we will support you! With young people, come new ideas and solutions of how to deal with poverty. You need commitment and patience to work in the sector. Though we tie up with colleges, educational institutions need to take responsibility in providing us with genuine, committed individuals with great potential who are interested in the microfinance industry, because we cannot judge sincerity from simply interviews with students.

What background/ educational experience do you think is beneficial for one to attain in order to get into the microfinance industry?

Generally everyone will assume that finance, management and economics are the degrees needed to enter the industry. I however, prefer students from social science backgrounds. This is the case because these students usually maintain social goals, and can efficiently determine the impact of microfinance. Thus, finance majors are not the only ones needed in the industry, but also people who have degrees that allow them to increase client protection and client relationships. A combination of education in multiple areas is needed.


Samvad: A Dialogue on Microfinance

Samvad: A Dialogue on Microfinance

A MICROFINANCE CONFERENCE
Organized by Grameen Koota
30th May 2009 at Bangalore

21st century India is a land of resources, opportunity and economic vitality. In the midst of this robust development lies an India starved of equal opportunity and growth. For India to harness her full potential her two worlds must be reconciled and she must go forth as a single unit. Institutions and individuals have shown grit and determination in their commitment to building a prosperous India. The challenges that these efforts are now faced with, bear evidence to the fact that considerable progress has been made already. The next step comes in finding resolutions to these challenges through a free exchange of ideas and experience. The microfinance sector has been actively working towards the transition of under-developed India to developed India.

Samvad: A Dialogue on Microfinance has been designed to encourage an open discussion of the issues that the sector must currently address. Over the course of the day-long conference, slated for the 30th of May (Saturday) at The Capitol (Rajbhavan Road), discussions will revolve around transparency & client protection, microfinance & financial inclusion, convergence of Government schemes and MFI services and microfinance & millennium development goals.

Conference Objectives 

· An understanding of the initiatives by microfinance providers for the appropriateness to low-income clients.

· Identification of implementation tools and certification standards that ensure pro-consumer practices.

· Assessment of the impact of competition among MFIs on microfinance sustainability and client protection.

· Development of ways and means to converge Government Schemes and MFI services.

· Examination of a balance between social and financial sustainability in the Microfinance sector.

Conference Structure

The conference will consist of an inaugural session followed by four technical sessions, of various themes, concluding with a valedictory session. Each session will have a panel of speakers who will deliver their thoughts on the given theme; an open house discussion will follow each of these sessions.

The speakers bring rich experience and insight from rural development, corporations, banks, microfinance, academic institutions, NGOs and CBOs.

Note :  Participation is by invitation only. Since

About Organiser

Grameen Koota

Since 1999, Grameen Koota has created development opportunities for communities through financial inclusion. Apart from credit services, the company has also actively brought a host of non-credit offerings ranging from literacy programs to relief activities. Grameen Koota currently caters to 2.6 lakh clients, across Karnataka and Maharashtra, with plans to reach 2 million poor and low-income households by 2013 with micro financial and capacity building services.