Finance

Complete Financial Terms, Concepts & Definitions from Roots to Current Day
For RBI Grade B Phase 2 — Paper III (Finance & Management)

100 Marks | 50 Objective + 50 Descriptive | Chapters 1–15

RBI Key Rates — Live as of February 2026 MPC Meeting

Policy Repo Rate
5.25%
Since Dec 5, 2025
SDF Rate
5.00%
Repo − 25 bps
MSF Rate
5.50%
Repo + 25 bps
Bank Rate
5.50%
= MSF Rate
Fixed Reverse Repo
3.35%
Legacy rate
CRR
3.00%
Cash Reserve Ratio
SLR
18.00%
Statutory Liquidity Ratio
MPC Stance
Neutral
Unanimous hold
GDP Growth FY26
7.4%
FAE estimate
CPI Inflation FY26
2.1%
Projected
RBI Governor
Sanjay Malhotra
Since Dec 2025
Next MPC Meeting
Apr 6–8
2026

Chapters (Click to Jump)

01 Indian Financial System — Structure 02 Reserve Bank of India — Functions & Tools 03 Banking System in India 04 Key Financial Institutions (NABARD, SIDBI, etc.) 05 Monetary Policy — Instruments & Framework 06 Financial Markets — Money, Capital, Forex 07 Derivatives — Forwards, Futures, Options, Swaps 08 Banking Terms & Ratios — A to Z Glossary 09 Inflation — Types, WPI, CPI, Control 10 Fiscal Policy & Union Budget 2026-27 11 Accounting & Financial Statements 12 Financial Ratios — All Formulas 13 Financial Inclusion & Govt Schemes 14 Digital Payments & FinTech 15 Corporate Governance, Risk Mgmt & Basel
01

Indian Financial System — Structure & Overview

Critical

What is a Financial System?

  • A Financial System is a set of institutions, instruments, markets, and regulations that facilitate the transfer of funds from surplus units (savers) to deficit units (borrowers)
  • Components: Financial Institutions + Financial Markets + Financial Instruments + Financial Services + Regulators

Components of Indian Financial System

ComponentExamplesRole
Financial InstitutionsBanks (SBI, PNB), NBFCs, Insurance Cos, Mutual Funds, Pension FundsIntermediaries between savers & borrowers
Financial MarketsMoney Market, Capital Market, Forex Market, Derivatives MarketPlatform for buying/selling financial instruments
Financial InstrumentsEquity, Bonds, T-Bills, Commercial Paper, Certificates of DepositClaims on future cash flows
Financial ServicesBanking, Insurance, Leasing, Factoring, Mutual Funds, VCServices that facilitate financial transactions
RegulatorsRBI, SEBI, IRDAI, PFRDA, NABARD, NHBSupervise and regulate the system

Financial Regulators in India

RegulatorFull NameRegulatesEstd.
RBIReserve Bank of IndiaBanks, NBFCs, Payment Systems, Money Market, Forex1935
SEBISecurities & Exchange Board of IndiaStock Exchanges, Mutual Funds, FPIs, Credit Rating Agencies1992
IRDAIInsurance Regulatory & Development Authority of IndiaInsurance companies & intermediaries1999
PFRDAPension Fund Regulatory & Development AuthorityNPS, Pension Funds2014
NHBNational Housing BankHousing Finance Companies1988
NABARDNational Bank for Agriculture & Rural DevelopmentCooperative Banks, RRBs, Rural Finance1982
IBBIInsolvency & Bankruptcy Board of IndiaInsolvency resolution process2016
02

Reserve Bank of India — Functions, Structure & Tools

Critical

RBI — Key Facts

DetailInfo
EstablishedApril 1, 1935 (under RBI Act, 1934)
NationalisedJanuary 1, 1949
HeadquartersMumbai (Mint Road)
Current GovernorShri Sanjay Malhotra (since Dec 2025)
Deputy Governors4 (Max)
Regional Offices31 (including sub-offices)
SubsidiariesDICGC, ReBIT, IFTAS

Functions of RBI

  • 1. Monetary Authority: Formulates & implements monetary policy to maintain price stability (inflation target: 4% ± 2%)
  • 2. Issuer of Currency: Sole authority to issue banknotes in India (except ₹1 coin — issued by GoI)
  • 3. Banker to Government: Manages GoI's banking transactions, public debt, issues G-Secs
  • 4. Banker's Bank: Lender of last resort; maintains CRR/SLR; provides clearing house facility
  • 5. Regulator & Supervisor: Regulates banks, NBFCs, payment systems; issues licenses; conducts inspections
  • 6. Foreign Exchange Manager: Manages forex reserves; facilitates external trade; administers FEMA, 1999
  • 7. Developmental Role: Financial inclusion, priority sector lending, KCC, SHG-Bank linkage
  • 8. Payment System Regulator: Operates RTGS, NEFT; regulates UPI, card networks, PPI

RBI's Monetary Policy Instruments — Complete

InstrumentTypeCurrent RateHow It Works
Repo RateQuantitative5.25%Rate at which RBI lends to banks (overnight) against G-Secs. ↑ Repo = ↑ lending rates = tight money
SDF RateQuantitative5.00%Rate at which banks park excess funds with RBI (no collateral needed). Floor of LAF corridor
MSF RateQuantitative5.50%Emergency borrowing rate for banks (can dip into SLR up to 2%). Ceiling of LAF corridor
Bank RateQuantitative5.50%Rate for long-term lending by RBI to banks. Penal rate for SLR/CRR shortfall
Reverse RepoQuantitative3.35%Fixed rate (legacy). Replaced by SDF as floor since April 2022
CRRQuantitative3.00%% of NDTL banks MUST keep with RBI as cash. No interest earned. ↑ CRR = less money to lend
SLRQuantitative18.00%% of NDTL banks MUST invest in G-Secs/Gold/Cash. Ensures solvency. ↑ SLR = less free cash
OMOQuantitativeOpen Market Operations: RBI buys/sells G-Secs to inject/absorb liquidity
MSSQuantitativeMarket Stabilisation Scheme: T-Bills/Bonds issued to absorb excess liquidity
Moral SuasionQualitativeRBI persuades/advises banks verbally (no legal force)
Selective Credit ControlQualitativeMargin requirements, credit rationing for specific sectors
💡 LAF Corridor: SDF (5.00%) ← Repo (5.25%) → MSF (5.50%). The corridor width = 50 bps (25 bps each side). All overnight rates move within this band.
03

Banking System in India — Structure & Types

Critical

Structure of Indian Banking

CategoryTypesKey Details
Scheduled Commercial Banks (SCBs)Public Sector Banks (PSBs)12 PSBs (after mergers). Govt holds ≥51%. E.g., SBI, PNB, BOB
Private Sector BanksE.g., HDFC Bank, ICICI, Axis, Kotak. Growing rapidly
Foreign BanksE.g., Citibank, HSBC, Standard Chartered. Operate as branches/WOS
Small Finance Banks (SFBs)11 SFBs. Must lend 75% to priority sector. Min ₹25 lakh capital
Payments BanksAirtel, Paytm, India Post, Fino, JioMax deposit ₹2 lakh. No lending. Payment services only
Regional Rural Banks (RRBs)43 RRBsShareholding: GoI 50%, State 15%, Sponsor Bank 35%. Rural lending
Cooperative BanksUrban Cooperative Banks (UCBs)Regulated by RBI + State Registrar. Serve urban/semi-urban areas
Rural CooperativesPACS → DCCBs → StCBs (3-tier). Regulated by NABARD + State

Key Banking Terms

TermFull FormMeaning
NDTLNet Demand & Time LiabilitiesTotal deposits (demand + time) minus inter-bank deposits. Base for CRR/SLR calculation
CASACurrent Account Savings AccountLow-cost deposits for banks. Higher CASA ratio = lower cost of funds = higher profitability
NPANon-Performing AssetLoan where interest/principal overdue for >90 days
GNPAGross NPATotal NPAs before provisioning
NNPANet NPAGNPA minus provisions. True measure of asset quality
PSLPriority Sector Lending40% of ANBC must go to agriculture, MSME, education, housing, weaker sections
MCLRMarginal Cost of Funds Based Lending RateInternal benchmark for bank lending rates (since Apr 2016)
EBLRExternal Benchmark Linked Lending RateLinked to Repo Rate / T-Bill / FBIL rate. Mandatory for new retail loans since Oct 2019
Base RateMinimum rate below which banks cannot lend (pre-MCLR system)
DICGCDeposit Insurance & Credit Guarantee Corp.Insures deposits up to ₹5 lakh per depositor per bank
PCAPrompt Corrective ActionRBI framework to restrict weak banks (triggered by NPA/CRAR/ROA thresholds)
CRAR / CARCapital to Risk-weighted Assets RatioMinimum 9% for Indian banks (Basel III). Measures bank solvency
04

Key Financial Institutions — NABARD, SIDBI, EXIM, NHB, NaBFID

Critical
InstitutionFull NameEstd.Function
NABARDNational Bank for Agriculture & Rural Development1982Apex body for rural credit; refinances cooperative banks & RRBs; promotes SHGs, FPOs; regulates rural cooperative banks
SIDBISmall Industries Development Bank of India1990Apex body for MSME sector; provides direct & indirect finance; Fund of Funds for startups
EXIM BankExport-Import Bank of India1982Finances, facilitates & promotes India's international trade; Lines of Credit to foreign govts
NHBNational Housing Bank1988Apex body for housing finance; regulates HFCs; promotes affordable housing
NaBFIDNational Bank for Financing Infrastructure & Development2021Development Finance Institution (DFI) for long-term infrastructure financing
ECGCExport Credit Guarantee Corporation1957Provides credit risk insurance to exporters
MUDRAMicro Units Development & Refinance Agency2015Refinances micro-enterprise loans: Shishu (up to ₹50K), Kishor (₹50K–5L), Tarun (₹5L–10L)
05

Monetary Policy — Framework, MPC & Transmission

Critical

Monetary Policy Framework

  • Flexible Inflation Targeting (FIT) adopted in 2016 under amended RBI Act
  • Inflation Target: 4% CPI ± 2% tolerance band (i.e., 2%–6%)
  • Monetary Policy Committee (MPC): 6 members — 3 from RBI (Governor as Chair, 1 DG, 1 ED) + 3 external members appointed by GoI
  • MPC meets at least 4 times a year (currently meets 6 times — bi-monthly)
  • Decisions by majority vote; Governor has casting vote in case of tie
  • Minutes published 14 days after meeting
  • Current MPC (Feb 2026): Sanjay Malhotra (Chair), Poonam Gupta (DG), Indranil Bhattacharyya (ED), Nagesh Kumar, Saugata Bhattacharya, Ram Singh

Types of Monetary Policy Stance

StanceMeaningSignal
AccommodativeReady to cut rates or keep rates lowGrowth priority; rates may go down, not up
NeutralFlexibility in either directionCan raise or cut rates based on data
Hawkish / TighteningReady to raise ratesInflation priority; rates may go up
Current (Feb 2026)NeutralMPC keeping options open; cumulative 125 bps cut done

Monetary Policy Transmission

  • Transmission = How RBI rate changes flow to actual bank lending/deposit rates
  • Channels: Interest Rate Channel → Credit Channel → Asset Price Channel → Exchange Rate Channel → Expectations Channel
  • EBLR system (since Oct 2019) improved transmission vs MCLR/Base Rate
  • Transmission often incomplete due to banks' CASA ratios, NPA levels, and competition
06

Financial Markets — Money, Capital, Forex & Bond Markets

Critical

Money Market Instruments (Short-term: up to 1 year)

InstrumentIssuerMaturityKey Feature
Treasury Bills (T-Bills)Government of India91 / 182 / 364 daysZero coupon; issued at discount; risk-free; benchmark
Commercial Paper (CP)Corporates7 days – 1 yearUnsecured promissory note; min ₹5 lakh; high credit rating needed
Certificate of Deposit (CD)Banks / FIs7 days – 1 year (banks); 1–3 yrs (FIs)Negotiable term deposit; issued at discount
Call MoneyBanks1 day (overnight)Inter-bank lending; no collateral; rate = call rate
Notice MoneyBanks2–14 daysShort-term inter-bank borrowing
Term MoneyBanks15 days – 1 yearInter-bank term lending
Repo / Reverse RepoRBI / BanksOvernight / TermCollateralized lending using G-Secs
CBLO → TREPSBanks, MFs, InsuranceOvernightTriparty Repo on G-Secs; replaced CBLO in 2018

Capital Market

SegmentTypeExamples
Primary MarketNew issue of securitiesIPO, FPO, Rights Issue, Private Placement, QIP, OFS
Secondary MarketTrading of existing securitiesBSE (1875), NSE (1992) — Sensex, Nifty 50
Equity MarketShares / StocksCommon Stock, Preference Shares, ADR, GDR
Bond / Debt MarketFixed income instrumentsG-Secs, SDL, Corporate Bonds, Municipal Bonds, PSU Bonds

Foreign Exchange (Forex) Market

  • India follows Managed Float exchange rate system (not fully fixed, not fully floating)
  • RBI intervenes to prevent excessive volatility (buys/sells USD)
  • FBIL (Financial Benchmarks India Ltd) publishes daily reference rates
  • Current INR/USD ≈ ₹94.65 (as of March 30, 2026)
  • Key Terms: Spot Rate, Forward Rate, NEER (Nominal Effective Exchange Rate), REER (Real Effective Exchange Rate)
  • Nostro Account: Indian bank's account in foreign bank (in foreign currency)
  • Vostro Account: Foreign bank's account in Indian bank (in INR)
07

Derivatives — Forwards, Futures, Options & Swaps

Medium

What is a Derivative?

  • A Derivative is a financial contract whose value is derived from an underlying asset (stock, bond, commodity, currency, interest rate, index)
  • Used for: Hedging (risk reduction), Speculation (profit from price movement), Arbitrage (risk-free profit from price differences)

Types of Derivatives

TypeDefinitionExchange Traded?ObligationExample
ForwardCustom contract to buy/sell asset at future date at agreed price❌ OTC (Over-the-counter)Both parties obligatedFarmer agrees to sell wheat at ₹2000/quintal after 3 months
FutureStandardised forward contract traded on exchange✅ Exchange (NSE, MCX)Both parties obligatedNifty Futures, Gold Futures
OptionRight (not obligation) to buy/sell asset at strike price✅ Exchange (mostly)Buyer has right; Seller has obligationCall Option (right to buy); Put Option (right to sell)
SwapAgreement to exchange cash flows between two parties❌ OTCBoth parties obligatedInterest Rate Swap (fixed ↔ floating); Currency Swap

Key Options Terminology

  • Call Option: Right to BUY at strike price. Buyer expects price to ↑
  • Put Option: Right to SELL at strike price. Buyer expects price to ↓
  • Strike Price: Pre-agreed price at which the option can be exercised
  • Premium: Price paid by option buyer to the option seller (writer)
  • Expiry Date: Last date to exercise the option
  • In the Money (ITM): Option has intrinsic value (profitable if exercised now)
  • Out of the Money (OTM): No intrinsic value (not profitable if exercised now)
  • At the Money (ATM): Strike price = Current market price
08

Banking & Financial Terms — A to Z Glossary

Must Know
TermDefinition
ANBCAdjusted Net Bank Credit — used to compute Priority Sector Lending targets
ARCAsset Reconstruction Company — buys NPAs from banks at discount & tries to recover
Basel IIIGlobal banking regulation for capital adequacy, stress testing & liquidity (BIS)
CAR/CRARCapital Adequacy Ratio = (Tier 1 + Tier 2 Capital) / Risk Weighted Assets. Min 9% in India
CBDCCentral Bank Digital Currency — Digital Rupee (e₹) launched by RBI in 2022
CET1Common Equity Tier 1 — highest quality capital (equity + retained earnings). Min 5.5%
Core BankingCentralised system allowing customers to access bank from any branch (CBS)
CRILCCentral Repository of Information on Large Credits — RBI database of large borrowers
DRTDebt Recovery Tribunal — adjudicates NPA recovery cases (under RDDBFI Act, 1993)
ECBExternal Commercial Borrowings — loans raised by Indian entities from foreign sources
FCNRForeign Currency Non-Resident Account — term deposit in foreign currency by NRIs
FPIForeign Portfolio Investor — invests in Indian securities market (registered with SEBI)
G-SecGovernment Security — debt instrument issued by GoI/State Govts. Safest Indian investment
IBCInsolvency & Bankruptcy Code, 2016 — unified framework for resolution/liquidation
KYCKnow Your Customer — identity verification process mandated by RBI for all bank accounts
LAFLiquidity Adjustment Facility — RBI's tool to inject/absorb liquidity via repo/reverse repo
LCRLiquidity Coverage Ratio — Min 100%. Bank must hold HQLA to cover 30-day net outflows
NBFCNon-Banking Financial Company — registered under RBI; lends but can't accept demand deposits
NEFTNational Electronic Funds Transfer — 24x7 real-time settlement (since Dec 2019)
NRE AccountNon-Resident External Account — foreign earnings deposited in INR; fully repatriable; tax-free interest
NRO AccountNon-Resident Ordinary Account — Indian income of NRIs in INR; limited repatriation; taxable
NSFRNet Stable Funding Ratio — ensures long-term funding stability. Min 100% (Basel III)
OCAOne-Time Restructuring of Loans — permitted by RBI during crises (e.g., COVID)
PCRProvision Coverage Ratio = Provisions / Gross NPAs × 100. Higher = safer
RTGSReal Time Gross Settlement — large-value (min ₹2 lakh) instant fund transfer; 24x7
SARFAESISecuritisation & Reconstruction of Financial Assets & Enforcement of Security Interest Act, 2002 — lets banks seize collateral without court
SDLState Development Loans — bonds issued by State Governments
SWIFTSociety for Worldwide Interbank Financial Telecommunication — secure global messaging for banks
UPIUnified Payments Interface — real-time mobile payment system by NPCI. India's most used payment method
WACRWeighted Average Call Rate — operating target of monetary policy. Tracks near repo rate
Write-offBank removes bad loan from books (still pursues recovery). Cleans balance sheet, not forgiveness
Yield CurveGraph plotting interest rates vs bond maturity. Normal = upward slope. Inverted = recession signal
09

Inflation — Types, Measurement, CPI, WPI & Control

Critical

What is Inflation?

  • Inflation = Sustained increase in the general price level over time → reduces purchasing power of money
  • Deflation = Sustained decrease in price level | Disinflation = Rate of inflation is decreasing
  • Stagflation = High inflation + Low growth + High unemployment (worst combo)
  • Hyperinflation = Extremely rapid inflation (50%+ per month)

Types of Inflation

TypeCauseExample
Demand-PullToo much money chasing too few goods → excess demandGovt stimulus leading to higher spending
Cost-PushRising input costs → producers pass on to consumersOil price shock → higher transport & production costs
Built-in / Wage-Price SpiralWorkers demand higher wages → firms raise prices → cycle repeatsUnionised sector wage negotiations
StructuralSupply-side bottlenecks (infrastructure, regulation)Food inflation due to poor storage in India

Measurement of Inflation in India

IndexFull NameBase YearPublished ByItemsKey Use
CPIConsumer Price Index2024=100 (new series from Jan 2026)MOSPI (NSO)299 items in 8 groupsRBI's target for monetary policy (4%±2%)
WPIWholesale Price Index2011-12=100DPIIT (Commerce Ministry)697 itemsMeasures producer-level inflation; used for deflator

CPI Components (Weights)

GroupWeight
Food & Beverages~45.86%
Housing~10.07%
Fuel & Light~6.84%
Clothing & Footwear~6.53%
Miscellaneous (Health, Education, Transport)~28.32%
Core InflationCPI minus Food & Fuel — shows underlying price pressure

Current Inflation Numbers (FY 2025-26)

  • CPI Inflation FY26 projected: 2.1% (RBI, Feb 2026 MPC)
  • CPI Nov 2025: 0.7% | CPI Dec 2025: 1.3% (below 2% lower tolerance band)
  • Core inflation (excl. gold): 2.6% — very benign
  • Food group in deflation; precious metals pushing up core

Inflation Control Measures

TypeMeasures
Monetary Policy↑ Repo Rate, ↑ CRR, Sell G-Secs (OMO), ↑ SLR → Tighten money supply
Fiscal Policy↓ Govt spending, ↑ Taxes, ↓ Subsidies → Reduce demand
Supply-sideImport duty cuts, release buffer stocks, improve logistics, ban hoarding
AdministrativeStock limits on essential commodities, price caps, APMC reforms
10

Fiscal Policy & Union Budget 2026-27

Critical

Key Fiscal Terms

TermFormula / Definition
Revenue DeficitRevenue Expenditure − Revenue Receipts (Govt spending more than earning on regular items)
Fiscal DeficitTotal Expenditure − Total Receipts (excl. borrowings) = Total Borrowing Requirement of Govt
Primary DeficitFiscal Deficit − Interest Payments (shows borrowing need excluding past debt servicing)
Revenue ReceiptsTax Revenue + Non-Tax Revenue (don't create liability)
Capital ReceiptsBorrowings + Disinvestment + Loan Recoveries (create liability or reduce assets)
Revenue ExpenditureSalaries, Subsidies, Interest payments, Pensions (don't create assets)
Capital ExpenditureRoads, Bridges, Defence equipment (create assets or reduce liabilities)
FRBM ActFiscal Responsibility & Budget Management Act, 2003 — mandates fiscal discipline

Union Budget 2026-27 — Key Numbers

ParameterFY26 REFY27 BE
Total Expenditure₹49.65 lakh Cr₹53.47 lakh Cr (+7.7%)
Capital Expenditure₹10.96 lakh Cr₹12.22 lakh Cr (+11.5%)
Revenue Expenditure₹38.69 lakh Cr₹41.25 lakh Cr
Fiscal Deficit4.4% of GDP4.3% of GDP
Revenue Deficit1.5% of GDP1.5% of GDP
Gross Tax Revenue₹44.04 lakh Cr
Net Tax Revenue₹26.7 lakh Cr₹28.67 lakh Cr
Gross Borrowing₹17.20 lakh Cr
Debt-to-GDP56.1%55.6% (target: 50±1% by 2030-31)

Budget 2026-27 — Key Highlights

  • Theme: 3 Kartavyas — Sustain Growth, Build Capacity, Sabka Saath Sabka Vikas
  • 7 Manufacturing Sectors: Biopharma, Semiconductors (ISM 2.0), Electronics, Rare Earth, Chemicals, Capital Goods, Textiles
  • ₹10,000 Cr SME Growth Fund for champion MSMEs
  • ₹20,000 Cr for CCUS (Carbon Capture) over 5 years
  • 7 High-Speed Rail corridors announced
  • High Level Committee on Banking for Viksit Bharat
  • New Income Tax Act, 2025 effective from April 1, 2026
  • Collateral-free MSME loans doubled to ₹20 lakh
  • 16th Finance Commission: States' share at 41%
11

Accounting & Financial Statements

Medium

Three Core Financial Statements

StatementShowsPeriod
Balance SheetWhat the company OWNS (Assets) vs OWES (Liabilities) + Owner's EquitySnapshot at a point in time
Profit & Loss (Income Statement)Revenue − Expenses = Net Profit/LossOver a period (quarter/year)
Cash Flow StatementActual cash inflows & outflows from Operating, Investing, Financing activitiesOver a period

Balance Sheet Equation

  • Assets = Liabilities + Shareholders' Equity
  • Assets: Current (Cash, Receivables, Inventory) + Non-Current (Fixed Assets, Intangibles)
  • Liabilities: Current (Payables, Short-term loans) + Non-Current (Long-term debt, Bonds)
  • Equity: Share Capital + Reserves & Surplus + Retained Earnings

Cash Flow Statement — 3 Activities

ActivityIncludesHealthy Sign
Operating (CFO)Cash from core business (sales, expenses, taxes)Positive = business generating cash
Investing (CFI)Capex, asset purchases/sales, investmentsNegative = company investing in growth
Financing (CFF)Debt raised/repaid, equity issued, dividends paidDepends on stage of company
12

Financial Ratios — Complete Formulas

Critical
CategoryRatioFormulaMeaning
ProfitabilityROENet Profit / Shareholders' Equity × 100Return generated on owners' investment
ROANet Profit / Total Assets × 100How efficiently assets generate profit
Net Profit MarginNet Profit / Revenue × 100% of revenue that becomes profit
LiquidityCurrent RatioCurrent Assets / Current LiabilitiesAbility to pay short-term obligations. Ideal: >2
Quick Ratio(Current Assets − Inventory) / Current LiabilitiesStricter liquidity test. Ideal: >1
Cash RatioCash / Current LiabilitiesMost conservative liquidity measure
LeverageDebt-to-EquityTotal Debt / Shareholders' EquityHow much debt vs equity. Lower = safer
Interest CoverageEBIT / Interest ExpenseAbility to pay interest. Higher = better
EfficiencyInventory TurnoverCOGS / Average InventoryHow fast inventory is sold. Higher = better
Debtor Days(Receivables / Revenue) × 365Days to collect payment from customers
Creditor Days(Payables / COGS) × 365Days to pay suppliers
Banking-SpecificNIM(Interest Income − Interest Expense) / Avg Earning AssetsNet Interest Margin — bank's core profitability
CAR/CRAR(Tier 1 + Tier 2 Capital) / Risk-Weighted AssetsCapital Adequacy Ratio. Min 9% in India
13

Financial Inclusion — Schemes & Concepts

Critical
SchemeYearKey Feature
PM Jan Dhan Yojana (PMJDY)2014Zero-balance bank account for every unbanked adult; RuPay Debit Card; ₹2 lakh accident insurance; overdraft up to ₹10,000
PM Jeevan Jyoti Bima (PMJJBY)2015Life insurance of ₹2 lakh; premium ₹436/year; age 18–50
PM Suraksha Bima (PMSBY)2015Accident insurance ₹2 lakh; premium ₹20/year; age 18–70
Atal Pension Yojana (APY)2015Guaranteed pension ₹1000–5000/month after 60; for unorganised sector
PM MUDRA Yojana2015Collateral-free loans to micro enterprises: Shishu (≤₹50K), Kishor (₹50K–5L), Tarun (₹5L–10L)
Stand-Up India2016₹10L–1Cr loans for SC/ST/Women entrepreneurs; at least 1 per bank branch
Kisan Credit Card (KCC)1998Credit facility for farmers for crops, post-harvest, allied activities; interest subvention @2%
SHG-Bank Linkage1992Self-Help Groups linked to banks via NABARD; largest microfinance programme globally
Direct Benefit Transfer (DBT)2013Subsidies/benefits transferred directly to Jan Dhan accounts via Aadhaar; eliminates middlemen
JAM TrinityJan Dhan + Aadhaar + Mobile — backbone of financial inclusion in India
Ayushman Bharat (PM-JAY)2018Health insurance ₹5 lakh/family/year for bottom 40% families; extended to all 70+ citizens
14

Digital Payments & FinTech

Critical
SystemOperatorFeature
UPINPCIReal-time mobile payments via VPA; 24x7; inter-bank; India's #1 payment system. Now available in 8+ countries
RTGSRBIReal Time Gross Settlement; min ₹2 lakh; 24x7 since Dec 2020; for large-value transactions
NEFTRBINational Electronic Funds Transfer; 24x7 since Dec 2019; no minimum amount; batch processing
IMPSNPCIImmediate Payment Service; 24x7; up to ₹5 lakh; real-time
NACHNPCINational Automated Clearing House; bulk payments (salaries, dividends, EMIs)
BBPSNPCIBharat Bill Payment System; one-stop bill payment for utilities, insurance, etc.
FASTagNPCI/NHAIRFID-based electronic toll collection; mandatory on all 4-wheelers
e₹ (Digital Rupee / CBDC)RBICentral Bank Digital Currency; pilot launched Dec 2022; Wholesale (e₹-W) + Retail (e₹-R)
e-RUPINPCIPrepaid digital voucher; cashless, contactless; person & purpose specific; no bank account needed
RuPayNPCIIndia's domestic card payment network; alternative to Visa/Mastercard; lower MDR
AEPSNPCIAadhaar Enabled Payment System; biometric-based banking at micro-ATMs
💡 NPCI (National Payments Corporation of India) — umbrella org for all retail payment systems in India. Set up by RBI and IBA in 2008.
15

Corporate Governance, Risk Management & Basel Norms

Medium-High

Corporate Governance in Banking

  • Definition: System of rules, practices & processes by which a company is directed & controlled
  • Key Principles: Transparency, Accountability, Fairness, Responsibility, Independence
  • Board Committees (mandatory for banks): Audit Committee, Nomination & Remuneration Committee, Risk Management Committee, Stakeholders Relationship Committee, CSR Committee
  • Fit & Proper Criteria: RBI's guidelines for directors of banks — integrity, expertise, financial soundness
  • Key Regulations: Companies Act 2013, SEBI LODR, RBI Governance Guidelines, Basel Committee guidelines

Types of Financial Risks

RiskDefinitionManagement Tool
Credit RiskBorrower fails to repay loan/interestCredit scoring, collateral, provisioning, diversification
Market RiskLosses from changes in market prices (interest rates, equity, forex)VaR, hedging with derivatives, duration management
Liquidity RiskInability to meet short-term obligationsLCR, NSFR, diversified funding, contingency plans
Operational RiskLosses from failed internal processes, people, systems, or external eventsInternal controls, BCP, cyber security, audit
Interest Rate RiskMismatch between rate-sensitive assets & liabilitiesALM (Asset-Liability Management), gap analysis
Systemic RiskFailure of one institution triggers cascading failures across systemD-SIBs regulation, resolution frameworks

Basel Norms — Evolution

FrameworkYearFocusKey Feature
Basel I1988Credit Risk onlyMin CAR = 8%. Simple risk-weight approach
Basel II20043 PillarsPillar 1: Min Capital | Pillar 2: Supervisory Review | Pillar 3: Market Discipline
Basel III2010 (post-GFC)Quality of Capital + LiquidityHigher CET1, Capital Conservation Buffer, Countercyclical Buffer, LCR, NSFR, Leverage Ratio

Basel III Capital Requirements (India)

ComponentMinimum Requirement
CET1 (Common Equity Tier 1)5.5% of RWA
Additional Tier 11.5%
Total Tier 17.0%
Tier 22.0%
Minimum CAR9.0% (India) vs 8% (global)
Capital Conservation Buffer (CCB)2.5%
Effective Total with CCB11.5%
D-SIB Surcharge (for SBI etc.)+0.2% to +0.8%

Basel III Liquidity Ratios

RatioFormulaMinimumPurpose
LCRHQLA / Total Net Cash Outflows (30 days)100%Survive 30-day liquidity stress
NSFRAvailable Stable Funding / Required Stable Funding100%Long-term funding stability (1 year horizon)
Leverage RatioTier 1 Capital / Total Exposure3.5% (India)Cap on excessive leverage regardless of risk weights

CAMELS Rating System

  • C — Capital Adequacy (CAR, Tier 1, Leverage)
  • A — Asset Quality (NPA ratio, provision coverage)
  • M — Management Quality (governance, compliance, strategy)
  • E — Earnings (ROA, ROE, NIM, cost-to-income)
  • L — Liquidity (LCR, NSFR, CASA ratio)
  • S — Sensitivity to Market Risk (interest rate, forex exposure)
  • Rating 1 (Strong) to 5 (Unsatisfactory). Used by RBI for supervisory assessment.