JAIIB · PPB

PERSONAL FINANCE

Chapter notes, video classes, MCQ practice tests and quick-revision one-liners for Principles and Practices of Banking — JAIIB.

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Q

What is personal finance in the context of banking?

A

Personal finance refers to the management of an individual's financial resources including income, expenses, savings, investments, and borrowing to meet personal financial goals.

Q

What is a consumer durable loan and what assets are typically financed under it?

A

Loan for electronics, appliances, and household durables financed by banks.

Q

Which RBI guidelines govern personal loans offered by banks in India?

A

Personal loans are governed by RBI's Fair Practices Code, KYC/AML guidelines, and individual bank credit policies under the overall supervisory framework of the Banking Regulation Act, 1949.

Q

What is a moratorium period in the context of personal loans?

A

Grace period during which no EMI repayment is required by borrower.

Q

What is the difference between a secured and unsecured personal loan?

A

A secured personal loan is backed by collateral such as property or fixed deposits, while an unsecured personal loan is granted solely on the borrower's creditworthiness without any security.

Q

What is a co-applicant in a personal loan or home loan arrangement?

A

Additional borrower who shares loan liability and improves loan eligibility.

Q

What does CIBIL score signify in personal finance?

A

CIBIL score is a three-digit credit score ranging from 300 to 900 that reflects an individual's credit history and repayment behaviour; a score above 750 is generally considered good by banks for loan eligibility.

Q

What is a guarantor and what is his liability in a personal loan?

A

Third party who undertakes repayment if primary borrower defaults on loan.

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