JAIIB · RBWM

HOUSING FINANCE & TAX PLANNING & MORTGAGE ADVICE

Chapter notes, video classes, MCQ practice tests and quick-revision one-liners for Retail Banking and Wealth Management — JAIIB.

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Q

What is the maximum loan-to-value (LTV) ratio permitted by RBI for home loans above Rs. 75 lakh?

A

RBI mandates a maximum LTV of 75% for home loans above Rs. 75 lakh, meaning the borrower must contribute at least 25% as down payment.

Q

What is the maximum LTV ratio for home loans between Rs. 30 lakh and Rs. 75 lakh as per RBI guidelines?

A

LTV ratio can be up to 80 percent for this range.

Q

Under Section 24(b) of the Income Tax Act, what is the maximum deduction allowed on interest paid on a home loan for a self-occupied property?

A

A deduction of up to Rs. 2 lakh per annum is allowed on interest paid on a housing loan for a self-occupied property under Section 24(b).

Q

What is a 'moratorium period' in the context of a housing loan?

A

Period during which no EMI repayment is required by the borrower.

Q

What is an Equated Monthly Instalment (EMI) in the context of housing finance?

A

An EMI is a fixed monthly payment made by a borrower to repay a housing loan, comprising both principal and interest components calculated over the loan tenure.

Q

What is the maximum tenure generally offered for housing loans by banks in India?

A

Maximum tenure is generally up to 30 years.

Q

Under Section 80C of the Income Tax Act, what is the maximum deduction available for repayment of housing loan principal?

A

A deduction of up to Rs. 1.5 lakh per annum is available for repayment of the principal component of a housing loan under Section 80C.

Q

What is a 'Step-Up EMI' housing loan scheme?

A

EMI starts low and increases gradually with borrower's income growth.

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