Amortization

The process of paying off a loan over time through scheduled EMIs.

Balloon Payment

A large lump-sum payment due at the end of some loan structures.

Capital Gain

Profit earned from selling an asset for more than its purchase price.

Credit Utilization

Portion of available credit currently being used; affects credit score.

Debt-to-Income Ratio

Total monthly debt payments divided by monthly income.

Escrow

Funds held by a third party until conditions of an agreement are met.

Fixed Deposit

A bank deposit locked for a tenure at a predetermined interest rate.

Grace Period

Time after a due date when payment can be made without penalty/interest in some products.

Hedging

Strategies used to reduce risk from price or market movements.

Index Fund

A mutual fund/ETF designed to track a market index.

Joint Account

A bank account shared by two or more people.

Liquidity

How quickly an asset can be converted to cash without large loss.

Moratorium

A temporary pause on loan repayments under specific conditions.

Nominal Interest Rate

Stated interest rate before adjusting for inflation or fees.

Overdraft

Spending more than the available account balance, usually with fees/interest.

Portfolio

A collection of investments held by an individual or institution.

Recession

A significant decline in economic activity across the economy.

Refinance

Replacing an existing loan with a new one, often for better terms.

Take-Home Pay

Net salary received after deductions like tax and PF.

Underwriting

Process lenders use to evaluate risk before approving a loan.

Volatility

How much an investment’s price fluctuates over time.

Yield

Income return on an investment, such as interest or dividends.

Budget

A plan for how you will spend and save income over a period.

Cash Flow

Money moving in (income) and out (expenses) over time.

Asset

Something you own that has value.

Liability

Money you owe — loans, credit cards, EMIs.

Net Worth

Assets minus liabilities.

Inflation

Rising prices that reduce purchasing power over time.

SIP

Systematic Investment Plan — invest a fixed amount regularly in mutual funds.

EMI

Equated Monthly Installment for loan repayment.

ROI

Return on Investment — gain or loss relative to amount invested.

Credit Score

A number summarizing credit history used by lenders.

Mutual Fund

A pooled investment vehicle managed professionally.

ETF

Exchange-Traded Fund that trades like a stock.

Diversification

Spreading investments to reduce concentration risk.

Emergency Fund

Cash reserve for unexpected expenses.

APR

Annual Percentage Rate — yearly cost of borrowing.

Principal

Original loan or investment amount.

Compound Interest

Interest earned on both principal and accumulated interest.

Fixed Expense

Regular costs that stay mostly stable (rent, EMI).

Variable Expense

Costs that change month to month (food, fuel).

Savings Rate

Percentage of income saved or invested.

How to use this glossary for better money decisions

Search terms when you read bank offers, loan documents, or investment pages. Understanding EMI, SIP, APR, net worth, and inflation helps you avoid costly confusion. Explore related guides in the Learn hub.

Frequently asked questions

Why learn finance terms?

Clear vocabulary helps you compare loans, investments, and budgets without depending only on sales pitches.

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