44 terms explained

Finance & AI Glossary

Money and AI are full of jargon. Here every key term is defined in plain English — short enough to grasp in seconds, with a real example so it actually sticks.

Investing

20 terms

Funds, returns and the building blocks of growing your money.

SIP

A Systematic Investment Plan (SIP) is a way to invest a fixed amount in a mutual fund at regular intervals, usually monthly, instead of a lump sum.

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Mutual Fund

A mutual fund pools money from many investors and a professional manager invests it across stocks, bonds or other assets on their behalf.

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PPF

The Public Provident Fund (PPF) is a government-backed savings scheme with a 15-year lock-in, tax-free interest and Section 80C tax deductions.

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NPS

The National Pension System (NPS) is a government retirement scheme where you invest during your career to build a pension, with extra tax benefits.

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EPF

The Employees' Provident Fund (EPF) is a retirement scheme where you and your employer each contribute 12% of your basic salary every month.

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ELSS

An ELSS is a tax-saving equity mutual fund that qualifies for Section 80C and has just a three-year lock-in, the shortest of any 80C option.

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NAV

Net Asset Value (NAV) is the per-unit price of a mutual fund: its total assets minus liabilities, divided by the number of units outstanding.

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ETF

An Exchange-Traded Fund (ETF) is a basket of securities, often tracking an index, that trades on a stock exchange like a single share at low cost.

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Index Fund

An index fund is a mutual fund that passively tracks a market index like the Nifty 50, aiming to match the market's return at a very low cost.

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Compound Interest

Compound interest is interest earned on both your original money and the interest it has already earned, making savings grow faster over time.

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Inflation

Inflation is the gradual rise in prices over time, which reduces the purchasing power of money, so the same amount buys less in the future.

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CAGR

CAGR (Compound Annual Growth Rate) is the smoothed average yearly return of an investment over a period, as if it grew at a steady rate each year.

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XIRR

XIRR is the annualised return of an investment when money goes in and out on irregular dates, such as a SIP with many monthly instalments.

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IPO

An IPO (Initial Public Offering) is the first time a private company sells shares to the public and lists on a stock exchange.

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Dividend

A dividend is a share of a company's profits paid out to its shareholders, usually in cash, as a reward for owning the stock.

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Expense Ratio

The expense ratio is the annual fee a mutual fund or ETF charges to manage your money, shown as a percentage of your investment.

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Lumpsum

A lumpsum investment is a one-time deposit of a large amount, as opposed to spreading it out through regular instalments like a SIP.

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SWP

A Systematic Withdrawal Plan (SWP) lets you withdraw a fixed amount from a mutual fund at regular intervals while the rest stays invested.

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Rupee Cost Averaging

Rupee cost averaging is the effect of investing a fixed amount regularly, buying more units when prices are low and fewer when they are high.

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Diversification

Diversification means spreading money across different investments so a loss in any one of them has only a limited impact on your portfolio.

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Tax

5 terms

Deductions, indirect taxes and what the taxman actually takes.

Credit

2 terms

Scores and the numbers lenders judge you by.

Banking

7 terms

Deposits, loans, insurance and everyday money.

AI

10 terms

The language of artificial intelligence, explained simply.

Artificial Intelligence

Artificial Intelligence (AI) is the field of building computer systems that can perform tasks that normally require human intelligence.

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Machine Learning

Machine learning is a branch of AI where computers learn to make predictions from data and examples, rather than following fixed programmed rules.

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Large Language Model (LLM)

A Large Language Model (LLM) is an AI trained on massive amounts of text to understand and generate human-like language, like ChatGPT and Claude.

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Generative AI

Generative AI is artificial intelligence that creates new content — text, images, audio, video or code — rather than just analysing existing data.

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Prompt

A prompt is the instruction or question you give an AI tool; its clarity and detail strongly shape the quality of the response you get back.

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Token

A token is a small chunk of text — a word or part of a word — that an AI language model reads and generates. Models measure their work in tokens.

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Hallucination

In AI, a hallucination is when a language model produces information that sounds confident and plausible but is actually false or made up.

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Prompt Engineering

Prompt engineering is the skill of writing clear, well-structured instructions for AI tools so they return more accurate and useful results.

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Neural Network

A neural network is a computing system loosely inspired by the brain, using layers of connected nodes to learn patterns in data — the basis of modern AI.

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AI Agent

An AI agent is an AI that takes actions to complete a goal on its own — planning steps and using tools — rather than just answering one question.

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A note on accuracy:these definitions are for general education, not personalised financial or tax advice. Figures are illustrative and rules can change — confirm anything that affects a real decision.