The map

Every idea, grouped by the question it answers. The arrows under each one show where it leads — follow them to see how the whole system connects. Tap any title for the full explainer.

How does a bank actually make money?

CASA vs term deposits

Cheap current/savings money versus pricey fixed deposits — a cheaper deposit mix means fatter margins.

Cost of funds

The blended average rate a bank pays on all its money — its purchase price for the cash it lends out.

Net Interest Income (NII)

The actual rupee profit from lending — interest earned minus interest paid.

Net Interest Margin (NIM)

The gap between what a bank earns on loans and pays for funds, as a % of its assets — the spread engine in one number.

Why branches push CASA

CASA = current + savings accounts, the cheapest money a bank can raise; branches chase it because every rupee lowers cost of funds and widens margin.

Yield on advances

The blended rate a bank earns across its whole loan book — money's selling price.

What happens when RBI moves rates?

CRR (Cash Reserve Ratio)

The slice of every deposit a bank must park at RBI as cash, earning nothing.

Rate transmission (repo → your EMI)

How an RBI rate cut reaches a customer's EMI — fast on EBLR loans, slow on MCLR.

RBI & the repo rate

The rate RBI charges banks to borrow overnight — the price every other rate is built on.

SLR (Statutory Liquidity Ratio)

The slice of deposits a bank must hold in government bonds instead of lending out.

How does a loan go bad?

Asset classification (standard → loss)

Once a loan turns NPA it's graded down: standard → sub-standard → doubtful → loss.

IRAC norms

RBI's uniform rulebook for when banks must stop booking interest on bad loans and provide.

Provisioning

Profit set aside to cover a bad loan — taken now, long before any write-off.

SMA stress buckets (SMA-0/1/2)

Early-warning buckets — SMA-0/1/2 — that flag a loan sliding toward the 90-day NPA line.

What an NPA is (the 90-day rule)

A loan turns NPA when interest or principal goes unpaid for more than 90 days.

How is a bank judged?

Capital adequacy (CRAR)

The bank's own capital measured against its risk-weighted assets — the cushion before depositors are touched.

CASA ratio

The share of a bank's deposits sitting in current and savings accounts — higher means cheaper funding and a stronger margin.

Cost-to-income ratio

Operating costs as a share of income — what running the bank eats per rupee earned.

Gross & Net NPA ratio

Bad loans as a share of all loans — gross before provisions, net after.

Provision Coverage Ratio (PCR)

The share of a bank's bad loans it has already set aside provisions against.

ROA / ROE

Profit measured against the bank's assets, and against shareholders' money.