What all we can do with $100?

MS Excel File

What do we do with our money?
Numbered item = Classification
Non-numbered item = Basis of classification
SN Option Types Sub-type Sub-sub-type Sub-sub-sub type
1 Consume
1 Basic
2 Luxury
2 Save
1 Keep with oneself
1 Inflation ignored
2 Cash level
3 Piggy Bank
2 Keep with debtor
1 Keep with bank
1 Savings account
2 Current account
3 Fixed deposit
4 Recurring deposit
2 Keep in bonds
1 Government Bonds
2 Corporate Bonds
3 Institutional Bonds (Banks and BFSI)
4 Junk Bonds
5 Tax Saving bond
6 Zero – coupon bonds
Period
1 MIP Monthly income
2 SIP Systematic investment
3 Short-term
4 Long-term
3 Personal loan to someone
Objective
1 Personal
2 Business
3 Home
4 Vehicle
5 Education
6 Gold
7 Agriculture
Security
1 Secured
2 Unsecured
Security instrucments
1 Against insurance policy
2 Bank FD
3 Overdraft (loan by bank)
4 Cash Credit CC
5 Against shares
6 Against MF
4 Debentures
1 Redeemable
2 Irredimable
3 Convertible
4 Non-convertible
5 Fully convertible
6 Partially convertible
3 Keep in Business
1 Indirect investment
1 Stocks
2 IPO
3 Derivatives
2 Direction Investment
1 In Assets
1 Real estate
2 Gold
3 Trading
1 Agent
2 Commodity trading
1 Wholesaler
2 Channel partner
3 Retailer
4 External Trade
1 Importing
2 Exporting
5 Type of compay
1 Proprietorshhip
2 Partnership
3 LLP
4 Company
Activity
1 Manufacturing
2 Service
3 NBFC
4 Non-profit
5 Producer
Liability
1 Limited
1 Shares
2 Guarantee
3 Both
2 Unlimited
Govt
1 Public
1 Credit risk
2 Currency risk
3 Inflation risk
2 Private
Listing
1 Listed
2 Unlisted
Freedom
1 Holding
2 Subsidiary
Nationality
1 Local
2 Foreign
3 MNC
4 Insurance
1 Personal
1 Life
2 General
2 Corporate
1 Employee life
2 Assets
3 Legally mandated
1 Public Liability
2 Third Patry
1 Contractually Mandated
1 ALOP
2 Workman Compensation
5 Foreign Exchange
1 Real Market
2 Derivative market
6 Postal deposits
7 Mutual Funds – Asset Class
1 Equity
2 Debt
3 Mixed
4 Balanced
Structure
1 Open ended
2 Close ended
3 Interval
Objective
1 Growth
2 Income
3 Liquid
4 Tax-saving ELSS
5 Capital projection
6 Fixed maturity
7 Pension funds
Speciality
1 Sector
2 Index
3 Fund of funds
4 Emerging market
5 International
6 Global
7 Real Estate
8 Commodity focused stock
9 Market neutral
10 Leveraged fund
11 Asset allocation
12 Gift
13 Exchange Traded Funds ETF
14 Risky
15 Low risk
8 PF
1 PF
2 EPF
9 Pension
Govt
1 Public
2 Private
Openess
1 Closed pension fund
2 Open pension fund
10 Trust
1 Private
2 Public
1 Charitable
2 Religious
3 revocable
4 Irrevocable
5 Asset protection
6 Constructive trusts
7 Special need trust
8 Spend-thrift trust
9 Taxable
10 Tax-bypass trust
11 Totten Trust
11 NGO
1 Orientation’
1 Charitable
2 Service
3 Participatory
4 Empowerment
2 Co-operation level
1 communal
2 city
3 International
3 Structure
1 Trust
2 Soceity
3 NPCompany
13 Types of companies
Incorporation
Chartered
Registered
Basis of liability
1 Liimited by shares
2 limited by guarantee
3 Unlimited
Statutory
Mnumber of members
1 Public
2 Private
Domicile
1 Foreign
2 Indian
Miscellaneous
1 PSU
2 One Man
Holding
1 Holding
2 Subsidiary
14 Microfinance
15 Society
1 Agri marketing
2 Consumer
3 Cooperative Bank
4 Central Bak
5 Crop-protection
6 Farming
7 General
8 Housing
9 Federal
10 Irrigation
11 Process
12 Producers
13 Resource
14 Apex
16 Types of shares
1 Rights shares
2 Bonus shares
3 Preference shares
4 Sweat equity share
5 New issue
6 Differential voting
18 Forex Market
1 Spot trade
2 Arbitrage
17 Foreign currency derivative investment
1 Forward contract
2 Future Contracts
1 Commodity
2 Currency
3 Interest rate
4 Stock index future
5 Individual stock future
3 Options
1 Call
2 Put
4 Swaps
1 Interest rate
2 Currency
5 Hybrid derivatives
18 Non-currency Derivatives
1 Forward contract
2 Future Contracts
1 Commodity
2 Interest rate
3 Stock index future
4 Individual stock future
3 Options
1 Call
2 Put
4 Swaps
1 Interest rate
2 Currency
5 Hybrid derivatives
21 Purchase of assets
1 Precious metals
2 Long-term asset
3 Short-term asset
22 Redemption
1 Repayment of loan
2 Payment of interest
3 Redemption from liability
  23 Bonds 1 Principle  
        1 At Par
        2 Discounted
      2 Maturity  
      3 Fixed, variable rate  
      4 Yield  
      5 Credit quality  
      6 Market price  
      7 Currency  
      8 Direct Participation  
      9 Convertible  
    Investment type      
      1 Liquid  
      2 Illiquid  
    Term      
      1 Short-term  
      2 Medium-term  
      3 Long-term  

 

 

 

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