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Chapter 2Banking, credit, and EMIs

Account types and the right one for you

In this chapter: Savings, current, salary, and zero-balance accounts · Sweep-in FDs and the auto-conversion options · Interest payment, TDS on FD interest, and the 80TTA deduction

~3 min readLayer 1 · Financial LiteracyFree
Foundation

Savings accounts are for individuals; current accounts for businesses (no interest). Salary accounts are zero-balance variants that banks offer to companies as a perk. Beyond the basic types, look at sweep-in features — your savings beyond a threshold automatically becomes a short FD earning higher interest, and gets pulled back if you need it. This is the simplest cash-management upgrade most people never use.

Deep Dive

Savings interest above ₹10,000 per year is taxable under Section 80TTA (₹50,000 for senior citizens under 80TTB). FD interest is fully taxable as "income from other sources" and TDS at 10% kicks in once interest crosses ₹40,000 per year (₹50,000 for seniors). Submit Form 15G/15H if your total income is below the basic exemption, and the bank will not deduct TDS. The TDS is recoverable but eats into your liquidity; it is far better to avoid it where you legally can.

Advanced

The most underused feature is the linked-FD overdraft: pledge your FD to the bank and borrow up to 90% of its value, paying ~1% over the FD rate. This is cheaper than every other consumer loan in India, never reports as a separate liability on credit reports if structured correctly, and is the right tool for short emergencies — far cheaper than a personal loan or credit-card revolve.

Educational purposes only. The numbers, returns, and examples used in this lesson are illustrative. Past performance does not guarantee future results. Mutual fund and securities investments are subject to market risks. This lesson is not investment advice; for advice tailored to your circumstances, consult a SEBI-registered Investment Adviser. Read our full disclaimer.