Rohan Sharma (Founder Professional Training Academy) Qualification :(ACS, CFP, CMT Coach and SEBI – Registered Research Analyst, Investment Advisor) Specialization: Technical Analyst, Option Strategy Analyst, Portfolio Management. Experience: 11 Years . He is Successfully running Training Academy in the Field of Financial Markets from last 11 years . Also get specialization in Equity, Commodity, Currency, Derivatives, Option strategies, Portfolio management Services & about the working in broking houses and also ascertain the requirement of corporate broking houses from their employees. He has promoted the Professional Training Academy to create a strong knowledge platform for individuals who are inclined towards getting an in-depth knowledge & start career in Capital Market. Now he becomes resource person of NSE, FPSB India, and Morgan International & IIBF. He also becomes member of analyst panel of Zee Business & CNBC TV Awaaz . For Download Free E-Book Now visit us :- http://www.ptaindia.com/basic-of-financial-market/ finance courses, online finance courses, introduction to finance, financial markets for dummies, financial trading courses, learn finance, finance for beginners, learn finance online, study finance online, finance courses for beginners, courses in finance a, online finance courses for beginners, financial markets course, basic finance course, finance lessons, financial planning for beginners, basics of financial markets, intro to finance, introduction to financial markets, introduction to finance online course, financial investing for dummies, financial markets for beginners, basic finance, learn finance basics, finance certification courses, financial investing for beginners, financial markets online course, basic finance knowledge, finance books, finance basics for beginners, learn about financial markets, learn finance and investing, finance learning websites, learning finance for beginners, learn financial planning for beginners, financial trading courses online, investing and financial markets, finance and financial markets, understanding financial markets, basic finance course online, finance and investing for dummies, risk management in financial markets, finance guide for beginners, understanding financial markets for dummies, introduction to financial markets course, basic finance topics, fundamentals of financial markets, financial advice for beginners, finance concepts for beginners, fundamentals of finance and accounting, an introduction to financial markets and institutions, financial terms for beginners, different financial markets, intro to financial markets, best way to learn finance, basic knowledge of financial markets, introduction to financial markets and institutions, basic finance for dummies, an introduction to trading in the financial markets, financial investment basics, financial markets and products, financial statements for beginners, finance knowledge for beginners, understanding finance

1. Types of
Investment

2. Physical Asset V/s Financial Asset
Physical or Non Financial Asset are tangible
assets and can be seen and touched, with a
very identifiable physical presence.
Examples of such physical assets include land,
buildings, machinery, plant, tools, equipment,
vehicles, gold, silver, or any other form of tangible
economic resource.

3. Physical Asset V/s Financial Asset
Financial assets are intangible, meaning that they
cannot be seen or felt and may not have a
physical presence except for the existence of a
document that represents the ownership interest
held in the asset.
Financial assets include stocks, bonds, funds held
in a bank, investments, accounts receivable,
company goodwill, copyrights, patents, etc.

4. Physical Asset V/s Financial Asset
Physical Assets
• Tangible
• Physical Existence &
Identified
• They have Intrinsic Value
• Depreciation , Repair &
Wear & Tear Applicable
Financial Assets
• Intangible
• Existence in Documents
• No Intrinsic Value
• No Depreciation , Repair
& Wear & Tear Applicable

5. Fixed Income Asset V/s Risk Based Financial Asset
•A fixed-income security is an investment that
provides a return in the form of fixed periodic
interest payments and the eventual return of
principal at maturity.
•Fixed-Income securities are debt instruments
that pay a fixed amount of interest—in the
form of coupon payments—to investors.

6. Fixed Income Asset V/s Risk Based Financial Asset
Example of Fixed Income Instruments are:
- Treasury Bills
- Certificate of Deposits
- Term Deposits by Banks
- Bonds & Debentures
- Fixed Deposits

7. Fixed Income Asset V/s Risk Based Financial Asset
• A risk asset is any asset that carries a
degree of risk.
•Risk asset generally refers to assets that
have a significant degree of price volatility
•Example of Risk Asset such as equities,
commodities, high-yield bonds, real estate
and currencies.

8. Fixed Income Asset V/s Risk Based Financial Asset
Basis Fixed Income Risk Based
Instruments Short term debt instruments
such as T-bills, trade bills
reports, commercial paper
and certificate of deposit
Equity shares, debentures,
bonds and preference shares
etc.
Duration Instruments usually have a
maximum tenure of one year
and may even be issued for a
single day.
Deals in medium and long
term securities such as
equity share and debentures

9. Fixed Income Asset V/s Risk Based Financial Asset
Basis Fixed Income Risk Based
Liquidity Higher Liquidity as RBI Ensure
for Greater Liquidity .
Difficult to find a buyer
sometimes with the
fluctuations of the stock market
Safety Minimum risk and are
safer since the issuers mostly
are the agencies of the
Government
Riskier because of the
long duration and may be the
issuing companies fail to
perform as per the projection
shown during issue

10. Fixed Income Asset V/s Risk Based Financial Asset
Basis Fixed Income Risk Based
Expected
return
Less High for long duration
earnings are through dividend
and bonus shares.
Participant Institutional participants
like RBI, banks, financial
institutions and finance
companies.
Financial institutions, banks,
corporate entities, foreign
investors and ordinary
retail investors from the
members of the public.