Part 1: Financial Education Booklet Topics Chapter 1: Introduction to Financial Literacy and Personal Finance Management
Chapter 1: Introduction to Financial Literacy and Personal Finance Management Overview and Significance of Financial Lit...
SEBI Investor Awareness Mock Tests Study Notes
Revision notes and study material for SEBI Investor Awareness Mock Tests exam preparation.
14 Sep 2026
• SEBI Investor Awareness Mock Tests
14 Sep 2026
• SEBI Investor Awareness Mock Tests
Chapter 2: Key Concepts in Personal Finance (Part 1 of 2)
Chapter 2: Key Concepts in Personal Finance (Part 1 of 2) Developing a strong foundation in personal finance is essentia...
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• SEBI Investor Awareness Mock Tests
Chapter 2: Key Concepts in Personal Finance (Part 2 of 2)
Chapter 2: Key Concepts in Personal Finance (Part 2 of 2) Understanding advanced personal finance principles—such as the...
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Chapter 3: Financial Planning – Comprehensive Study Notes (Part 1)
Chapter 3: Financial Planning – Comprehensive Study Notes (Part 1) 1. Introduction to Financial Planning 1.1 Definiti...
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Chapter 3: Financial Planning – Comprehensive Study Notes (Part 2)
Chapter 3: Financial Planning – Comprehensive Study Notes (Part 2) 1. Five-Step Approach to Achieve Financial Goals (...
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Chapter 4: Savings Related Products (Part 1)
Chapter 4: Savings Related Products (Part 1) 1. Introduction to Savings Products & Risks of Cash Overview of Savings...
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Chapter 4: Savings Related Products (Part 2)
Chapter 4: Savings Related Products (Part 2) 1. New Categories of Banks & Business Correspondents To deepen financia...
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Chapter 5 – Investment in Securities Market (Part 1 of 3)
Chapter 5 – Investment in Securities Market (Part 1 of 3) 1. Overview of Securities Market & Types of Investment...
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Chapter 5 – Investment in Securities Market (Part 2 of 3)
Chapter 5 – Investment in Securities Market (Part 2 of 3) 1. Trading Days & Settlement Mechanics Trading on recog...
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Chapter 5 – Investment in Securities Market (Part 3 of 3)
Chapter 5 – Investment in Securities Market (Part 3 of 3) 1. Commodity Derivatives Market & Price Risk Commoditie...
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Chapter 6: Insurance Related Products
Chapter 6: Insurance Related Products Comprehensive Guide to Insurance Related Products 1. Overview and Fundamental Conc...
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Chapter 7: Pension, Retirement, and Estate Planning — Part 1 Short Notes
Chapter 7: Pension, Retirement, and Estate Planning — Part 1 Short Notes 1. Pension Services and Senior Citizen Banking...
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Chapter 7: Pension, Retirement, and Estate Planning — Part 2 Short Notes
Chapter 7: Pension, Retirement, and Estate Planning — Part 2 Short Notes 1. Retirement Planning Principles and Strategie...
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Chapter 8 – Borrowing-Related Products
SEBI Guide to Borrowing-Related Products: Comprehensive Study Notes & Personal Finance Guide 1. Overview of Borrowin...
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Chapter 9: Government Schemes for Various Savings & Investment Options (Part 1)
Chapter 9: Government Schemes for Various Savings & Investment Options (Part 1) The Government of India offers multi...
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Chapter 9: Government Schemes for Various Savings & Investment Options (Part 2)
Chapter 9: Government Schemes for Various Savings & Investment Options (Part 2) Section C: Other Savings & Tax-S...
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Chapter 10: Tax Saving Options
Chapter 10: Tax Saving Options 1. Overview of Income Tax & Legal Framework What is Income Tax? Income tax is a sp...
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Chapter 11 - Caution against Ponzi Schemes and Unregistered Investment Advisers
Complete Guide to Caution Against Ponzi Schemes and Unregistered Investment Advisers 1. Overview and Fundamentals of Pon...
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Chapter 12: Grievance Redressal Mechanism
Chapter 12: Grievance Redressal Mechanism — Complete Study Notes 1. Informational Stage: Fundamental Concepts & F...
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Chapter 13: Grievance Redressal Agencies – Master Short Notes
Chapter 13: Grievance Redressal Agencies – Master Short Notes Informational Overview: Financial Grievance Redressal A...
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Chapter 14: About SEBI (Securities and Exchange Board of India)
Chapter 14: About SEBI (Securities and Exchange Board of India) 1. Introduction and Statutory Background Official Na...
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Chapter 15: Contact Details of SEBI Offices, Exchanges, and Depositories in India
Chapter 15: Contact Details of SEBI Offices, Exchanges, and Depositories in India Overview & Purpose Chapter 15 prov...
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Part 2: Securities Market Booklet Topics Chapter 1: Regulatory Framework for the Securities Market
Chapter 1: Regulatory Framework for the Securities Market Overview of the Indian Securities Market Regulation The regula...
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Chapter 2: Securities Markets and Investment Products (Part 1)
Chapter 2: Securities Markets and Investment Products (Part 1) 1. Introduction to Securities Market Definition and Core...
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Chapter 2: Securities Markets and Investment Products (Part 2)
Chapter 2: Securities Markets and Investment Products (Part 2) 1. Real Estate Investment Trusts (REITs) and Infrastructu...
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Chapter 3 Notes (Part 1): Primary Market Framework, Issuer Structures, and Types of Capital Issues
Chapter 3 Notes (Part 1): Primary Market Framework, Issuer Structures, and Types of Capital Issues 1. Overview of the Se...
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Chapter 3 Notes (Part 2): Secondary Market Framework, Market Infrastructure, Trading Mechanics, and Settlement Cycles
Chapter 3 Notes (Part 2): Secondary Market Framework, Market Infrastructure, Trading Mechanics, and Settlement Cycles 1....
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Chapter 4: Market Infrastructure Institutions (MIIs) and Market Intermediaries in the Securities Market
Chapter 4: Market Infrastructure Institutions (MIIs) and Market Intermediaries in the Securities Market Informational Ov...
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Chapter 5: Investment Objectives and Risk Appetite – Comprehensive Short Notes
Chapter 5: Investment Objectives and Risk Appetite – Comprehensive Short Notes Informational Overview: Core Concepts of...
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Chapter 6: Key Risks in Investing in the Securities Market – Comprehensive Short Notes
Chapter 6: Key Risks in Investing in the Securities Market – Comprehensive Short Notes Informational Overview: Understan...
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Chapter 7: How to Mitigate Risk? – Comprehensive Short Notes
Chapter 7: How to Mitigate Risk? – Comprehensive Short Notes Informational Overview: Fundamentals of Risk Mitigation Whi...
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Chapter 8: Pre-requisites for Investing in the Securities Market – Comprehensive Short Notes
Chapter 8: Pre-requisites for Investing in the Securities Market – Comprehensive Short Notes Informational Overview: Cor...
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Chapter 9: Procedure for Opening an Account: Know Your Customer (KYC) Process – Comprehensive Short Notes
Chapter 9: Procedure for Opening an Account: Know Your Customer (KYC) Process – Comprehensive Short Notes Informational...
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Chapter 10: Basic Services Demat Account (BSDA) – Comprehensive Short Notes
Chapter 10: Basic Services Demat Account (BSDA) – Comprehensive Short Notes Informational Overview: Definition, Backgrou...
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Chapter 11: Demat Debit and Pledge Instruction (DDPI) & Power of Attorney (POA) – Comprehensive Short Notes
Chapter 11: Demat Debit and Pledge Instruction (DDPI) & Power of Attorney (POA) – Comprehensive Short Notes Informat...
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Chapter 12: Nomination in Demat Accounts and Mutual Funds – Comprehensive Short Notes
Chapter 12: Nomination in Demat Accounts and Mutual Funds – Comprehensive Short Notes Informational Overview: Definition...
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Chapter 13: Investment through the Primary Market – Comprehensive Short Notes
Chapter 13: Investment through the Primary Market – Comprehensive Short Notes Informational Overview: Fundamentals of th...
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Chapter 14: Process of Investing in the Primary Market – Comprehensive Short Notes
Chapter 14: Process of Investing in the Primary Market – Comprehensive Short Notes Informational Overview: Core Mechanis...
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Chapter 15: Application Supported by Blocked Amount (ASBA): Complete SEBI Primary Market Guide
Application Supported by Blocked Amount (ASBA): Complete SEBI Primary Market Guide SECTION 1: INFORMATIONAL OVERVIEW...
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Chapter 16: SEBI Check & Validated UPI: Complete Investor Protection & Payment Safety Guide
SEBI Check & Validated UPI: Complete Investor Protection & Payment Safety Guide SECTION 1: INFORMATIONAL OVER...
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Chapter 17: e-Voting, Transfer and Transmission of Shares: Complete SEBI Guide
e-Voting, Transfer and Transmission of Shares: Complete SEBI Guide SECTION 1: INFORMATIONAL OVERVIEW (WHAT ARE E-VOTI...
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Chapter 18: Investment through the Secondary Market: Complete SEBI Trading & Market Guide
Investment through the Secondary Market: Complete SEBI Trading & Market Guide SECTION 1: INFORMATIONAL OVERVIEW (...
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Chapter 19 & 20: Trading Days, Settlement Mechanics, and Contract Notes
Trading Days, Settlement Mechanics, and Contract Notes: Complete SEBI Secondary Market Guide SECTION 1: INFORMATIONAL...
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Chapter 21, 22 & 23: SMS and Email Alerts, Running Account Authorization, and Trade Verification
SMS and Email Alerts, Running Account Authorization, and Trade Verification: Complete SEBI Secondary Market Security Gui...
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Chapter 24 & 25: Margin Money & Statement of Accounts
Margin Money & Statement of Accounts: Complete SEBI Secondary Market Guide SECTION 1: INFORMATIONAL OVERVIEW (WHA...
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Chapter 26: Consolidated Account Statement (CAS): Complete SEBI Portfolio Consolidation Guide
Consolidated Account Statement (CAS): Complete SEBI Portfolio Consolidation Guide SECTION 1: INFORMATIONAL OVERVIEW (...
14 Sep 2026
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Chapter 27 & 28: Mutual Funds and How to Invest in Mutual Funds: Complete SEBI Guide
Mutual Funds and How to Invest in Mutual Funds: Complete SEBI Guide SECTION 1: INFORMATIONAL OVERVIEW (WHAT ARE MUTUA...
14 Sep 2026
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Chapter 29, 30 & 31: Product Labeling in Mutual Funds, ETFs, and the Derivatives Market
Product Labeling in Mutual Funds, ETFs, and the Derivatives Market: Complete SEBI Guide SECTION 1: PRODUCT LABELING I...
14 Sep 2026
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Chapter 32, 33, 34 & 35: SCORES & ODR, Investor Services Centres, IPF & ISF, IEPF
Grievance Redressal, Investor Funds, and Unclaimed Assets: Complete SEBI Securities Market Guide SECTION 1: INFORMATI...