Module 1 10 Min Read

Types of Finance: Personal, Corporate, & Public

We’ll map what each type of finance does, how they differ, and how they connect. You’ll see practical actions for your money and a clear view of the bigger system.

Key Takeaways

  • Personal Finance: Budgeting, saving, and investing to meet life goals.
  • Corporate Finance: How businesses fund operations and grow value.
  • Public Finance: Government revenue (taxes) and spending (infrastructure).
  • All three are connected via taxes, jobs, and the economy.

1) Personal Finance: Daily Money Decisions

Focus on your income, expenses, emergency fund, insurance, and investments like SIPs and PF/NPS. The aim is stability and steady wealth building.

Mini Example

Priya earns ₹60,000/month. She budgets ₹12,000 for essentials, invests ₹6,000 via SIPs, pays ₹1,200 for term insurance, and adds ₹2,000 to her emergency fund.

2) Corporate Finance: Funding and Growth

Companies mix equity and debt to fund operations and projects, evaluate mergers, and aim to increase long-term value.

3) Public Finance: Budgets and Policy

Governments collect taxes and borrowing, and spend on infrastructure, welfare, and services. Fiscal policy balances growth with stability.

Type Main Objective Key Tools
Personal Stability & Life Goals Budget, SIPs, Insurance
Corporate Maximize Firm Value Equity, Debt, Mergers
Public Public Services & Growth Taxes, Fiscal Policy
Personal Cashflow Example (₹60k)
Amount (₹) Expenses SIPs Insurance Emergency

Insight: Expenses dominate. Lock in SIPs (Green) and Insurance first.

The Finance Ecosystem
Households Firms Wages & Jobs Government Taxes Public Services Corp Taxes Policy & Infra

Insight: Your salary, a firm’s profits, and the government budget are all connected.

4) How to Use This Lesson

  1. Write your monthly cashflow: income, fixed bills, SIPs, insurance, savings.
  2. Map your employer: revenue sources, key costs, and debt.
  3. Track the government side: tax slab, subsidies, and major projects in your city.

Frequently Asked Questions

Which type should I learn first?

Start with personal finance. It improves your life now and makes corporate/public topics easier to understand.

How are corporate decisions relevant to me?

They affect jobs, salaries, bonuses, and stock prices—especially if you invest via mutual funds or ESOPs.