Bond Investing Basics

Introduction: The Forgotten Wealth Builder

Everyone talks about stocks. Everyone talks about mutual funds. But almost nobody talks about bonds—even though bonds are how millionaires quietly build wealth!

Here's the truth: While stocks are glamorous (but risky), bonds are boring (but SAFE). A ₹1 crore bond portfolio earning 8-10% gives you ₹8-10 lakhs EVERY YEAR for life. No volatility. No stress. Just steady income.

Bonds are essentially IOUs. You lend money to a government or company. They pay you interest regularly. They return your principal at maturity. That's it. Simple. Safe. Profitable.

This guide explains bonds simply, compares government vs corporate bonds, shows realistic returns, and helps you start investing in bonds TODAY with just ₹10,000.

What is a Bond? Simple Definition

Bond Meaning

💡 Bond Definition:

A bond is a debt instrument where you lend money to a government or company. In return, they pay you fixed interest (coupon) regularly and return your principal at maturity.

Real-Life Analogy: The Loan Concept

Your Friend's Loan Analogy:
Your friend needs ₹1,00,000 for his restaurant
You lend him ₹1,00,000 (principal)
He promises to pay ₹10,000 interest annually (10% coupon)
After 5 years, he returns ₹1,00,000 principal
That's exactly how bonds work!

Key Terms to Understand

  • Principal/Face Value: Amount you lend (e.g., ₹1,00,000)
  • Coupon/Interest Rate: % interest paid (e.g., 7% = ₹7,000 annually)
  • Maturity: When bond expires and principal is returned (e.g., 5 years)
  • Yield: Actual return you get (affected by market price)

2 Main Types: Government Bonds vs Corporate Bonds

Type 1: Government Bonds (Safest)

What It Is:

Bonds issued by Central/State government to fund infrastructure (roads, hospitals, schools)

Current Yield: 6-7.5% annually

Maturity: 5-40 years

Risk Level: LOWEST (government backs them)

Example: ₹1,00,000 at 7% = ₹7,000/year income for 10 years

Government Bond Varieties

Type Maturity Interest Rate Best For
Treasury Bills (T-Bills) < 1 year (short-term) 5-6% Emergency fund parking
Government Securities (G-Secs) 5-40 years 6-7.5% Long-term safety
RBI Floating Rate Bonds 7 years 8.05% (adjustable) Rising rate protection
Sovereign Gold Bonds (SGBs) 8 years 2.5% + gold appreciation Gold lovers

Type 2: Corporate Bonds (Higher Returns, More Risk)

What It Is:

Bonds issued by companies to fund projects, expansion, debt repayment

Current Yield: 8-14% annually (higher than government!)

Maturity: 1-10 years

Risk Level: MODERATE (depends on company's health)

Example: ₹1,00,000 at 12% = ₹12,000/year income BUT company could default

Corporate Bond Types

  • AAA-Rated Bonds: Best companies (HDFC, TCS, ICICI), 9-11% yield, safer
  • AA-Rated Bonds: Good companies, 10-12% yield, moderate risk
  • A-Rated Bonds: Decent companies, 11-14% yield, higher risk
  • Below-A Bonds (High-Yield/Junk): Risky companies, 15%+ yield, default risk!

Government Bonds vs Corporate Bonds: Head-to-Head

Factor Government Bonds Corporate Bonds
Issuer Central/State Government Private/Public Companies
Safety HIGHEST (sovereign backed) MODERATE (depends on company)
Interest Rate 6-7.5% (current) 9-14% (current)
Default Risk Virtually ZERO 1-5% (CRISIL 2024 data)
Liquidity HIGHEST (easy to sell) LOWER (harder to sell)
Tax Treatment Some are tax-free Interest taxed fully
Best For Conservative investors Growth-seeking investors

Real Returns: Your ₹1 Lakh Investment

Scenario 1: Government Bond (Safest)

Investment: ₹1,00,000 in 10-year Government G-Sec @ 7%

Annual Interest: ₹7,000
Received for: 10 years
Total Interest Income: ₹70,000
Principal Returned: ₹1,00,000

Your Total Amount After 10 Years: ₹1,70,000
Net Gain: ₹70,000 (70% return)
Equivalent to: 7% annual returns
Plus: Absolutely safe (zero default risk)

Scenario 2: Corporate Bond (Higher Return)

Investment: ₹1,00,000 in 5-year AA-rated Corporate Bond @ 12%

Annual Interest: ₹12,000
Received for: 5 years
Total Interest Income: ₹60,000
Principal Returned: ₹1,00,000

Your Total Amount After 5 Years: ₹1,60,000
Net Gain: ₹60,000 (60% return)
Equivalent to: 12% annual returns
Risk: Company could default (1-2% chance)

Comparison: ₹1 Crore Portfolio

If You Invested ₹1 Crore:
60% Government Bonds (₹60L @ 7%) = ₹4.2L annual income
40% Corporate Bonds (₹40L @ 12%) = ₹4.8L annual income
TOTAL ANNUAL INCOME: ₹9 LAKHS!
You'd earn ₹75,000/month WITHOUT any work!

Bonds vs Fixed Deposits: Which is Better?

Factor Bonds Bank FDs
Current Interest Rate Gov: 6-7.5%, Corp: 9-14% 5-6.5% (lower!)
Safety Gov bonds = safe, Corp bonds = moderate Safe (DICGC insured up to ₹5L)
Liquidity HIGH (can sell before maturity) LOWER (early withdrawal penalty)
Tax Treatment Interest taxed at full rate (or tax-free for some) Interest taxed at full rate
Minimum Investment ₹10,000-₹50,000 ₹1,000+
✅ Why Bonds Beat FDs:
  • Higher yields: Gov bonds 6-7.5% vs FD 5-6.5%
  • Liquidity: Can sell immediately if needed
  • Diversification: Spread across multiple bonds/companies
  • Secondary market: Trade like stocks if needed

Risks in Bond Investment (Must Know!)

🚨 Risk #1: Interest Rate Risk

What Happens: If you hold 7% bond and interest rates rise to 10%, your bond becomes less attractive (worth less if you sell)

Impact: Market value drops but if held to maturity, you get full principal back

Example: You bought bond at ₹100. Interest rates rise. Now similar bond sells at ₹95. Your bond worth less if you sell early.

🚨 Risk #2: Credit Risk (Corporate Bonds Only)

What Happens: Company might default (fail to pay interest or principal)

Impact: You lose money or get delayed payments

CRISIL Data: Only 1.3% of investment-grade corporates defaulted in 2024 (very low!)

🚨 Risk #3: Inflation Risk

What Happens: If inflation is 8% but bond yields only 7%, you lose purchasing power

Impact: Your ₹1 lakh becomes worth ₹92K in real terms after 1 year

Solution: Choose inflation-indexed bonds for protection

🚨 Risk #4: Liquidity Risk

What Happens: Corporate bonds harder to sell quickly than G-Secs

Impact: Might not find buyer at fair price

Solution: Choose bonds with high trading volumes

How to Start Investing in Bonds (Step-by-Step)

Step 1: Choose Bond Type

  • ✓ Conservative? → Government G-Secs or RBI Bonds
  • ✓ Want higher returns? → AAA/AA corporate bonds
  • ✓ Both? → Mix 60% government + 40% corporate

Step 2: Open Demat Account

  • ✓ Visit Zerodha, Angel, 5Paisa or any broker
  • ✓ Complete KYC (PAN, Aadhaar - 10 minutes)
  • ✓ Link bank account

Step 3: Find Bonds Online

  • Government Bonds: Via RBI website or NSE
  • Corporate Bonds: Via platforms like Dezerv, Wint Wealth, Jiraaf
  • ✓ Check coupon (interest rate), maturity, credit rating

Step 4: Buy & Hold

  • ✓ Start with ₹10,000-₹50,000 minimum
  • ✓ Select maturity matching your timeline (5, 7, 10 years)
  • ✓ Receive interest every 6 months or yearly
  • ✓ Get full principal back at maturity

Where to Buy Bonds in India

For Government Bonds:

  • 📱 RBI Retail Direct: Official RBI website - easiest, lowest cost
  • 📱 NSE (National Stock Exchange): Through brokers via demat
  • 📱 Commercial Banks: HDFC, ICICI, SBI (higher fees)

For Corporate Bonds:

  • 📱 Dezerv: ₹10K minimum, curated corporate bonds, low fees
  • 📱 Wint Wealth: Monthly interest-paying bonds, ₹1L minimum
  • 📱 Jiraaf: Institutional-grade bonds, access for retail investors
  • 📱 NSE Platform: Direct trading via brokers

Sample Bond Portfolio (₹10 Lakhs)

Recommended Allocation for Retirees/Conservative Investors:
50% Government G-Secs (₹5L)
10-year @ 7% = ₹35,000/year income
Absolutely safe, guaranteed income
25% AAA Corporate Bonds (₹2.5L)
5-year @ 10% = ₹25,000/year income
Safe, higher yields
15% AA Corporate Bonds (₹1.5L)
5-year @ 12% = ₹18,000/year income
Moderate risk, good returns
10% Liquid/Cash (₹1L)
Bank savings @ 4% = ₹4,000/year
Emergency buffer
TOTAL ANNUAL INCOME: ₹82,000 (8.2% yield)
Conclusion: Build Steady Wealth with Bonds

Key Takeaways:

  • Bonds are IOUs: You lend, they pay interest, return principal
  • Government bonds = safest (6-7.5% yield, zero default risk)
  • Corporate bonds = higher returns (9-14% yield, low default risk)
  • Beat FDs: Better yields (7% vs 6% FDs) + liquidity
  • ₹1 crore bond portfolio = ₹9L annual income for life!

Is Bonds Right For YOU?

YES if: You want steady income, value safety over growth, near/at retirement age.

MAYBE if: You're 35-50 years old, want balanced portfolio (stocks + bonds mixed).

NO if: You're <30, need 20%+ annual growth, can't tolerate boredom!

Your Action Plan This Month:

  1. ✓ Open demat account (5 minutes)
  2. ✓ Visit RBI Retail Direct website
  3. ✓ Buy first ₹50,000 government G-Sec
  4. ✓ Receive ₹3,500 annual interest
  5. ✓ Add ₹50K monthly for next 20 months
  6. ✓ Build ₹10L bond portfolio earning ₹82K/year!

📊 Invest in Bonds Today. Earn ₹75,000+/Month for Life!