| Sr.No | Particulars | Amount | Remarks/Notes | Current Monthly Expenses |
|---|---|---|---|
| 1 | Household Expenses | ||
| 2 | Lifestyle Expenses | ||
| 3 | Dependent Expenses | ||
| 4 | Insurance Premiums | ||
| 5 | Loan EMI Servicing | ||
| Total Monthly Expenses | Emergency Fund Requirement |
||
| Emergency Period to Budget for (Months) | |||
| Emergency Funds Required | |||
| Approximate Emergency Funds Corpus | Creating the Emergency Fund Corpus |
||
| Current Bank balance | |||
| Bank balance allocated for Emergency Funds corpus | % | ||
| Balance amount of Emergency Funds corpus to be accumulated from other sources | |||
| Amount of Corpus to be retained in Bank accounts | % | ||
| Amount of Corpus to be invested in other instruments | |||
| Current Asset Utilised | Recommendation |
||
| Target Return on Emergency Funds Corpus | % | ||
| Recommended to maintain amount in Savings Account | |||
| Recommended to maintain amount in Liquid Funds / Arbitage Funds / Flexi-Deposits | Fresh Savings Required |
||
| Deficit (Funds Required-Assets Utilized) | |||
| No. of Months in Savings Period | |||
| Monthly Savings Required |

