FREEDOM / WISE
Worked Example

What emergency corpus is needed for ₹70K monthly expenses?

Scenario

Anjali, age 35, mid-career marketing manager in Mumbai, ₹18 lakh annual income, married with one child, ₹70K monthly household expenses

Inputs

Liquid return %
5
Recommended months
6
Monthly expenses INR
70000

Calculation

  1. 1.

    Recommended months of expense coverage

    Based on income stability + dependents6months

  2. 2.

    Emergency corpus needed

    ₹70,000 × 6₹4.20 L

  3. 3.

    Annual return if parked in liquid fund (5%)

    Corpus × 5%₹21,000

  4. 4.

    Real return after 6% inflation

    Corpus × (5% − 6%)₹-4,200

Conclusion

₹4,20,000 emergency corpus = 6 months of expenses. Parked in liquid fund earns ~₹21K/year but loses ~1% real value to inflation — accept this cost for the protection.

Tradeoffs

Single-earner households need 9-12 months (vs 6); business owners need 12-18 months. Don't park in equity (volatility risk when needed). Don't park in long-term FDs (premature-exit penalty defeats accessibility).

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