Wealth planning — emergency funds, allocation & goals

Wealth planning is sequencing: protect cash flow, cover catastrophic risks, then invest for goals. Calculators size the numbers; behaviour and allocation keep the plan alive.

Calculators

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Guides

  • Emergency fund basics — How to think about cash buffers before aggressive investing or aggressive prepayment.
  • Asset allocation basics — Splitting money across equity, debt and other buckets based on goals and risk—not tips.
  • Net worth and goal-based investing — Use a simple net-worth snapshot to prioritise goals, debt and investing surplus.
  • Goal-based investing basics — Attach dates and amounts to money goals, then use reverse-SIP style tools—without treating any single projection as a promise.
  • How to choose a SIP amount — Pick a sustainable monthly SIP from surplus cash flow—after emergency reserves and high-interest debt—then stress-test returns.

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Example scenarios & decision tools

Key terms

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FAQs

What should I do first—SIP or emergency fund?

Usually build a basic emergency buffer alongside high-interest debt repayment, then increase goal SIPs. Exact order depends on job stability and obligations.

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Sources & methodology

Always verify current rates, slabs and scheme rules on official portals. Calculator outputs are illustrative estimates.

Illustrative content from Aaru Wealth. Not personalised financial advice.