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10 Money Challenges for every New Year

Table of Contents

Challenge 1: Expense Tracking

– Track all expenses meticulously for better awareness.
– Understand where your every penny goes.

Challenge 2: No Spend on Wants

– Eliminate non-essential spending for two months.
– Buy only essential items and avoid buying gadgets, clothes, or other unnecessary items.

Challenge 3: Investment Acceleration

– Increase investments by 10% every week.
– For example, if you invest ₹6000 a month, increase that incrementally each week.

Challenge 4: Debt Reduction

– Create a plan to pay off high interest debts.

Challenge 5: Start Investing

– Start an investment journey with an index fund like Nifty 50.
– Set up a long-term SIP (Systematic Investment Plan).
– This is highlighted as a low-cost method for long-term wealth building.

Challenge 6: Financial Ratios

– Evaluate your personal finance KPIs by comparing income growth and expenses (more on this here).

Challenge 7: Automated Investments

– Open a separate bank account only for savings.
– Set up an automated transfer to this account on your salaray receiving date.

Challenge 8: Diversification

– Explore investing in new asset classes to diversify your portfolio and decrease risk.

Challenge 9: Declutter your Space

– Assess your belongings to get rid of the unnecessary clutter.
– consider selling or donating items that are no longer in use.

Challenge 10: Retirement Planning

– Calculate the required amount for a comfortable retirement
– For this to achiev, derive an amount to be invested monthly from now on.

Action Items

  1. Calculate your Personal KPIs as suggested in Challenge 6.
  2. Set up a Mutual Fund (index) SIP for at least 20% of your monthly income.
  3. Go on “No-Spending” towards your wants, for the next 2 months.

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