📖 Learning Path

First Salary Plan

A calm, step-by-step approach for new earners.

TL;DR

Set up auto-savings first, build an emergency fund before investing, understand your EPF, start a small SIP when ready, and don't rush big purchases. Take 6-12 months to get comfortable.

Step-by-Step Plan

1

Set up auto-transfer

Move 10-20% of salary to a separate account the day it arrives. What you don't see, you won't spend.

2

Build emergency fund

Save 3 months of expenses in a savings account or liquid fund. This comes before investing.

3

Understand your EPF

Check your payslip for PF deduction. Your employer matches it. Let it grow.

4

Get health insurance sorted

If your company provides it, understand the coverage. If not, consider a basic plan.

5

Start a small SIP

Once emergency fund is ready, start ₹500-2000/month in an index fund. Consistency matters more than amount.

6

Wait before big purchases

Give yourself 6 months before buying a car, expensive gadgets, or taking loans.

Common Mistakes to Avoid

  • Buying a car in month one
  • Co-signing loans for others
  • Skipping health insurance
  • Investing without an emergency fund
  • Trying to "treat everyone" every payday
  • Ignoring EPF and tax documents

Simple Checklist

Salary account opened
Auto-transfer set up
Emergency fund goal set (3 months)
EPF/UAN details noted
Health insurance checked
First SIP started (when ready)

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