Budgeting: The Basics
Topic: Budgeting
Why this matters
A budget isn’t a restriction—it’s a way to give your money direction and make room for the life you want. For an insurance advisor, mastering this habit also makes it easier to help clients connect today’s choices with tomorrow’s financial goals.
Key concepts
• A budget is a plan for every rupee you earn. Start with the 50/30/20 rule: allocate 50% to needs such as rent, groceries and EMIs; 30% to…
The lesson continues in the app — with a quiz at the end.
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