How to Stay Financially Safe in a Credit-Happy World

By Ashish Tiwari, Chief Marketing Officer, Home Credit India

 

With a few taps on your phone, you can now get a loan for almost anything—a new gadget, a vacation, or even your wedding. Thanks to digital lending platforms and easier access to credit, India's financial landscape is changing at a rapid pace. But this newfound ease of borrowing comes with a major risk: the "credit pitfall."

 

This is especially concerning given that India's household savings have fallen to their lowest point in over 50 years. According to the Centre for Monitoring Indian Economy (CMIE), household financial savings dropped to just 5.1% of GDP in FY23. Many families are relying on credit cards or BNPL (Buy Now Pay Later) schemes to pay for daily expenses, leaving little room for error. In this changing landscape, avoiding financial strain has gone from being a smart choice to a crucial necessity.

Recognising the Warning Signs

A financial downward spiral often begins subtly — a missed EMI here, a minimum payment on a credit card there. The key is to recognize the warning signs before it’s too late. Indicators that you might be in or nearing financial trouble include:

  • Borrowing from one source to repay another.
  • Regularly delaying payments.
  • Increasingly relying on high-interest credit sources.

Recognizing these signs early is critical to making a course correction and avoiding a deeper financial hole.

 

The Rules of Financial Prudence

Navigating a credit-heavy world requires discipline and a few key strategies, some of which are underlined here

 

1.    Live Within Your Means

This might sound simple, but it’s one of the most effective ways to avoid a financial crunch. In a world of social media and peer pressure, there’s a strong temptation for "aspirational spending”.  Avoid borrowing for non-essential purchases or for assets that depreciate quickly, like a new gadget or a lavish vacation. While it may be tempting to finance these with an EMI, doing so may jeopardize your long-term financial well-being.

 

2.    Adopt a Financial Discipline

A structured budget is your greatest ally. A good rule to follow is the 50-30-20 rule:

  • 50% of your income goes to your needs (rent, groceries, utilities).
  • 30% goes to your wants (dining out, entertainment, shopping).
  • 20% goes to savings and debt repayment or savings.

After creating a budget, the very first thing you should do is build an emergency fund that can cover 3-6 months of your expenses. This fund is your safety net, allowing you to cover unforeseen events like a job loss or a medical emergency without having to rely on high-interest credit.

 

3.    Tackle High-Interest Dues First

If you have multiple loans or credit card bills, prioritise and clear the high-interest ones first. Credit cards in India can charge an annualised interest of up to 42%, making them a significant high cost source of funds. Paying only the minimum amount due can significantly extend your repayment period and increase the total amount you owe. Consider consolidating your high-interest debt into a single, lower-interest loan or using a balance transfer to simplify repayment and reduce overall costs.

4.    Stay Away from Informal Lending Channels

While the unorganized lending sector, including local moneylenders, is still prevalent, it’s best to avoid it.. They often charge exorbitant interest rates and have unclear repayment terms. Similarly, some digital lending apps have been flagged by the RBI for predatory lending practices. Always use an RBI-registered bank or Non-Banking Financial Company (NBFC) and make sure you carefully review their terms and conditions before borrowing.

 

5.    Leverage Government Support and Financial Literacy Tools

The Indian government has enacted tremendous measures to promote financial inclusion and literacy. For example, the Pradhan Mantri Jan Dhan Yojana (PMJDY) has successfully opened over 55 crore bank accounts, bringing millions of unbanked citizens into the formal banking system.  Furthermore, the PM SVANidhi scheme is another notable effort,  providing street vendors with collateral-free loans of up to Rs 50,000, to reduce their dependence on informal borrowing. Moreover, institutions like SEBI (Securities Exchange Board of India) and RBI (Reserve Bank of India) actively run financial literacy campaigns to educate consumers on safe borrowing practices and money management or you can check the financial literacy initiatives of institutions like Home Credit India’s “Paise Ki Paathshala” who actively promote money management in simplified language.

Building a Strong Financial Future

Staying financially safe is not just about curbing expenses — it’s about building a long-term vision for your financial well-being. This includes disciplined saving, prudent investing, adequate insurance coverage, and clear financial goals.

In a country where credit is more accessible than ever, financial prudence is the best safeguard. By avoiding impulsive borrowing, building an emergency buffer, and staying informed, Indians can not only steer clear of financial sinkholes but also pave the way for  a secure and prosperous financial future and make their #ZindagiHit.

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