← Back to Investment Strategy

Pillar 03: Daily Necessities & Other Needs

This category covers the monthly, non-negotiable living expenses, maintenance costs, and a controlled budget for personal care and recreation, ensuring a balanced lifestyle within the financial strategy.

Monthly Expenses Breakdown

The estimated monthly expenditure is approximately LKR 200,000, structured as follows:

Expense Category Monthly Allocation (LKR)
Rice Purchase 20,000
Food Supplies (Meat, Fish, Vegetables, Fruits, Spices) 32,000
Creams and Cosmetics 15,000
Vehicle Fuel 15,000
Vehicle Maintenance & Servicing 20,000
Personal Care (Detergents, Soaps, Toothpaste, etc.) 10,000
Clothing 10,000
Gifts for Festive Occasions 5,000
Other Miscellaneous Needs 3,000
Discretionary / Personal Needs 20,000
TOTAL MONTHLY EXPENSES: 200,000

Spouse's Parents' Health Fund

A separate, dedicated savings fund for the emergency health needs of my wife's mother and father.

NDB Wealth Money Fund (03) Current Balance: LKR 202,000

Monthly Savings Contribution: LKR 50,000

(Expected APR: 7% - 8%)

Strategy: The balance in this highly liquid fund is expected to grow over time, utilizing compound interest to further strengthen this financial safety net for the family.