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NEW DELHI: On the whole, even though the total household debt in India from
the formal sector amounts to just over Rs 5.58 lakh crore (about 10% of GDP)
compared to over 100% of the US GDP for American households, these national
averages somewhat underplay the financial vulnerability of the metros'
middle-class households during the current economic slowdown.

Middle-class households across Delhi, Mumbai, Kolkata, Chennai and Bangalore
spend around a fourth of their monthly take-home income on loan EMIs —
housing, auto, durables and personal loans. And around two-thirds of these
households have taken a personal loan only in the last two years. Take
exposure to stock markets, for instance. Although at a national level it is
a low 3% of all households, around a third of all socio-economic class (SEC)
A & B metro households invest in stocks.

Salaried households in Kolkata are the most leveraged across metros, with
EMI as percentage of monthly income at a high 27%, though it's non-salaried
Mumbai households who carry the maximum personal loan burden at Rs 1.45
lakh, according to a recent consumer survey by New Delhi-based market
analysis firm, Indicus Analytics.

While there's a strong stock market cult among non-salaried middle class in
Mumbai and Delhi, 46% and 45% investing in it, respectively, it is the
weakest, at 23%, among salaried households in Chennai. A closer look at the
preferred investments confirms the conservative nature of the middle class
metro households.

Gold, provident fund (PF) and fixed deposit (FD) remain the top pick, not
necessarily in the same order. While amongst the salaried class, PF is the
most preferred choice — 49% of the households put their money in it —
followed by gold (40%) and FDs (39%). Non-salaried individuals on an all
India basis show a clear penchant for FDs (43%), followed by gold (42%) and
PF (31%). Gold remains an all-time favourite for South Indian households,
with about one in every two households investing in the yellow metal.

Despite the franchise generated by new age investment cult during the last
ten years, small savings instruments — post office schemes and chit funds —
haven't yet lost their lustre with metro middle class, with a quarter and a
tenth of households here invest in the two, respectively. The penchant for
such instruments is striking as one moves down South — Bangalore and Chennai
have a significant — in high double digits — proportion of households (SEC
A&B ) putting their monies in chit funds.

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