Budget 2026 Expectations: What India’s Middle Class Really Wants From the Government

85
17 Jan 2026
min read

News Synopsis

As the Union Budget 2026 approaches, expectations from India’s middle class are notably restrained. Instead of headline-grabbing tax cuts or dramatic policy shifts, households are looking for predictability, affordability and economic stability that directly impacts their daily lives.

From steady employment and controlled inflation to easier access to housing, healthcare and essential goods, the focus is firmly on sustainable living rather than short-term relief.

To gain deeper insight into these expectations, the source spoke with Anuj Mundhra, Founder, Chairman & Managing Director of Nandani Creation Limited (Jaipur Kurti); Vijay Raundal, Managing Director of Teerth Realties; and Ranjit Jha, MD & CEO of Rurash Financials.

Purchasing Power, Jobs and Inflation Take Centre Stage

Economic Confidence Drives Consumption

For the middle class, disposable income growth begins with job stability and manageable inflation. According to Anuj Mundhra, this must be a core priority for Budget 2026.

“Once economic confidence improves, spending on ethnic wear will rise naturally. This has a cascading impact, benefiting artisans, weavers and MSMEs connected to the sector,” he notes.

India’s consumption-led growth model depends heavily on middle-income households. When inflation moderates and income visibility improves, discretionary spending follows, supporting both organised retail and traditional supply chains.

Supporting Local Businesses and MSMEs

Mundhra highlights the importance of bottom-up policy support.

“Encouraging local production, easing compliance for smaller retailers and improving access to funding can help maintain price stability. That is crucial for value-for-money consumption while preserving quality and craftsmanship.”

Simpler compliance frameworks and easier credit access could help small businesses absorb cost pressures without passing them fully on to consumers.

Affordable Housing Remains a Major Middle-Class Challenge

Rising Costs Keep Ownership Out of Reach

Housing affordability continues to be one of the most pressing concerns for middle-income families as land prices, construction costs and financing expenses rise.

Vijay Raundal explains that affordability today goes beyond ownership alone.

“Rising property prices and construction costs have made affordable housing less accessible for working middle-class families,” he says.

Expectations From Budget 2026

Raundal believes policy action is needed across multiple fronts.

Key Focus Areas:

  • Faster project approvals

  • Expansion of mass housing projects

  • Infrastructure development in peripheral urban zones

“But beyond that, there is strong hope for rental housing schemes, renewal of older housing stock and public-private partnerships that increase supply without sacrificing quality.”

He also emphasises the importance of proximity to workplaces.

“Reducing long commute times can significantly improve quality of life for middle-class workers.”

Stability Now Matters More Than Sweeping Tax Cuts

Middle Class Seeks Policy Continuity

From a financial planning perspective, expectations from Budget 2026 are cautious rather than aggressive, says Ranjit Jha.

“The government has already provided meaningful relief by increasing the tax-free income threshold to over Rs 12 lakh under the new tax regime and lowering GST on select items,” he explains.

With major structural tax changes already in place, middle-class anxiety around personal taxation has eased.

“As a result, concerns around high personal taxation have eased.”

What People Want Now

“People are looking for policy consistency, price stability and gradual improvements in housing, healthcare and long-term savings rather than aggressive tax cuts,” Jha adds.

Home Loans and the Case for Structural Reforms

Interest Rates Likely to Remain Market-Driven

On home loan interest rates, Jha does not expect major budget-led interventions.

“With inflation under control, rate stability seems more likely than further cuts,” he says.

Borrowing costs will continue to depend primarily on inflation trends and RBI policy decisions.

Structural Changes Over Short-Term Incentives

However, Jha sees scope for deeper reforms in real estate governance.

“Clear land titles, simpler ownership documentation and regulatory clarity can go a long way in improving ease of home ownership. Structural reforms matter more than short-term incentives.”

Everyday Inflation Still Hurts Household Budgets

Essentials Matter More Than Headline Numbers

Despite macroeconomic stability, daily expenses remain the biggest stress point for middle-class families.

“Fuel prices, LPG cylinders, milk, dairy products and essential vegetables directly affect household budgets,” Jha says.

“Managing these costs matters far more to families than headline inflation numbers.”

Controlling everyday inflation directly impacts savings, consumption behaviour and overall quality of life.

Spending Becomes Cautious, Value Takes Priority

Discretionary Spending Under Pressure

Rising essential costs have made middle-class consumers far more selective, particularly in categories such as apparel.

Mundhra explains:

“Clothing purchases by the middle class are largely event-driven, i.e., festivals, weddings and family occasions. These are among the first expenses to be deferred when household budgets come under pressure.”

Shift Towards Planned Consumption

“There is a clear shift towards value sensitivity. People want quality, but only if it feels worth the price.”

Consumers are increasingly prioritising durability, utility and pricing over impulse buying.

A Budget Focused on Everyday Realities

Taken together, expectations from Budget 2026 point towards practical governance rather than populist measures. The middle class wants:

  • Job security and income stability

  • Control over essential inflation

  • Better access to affordable and rental housing

  • Structural reforms that simplify daily life

For millions of Indian households, the success of Budget 2026 will be judged not by big announcements, but by whether it makes everyday living more affordable, predictable and secure.

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