Financial Health Check

how to do financial health check

A financial health check is advisable for you to be aware of your financial standing and to avert financial losses. Taking into account your age, marital status, employment status, property or other holdings and annual income, we look at the various elements that make up your overall financial health:

    • Budgeting your income and expenditure
    • Building good credit
    • Controlling debt
    • Curbing unnecessary spending
    • Identifying and attaining your financial goals
    • Making the right investments


Getting a financial health checkup done is very important to understand where the family stands today in terms of personal finance. It determines the income, ascertains the spending patterns and also helps to know the level of savings one can or has to do. This diagnosis will help in determining whether an individual’s financial situation is under control and how good are the investments being made towards achieving the goals. This analysis of financial position will also help in planning the future better by setting some goals and personal financial plans to go about achieving these goals.

ARTHOS helps you get a financial health check up by analyzing your spending patterns, various income sources and suggests an actionable plan to help you achieve your goals.

About Us

Our name is inspired from the famous historical book Arthashastra, written by the great Indian philosopher Kautilya (also known as Chanakya, c. 350-275 BCE) over 2,000 years ago. In Sanskrit, Artha means wealth and Yantra means an Instrument. Literally translated, ArthaYantra means an Instrument that enables the creation of wealth and all round prosperity. Read More

 

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Contact Details

India Office:

3rd Floor, Sai Galleria,

Plot No. 472, Road No. 36,

Jubilee Hills, Hyderabad, India 500 033 

 

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