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

ArthaYantra is an online financial planning firm dedicated to make unbiased, holistic and high quality financial advice accessible to everyone in India.

The financial advice offered by ArthaYantra connects all aspects of financial planning and helps individuals take holistic and merit based financial decisions to achieve their life goals.

Arthos is a patented online financial planning platform that replaces traditional human financial advisor and provides holistic advice instantly.

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Contact Details

India Office

3rd Floor, Sai Galleria,

Plot No. 742, Road No. 36,

Jubilee Hills, Hyderabad, India 500 033 

US Office

WFA Global Investments
100 Park Ave, 16th Floor
New York, NY 10017