
A financial health check is advisable 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:
Getting a financial health check up 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 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.
ArthaYantra was started by a group of ISB Alumni. The journey started with finding answers to questions like:
1.I earn so much, where does my money go?
2.Can I refinance my home loan?
3.Have I made financial mistakes in the past?
4.When should I start saving?
5.I want to grow my money, how?
6.I have some financial goals, I don't know how to achieve them Read More
Plot #319, Second Floor,
Ayyappa Society, Madhapur,
Hyderabad - 500081, AP, India
Phone: +91 -(40)- 66588131
WFA Global Investments
100 Park Ave, 16th Floor
New York, NY 10017
Phone:+1 -(646)-340-4751