Once you know your financial standing, the next logical step is goal setting to remedy the weak spots in your financial health. A long journey starts with a step. The first step is to identify your goals. The next would be to break these goals down into measurable goals- short term (less than 1 year), medium term (1 to 3 years) and long term (5 years and more).
You can educate yourself to increase your net worth by making the right investments. Lastly, your financial progress has to be evaluated at regular intervals- monthly, quarterly or semi-annually. This is imperative so that you know that you are steadily on the way to achieving your goals step by step.
As your CFO, we help you to
- Identify your financial goals
- Determine the timeframe for these goals
- Increase your net worth and
- Evaluate your progress
Our free online personal finance planning software ARTHOS helps you plan your goals in a more disciplined and scientific manner. You can even track the performance of your investments made for achieving your goals using Goal Tracker.
360 Degree Financial Planning
About Us
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
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Contact Details
India Office
Plot #319, Second Floor,
Ayyappa Society, Madhapur,
Hyderabad - 500081, AP, India
Phone: +91 -(40)- 66588131
US Office:
WFA Global Investments
100 Park Ave, 16th Floor
New York, NY 10017
Phone:+1 -(646)-340-4751