Tonawanda Navigate The Ups and Downs Of Your Life With a Good Financial Plan

Navigate The Ups and Downs Of Your Life With a Good Financial Plan

How To Identify a Good Financial Plan?
A Good Plan:

Covers all aspects of your financial life including Investments, Insurance, Tax planning, Goals.

Clearly identifies and prioritises goals and proposes ways to achieve them.

Provides a way to measure and track performance.

Tells you what is not possible. No false hopes.

Highlights past mistakes and helps you fix them.

How To Identify a Good Financial Plan?
A Good Plan:

Covers all aspects of your financial life including Investments, Insurance, Tax planning, Goals.

Clearly identifies and prioritises goals and proposes ways to achieve them.

Provides a way to measure and track performance.

Tells you what is not possible. No false hopes.

Highlights past mistakes and helps you fix them.

mistakes-fp

Common Mistakes In Building a Financial Plan:

Not taking a financial planning professional’s help.

Relying on friends and relatives for financial planning.

Assuming experts such as Chartered Accountant and Insurance Professionals can plan your finances.

Purchasing wrong financial products in the process of saving taxes.

Not reviewing the plan regularly.

Built in INDIA,
Recognized Globally

NASSCOM EMERGING 50

GLOBAL TOP 100 STARTUPS
RED HERRING – 2016

COOL VENDOR GARTNER – 2016

FINOVATE ASIA REGION
FINOVATE – 2013

Our Biggest Treasure Is Our Satisfied Customers

95% of our customers are extremely satisfied with our services.

64% of our customers refer us to their friends and family.

  • “ArthaYantra is an innovative idea and provides good advisory. Their platform is very easy to use and informative.”

    Animesh Naskar
    Bangalore

  • “Arthayantra has very sincere, intelligent and prudent Certified Financial Planners. I am very happy with the advice given to me. The advice has improved 80% of my financial state thereby having a positive impact on my financial life “

    Ranjan Ghosal
    West Bengal

  • “ArthaYantra’s concept of doing the financial planning showed me a realistic picture of my goals before starting to invest. I liked the whole idea. Website design is very simple and intuitive to use. Service is also very responsive.”

    Digvijay Anand
    Hyderabad

  • “ArthaYantra gives me a platform where my financial thoughts/decisions are more disciplined and I can work towards fulfilling my goals. The product is very good with useful features such as mapping your assets to goals, it provided me with a financial score that helps track progress, importantly advisory services from the team are excellent.”

    Sudheer Sharma Goda
    Hyderabad

  • “The people at ArthaYantra are well experienced specially my financial planner Abhilashini and my manager Sneha. They are very prompt and helped me understand the right way to mitigate risk and secure my family with right investments.”

    Sandeep Pande
    Pune

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