Have you ever wondered how much money do you need to lead a happy life?
2 crores, 5 crores, 10 crores, 25 crores or more?
We live in a high stress environment today, where we are constantly chasing money in order to live a comfortable lifestyle, have a great retired life, meet all our aspirations.
Building wealth is not easy, especially when you are not born with a silver spoon. It often requires making difficult choices and sacrifices, compromising on your lifestyle or passion, putting off buying that new car or iPhone, in order to prioritize for building a better future. On top of that, there is every danger of losing your job or your business failing.
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Check My Goals is planned in a way by people who have gone through similar stresses and who recognize that achieving Financial independence is a rigorous journey of the various steps
1. Be aware of your financial situation
Check My Goals application is designed to capture your financial situation (i.e. your Assets, Liabilities, Income and Expenses), and to help you maintain a record.
During the course of the journey, it would help you to also compare your situation with others in your peer or age group
Read MoreYou can also browse and find the right financial advisors through our App, that are suited for your life situation (this is entirely upto you, we will not force you!)
We are a passionate bunch of not so young folks who wish to see Indians (whether Residents or NRIs) become aware of their financial situations, their dreams and aspirations, and take the right steps towards building their wealth and achieving their goals, at the same time, manage their finances effectively, so that they live happy. Happiness doesn’t mean crores of rupees in the Bank accounts or Investments, rather how you adapt your goals and expenses to your life situation and cleverly build your wealth.
Founder and CEO
Having worked in the financial services industry (Insurance and Banking) with over 20 years of experience, across multiple domains. I decided to launch Check My Goals, as a means of helping people in their financial journey.
I find that people are often unaware of their financial situation and this has a big impact on how they work and how they live their life, caught up in the pressures of today’s environment and the “rat race”.
When I took the decision to become an entrepreneur, I knew that I had to dedicate a good 2 to 3 years without the comfort of a salary, so I sat down and checked my networth, my future income and expenses, listing my priority financial goals, which proved to be a complex exercise. It is during this time, that I thought of launching Check My Goals, that would help people to conduct a similar checkup for their financial goals.
Sanchit was inspired to the financial advisory space by his own personal journey to financial freedom. His personal success has led too him helping his friends and family towards their financial freedom and now ultimately to choosing financial advisory as a profession. He is currently the Founder and Managing Partner of Sansha Financial Services. In his previous experience, he has worked with ICICI Prudential Life Insurance, Fullerton India and Ogilvy & Mather and is a recipient of multiple awards in recognition for his work with them.
Check My Goals is not a typical financial planning tool or app! Our primary purpose is to help you realize and become aware of your financial situation in a Do-It-Yourself model where you record and store your financial data (Assets, loans, Income and expenses) and also your financial goals.
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