About Us

What is
Check My Goals

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.
Our tool has a scientific algorithm that analyses your financial data and financial goals and help you visualize how you will meet your goals under various scenarios, and also see how well you are doing against your peers.

So our primary goal is to help you take control over your finances. We will not advise or sell you any financial products, rather we will help you in the following ways:

• Throughout the Goal Check process, you will get insights* on how your peers are doing with respect to their finances, that will help you
• We will help you connect with the right experts (Independent Financial Advisor, Registered Investment Advisor, Mutual Fund distributor etc) with whom you can have a fruitful conversation and they would advise you on how you could take control of your finances.
• We also provide access to psychologists and counsellors who can help you manage the stresses around money management, and live a more holistic lifestyle (Work in progress)

The insights are based on aggregated data of users, which our algorithm will present to you. At no point, do we sell your personal data, to third parties.