Needs analysis is the cornerstone of your financial plan. Unless you have established your needs and goals; your plan will be flawed.

The first step towards getting your finances in order and being able to meet your goals is a properly constructed financial plan. This does not mean sitting down and drawing up a wish list, it means properly analyzing your current financial position, your financial needs and wants, and how you plan to achieve your financial goals.

Investor Needs Analysis was designed to fill that gap between robust financial planning tools and old-fashioned calculators. A budget setting down how much you earn each month, how much you spend, and what you spend your money on;

A balance sheet showing what you own (your assets) and what you owe (your liabilities);

For Investor Need Analysis, Investors Forum India is having different certified consultants and advisers to make sure that we meet your needs as per your requirements.