What is Financial Analysis report? : It is not Financial plan, it is highly automated financial analysis, just like MRI scanning; blood report. Such financial analysis report can be easily pushed as a financial plan! - Just be alert.

IMP-OST : 3rd Sep, 2012     ( Post 5 of 7 )

Special edition - Financial Planning




Financial analysis report is fully automated analysis of your financial data, which can be prepared by feeding your financial data in to the software or online web service.

It can be compared with medical analysis report like MRI scan, blood test etc. Such reports assist doctors (specialist) to provide appropriate solution for your health problem.

Similarly, financial analysis report assist Financial planner to work-out appropriate customized solution that is financial plan.

Mainly financial analysis report contain...

• Your risk profile analysis
• Analysis of your income, expenses, assets & liabilities ( IELA )
• Net worth analysis
• Financial health analysis through difference ratios.
• Asset allocation analysis
• Risk protection requirement analysis

Such analysis report can spread from as low as 10 pages to 50 pages! depending upon the data covered & presented in the report.

Please be alert... as such financial analysis report can be easily pushed as a financial plan in the market, even by financial institutions also.

For offering financial planning service presently there is no regulation, or act in India.

Because of regulations only - there are disclosures in TV/Print/Internet advertisements, literature, illustrations for financial product like Insurance Mutual fund etc.


You can see our sample financial analysis report 
during our 1st i-Connect to wealth meet.

If you decided to go for our i-Secure financial plan, your financial analysis report will be prepared during 2nd i-Connect to wealth meet, through respective web service, which is linked at our www.monitormywealth.in website.


Always remember...

Financial analysis is... part of Financial plan, & 

Financial plan is... part of Financial coaching.

Go back to respective i-Secure Monday Post