Our Vision

To be the most respected institution that helps investors achieve their financial goals and aspirations, by empowering them with credible research and quality personalised services, while striving to build a culture where honesty and ethics come above all else.

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What we stand for

Our clients demand and have come to expect from us the following -

I highly appreciate your quality of service in advising me on investments since last four years. Your advice is always very ethical, trustworthy, realistic, consistent and careful to meet my requirements and not your targets.
Girish Shanbhag, Pune

The advice provided by Personalfn has been invaluable in setting my investment goals and pursuing a systematic investment strategy. Even more helpful is the practical and calm advice provided at times of market turmoil, which has put my mind to rest.
Dhruv Moondhra, Mumbai

We have been investing through Personalfn since late 2003 and are completely satisfied by their services. In the long term their advice has always proven to be correct and beneficial to us.
Byram and Perveen Godrej, Pune & Japan

Personalfn has been very professional in its dealings with me. They never put any kind of pressure and allowed me time to take my decision. It was a totally stress-free experience.
Srinivas Kottamasu, Bangalore

Over the years I have found your advice to be honest and matured. Your suggestions have greatly helped me in meeting my objective.
K N Srivastava, Sweden

The services rendered by Personalfn are simply superb!
Ravi Surampudi, USA

Reach

We have a presence in eight cities (as in October 2006; (view updated list); our first branch outside of Mumbai opened in October 2004. We are working towards growing our reach by both going deeper into the cities where we are present (larger teams, more branches) as well as setting up branches in other cities.

While it is important for us to increase our reach, we have no intention of chasing the idea of planting our flag all over the country. Our aim is to grow without compromising on the quality of our service. Having said that, we expect to grow rapidly and ultimately achieve a dominant position in the area of long term financial planning.