Who are we?
Personalfn, which is a division of Quantum Information Services Private Limited, is an initiative focused on offering honest and best-in-class financial planning and related services to individuals and corporates.

Here's just one instance of our commitment to our clients. In the year 2005 there were 75 New Fund Offers (NFOs) which were launched by Asset Management Companies (AMCs). The sole objective of almost all the AMCs was to gather assets i.e. hardly any few of these schemes offered value from a client's perspective. However, to ensure they garner assets, AMCs offered huge commissions to distributors. Mis-selling was rampant; distributors made huge amounts of money, at the cost of their clients' interests. Personalfn, which is also a distributor of funds, told its clients not to invest in 68 of the 75 NFOs. The other 7 were of course recommended to our clients selectively i.e. only in instances where the NFOs matched the clients' needs were they recommended to invest. In the process, Personalfn may have lost potential commissions; but it resulted in something that is much more valuable to us - thousands of satisfied clients. And that's what our clients expect of us - complete honesty in all interactions.

Our strength is our members, our teams.