- Focus: Our primary focus and end objectives are your life goals. We understand the risk return interplay and need to optimize your returns in that context.
- Core Business: Financial Planning backed by unbiased research is our MAIN business and not a means to earning higher commissions.
- Professional and Independent: We charge a fee for developing your plan. We charge for other services that we provide to you. This is independent of what we recommend.
- Expertise: Our investment advice is based on fundamental research by a qualified team of analysts using a combination of qualitative and quantitative parameters done.
- Experience: We have the experience of over 10 years in researching and advising personal finance instruments like mutual funds, insurance, fixed income instruments and their applicability to life goals.
"But still, why PersonalFN?
There are several organizations which claim to do the same. So, why should I choose PersonalFN?"
The answer is SIMPLE.
Our Approach
With PersonalFN, you get an approach where the focus is YOU - PLANNING for your LIFE GOALS.
Would you undertake a journey without knowing the destination?
Similarly, investing without a plan has little meaning. It is what you achieve through your investment that is important. Hence, planning invariably should come before investing.
With a plan, you are equipped to handle various factors such as surpluses, shortfalls, emergencies, which otherwise you would not know. Such situations would happen when you invest your money based on tips received from agents/distributors/friends/family.
With planning, you understand how quickly or how likely are you to achieve your life goals, get control on your cash flows, your earnings and expenses, and what level of risk would need to be taken to make all this happen.
In short, a plan will let you develop a comprehensive understanding of your life goals (the ENDS) as also define the path (the MEANS) to achieve the same.
You begin with simple and crucial life goals as a part of your plan, such as:
- Your Retirement
- Your Children’s Future, e.g., higher education
- The Home
- The Annual Holiday
- Wealth accumulation, e.g., a crore in 5 years
- Money to set up your own venture
We advice you to invest your money in what will be the best and the simplest investment option in line with the risk that you wish to take to meet your life goal and not what earns us the maximum commission.
Financial Planning is Simplified for you.
About PersonalFN
PersonalFN is focused on providing well researched, unbiased and expert advice to you. We have a highly qualified and experienced team of research analysts who track various personal finance instruments including mutual funds, fixed income instruments, gold, and insurance.
Our core proposition is built around research and financial planning which is our primary business. We can also help you invest in various financial instruments but that is secondary and is a choice that you as a client make.
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In case you live in a city different from the one where we have a branch, you can get in touch with a nearest branch office, or, alternatively, write to us at info@personalfn.com
Please Note: PersonalFN is a service brand of Quantum Information Services P Ltd.
PersonalFN Services Guide