| Why Personalfn?
Personalfn provides you with complete investment solutions for your financial needs and commitments.
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| Our Services |
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1. Retirement Planning
2. Tax-saving investments
3. Child's education/marriage
4. Wealth accumulation (We can even help you become a crorepati!)
5. Generating a regular income
6. Creating an asset
Our services will appeal to all investors, regardless of their networth and financial awareness.
Our Advice
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Our advice is backed by solid fundamental research and best-in-class personalised services. We have a highly qualified and experienced team of research analysts who track various personal finance products including mutual funds, debt instruments, insurance and home loans.
Our Offerings
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Some of our offerings, which come complimentary to our clients include -
An exclusive monthly Investment Ideas newsletter
Premium research on mutual funds (FundSelect) *
Deeply researched views & analysis
Money Simplified, a monthly financial planning guide
A simple yet objective Asset Allocator
MyPlanner, to track and evaluate your Net Worth and Cash Flows!
PersonalfnDirect, an online utility to keep you posted on the performance of your portfolio and the latest research from personalfn! [Read More]
Our Team
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Our knowledgeable, ethical, honest and hardworking team of consultants ensure that your financial planning needs are well taken care of. We always put your interest before our own, never submitting to the temptation of either making you transact unnecessarily or getting you to invest in a scheme just to earn higher commissions.
Our consultants are with you right from identifying the need to ensuring that the investment plan is executed and continuously monitored. We believe that the execution of the transaction/plan is not the end of a relationship; as our client you will benefit from ongoing service support. We are dedicated to providing you with the best-in-class client support services (Our pledge to our clients).
Get in touch!
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If you are looking for an honest financial planner, write to us or call at the numbers given below. We also offer a fee-based online mutual fund recommendation service - FundSelect Plus. To know more about this service, please click here.
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