| Financial Planning Services
PersonalFN provides you with personalised planning and investment solutions for your financial needs and commitments.
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| Our Services |
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1. Personalised Financial Planning
2. Retirement Planning
3. Future Planning for Children
4. Wealth Accumulation
5. Existing Portfolio Review
6. Asset Allocation
7. Fund Select Plus
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 instruments including mutual funds, debt instruments, gold, insurance and home loans.
Our Approach
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Our team of investment consultants would spend time with you in understanding your current financials and future needs and provide a solution that helps you meet your goals. Our advice is solely driven by your financial goals.
Value added Services
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The following value added services are also available:
Financial Planning and Portfolio Review
An exclusive monthly "Investment Ideas" newsletter
Researched views & analysis
A simple yet objective Asset Allocator
PersonalfnDirect, an online utility to keep you posted on the performance of your portfolio and the latest research from personalfn! [Read More]
Our Fees
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Our fees are based on the level of financial planning and investment advice that you seek. The consultant must help you understand these fees. There is no fee for the first meeting with our consultant.
Contact us NOW!
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Speak to our expert financial consultant, or write to us NOW.
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We can be reached at:
| Click on the city name to write to us |
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.
* Conditions apply
Disclaimer: The communication related to insurance is being made by Personalfn Insurance Services India Private Limited, a wholly owned subsidiary of Quantum Information Services Private Limited. Personalfn Insurance Services India Limited is an IRDA licensed corporate agent for life insurance.
Quantum Information Services Private Limited is enrolled as AMFI Registered Mutual Fund Advisor (ARMFA) under AMFI Registration No. ARN- 1022 and adheres to AMFI
Guidelines and Norms for Intermediaries (AGNI), and all its employees engaged in distribution of Mutual Fund products have passed the prescribed AMFI certification examination.
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Read our Brochure