The next step after Planning is to implement & execute the Plan, which could include reallocating assets, increasing one’s savings and reducing one’s expenditures, or some combination of the above.
For those clients who, post Planning, want PersonalFN to implement and monitor their Plans and want to have their PersonalFN Consultants available for ongoing advice and personalized recommendations, we offer the Ongoing Personalised Service. Under this Service, your Investment Consultant will be available during the year, taking care of necessary documentation, advising you on when to invest in your recommended funds and keeping you informed of market events that can affect your wealth.
Your Investment Consultant will ensure that all your investment related documentation, from your KYC (Know Your Client) form & SIP, STP, SWP, purchases and redemptions, to change of bank mandate, change of personal details, and all other information are carried out in a timely manner on your behalf. Records will be maintained of all your investment changes, details will be ready for your reference at your request.
Under the Ongoing Personalised Service, you will receive our Transactions service for free. This includes access to MyPlanner and PFN mfOnline.
These platforms will enable you to track and transact your investments online, and have access to a number of standardized reports we believe are important for you as an investor.
For more information on what our Transactions service offers you, please Click Here.
*Benefits of having ongoing access to a Investment Consultant who will provide you with personalized advice: In November 2007, when the Sensex was at 19,000 levels, our Consultants warned our clients of a 20% correction and advised extreme caution with any future investments. We told our clients to book profits and start SIPs to achieve cost averaging.
In November 2008, when the Sensex was at 8,000 levels and news said it would go down to 6,000 levels, we told our clients to invest in equity immediately.
Call PersonalFN today!
Bridge the gap between what you have, and what you want to achieve.