The Platinum PersonalFN Service is the one stop shop for those clients who want a Financial Plan to be created, the Plan to be executed and monitored, and want ongoing access to Senior Management and the Financial Planning team to advise them on their plan and portfolio.
As a Platinum PersonalFN Service client, you experience with PersonalFN will be:
You will have full access to PersonalFN’s suite of services.
PersonalFN will plan for your family’s and your financial goals including wealth accumulation and protection, and provide world class personalized service to manage your investments.
Platinum PersonalFN Service gives you:
- Unlimited advice through the year
- Unlimited access to a dedicated Investment Consultant to manage your investments
- Unlimited Financial Planning and Plan Reviews during the year
- Customized analytical reports on your investments
There will also be no separate charges for transactions done through PersonalFN.
In brief, you will receive access to the best that PersonalFN has to offer, with no limits.
You will receive completely unbiased and independent advice that is in your best interests, to help you to manage your investments and safeguard and grow your wealth.
Please Note: Brokerage firms, insurance agents, and even some banks may offer some aspects of Comprehensive Financial Planning as a by-product of selling other products and services such as investments. It is essential to the health of your investments that you opt for an unbiased Financial Planner, who operates on a fee based rather than a commission based revenue structure.
PersonalFN is a fee-based financial planning firm.
FULL DISCLOSURE OF COMMISSIONS AND CHARGES
All commissions that we receive from mutual funds on your transactions would be disclosed to you in a separate report. You can utilize any excess commission earned, to offset the fees of other PersonalFN services that you choose, subject to SEBI / AMFI regulations and guidelines.