The PersonalFN Premier Service isis the one stop shop for those clients who want a Comprehensive Financial Plan to be created, the Plan to be executed and monitored, and want ongoing access to Senior Management and the Research Team of the PFN team to advise them on their portfolio.
We will create your Plan, implement and execute the Plan (with your permission), complete all the documentation required to enable execution, regularly monitor and provide you with customized analysis and reports and information you need, and update you on the performance of your Assets under Advice with us.
Your dedicated Investment Consultant will meet with you regularly to review your Plan, discuss any changes that may be required during the year, update you on the progress of your investments, and assist you with any queries you may have during the year.
Additionally you will receive free access to our online mutual fund tracking platform on www.personalfn.com. With our tracking platform, you will also receive our Value Added Services, which currently are:
- Financial News. Simplified. – our weekly newsletter that cuts out the noise and gives you the financial news that affects you
- Investment Ideas Note – our monthly communication that tells you how the various asset classes have performed
- Asset Allocation Note – a quarterly initiative, written by Mr. Ajit Dayal for our clients eyes only.
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.
Know more about how you can benefit from PersonalFN's expertise. Speak or meet with out Senior Investment Consultant.
Mumbai : +91 22 6136 1221 | Delhi : +91 124 646 5302 | Chennai : +91 44 6526 2621
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