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Your Family’s Future Depends On This. Read Now.
Ask a question like ‘How should I grow my wealth?’ or ‘How should I plan for retirement?’ and you will have no dearth of people wanting to give you advice. Advice that is both good and not so good. And at times very bad for you.
Advisors will queue up outside your house, your office. Most will promise you the moon. Some will offer rebates and maybe even the promise of invites to movies. The effort is worth it. A successful bid (being chosen as the advisor) will result in more Assets Under Management (AUM). And more AUM means more commissions.
The effort is definitely worth it… for the advisor.
As for you, the result is predictable. There is a fair chance that you will be left holding a portfolio of high-commission paying mutual funds, insurance and other assets, most of which may not serve the purpose for which you went out to seek advice in the first place.
This is a reality. It is there all around us. It has been experienced by your colleagues, friends and family. But this reality does not have to be true for you as well.
Your family’s future depends on the credibility of advice you get.
If you have this thought in mind every time you invest money, you will act very differently.
Yes, it’s true. When you have real objectives in mind, like child’s education or planning for your retirement, you begin to look at things differently. It’s no longer about beating the market. It’s no longer about identifying the next hot tip. It’s all about securing your family’s future. It’s about investing smartly.
The Smart Way to Plan Your Finances
There is no rocket science to investing smartly. It’s a simple three-step process.
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Step 1:
You need to identify your need/objectives and then plan for them. So if you are aiming to preserve your wealth, you need to build an asset allocation plan, which will deliver you the desired results.
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Step 2:
Once the plan is made, then you need to identify the investment avenues where the money needs to be invested. So for the money that is to be invested in fixed income assets, you need to identify the right deposits for yourself. Ditto for the other assets.
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Step 3:
Once invested, you need to regularly track and review your investment portfolios to ensure that you are on track to achieving you need. While some deviation from the plan is inevitable, if it exceeds your comfort band then a thorough review is warranted.
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It’s simple. But that does NOT ensure a successful outcome
It’s true that the smart way to planning your finances is a very simple process. But the simplicity does not assure you a successful outcome. There’s more to it.
A Lot Depends on Your Financial Planner…
In our view, the successful outcome of a plan depends on the financial planner. His competence and his honesty. If either is absent, you run the risk of not achieving your goals. You need both the attributes in your financial planner. No doubt about that.
But where will you find such a financial planner?
Your Search for an Honest and Competent Financial Planner Ends Here
You have the choice of Personalfn, an honest and competent financial planner. At Personalfn we provide you with complete investment solutions for your financial needs and commitments.
But before telling you more about ourselves, here’s what some of our earliest clients have to say about us.
What Our Clients are Saying About Us
I highly appreciate your quality of service in advising me on investments since last four years. Your advice is always very ethical, trustworthy, realistic, consistent and careful to meet my requirements and not your targets.
- Girish Shanbhag, Pune
The advice provided by Personalfn has been invaluable in setting my investment goals and pursuing a systematic investment strategy. Even more helpful is the practical and calm advice provided at times of market turmoil, which has put my mind to rest.
- Dhruv Moondhra, Mumbai
We have been investing through Personalfn since late 2003 and are completely satisfied by their services. In the long term their advice has always proven to be correct and beneficial to us.
- Byram and Perveen Godrej, Pune
Personalfn has been very professional in its dealings with me. They never put any kind of pressure and allowed me time to take my decision. It was a totally stress-free experience.
- Srinivas Kottamasu, Bangalore
Our Strength – Our Honest Approach
Our knowledgeable, 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.
Read Our Pledge To Our Clients.
Our recommendations are backed by solid fundamental research. We have a highly qualified and experienced team of research analysts who track various personal finance products including mutual funds.
Some Benefits of Being a Personalfn Client
Some of our offerings, which come complimentary to our clients include -
 PersonalfnDirect
A fully automated online utility to keep you posted on the performance of your portfolio and the latest research from personalfn [ View Screen Shots ]
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» Investment Ideas -
An monthly Investment Ideas newsletter exclusive to our clients.
[ Read Latest Issue ] |
» Premium Research -
On mutual funds (FundSelect) plus deeply researched views & analysis
[ Most Recent Report ] |
| » Money Simplified -
A financial planning guide |
| » Asset Allocator -
A simple yet objective Asset Allocator |
| » MyPlanner -
Track and evaluate your Net Worth and Cash Flows! |
Here’s What You Should Do… NOW.
To secure your family’s future, you need the guidance of a financial planner who is honest and competent and at the same time is capable of offering you great service. If this is what you are looking for, then
Personalfn is who you should turn to.
The only way to know whether Personalfn is what will suit you best is to meet one of our consultants (we do not have any franchisees or outsourced staff). We will meet you at your convenience. And there will be no obligation for you to do any business with us. That’s right. No obligations.
So, call Personalfn and fix up an appointment with our Investment Consultant today!
We can be reached at (click on the city name to write to us):
| Click on the city name to write to us |
Drop Us a Line: If you have any query, or wish to know more about our services before actually meeting us, simply drop us an email at info@personalfn.com. We will be delighted to hear from you!
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