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Valued Reading
7 Tips To Survive A Stock Market Crash
A market crash can erode significant wealth. Here are some tips to help you glide through.

PersonalFN - 24 May-2017

Mutual Funds
6 Reasons Why Mutual Funds Participation Is Outshining FIIs
Less than 10% of domestic household savings are invested in equity markets. However, we have now started witnessing weakening of this trend.

PersonalFN - 24 May-2017

Are You Ever Going to Become Wealthy? Find out now Financial Planning
10 Lessons On How To Make Your Children Money-Wise

The ill-use of money can be detrimental to people of any generation. Be money-wise…  


PersonalFN - 23 May-2017

5 Factors To Look Into While Buying ULIPs Mutual Funds
Blue-chip Funds vs. Emerging Blue-chip Funds: Which one to opt for?

Investors are often in a dilemma when it comes to choosing stable blue-chip funds or high return potential emerging blue-cap funds.  


PersonalFN - 22 May-2017

Mutual Funds
10 Mistakes To Avoid While Investing In Mutual Funds
At present, the market euphoria is so loud that, many investors have started ignoring the fundamentals of mutual fund investing.


PersonalFN - 22 May-2017

5 Factors To Look Into While Buying ULIPs Mutual Funds
5 Easy Steps To Become KYC Compliant
Become KYC Compliant in just 5 steps.

PersonalFN - 20 May-2017

5 Factors To Look Into While Buying ULIPs Mutual Funds
3 Steps to Generate Your Mutual Fund e-CAN
Now create your common account number by following three simple steps, read on…

PersonalFN - 20 May-2017

5 Sure-Shot Ways To Grow You Financial Advisory Business Financial News. Simplified
Will GST Make Cost Of Living More Affordable? Find Out Here…
The finance minister expressed that the tax rates won’t have inflationary impact as most goods which are presently taxed at 31% or higher will now be taxed at 28%.

PersonalFN - 19 May-2017

Tax Savings
10 Reasons Why You Should File Your Income Tax Return On Time
Don’t wait till the last minute to file your income tax returns. PersonalFN highlights the benefits of filing your tax returns early

PersonalFN - 18 May-2017

Here's How Wasting Food Can Cost You A Fortune Mutual Funds
What Are Fund Managers Doing In An Expensive Market
For professional fund managers, managing equity oriented mutual fund schemes is just like running a marathon race. .

PersonalFN - 17 May-2017

Archives Knowledge Center

Money Simplified - Your Guide to Money & Mutual Funds
Most Popular Money Simplified

Financial Planning Guide (2014 Edition) Financial Planning Guide
Plan and achieve your cherished life goals such as your retirement, your child’s education, buying your dream home and more! Read More


Equity Guide    Insurance Guide    SIP Guide

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Scheme Finder

Explore mutual fund schemes for your investment portfolio

 

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HDFC Top 200 Fund    Franklin India Bluechip Fund    IDFC Premier Equity Fund

Fund Screener

Evaluate how various mutual fund schemes have performed across various time frames and take a wise investment decision.


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Compare Funds

Evaluate mutual fund schemes here to make a prudent investment decision

Scheme Name 1 Scheme Name 2

NAVs

See how the NAV of a mutual fund scheme has moved over a time period



Most Viewed Scheme:
DSP BR Equity Fund    Tata Balanced Fund    Kotak Floater - Short Term

Dividend History

Know the rate and frequency of dividends declared by a mutual fund scheme

           


Most Viewed Scheme:
HDFC Top 200 Fund    Tata Balanced Fund   Kotak Floater - Short Term

My Funds

Welcome to MyFunds! Here you can view the NAVs for all your favourite schemes at the click of a button. All that you need to do is select the ten schemes that you wish to track. The next time you visit MyFunds, the system will automatically display latest NAVs for your schemes. The service is free!


Click here to access My Funds
 
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Quick Calculators

PPF Calculator PPF Calculator
Using this calculator, you can get an estimate of the end value of your investment in PPF.

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Do you want to know future investment value of your ongoing SIP?

EMI Calculator EMI Calculator
Know the Equated Monthly Installment you will be paying on your loan.

HLV Calculator HLV Calculator
Measure the optimal insurance cover you need with a holistic perspective.

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Measure how much corpus you need to build for your retirement.

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Client Testimonials

The journey to financial planning with personalfn was memorable. The systematic approach and guidance provided to build goals and road map to achieve them was excellent.

Appreciate all the efforts and discussion from the Personalfn team to assist in creating a systematic plan for a safe and secured future.


- Sanjay Batra, Kuwait


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Retirement Planning

Retirement Planning You spend most of your life earning and investing, so that you build up enough funds to cover all your expenses for your entire retired life, so give your retirement plan the attention and importance it deserves. Click here to plan for your Retirement

 

Asset Allocator

Asset Allocator This tool will guide you on which kind of assets you should invest in. Click here to review your asset allocation.