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Valued Reading
Will This Focussed Large Cap Fund Work Best For You?
Union Focused Largecap Fund is an open-ended equity fund which seeks to generate capital appreciation by investing in a portfolio of select equity and equity linked securities of large cap companies.

PersonalFN - 22 April-2017

5 Factors To Look Into While Buying ULIPs Mutual Fund
10 Things You Need To Know About RERA
From May 01, 2017 onwards, home buyers will have better purchasing power with the unruly real estate developers.

PersonalFN - 21 April-2017

5 Sure-Shot Ways To Grow You Financial Advisory Business Mutual Funds
SIPs Vs. EMIs: Which Is Better?
Both an EMI and SIP require a monthly commitment, then why should you prefer a SIP to an EMI? Read on…

PersonalFN - 20 April-2017

Fixed Income
Which Type Of Debt Funds Are A Worthy Investment Now…
PersonalFN elucidates the interest rate scenario and how one should strategize his/her debt mutual fund investments.

PersonalFN -20 April-2017

Financial Planning
Should You Buy Gold This Akshaya Tritiya
There is nothing wrong with buying gold on Akshaya Tritiya. However, that's to be symbolic in nature.

PersonalFN - 19 April-2017

Here's How Wasting Food Can Cost You A Fortune Financial Planning
5 Ways to Ensure That Your Dream Vacation Won't Leave You Bankrupt
Don't let your dream vacation burn a hole in your pocket. Five ways to cut costs and plan right! Read On....

PersonalFN -19 April-2017

Are You Ever Going to Become Wealthy? Find out now Mutual Funds
5 SIP Features That Every Mutual Fund Investor Should Know
Don't miss out on these SIP facilities to enhance your financial well-being

PersonalFN -18 April-2017

5 Factors To Look Into While Buying ULIPs Financial Planning
Now You Would Get Loyalty-Cum-Life Benefit On Your EPF A/c
While it’s a good initiative to effectively use the corpus lying idle with EPFO; it is unlikely to add any significant value to the employees’ welfare.

PersonalFN - 18 April-2017

Financial Planning
Missed The Sensex Rally? Here’s Another Opportunity To Score Big
Many would be disappointed to have missed the double-digit returns generated by the Sensex over 5 years. Well, here’s your opportunity.

PersonalFN - 17 April-2017

5 Factors To Look Into While Buying ULIPs Financial Planning
3 Benefits Of An Intelligent Robo-Advisory Platform
Undoubtedly, robo-investing is a significant disruption that’s likely to work positively for investors.

PersonalFN - 17 April-2017

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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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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!


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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.


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