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Valued Reading
How Last Minute Tax Saving Can Cost You Money…
Tax planning doesn’t work in isolation. You see, it’s an integral part of one’s overall financial plan.

PersonalFN -29 March-2017

Financial Planning
Why Robo-Advisors Make Biased Recommendations…
Robos are replacing humans in almost every field. The wealth management and financial services space too, is not consigned to oblivion.

PersonalFN -29 March-2017

Are You Ever Going to Become Wealthy? Find out now Mutual Funds
Facing A Crunch? Here’s How You Can Pause A SIP
SIP pause facility makes an investor's life easier...

PersonalFN -28 March-2017

Here's How Wasting Food Can Cost You A Fortune Financial Planning
Here’s Why Even the Best Robo-Advisor May Disappoint You
Best Robo Advisor? Maybe Not, If It Does Not Offer You Mutual Fund Direct Plans

PersonalFN -28 March-2017

Financial Planning
Why Your Robo Can't Help You Achieve Your Financial Goals...
Robo advisors can help you in a number of ways if you utilise their services correctly

PersonalFN -27 March-2017

5 Factors To Look Into While Buying ULIPs Tax-Savings
Income Tax Filing Process Will Be Simplified Further For Salaried Employees…
To expand the tax net, the Government is mulling over introducing a single-page Income Tax (I-T) returns form.

PersonalFN - 27 March-2017

5 Factors To Look Into While Buying ULIPs Mutual Funds
Here's Why Aadhaar Will Become Your Main Id…
How much do you value your privacy? If you do, be ready for a colossal breach.

PersonalFN - 24 March-2017

5 Sure-Shot Ways To Grow You Financial Advisory Business Mutual Funds
NFO Review: BNP Paribas Balanced Fund
An open-ended balanced fund which seeks to generate income and capital appreciation.

PersonalFN -23 March-2017

Financial Planning
4 Reasons For Rise In Gold Demand
Despite the US Federal Reserve's firm move to increase rates, gold prices are rising and so is gold demand. Why? Know the reasons here…

PersonalFN -22 March-2017

Mutual Funds
Why Mutual Funds Investors Should Not Worry About Market High. But…
How Mutual Fund Investors Should Invest During Ongoing Market Highs

PersonalFN -21 March-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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Scheme Finder

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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

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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

           


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

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

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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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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.