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Valued Reading
Why A Sensible Money-Talk Is Necessary Post-Marriage?
Avoid making financial mistakes as newlyweds. Read on to learn more…

PersonalFN - 22 July-2017

Financial News Simplified
Should You Panic As Govt. Plans To Consolidate PSU Banks?
The obvious question that may come to your mind is if we need more banks, why Government is trying to create monopolies for a few players?

PersonalFN - 21 July-2017

Tax Savings
I-T Department To Launch A Mobile App For You. Here's What You Need To Know
The app will link your profile to your PAN thereby letting you track all your Income Tax related activities.

PersonalFN - 20 July-2017

Tax Savings
NRIs Watch Out, You Could Be Under The I-T Lens
In the absence of any official announcement, NRIs will have an option to skip revealing information about their foreign bank accounts.

PersonalFN - 20 July-2017

Tax-Savings
Don't Panic If You Miss The Income Tax Return Deadline This Year. Here's why…
Penalties liable under Section 234F of the Income Tax Act, will be applicable from AY2018-19

PersonalFN - 19 July-2017

Fixed Income
Will RBI Reduce Policy Rates Soon? Know Here...
Expectations of a policy rate cut from the Reserve Bank of India (RBI) has resurfaced again.

PersonalFN - 19 July-2017

Financial Planning
How Working Women Should Manage Their Personal Finances
Women, stand up and achieve your financial freedom today. Read on to learn how…

PersonalFN - 18 July-2017

Tax Savings
Why You Should Begin Tax Planning Early
Begin tax planning early to make the most of the tax rebates available and structure financial goals accordingly.

PersonalFN - 17 July-2017

Tax Savings
Here's What CBDT Is Doing To Expand Tax Base
It seems demonetisation has started yielding its results. In FY 2016-17, the base of taxpayers got expanded by nearly 25%.

PersonalFN - 17 July-2017

Mutual Funds
Markets At All-time Highs: Should You Invest In This Dynamic Fund?
NFO review of Axis Dynamic Equity Fund.

PersonalFN - 15 July-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

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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

           


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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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Quick Calculators

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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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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.