"If you are passionate about people achieving their goals,
they will choose you over the less passionate competition." - Don Connelly

Become A Trusted First Choice
For Over 180,000 Potential
Customers Looking For A

Certified Financial Guardian

Dear Reader,

This is going to be interesting and also high potential.

Read this only when you have a disturbance free few minutes to invest in your plans for the future.

What we are about to share with you is something that could change the way you look at utilising your passion for Personal Finance.

Mind you once again, this is extremely exclusive and probably what you wanted but weren't able to find.

This could change the way you do business, for good!

You see, after being in this business for over 20 years, PersonalFN understands the nuances of the investment advisory business and challenges you might have.

We get you!

All the hard work, sourcing clients every day, retaining them - that's a HUGE task!

And that's not even the tip of the iceberg.

The heavy discounts, cut-throat competition, an almost stagnant fee structure and necessary expenditure you have to bear, may ultimately lead to more losses than wins at the end of the day.

That's heart-breaking to say the least.

And with the ever-increasing competition from big financial houses, the shrinking trust of investors in the capital market, and the changes in regulations...

We believe, it will keep getting harder and harder for you by the day.

But there is a way out!

Something specially designed to help YOU.

The Next Big Thing in the investment advisory business.

A Unique Solution that could help you resolve most of your worries, for you to achieve all your aspirations and grow your business to a whole NEW level.

We have all this expertise which we want you to make full use of.

Trust us, this is going to change the way you do your business altogether.

It holds unmatched potential of multiplying your business revenue over time.

Let potential clients find you easily without having to run after them.

Highlight your qualification, expertise and services you offer.

Get an edge over others in the crazy rat race of financial market.

This is BIG.

Here it is,,,

PersonalFN's Special Exclusive Initiative
'Certified Financial Guardian'

We bring to you a first-of-its-kind exclusive offering from PersonalFN leading you to the forefront of the financial advisory industry.

You see, PersonalFN is one of the first personal finance websites in India.

Founded in 1999 with an innocent ambition of empowering Indian investors, PersonalFN has been built on the basis of honesty and integrity.

Having spent over 20 years, educating investors; today we have come a long way, with the support of millions of followers and readers across the globe.

We aim to deliver honest and unbiased opinion and solutions to one's financial dilemma.

At PersonalFN, we handhold our clients towards achieving their financial goals; amidst the chaos of the financial world.

That's exactly why lakhs of Indian investors know us, and trust us.

But we realized that we still haven't done enough.

We need to do something even bigger to ensure investors in our country have easy access to unbiased advise and honest guidance.

Ofcourse, we cannot do it alone.

We need you to join our revolution to bring light into the life of an average investor.

That's the reason why we came over with this great opportunity today.

This unique opportunity gives you direct access to earn the trust and continued loyalty of lakhs of investors across India!

In the ocean of rampant disappointment and noisy distrust, you will be among the chosen FEW on whom an average Indian investor puts his faith exclusively.

You will become the financial "guardian" for lakhs of investors, who may have been duped and exploited and are looking for a beacon just like you.

And with trust, loyalty, and respect comes a lot of other benefits too.

Thus, building long lasting relationship with your clients... How great would that be?

So, we are presenting to you...

An Exclusive Platform To Connect With
Potential Clients

We are going to give you an exclusive unparalleled online platform to connect with your prospective clients, right away.

...And more importantly, for your clients to DISCOVER you and connect with you on their own.

As soon as you qualify as a Certified Financial Guardian, you literally get exposure to

A Massive 180,000+ potential clients

And on an average, the number keeps growing by thousands each month.

Moreover there are clients, who are looking for high quality and honest financial advice at the moment.

For you, it will be just about being in the right place at the right time.

In short, they are waiting for someone like you.

And as a Certified Financial Guardian (CFG), you may get known to these prospective clients right away.

What's more?

You DO NOT have to run around from town to town, or city to city to search for clients.

Yes, no more spending thousands of rupees on promotional or marketing expenses to build your business.

We are giving you a readymade solution that gives you the perfect exposure in the Indian markets.

This is a singular platform-perhaps, the very first of its kind-that offers you a tag of a 'Financial Guardian', that could set your financial advisory business on a high growth trajectory.

Are you ready to grab this opportunity of a lifetime?

We are sure the answer is yes.

Here we go...

A 12 Hours Online Exclusive Course To
Earn Your CFG Certification

As you can understand, the tag of a Certified Financial Guardian would be your token of utmost honesty and supreme commitment towards the interests of the investors.

So, this is the simple process that you have to follow to become a Certified Financial Guardian and get yourself listed on the platform.

  1. Sign up for Certified Financial Guardian on our website (you can find the link below).
  2. Undergo our 12-hour e-Learning program on Personal Financial Planning. (The course includes sessions on ethics, training on risk assessment, tax planning, retirement planning, investment planning and so on.)
  3. Pass our final test to qualify as a Certified Financial Guardian.
  4. Meet our eligibility criteria. (You need to have a valid Advisory / Distribution certificate as per SEBI/AMFI guidelines)
  5. Get yourself listed as a Certified Financial Guardian, on the CFG Platform

Here's a Glimpse Of Your 'CFG' Certificate

This little piece of document will act as the game-changer in days to come. It is a mark of ethics and commitment in the profession that you have chosen for life.

It will separate you from the rest of the pack of advisors.

It will tell the Indian investors that you are a part of the big revolution of PersonalFN, and an initiative supported by Quantum Mutual Fund.

It will tell everyone that you are a Certified Financial Guardian!

And it doesn't end there...

Once you complete the course successfully and are certified, we will list you as a Certified Financial Guardian on our exclusive platform.

The world is then your playground.

But there is still one question left to answer...

Why Is A CFG Many Level Up From
Ordinary Advisors?

Well, to start with, the TRUST and RESPECT you earn from your clients, once you get certified, sets a CFG apart from the rest.

While there might be instances where financial advisors are being verbally abused by their clients, infamously written about by the press, and at times treated like criminals by the regulators, you would be treated differently.


Because you are a Certified Financial Guardian - not just a financial advisor.

From the people who have earned the trust and faith of millions, here's a way for you to earn your client's trust!

In the 'fair-game' field of finance - where many intermediaries are treated with suspicion - PersonalFN and Equitymaster have, earned the trust of millions of clients for almost two decades.

So get ready to build a respectful business by winning the trust of your clients once you graduate as a Certified Financial Guardian.

That's not all though.

See this...

Research Support and Advanced Tools
Worth Thousands

Yes, you read that right.

By joining the Certified Financial Guardian initiative, you get a host of benefits & bonuses worth thousands, that can help you provide well informed investment advise.

Here is all that you will be eligible for.

CFG Benefit #1:

Research Reports - Comprehensive Analysis on Mutual Funds

We understand that the most important aspect of investment advisory is keeping a close watch on your recommendations. The comprehensive fund analysis reports will help you get a 360-degree view on funds picked by an experienced research team at PersonalFN. Their views, their insights and their recommendations - All at your disposal. You will get access to two new detailed fund reports every week, along with the archives of all the fund research reports published in the past.

CFG Benefit #2:

Access to PersonalFN's Latest Views and Ratings

Our experts in the research have an experience of over 2 decades in picking only what they believe are long term winners. They have recorded a success rate of 70%. That is 7 out of 10 funds picked by the team have turned out to be long term outperformers. Some of their picks have beaten the markets by a significant margin! Now that is a track record one should look for when picking good funds. And this premium does help you with that. It will give you access to the latest views and ratings assigned to the funds by our research team.

CFG Benefit #3:

Mutual Fund Screener

Another creation of our experts in the research team, the 'Mutual Fund Screener', is what you get for FREE when you sign up for the Certified Financial Guardian initiative. It will help you screen and compare the performance of mutual funds across categories, only to make more informed decisions. A tool not usually available to many, but given that your aim is to be a Certified Financial Guardian, we thought you must have it.

CFG Benefit #4:

Asset Allocator Tool

The Premium Asset Allocator Tool will help you design an optimum asset allocation suitable for your client's risk appetite or investment goals. Asset allocation is something which is ignored by many advisors and investors that could only mean bad news sooner or later. But with our Asset Allocator tool, you are always one step ahead when it comes to diversifying your client's portfolio.

CFG Benefit #5:

Smart Portfolio Advisor

Once again, a brainchild of the research team riding on the back of technology and solid research. The Smart Portfolio Advisor tool is designed to generate a series of high potential portfolio by using backend algorithm. Each portfolio is made up of top rated funds picked by the research team at PersonalFN, and suggested allocation. The Smart Portfolio Advisor Tool will help you generate an optimum mutual funds portfolio that could be suitable for your client's risk appetite and investment goals. It will give you an advantage of creating potentially the best mutual funds portfolio suitable for your clients.

CFG Benefit #6:

Comprehensive Portfolio Analyser

Looking for a comprehensive analysis report of a mutual funds portfolio? Comprehensive Portfolio Analyser can help you generate a detailed portfolio analysis report. Just feed in the scheme name and investment details like purchase amount, investment date, etc. of the schemes in the portfolio. The system will generate a ready report highlighting the fund and portfolio performance, asset allocation, underlying holdings across stocks and sectors, fund house concentration, category wise exposure, and so on. You can even share this report with your clients to help them get a comprehensive analysis of a fund's portfolio.

CFG Benefit #7:

Mutual Fund Portfolio Screener and Review

Want to do a quick health check-up of your client's mutual funds portfolio? The advanced Mutual Fund Portfolio Screener and Review tool will help you generate a comprehensive fund review report that will give you a comprehensive view on your client's portfolio. The report incorporates PersonalFN's view and recommendation on each fund, and tells you which are the funds worth holding, and those one should consider exiting. You need to just upload the Common Account Statement of your client and get a Review report generated within few minutes.

# Note: Your client's data is fully safe and secured. We do not capture or store your client's information at our end. The report once generated will be also sent to the registered email id of the advisor. Any client information provided by the advisor while using the above tools will be auto-deleted from our systems once logged out.

FREE Bonuses You Should Not Miss

If you register right now, we will throw in Free bonuses that can be handy while advising your clients.

Check this out.

FREE Bonus #1:

PersonalFN's Exclusive Calculators

Now this is one premium that we usually don't even sell for a price! These are our premium exclusive downloadable calculators, which we believe every advisor must have. Here is a list of the downloadable calculators you will get:

FREE Bonus #2:

PersonalFN's Premium Exclusive Guides

This is what we would like to call the most valuable of the premiums that you will get for FREE as a Certified Financial Guardian. This is where the expertise and experience of over 2 decades lie. Many of these guides are worth Rs. 2,000 each. But you could get all of them for FREE. Here is a glimpse of all the guides you get (The list is not exhaustive. We will keep adding new ones):

FREE Bonus #3:

PersonalFN's GIFs and Infographics

Get access to a series of educative GIFs and Infographics created by PersonalFN. These GIFs and Infographics focus on important personal finance topics and concepts which may be informative for your clients.

You can share these downloadable GIFs and Infographics with your clients and help them gain confidence while taking their investment decisions. We will keep on adding new ones, so you can keep your clients engaged.

Ideally, every thing we have mentioned above until now should be enough to help you evolve into a well-informed Financial Guardian.

And if we add the prices of all these FREE benefits, you are getting your registration to Certified Financial Guardian virtually for FREE.

But you thought we are going to stop there, you are mistaken.

We don't want to leave any stone unturned to ensure you register to this HUGE opportunity.

So, here is something that will quash any doubt you might still have in your mind.

Save Over Rs 15,000 On Your Annual Registration Fee If You Sign Up Right Now

Our annual registration fee for Certified Financial Guardian is set at Rs 25,000.

But to show you how much we want you to be able to become a Certified Financial Guardian, we are doing something unusual.

You can now become a Certified Financial Guardian at a whopping discount of over 60%!

In other words, you can register for the Certified Financial Guardian initiative for Rs 9,950 only, instead of the usual annual fee of Rs 25,000.

But this offer is a very exclusive and time sensitive one.

Also, for a very limited number of seats.

And from the look of it, it might not take too long before we have to close the gates for registration.

It's time to act - Now!

Want to avail the huge discount on your registration and get the unlimited benefits of being a Certified Financial Guardian?

Yes, Make Me A Certified Financial Guardian Right Now

To your success,

Team PersonalFN

P.S. We might have to close the gates for CFG registration very soon. So, here's your golden chance. Don't miss it.

P.P.S. Become a PART of this revolution and join the fleet of like-minded advisors. Be the pioneer of change for the whole financial advisory. To get the 'first-move' advantage, ACT NOW!

*Price inclusive of applicable Goods and Services tax

** The performance data quoted above represents past performance and does not guarantee future results.

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Disclaimer: Quantum Information Services Pvt. Limited (PersonalFN) is an independent Mutual Fund research house and SEBI Registered Investment Adviser (Registration No. INA000000680). All content and information is provided on an 'As Is' basis by PersonalFN. Information herein is believed to be reliable but PersonalFN does not warrant its completeness or accuracy and expressly disclaims all warranties and conditions of any kind, whether express or implied. The Services rendered by PersonalFN are on a best effort basis. PersonalFN does not assure or guarantee the User any minimum or fixed returns. The Services are designed and provided based on the information and documentation furnished on this website/to the Personalfn by the User. The recommendations/advice made by PersonalFN are subject to several risks & other external factors not in the control of PersonalFN such as financial markets, macro and microeconomic factors, and other factors that can cause an adjustment in the User's own financial situation and the progress of the User's plan. The results may be based on certain assumptions. PersonalFN and its employees, personnel, directors will not be responsible for any direct / indirect loss or liability incurred by the user as a consequence of him or any other person on his behalf taking any investment decisions based on the contents and information provided herein. Use of this information is at the User's own risk. This is not directed for access or use by anyone in a country, especially USA, Canada or the European countries, where such use or access is unlawful or which may subject PersonalFN or its affiliates to any registration or licensing requirement. The User must make his own investment decisions based on his specific investment objective and financial position and using such independent advisors as s/he believes necessary. Past performance is no guarantee of any future results. Mutual Fund investments are subject to market risks, read all scheme related documents carefully. Quantum Information Services Private Limited (PersonalFN) may hold shares in the company/ies discussed herein. As a condition to accessing PersonalFN's content and website, User agrees to our Terms and Conditions of Use and Privacy Policy, available here.

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