Client Testimonials


Unbiased advice on the basis of thorough research process. It is always a pleasure to read all articles posted by PersonalFN which are very informative, clear and concise to the point. During the creation of my financial plan, the team was very responsive, attended to my concerns and clarifications very well. Overall very happy with the service provided to me by PersonalFN and would definitely recommend it to anyone.

- Joseph Samuel, Mumbai


I was able to get proper information and insights into various available investments and align/ allocate funds accordingly. The Investment Consultant from PersonalFN has been extremely helpful and efficiently been able to guide and answer all my queries effectively. Thank you and will definitely recommend this to people I know.

- Jyoti Nayak, Mumbai


I researched the services of a CFP and zeroed in on PersonalFN. I found the Investment Consultant from PersonalFN very helpful, attentive, and easy to understand. He was open and honest and suggested products to me without any ulterior motives attached. Using the income and outflow, PersonalFN showed me how I can reduce my liabilities and build my insurance, contingency, leisure and retirement portfolios in a structured and sustained manner. It is definitely an organization I would recommend to my peers and family.

- Kaushik Iyer, Mumbai


PersonalFN developed a financial plan that is tailored t my individual needs. The consultant dealt with me was happy to discuss the needs in details and debate the as it was being developed. Their approach is professional and thorough. The name of the service "Comprehensive Financial Planning", I think, is being fulfilled. I have recommended the service to some of my friends and am happy to recommend PersonalFN.

- Naveen Paladugu, Bahrain


I am thankful to PersonalFN for getting my investments set on the track as it was not possible for me on my own. The reason being lack of time to analyze MFs' in details based in biased/ unbiased information available on the web and secondly to select funds from a 'Jungle of MFs' as per my requirements. I am very glad till date to have hired your services and hope to remain so in the future. I should honestly accept that I have wasted too much of my time in trying, continued trying to select MFs' and thus in the process lost precious time by not letting investments happen. It was only after hiring your services that things have fallen in place.

I am completely satisfied by the services rendered and queries solved from time to time in an efficient manner. I hope to reap benefits from the well researched funds and recommended to me by PersonalFN.

- ACL, Denmark


It is so weird that since I received my first salary, everyone have been advising me to save the money for my future but unfortunately none had the clarity on how should I plan my investments. Even I was unclear on how should I break up the small amounts of surplus money I saved from my monthly salary. Add to that the various investment instruments that are available today, the task of investing became arduous. And then on 2nd July 2010 when god blessed us with a baby girl it suddenly became priority for me to find someone who could guide me to plan my investments. I'm glad I chose PersonalFN and the Investment Consultant from PersonalFN made investing such a simple task.

Initially I was not keen on taking Personalized Financial Services but I realized that neither did I have the time nor the knowledge to decide on which mutual fund was the ideal one based on my goals and risk exposure. PersonalFN made me understand the concept of listing out personal goals and planning the finances around those goals. He patiently understood my current earnings, monthly expenses, liabilities, savings and chalked out a wonderful and more importantly an affordable plan to meet my personal goals. Over a period of 2 weeks PersonalFN designed a plan that gave me complete clarity on how could I achieve all my personal goals. As a new parent one of the goals was with regards to my daughter's education and I'm satisfied that PersonalFN helped me plan that goal WELL IN ADVANCE.

Today my daughter is 17 months old and so are my investments. Thanks to PersonalFN'S hedging strategy I have not lost much in this turbulent market scenario. I sincerely thank PersonalFN fro guiding me in planning my finances in a simplistic way ensuring that I meet my personal goals.

- Prem Iyer, Mumbai


I was a complete novice at finances and hence took up this financial planning service to secure my daughters future. The service has been an eye opener to say the least. It gives us a complete picture - of our present, past and future finances and is very well structured. My financial planner was very supportive, adaptable and patient to hear me out and offer relevant suggestions making changes if required. He took time out to explain why we needed the recommendations and to have a customized plan to our needs is just what we needed. Thanks a lot for your unbiased and knowledgeable research it is most appreciated. In fact I ended up learning so much that seems like I attended financial 101 classes. Thanks & well done Personal FN!!

- Shailaja D Rao, Gurgaon


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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