Financial Planning Service

PersonalFN 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 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

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

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 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

What does a PersonalFN Financial Plan include?

PersonalFN provides a Comprehensive Financial Planning Service which includes:

  • Assessing your Risk Profile
  • Assessing your Contingency Requirement
  • Assessing your Life Insurance Requirement
  • Restructuring your Existing Loans
  • Review of Existing Mutual Funds
  • Review of Existing Insurance Policies (Both Life and General)
  • Future Cash Flow Analysis
  • Planning for Financial Goals such as House Purchase, Child Education, Child Marriage, Vacation, Retirement etc.
  • Defining Asset Allocation for your Financial Goals
  • Rebalancing of Portfolio
  • Fresh Recommendation on Both Life and General Insurance Policies
  • Fresh Investment Recommendation across different asset classes based on your risk appetite and time horizon
  • Action Plan
  • Transaction Assistance for implementation of your Financial Plan (Investment are not mandatory to be done through PersonalFN even though we will be happy to help you)

PersonalFN Financial Planning Process

Why you should choose PersonalFN for Financial Planning?

PersonalFN is a SEBI registered investment advisor and our main focus has always been:

  • Client First Philosophy
  • Full Confidentiality of all your financial data
  • Hand Hold you at any point of the financial planning process
  • Unbiased Recommendation backed by more than a decade long research experience
  • Full Disclosure of any kind of income we earn from you
  • Establishing a Long Term Relationship with you, rather than just a financial plan




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