Get the Best Robo Advisor To Help You Accomplish Financial Goals   Jul 09, 2018


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Manoj and Mehek are excited to visit Europe.

But, Manoj isn’t happy with the tour package deal they got.

According to him, they are likely to shell out approximatley Rs 1.5 lakh extra as compared to what typically a couple would spend on a Europe tour.

Last minute arrangements have cost them a pretty penny.

The right approach to financial planning is extremely crucial.

Had Manoj and Mehek saved Rs 1.5 lakh by planning their tour well in advance, they would have effectively added Rs 14.5 lakh to their retirement kitty.

Wondering how?

Rs 1.5 lakh would grow to Rs 14.5 lakh, if invested in an equity oriented mutual fund scheme for 20 years assuming the modest return of 12% on the compounded annualised basis.

If they invest Rs 1.5 lakh every year for the next 20 years, their retirement fund will grow by massive Rs 1.08 crore. 

That’s the power of planning.

Read: All You Need To Know About Retirement Planning

What problems do couples like Manoj and Mehek face?

  They are clueless about these critical questions:

  • What their financial goals are?

  • Whether or not they are achievable?

  • How much they need to invest to satisfy their goals?

  • Which asset they should invest into, and in what proportion?

  • And what’s their risk appetite?

Are you sailing in the same boat?

Don’t worry, one financial advisor can offer you solutions to all your questions about financial planning.

And don’t be shocked to know it’s not a human advisor.

It’s a robo advisor.

PersonalFN Direct—India’s only research-backed robo advisor—is the right choice for you.

What Is Robo Investing All About?

Basically, when you invest in financial instruments with the help of robo advisors, it’s termed as robo investing. These are digital advisors available for you 24*7 that follow a set structure and are devoid of human bias and emotions.

Read:All You Need To Know About Robo-Investing

PersonalFN Direct offers you customised advice based on your financial goals and risk appetite which may eventually help you achieve your financial objectives.

You can start investing in Systematic Investment Plans (SIPs) of mutual funds it recommends and enjoy the benefits of compounding.  

It is promoted by PersonalFN—a service brand of Quantum Information Services (QIS).

PersonalFN is committed to presenting informed views and opinions on various personal finance issues that can impact your investments and finances.

PersonalFN has offered investment recommendations to more than 8,000 clients, and has created customised financial plans for more than 2,000 clients till date.

Since 1999, we, at PersonalFN, have been researching mutual funds, insurance, fixed income instruments, and providing premium mutual fund research services to all our clients in India as well as abroad.

PersonalFN even offers personalised financial planning to help our clients meet their financial goals.

PersonalFN’s track record

Our impeccable track record is well reflected in the graph below.

PersonalFN’s track record
Performance as on March 28, 2018; Past performance is no guarantee of future results
(Source: ACEMF, PersonalFN Research)


As per a study by our research team in the past, as much as 32% of equity mutual funds are WORTHLESS investments. That means over one out of every four mutual funds you put your money in is unable to beat the stock market, namely the BSE-200 index.

At the same time, a handful of funds have the potential to routinely beat the market by a wide margin. They perform consistently across several market cycles and unlike the rest, these are long-term value creators for your money.

PersonalFN’s flagship mutual fund research service, ‘FundSelect’, which has a track record of 15 years, helps in identifying such funds. FundSelect uses a time-tested hard-core mutual fund rsearchmethodology that has so far helped to beat the market...by as much as 80%!

This is the pedigree of ‘PersonalFN Direct’; so you can imagine its performance potential.

Here are 5 Reasons to opt for PersonalFN Direct:

Reason #1: It offers only DIRECT PLANS

Reason #2: Offers customizable investment solutions based on your risk profiling

Reason #3: It brings outstanding research experience of over 15 years.

Reason #4: Minimal paperwork and ease of transacting

Reason #5: It comes at a pocket-friendly price

PersonalFN has consciously tried to keep the whole process simple to invest on its robo-advisory platform, ‘PersonalFN Direct’. You just got to follow these simple steps:

✔ Complete the registration
Complete the registration

✔ Log in with registered details
Log in with registered details

✔ Assess your risk profile
Assess your risk profile

✔ Set your goal parameters
Set your goal parameters

✔ Get a recommended portfolio based on your inputs
Set your goal parameters


Click ‘Proceed’ to begin investing towards your goals.

Please note: To access this feature, your CKYC needs to be verified. As per SEBI rules, PersonalFN will not be allowed to advice clients till this is completed. You will be able to see all our recommendations and execute them as soon as your CKYC is completed. Please contact our customer support at info@personalfn.com to get it verified.

And many investors may have this question: Can I invest in the Systematic Investment Plan (SIP) through PersonalFN Direct?

Yes! Sure, you can.

✔ Simply click on ‘Add Lumpsum’ or ‘Add SIP
Simply click on ‘Add Lumpsum’ or ‘Add SIP’

✔ Fill in a short form as below and click on ‘Add to Cart
Fill in a short form as below and click on ‘Add to Cart’

✔ The fund will display in your cart as below. Click ‘Buy Now’ to complete the transaction.
Fill in a short form as below and click on ‘Add to Cart’


And if this isn’t simple enough, be rest assured that our dedicated representatives will handhold you through the process.

Investing in mutual funds through PersonalFN Direct is simple, rewarding, and economical.

What are you waiting for?

Become a paid subscriber of PersonalFN Direct today and start your journey towards wealth creation.

Author: PersonalFN Content & Research Team



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