Mutua Fund Research

 

Mutual fund investing is a serious business and as an independent research outfit, we understand the mutual fund segment better than most others.

At PersonalFN our research team tests every mutual fund scheme through extensive scrutiny by a set process, while our recommended schemes make the grade on a number of parameters before being selected.

PersonalFN recognizes that Mutual Funds are the simplest way to invest in a variety of investment instruments. They provide you a cost efficient way to take exposure to equity, debt, gold, real estate and many such assets which require huge amounts to be invested in. But with mutual funds, you can start with a very small amount and get invested in a highly diversified portfolio of these instruments.

However, with the number of investment schemes out there in the market and the lack of proper guidance to help investors decide on the right investment for them, it has become increasingly difficult to find the right scheme to invest in. Rankings and ratings change frequently, and decisions based on them lead to frequent changing of the portfolio thus adding to transaction costs and taxes.

So, how can you avoid all this and keep investing in the right mutual funds in a simple way?

The answer lies with PersonalFN’s mutual fund research services that have empowered investors to take right investment decision.


FundSelect: is Vivek Chaurasia's premium service that covers detailed analysis on diversified equity schemes, aggressive hybrid schemes and ELSS, that helps subscribers to make well informed investment decisions and select solid equity funds for their portfolio.

As a premium member, you will receive a monthly report on which mutual funds to Buy, Hold or Sell, along with regular updates from Vivek on all the equity mutual funds he has recommended under the service. Click here to know more.


DebtSelect: is a Premium Debt Fund Research Service offering by PersonalFN managed by Vivek Chaurasia (Head of Research). It aims at identifying safely managed debt funds having potential to generate stable returns along with low risk. DebtSelect gives its subscribers access to carefully-picked Debt Mutual Funds without having to worry about factors like poor fund management and excess credit risk.

As a premium member, you will receive access to all the past Debt Mutual Fund recommendations as well as the future ones, as long as you are subscribed to the service. It also provides monthly reports & updates from Vivek on the debt funds recommended under the service. Click here to know more.


FundSelect Plus: is a Premium Service managed by Vivek Chaurasia, that offers readymade Wealth Building Solution with 7 tested & proven portfolio strategies. These are in-depth investment strategies that are geared for every phase of your financial life. FundSelect Plus gives its subscribers access to a complete wealth building solution that could be implemented towards your various financial goal.

As a premium member, you will receive access to 7 portfolio strategies which you may use to build dedicated mutual funds portfolio for your life goals. It also provides monthly performance review and updates from Vivek on all the mutual funds he has recommended under the service. Click here to know more.


Strategic Funds Portfolio 2025: is a premium offering from the research team of PersonalFN, that gives subscribers instant access to a readymade strategy to build wealth by as early as 2025. Based on the concept of "Strategic Portfolio Theory ", this premium service could guide subscribers to build an optimum mutual funds portfolio for the year 2025 WITHOUT any effort on their part.

In this premium offering, a subscriber will get to know the top time-tested equity mutual funds that have shown the ability to build wealth over a long period. Our research team, with their years of experience and extensive knowledge about mutual funds, have gone to great lengths to find out potentially the best and consistent performers across market conditions. Click here to know more.


The Retire Rich Report: is a Premium Service managed by Vivek Chaurasia & Rounaq Neroy (Co-Heads of Research), is a DIY retirement solution which could guide you to start planning for your retirement and potentially build a substantial corpus that could sustain you in the best days of your life. It is not merely a list of funds or a particular investment idea, but a complete all-around solution to guide you with almost ALL necessary essentials of retirement planning.

As a premium member of Retire Rich, you will receive a monthly series of retirement notes from Rounaq bringing forth potentially the best investment ideas and opportunities most suitable for a happy and blissful retirement. It also provides monthly performance review and updates from Vivek on all the mutual funds he has recommended under the service. Click here to know more.


The Alpha Booster Strategy: is a premium offering from the research team of PersonalFN, that gives subscribers instant access to high return generating mutual funds, that have the potential to boost your portfolio returns significantly over the next few years.

In this premium offering, a subscriber will get instant access to ultimate Alpha Funds cherry picked for aggressive investors, who are up for a 'High Risk, High Reward' opportunities. Our research team, with their years of experience and extensive knowledge about mutual funds, have gone to great lengths to find out these winners. Click here to know more.


The 5 Undiscovered Equity Funds Report: is a premium offering that the research team of PersonalFN has called what is potentially "one of the best investment opportunities for the next few years". It gives subscribers instant access to high return generating equity mutual funds, that are currently not known to many or are still UNDISCOVERED.

In this premium offering, a subscriber will get instant access to already soaring high potential equity mutual funds, that have still not caught the investor attention. It gives the subscriber an opportunity to use the 'Early Mover Advantage' to his/her benefit, before the funds become common knowledge. Click here to know more.


PersonalFN Direct: is a Premium Robo Advisory Platform, which is the ultimate combination of Credible Research and Superior Technology that will change the way you invest in mutual funds. PersonalFN Direct is backed by our expert research team, who have been successfully recommending solid investment opportunities for over 20 years now.

As a premium member, you will get instant access to our exclusive online portal, backed by the best of technology. The fund recommendations are backed by a solid research process that goes into our popular research service 'FundSelect' - widely recommended in the investing arena for its inherent honest and unbiased approach towards mutual funds. Click here to know more.


Comprehensive Financial Planning Service from PersonalFN: is designed to help you achieve your financial goals, at the right time and with adequate peace of mind.

This is not just another run-of-the-mill service to fine-tune your investments. You could think of it as the yearly maintenance of your financial vehicle. A HUGE NECESSITY. We delve deep into the engine, service each component and whip all irregularities into shape, for a smooth and long ride.

The Comprehensive Financial Planning Service carries the expertise of our team of highly qualified Financial Planners & Advisors. PersonalFN has guided thousands of investors over the last 2 decades to help them meet their financial goals. Click here to know more.


PersonalFN's Mutual Fund Portfolio Review service: is a personalized portfolio review service designed to boost the returns of mutual fund investors, by reviewing and streamlining their existing mutual fund portfolio. It helps subscribers to correct past investment mistakes and also suggests possibly the best options more suitable for them.

Through this service, our investment advisor will provide personalized attention to you by reviewing your existing mutual fund investments, and also recommend the future course of action, so that you have less to worry about your future. Click here to know more.


Quantum Equity Fund of Funds - With over 350 Equity funds out there, which one should you invest in? Can you simply invest in one fund, which in turn will pick the Equity funds to put your hard earned money into?

The Quantum Equity Fund Of Funds is the simplest solution to invest in a long term equity mutual fund portfolio managed by a professional fund manager. It is an equity fund of funds that invests in 5-10 diversified equity schemes of third party mutual funds, shortlisted after extensive research.

Powered by Research from PersonalFN and managed by Quantum Mutual Fund, it brings to you the best of both the worlds. If you do not want to be hassled by selection of funds, doing multiple transactions, this is the fund for you.

If you are new investor wanting to take your first steps towards mutual fund investing, you should come to Quantum Equity Fund of Funds. For more info, Click here to know more.