PersonalFN Direct

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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.

PersonalFN Direct carries the expertise of a research team which has been researching and advising on mutual funds since 1999. It delivers unbiased and independent opinion on mutual funds which we think have a very high potential to help you meet your financial goals. Now, we have added robust technology to the mix.

What is the goal of PersonalFN Direct?

The goal of PersonalFN Direct is to guide you in achieving your financial dreams by providing you a list of quality funds picked by an established research team & Solid Technology behind your back to invest seamlessly. It could potentially and in high probability help you build an extra corpus of as much as Rs 30 lakhs in 30 years by investing in DIRECT plans of high-quality mutual fund schemes. Afterall you would save on the higher expense ratio you pay on your investments in Regular plans.

What does PersonalFN Direct offer?

The PersonalFN Direct platform has two parts to it.

The first part provides a fully equipped 'Transaction Only' platform for you to make your investments through. Built on robust technology, this simple-to-use platform helps you invest and manage your mutual fund investments in the best way possible. You can start investing in 'Direct Plan' offered by mutual funds directly from the platform with a few clicks! You can do unlimited transactions in Direct plans during your subscription period. No hidden cost or charges!

[You can opt for Transaction only section for a full 1 year period to invest in Direct Plans, by paying a nominal annual maintenance fee of Rs 1,000/-]

The second part offers the Robo Advisory bit to help you generate a best suitable portfolio based on your risk profile. It will provide you an instant access to a readymade portfolio strategy of High Potential Funds suitable for your risk appetite and financial goals. Each fund recommended in the strategy is cherry picked by our research team. Some of the picks by our research team, have beaten the markets by over 70% in the last decade itself.

A potent mix of schemes scientifically derived through backend algorithm could help you build a best suitable portfolio depending on your risk profile.

[You can opt for Robo Advisory section for a complete 6 months period to generate optimum fund's portfolio suitable for your risk profile, by paying a one-time fixed Advisory fee of Rs 2,500/-]

Who is the team behind PersonalFN Direct?

As you know, PersonalFN Direct is backed by a stringent research process that goes into one our successful flagship service 'FundSelect'

The editors of FundSelect are Vivek Chaurasia (Research Analyst) & Divya Grover (Research Analyst).

Vivek Chaurasia (Research Analyst), is the editor of FundSelect and FundSelect Plus, the flagship research services of PersonalFN. He is also an active contributor to PersonalFN's most popular newsletter read by over 150,000 subscribers, Daily Weatlh Letter. Having over a decade of experience in analyzing mutual funds, Vivek understands functioning of the mutual fund industry very well and applies his financial and analytical skills to closely scrutinize each fund to his satisfaction.

Vivek joined PersonalFN as a Senior Research Analyst in 2009, and quickly adopted the philosophy of our research team, i.e. honest and unbiased research for naive investors, who are tired of being mis-sold. Over these years, he has developed a robust fund selection and filtration model - 'SMART Score model' that has been tested across various cycles now and constantly looks for scope to strengthen it further. Vivek follows the principle of safety first when it comes to picking funds for investors. That is the reason he has a long list of rejected funds as compared to the ones he has endorsed so far.

Vivek is an avid follower of John C. Bogle (the founder of The Vanguard Group and the author of the bestseller book - Common Sense on Mutual Funds: New Imperatives for the Intelligent Investor) and Warren Buffet (one of the most successful investors of all time)

Divya Grover is a Research Analyst at PersonalFN and co-editor for FundSelect, the flagship research service of PersonalFN. She is also the co-editor of DebtSelect. Divya is an avid reader which helps her in analysing industry trends and producing insightful articles for PersonalFN's popular newsletter - Daily Wealth letter, read by over 1.5 lakh subscribers.

Divya joined PersonalFN in 2019 and has since then used stringent quantitative and qualitative parameters to analyse funds to provide honest and unbiased research to investors. She endeavours to enable investors make informed investment decision and thereby safeguard their wealth.

What can one expect through PersonalFN Direct?

As you know, the aim of PersonalFN Direct is to get expertise of a solid research team & robust technology behind you, with the goal to help you potentially & probably build a solid corpus for your various financial goals!

Our research has a success rate of a whopping 70 percent!

So, seven out of ten of our recommendations go on to making solid investment gains for the investors, by significantly beating the markets.

In short, the potential is huge and the track record speaks volumes about it.

Here is something our subscribers have to say about their experience with our research.

What PersonalFN Direct does not offer?

PersonalFN Direct is a generalized transaction and robo advisory service for 'Do It Yourself' investors looking for a combination of research expertise and technology to invest in solid mutual funds. It does not offer personalized opinions for any particular subscriber or class of subscribers. We strongly recommend our subscribers seek professional advice before taking any decisions for their investments.

I want to know more about PersonalFN Direct. How should I proceed?

You can write to us with all your queries and we will be delighted to assist you. Alternatively, you can call us on +91-22-61361200 between 10 am to 6 pm from Monday to Friday, and 10 am to 2 pm on Saturdays.

How can I subscribe to PersonalFN Direct?

We are delighted to inform you that you can now get access to PersonalFN Direct completely right now!

Get Access To PersonalFN Direct Now!