All of us have some dreams in life – be it buying a dream home, a car, children’s education, their marriage, travelling abroad for leisure, retirement, amongst host of others. In parlance to personal finance, all these are financial goals; because after all, along with emotions they carry a monetary value.

You see, for your dreams to convert into reality there’s no other alternative to effective planning.

Our experience narrates that many people often have infinite financial goals with limited income. They don’t know where to start from for achieving these goals and which path to follow. While being ambitious is good, it is vital that you know the path you’re travelling to, for you to reach the desired destination.

So, here comes financial planning which will help you to:

  • Define and Prioritize your financial goals;
  • Analyze where do you stand currently with respect to your current financial situation; and
  • Provide a clear road map of how to achieve your financial goals.

At PersonalFN, we are committed to providing you unbiased and honest views and opinions on various personal finance issues that can impact your investments and finances. We have been providing personalized Financial Planning solutions to our clients in India as well as to NRIs so as to help them meet their financial goals and objectives.

Our core proposition is built around unbiased research and financial planning which is our primary business. We also help our clients to invest in various financial instruments but that is secondary and is a choice that they as a client make.

Financial Planning Service: With personalized Financial Planning, PersonalFN can help you plan any or all of your life goals i.e. retirement, children’s future, purchase of an asset, debt management, insurance requirement analysis and other such goals.

Through our Financial Planning Service, you get a holistic Financial Plan that takes into account your current financial position and tells you how to get to where you want to be with all of your financial goals. Once your Plan is created, we can even assist you with the implementation of your Plan, and monitor the execution of your investments through our Wealth Planning Service. With this Service, you can choose to receive a Financial Plan for a single or multiple financial goals. You can also choose to avail only a review of your investments (mutual fund and insurance portfolio).

Wealth Planning Service: Post Financial Planning or a mutual fund portfolio service, investors want to implement the Financial plan or the mutual fund portfolio recommendations, and accordingly require access to a dedicated Investment Consultant to implement and monitor the investment’s progress.

Your dedicated Investment Consultant will assist you in Implementing the Financial Plan and Mutual Fund Portfolio recommendations for you and monitor the progress of the Plan over the year. The investment consultant will also provide you with updates and reviews on your portfolio based on the market scenario during the year. He will closely and regularly monitor your investments to see that they are performing as required in your Financial Plan, and suggest any changes if required.

Mutual Fund Portfolio Review Service: This Service is ideal for investors who want their mutual fund portfolio to be reviewed by professional advisors. Under this service, we provide you with Buy / Hold / Sell recommendations on your existing mutual fund portfolio and design a fresh portfolio that is suitable for you based on your risk profile and investment time horizon.

If you not sure about the health of your mutual fund portfolio, we are here for you.

  • We will tell you what the optimum number of funds in your portfolio should be.
  • We will help you in choosing the RIGHT mutual funds with solid growth potential.
  • We will help you build potentially the BEST mutual fund portfolio for you.

Premium Wealth Builder Service:Investors who want their mutual fund portfolio to be reviewed and a fresh portfolio to be constructed based to his / her risk appetite and investment time horizon for each goal can opt for this service. The additional feature in this service is that overall asset allocation view is given to the investor. So you get a comprehensive review and analysis of your ‘existing’ mutual fund portfolio based on category-wise holding and risk analysis. While providing our recommendation, we also consider the overall asset allocation of your portfolio including our views on Fixed Deposits and Gold so that each of your investments can be mapped to each of your financial goals you want to achieve.

If you want to convert your dreams into reality, fill the below form to contact our investment advisor.

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