PersonalFN Client Testimonials

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)
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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 experien
  • Full Disclosure of any kind of income we earn from you
  • Establishing a Long Term Relationship with you, rather than just a financial plan

START PLANNING FOR YOUR FINANCIAL GOALS NOW!

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