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: Our premium research service ‘FundSelect’ covers detailed analysis on diversified equity schemes, balanced schemes and ELSS. Under this service, each scheme is tested on various quantitative as well as qualitative parameters, with in-depth analysis to provide our views and outlook on the growth prospects of the scheme. FundSelect helps subscribers to make well informed investment decisions and select solid equity funds for their portfolio. Click here to know more
FundSelect Plus: Through FundSelect Plus you can get instant access to ready portfolios of Equity as well as Debt Mutual Funds – No hard work for you at all! FundSelect Plus is our subscription product comprising of closely monitored ready to invest model portfolios (4 Equity Portfolio’s – Aggressive, Moderate, Conservative and Strategic Long Term; and 3 Debt Portfolios – Less than 3 Months, 3 - 12 Months and More than 12 Months). It also carries recommendations on Tax Saving mutual funds. With the 7 portfolios available, just choose what suits your risk appetite and invest. Ongoing monitoring and review of the portfolios by our research team will ensure that you remain on top with your investments. Click here to know more
The Retirement Letter: The Retirement Letter is our monthly newsletter service, where in PersonalFN guides its subscribers about retirement planning. Every month our research team analyses an investment option and provides various investment ideas, tax saving tips, our take on insurance or pension schemes and such other options that you may have heard of in the past or come across in future. Each of our issue aims at providing you step by step guidance on various options that may help you Save, Invest, Cover your Risk, as well as Retire in Peace. At times we will also share with you some real life examples related to retirement, with a strategy or solution from PersonalFN. Overall through this newsletter, we aim to handhold our subscribers in their journey to a peaceful retirement.
Special Research Reports: PersonalFN’s special research reports are a onetime solution to your investment needs. Our team of analyst’s does extensive research to identify various scenarios and opportunities to create a set of funds that would be an optimum fit for those scenarios. These onetime reports are specific and true to their name so that you can pick the right funds at the right time to meet your investment objectives. Some of our popular one time reports are…
- The Strategic Funds Portfolio for 2025
- The Super Investment Portfolio
- 3 Tax Saving Mutual Funds for 2018
Click here to know more about PersonalFN’s special reports
Money Simplified e-classes: The exclusive e-course on ‘How To Become Your Own Financial Planner’ is the very first of PersonalFN’s Money Simplified e-class series. This 5-hour comprehensive online course is designed to handhold you through the intricate study of personal finance management and ultimately, empower you to become your own financial planner. This course could be your ultimate guide to learning the ins and outs of personal finance management and help you take your own financial decisions. Coming in a full set of TWENTY-FOUR videos, spread over 3 weeks, this awesome video series is what you might have been looking for. Click here for more details
PersonalFN’s Research Services are ideal for investors who want access to our Research Team’s expertise on mutual funds without a specific Financial Plan. Subscribe to these services now and invest in Mutual Funds recommended by the PersonalFN.
The Research services are non personalized and offered on our website www.Personalfn.com. For more information on subscription, you can write to us at subscribe@PersonalFN.com
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.