India’s Only Robo Advisor Powered By Solid Research Experience

18+ Years of sound advice

165,000+ subscribers

10,000+investors helped

200,000+ transaction support

Rs 140 crore+ AUM

15+ yearsmutual fund research experience

Our portfolios at work

1
₹1000

This projection is only indicative. It projects the range of long-term average outcomes calculated using the normalization theory of past performance of the recommended portfolio, for each probable case scenario. The actual performance of the portfolio may differ.

Why direct plans

₹1000

Both the ‘Regular Plans’ and ‘Direct Plans’ offered by mutual funds have identical underlying portfolio, fund manager and follow same investment strategy.

But did you know that a lower expense ratio for a ‘direct plan’, enables in clocking better returns than a ‘regular plan’.

You might feel that the difference in their expense ratio is mere 1%; but in the long-run the returns generated by ‘direct plans’ are much higher.

Take a look at the chart here...

Our Story

performance-img

PersonalFN was established long ago in 1999 with a simple motto: empower average investors to help them become financially free. Starting from mutual funds to insurance to tax planning, we sought to become the ultimate source of timely and reliable investment ideas that might help you to achieve your financial goals and objectives. Over the course of one and a half decades, we have crossed a long way to become one of India’s leading mutual fund research and financial planning websites.

Click here to read on.

Mutual Fund Partners

What Our Clients Say

Unbiased advice on the basis of thorough research process. It is always a pleasure to read all articles posted by PersonalFN which are very informative, clear and concise to the point. During the creation of my financial plan, the team was very responsive, attended to my concerns and clarifications very well. Overall very happy with the service provided to me by PersonalFN and would definitely recommend it to anyone.

I found the Investment Consultant from PersonalFN very helpful, attentive, and easy to understand. He was open and honest and suggested products to me without any ulterior motives attached. Using the income and outflow, PersonalFN showed me how I can reduce my liabilities and build my insurance, contingency, leisure and retirement portfolios in a structured and sustained manner. It is definitely an organization I would recommend to my peers and family.

The Investment Consultant from PersonalFN has been extremely helpful and efficiently been able to guide and answer all my queries effectively. Thank you and will definitely recommend this to people I know.

The consultant dealt with me was happy to discuss the needs in details and debate the as it was being developed. Their approach is professional and thorough. The name of the service "Comprehensive Financial Planning", I think, is being fulfilled. I have recommended the service to some of my friends and am happy to recommend PersonalFN.

The reason being lack of time to analyze MFs' in details based in biased/ unbiased information available on the web and secondly to select funds from a 'Jungle of MFs' as per my requirements. I am very glad till date to have hired your services and hope to remain so in the future. I should honestly accept that I have wasted too much of my time in trying, continued trying to select MFs' and thus in the process lost precious time by not letting investments happen. It was only after hiring your services that things have fallen in place.

thumb

Joseph Samuel

Mumbai

thumb

Kaushik Iyer

Mumbai

thumb

Jyoti Nayak

Mumbai

thumb

Naveen Paladugu

Bahrain

thumb

ACL

Denmark

goto-top