Quantum Information Services Private Limited (QIS) was incorporated on December 19, 1989 as Quantum Holding Private Limited under the Companies Act, 1956 (CIN: U65990MH1989PTC054667)

QIS was promoted by Mr. Ajit Dayal with an objective of providing value-based information / views on news related to equity markets, the economy in general, sector analysis, budget review and various personal products and investments options available to the Public. It was the first company to start equity research on an institutional level.

PersonalFN is a service brand of QIS and was started in the year 1999. In 1999, the Company registered the Domain name www.personalfn.com for providing information on mutual funds and personal financial planning, financial markets in general, etc and services related to financial planning and research in various financial instruments including mutual funds, insurance and fixed income products to customers. It offers asset allocation and researched investment recommendations through its financial planning services.

QIS is registered with Securities and Exchange Board of India (SEBI) as Investment Advisers under SEBI (Investment Advisers) Regulations, 2013 (Registration no. INA000000680)

About Our Business

At PersonalFN, we are committed to providing you informed views and opinions on various personal finance issues that can impact your investments and finances.

PersonalFN has offered investment recommendation to more than 8,000 clients, and has created customized financial plans for more than 2,000 clients till date.

Since 1999, we have been researching mutual funds, insurance, fixed income instruments and providing premium mutual fund research services to our clients in India as well as NRIs along with providing personalized Financial Planning solutions so as to help our clients meet their financial objectives.

PersonalFN has two divisions / departments:

  • Investment Advisers Department – to provide investment advisory and financial planning services
  • Distribution Department – to provide execution services

Disciplinary History

There are no outstanding litigations against the Company, it subsidiaries and its Directors.

Affiliation with Other Intermediaries

PersonalFN has an affiliation with Quantum Asset Management Company Private Limited (QAMC).

PersonalFN receives a research fee from Quantum Mutual Fund for the research on mutual funds for the Quantum Equity Fund of Funds.

PersonalFN has an arrangement with R. R. Investors Retail Services Pvt. Ltd. / R. R. Investors Capital Services Pvt. Ltd. and HDFC Ltd. for executing investments related to other financial products like corporate bonds and fixed deposits and may receive commissions.

PersonalFN may, from time to time, receive fees from Asset Management Companies (AMCs) for sponsorship of various investor education initiatives and Money Simplified Guides produced by PersonalFN.

Holding Position in financial product or Securities

Quantum Information Services Private Limited (PersonalFN) holds investments in the following Mutual Funds:

  1. HDFC Cash Management Fund – Treasury Advantage Plan- Retail –Growth
  2. Quantum Liquid Fund- Growth

PersonalFN is focused on providing you unbiased and honest views and opinions on various personal finance issues that can impact your investments and finances. Our core proposition is built around unbiased research and financial planning which is our primary business.

Since 1999, PersonalFN has written extensively on investor education and has been providing mutual fund research and personalized Financial Planning solutions to help investors meet their investment and financial objectives.

Our investment advice is based on fundamental research by a qualified team of analysts using a combination of qualitative and quantitative parameters done.

Our informed and unbiased content stands as core strength for attracting readers to our website www.PersonalFN.com

Our e-letter, Financial News. Simplified has a loyal subscriber base of over 150,000 individuals and is growing at a clip of over 5,000 new subscribers every month. It helps our readers become aware on the various aspects of personal finances.

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