Our Story

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Comprised of a little team of 6 members, 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 two decades, we have come across a long way to become one of India’s leading mutual fund research house. Click here to read on.

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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.

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Joseph Samuel

Mumbai

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Kaushik Iyer

Mumbai

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Jyoti Nayak

Mumbai

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Naveen Paladugu

Bahrain

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