Financial Planner - PersonalFn - Apr 26th 2024 05:41
About our Business
PersonalFN is focused on providing well researched, unbiased and expert advice to you. We have a highly qualified and experienced team of research analysts who track various personal finance instruments including mutual funds, fixed income instruments, gold, and insurance.
Our core proposition is built around research and financial planning which is our primary business. We can also help you invest in various financial instruments but that is secondary and is a choice that you as a client make.
With planning, you understand how quickly or how likely are you to achieve your life goals, get control on your cash flows, your earnings and expenses, and what level of risk would need to be taken to make all this happen.
In short, a plan will let you develop a comprehensive understanding of your life goals (the ENDS) as also define the path (the MEANS) to achieve the same.
You begin with simple and crucial life goals as a part of your plan, such as:
Your Retirement
Your Children’s Future, e.g., higher education
The Home
The Annual Holiday
Wealth accumulation, e.g., a crore in 5 years
Principal component of home loan repayment
Money to set up your own venture
We advice you to invest your money in what will be the best and the simplest investment option in line with the risk that you wish to take to meet your life goal and not what earns us the maximum commission.
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