It is said that a great place to work is one in which you "trust the people you work for, have pride in what you do, and enjoy the company of people you work with." At Personalfn, we believe in this and always strive to foster the same.

The organisation is still in its formative years and there is a lot of exploring that we wish to do in the time to come.

Our Culture

"Honesty and ethics above all else" - that's the foundation of our organisation and its culture. In all our dealings, we put the interest of our customer before our own.

Work Environment

We are team players. All that is achieved is the result of a collaborative effort from each team member. It would not be an understatement to say that we are enterprising and competent individuals that click better as a team.

There is a feeling of pride in what we do and what the organisation stands for. We focus on setting up systems and broad guidelines to ensure that the customer experience is the same across branches. We persistently question and seek to improve existing systems and processes to ensure that at all times we exceed customer expectations.

The advisory nature of the business is the basis for building a healthy work environment where a lot of individual development (personal as well as professional) happens and members do more than chase sales targets. "Sales" is something that we do not want to have in the minds of our members.

Members are valued and cared for as individuals.

Here is the place to be if one wishes to enjoy doing what we do and the way we do it.

Offices

Our offices are utility oriented and usually located in key business and residential areas.

Career Path

We are a meritocracy. All our policies are geared towards rewarding performers who stay with the company over the long-term. Since we are a relatively young organisation, there is a lot of scope for growth in terms of taking up senior positions which will open up as we grow.

It is however our intention to keep the organisation structure as flat as possible.

Training

Training forms the core of successfully delivering on the objectives that we have set for ourselves. Every member who joins the organisation is taken through a defined induction process. There are also regular sessions to upgrade knowledge as well as soft skills.

Rewards and Compensation

We do not follow standard compensation structures for our team members. If you perform, you are rewarded. If you do not, we spend more time with you so that you become equipped to deliver as per expectations.

Our compensation structures are geared to reward members who are with the company over the long-term.

Our compensation and reward structures are broadly broken into four parts -
1. Salary, based on your potential to deliver (we also offer Provident Fund benefits)
2. Incentive, based on both individual and team performance
3. Annual bonus depending on overall company performance
4. All our members who have completed a predefined period in the company are eligible for Employee Stock Options (ESOPs). Ultimately we expect a significant portion of the shareholding of the company to reside with the members.

Leave policy

1. Medical - 12 days in a year
2. Leave with Pay - 18 days in a year

We want you to utilise your leaves and create a fine work-life balance.

Our holiday calendar works as per the Bombay Stock Exchange.

I have chosen to be part of the journey Personalfn/Quantum has sought for itself. Here Honesty and Ethics are not just for preaching but are practiced every moment. The fact that it is a growing organisation and provides a lot of opportunity to explore, learn and grow both personally as well as professionally.
Vipin Khandelwal, Sr. Manager - Branch Network (Delhi); earlier with Bharti Televentures Ltd. as Business Analyst

My company has given me that confidence and inculcated those ethical values, which make me proud. And it thereby develops trustworthiness among my clients. My long term association with Personalfn/Quantum will definitely help me achieve my future endeavours to help me become an Investment Consultant par excellence.
Sejal Pardiwala, Sr. Investment Consultant (Mumbai); first job out of college

It is a pleasure working with absolutely everyone here, and the level of professionalism is unmatched. As a person who loves to grow the business and will leave no opportunity unexplored, I have found a home where out-of-the box thinking is the norm and expansion of horizons is honored. The immediate personal gain and notable difference is the individual focus that each employee receives. Personalfn/Quantum's organisational structure treats all consultants as equals, sustaining a feeling of self-worth and involvement that can be lost in larger firms.
K Satya Chaitanya, Sr. Investment Consultant (Hyderabad); earlier with Way2Wealth as Personal Financial Advisor

It's been around six months since I'm with Personalfn and I enjoyed every bit of it. I strongly believe that I'm doing something constructive in a very ethical and honest way; it gives me a sense of fulfillment. Team Personalfn helped me grow as a professional and as a person. I have matured and feel more in control.
Pankaj Srivastava, Sr. Investment Consultant (Delhi); earlier with Worldwide Immigration Consultancy Ltd. as Executive (Marketing & Business Development)