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Benefits of investing through Personalfn

  • Personalfn is registered with the AMFI as a distributor of mutual funds. We are fully trained, experienced and qualified* to assist you in making investments in mutual funds. We service corporates, HNIs and retail clients.

  • Personalfn will assist you at every step,right from identifying your needs and matching them to mutual fund schemes, to executing the transaction.

  • More importantly, Personalfn will provide you with an online tool so that you can on track your investments, even on a daily basis (profits, NAVs, dividends etc)!

  • As our customer you will be entitled to a complimentary subscription to FundSelect, a premium mutual fund advisory service from Personalfn. FundSelect comprises a newsletter in which we analyse and give a recommendation on one scheme every week. Also available is a database on mutual funds which can be downloaded onto a computer, in Excel format, for your own research initiative.

  • We will also keep you posted on developments in the markets and thus ensure that evaluation of the schemes you are invested in is ongoing.

    How you can invest via Personalfn?

  • Personalfn will provide you with all relevant information and research to help you select mutual fund schemes that best suit your requirements.

  • Once you have zeroed in on the mutual fund schemes, we will have forms for the same sent to you – by either post or email (depending on the availability).

  • You can then fill up the forms and post the same back to us along with the cheques (NRE or NRO).

  • We will take care of the execution of the transaction and inform you by email about receipt of the forms as well as execution.

  • Subsequently, you will also receive a statement from the fund house by post (in case you choose the option for electronic communication, you will be informed almost instantly of your investment) giving you complete details of the transaction.

  • Although a little cumbersome (physical forms, post etc), we would suggest that you anyways consider investing in this manner. The benefits of having a paper trail are obvious. We keep a photocopy of all forms and receipts for our on records and can have the same sent to you too.

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    Contact Us? Send us an e-mail info@personalfn.com

    * Quantum Information Services Limited which owns the brand Personalfn is enrolled as AMFI Registered Mutual Fund Advisor (ARMFA) under AMFI Registration No. ARN- 1022 and adheres to AMFI Guidelines and Norms for Intermediaries (AGNI), and all its employees engaged in distribution of Mutual Fund products have passed the prescribed AMFI certification examination.

    Disclaimer: Foreign Jurisdictions

    Quantum Information Services Ltd (Personalfn) provides Mutual Fund Distribution Services under the brand name "Personalfn"

    At present it provides Service only to any person in any jurisdiction where it may be lawful to offer such a Service. Personalfn is registered with Association of Mutual Funds of India (AMFI) as a Mutual Fund Distributor. Residents of countries other than India, shall use the Service only to the extent the domestic laws of such countries permit them to use the Service

    The Mutual Fund Distribution Services provided by Personalfn are not being offered or specifically made or directly available for use of U.S. Persons -as defined by the Regulations under The Securities Act, 1933 of the United States of America or other Persons in such countries where it is not lawful to provide such service.

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