PersonalfnDirect: Your Hassle-free Investment Manager
We are delighted to announce the launch of PersonalfnDirect (Beta Version), our all new service. This new service is available exclusively to Personalfn's financial planning clients.

To begin with, PersonalfnDirect will offer our clients two services -

1. Automatically Updated Mutual Fund Portfolios
Our clients will be able to view their updated mutual fund portfolios on PersonalfnDirect. The mutual fund portfolio will be automatically updated every day for all transactions (executed by Personalfn under its code ARN-1022) including dividends and new SIP instalments.

2. Research on Personalfn
Our clients will be able to access the latest research from Personalfn that is available to them. This will include research on existing schemes as well as New Fund Offers. Over time, we expect PersonalfnDirect to serve as a window to all the tools and services Personalfn offers to its clients.

For a more detailed note on what PersonalfnDirect offers, please click here - https://direct.personalfn.com

A word on data security and privacy
When viewing portfolios online, there will be obvious concerns about data security and privacy. We assure our clients that we have taken all possible measures to protect their privacy. In fact, we have made the entire website VeriSign secured [Read More].

We look forward to your feedback and suggestions on how we can make PersonalfnDirect a better experience!

Are you an existing Personalfn client? Click here to log in to PersonalfnDirect today! Your PersonalfnDirect Username & Password have been emailed to you. If you have not received the same, do write in to us; please mention your Personalfn Client Code in the email. Or please be in touch with your local Personalfn Branch. Not yet a Client? Its time you became one! Click here to know more about our services.