Welcome To Our Firm
A reputed name for comprehensive financial guidance and product distribution services
PersonalCFO.in is one of the most ethical, transparent, and neutral platforms that help common men, Entrepreneurs, and HNIs shipshape their finances & monthly cash flow, manage investment and grow wealth in a professional yet personal and physical manner.
At PersonalCFO, our mission is to provide our clients with the best solutions in wealth creation and wealth management. We are driven to provide clients with simple, unbiased, and uncluttered professional advice that adds value to their quality of life and results in actionable solutions.
At PersonalCFO, we offer services through personal counsel with each of our clients after understanding their wealth management needs. Our approach is to enable our clients to understand their investments, have knowledge of investment products, and that they make proper progress towards achieving their financial goals in life.
Our Service
The Client Desk is a premium offering for our clients that consolidates entire portfolio information, covering every major financial and non-financial product, for an entire family or an organisation.
What We Offer
Get customised guidance across various financial products and services like mutual funds, insurance, loans, need based investing, estate planning, and taxes.
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Fund Manger Interviews
Mr. Ardhendu Bhattacharya
Chief Investment Officer - Fixed Income, SBI Mutual Fund.
Mr. Ardh...
Mr. Pradeep Kesavan
Chief Investment Officer - Equity, SBI Mutual Fund.
Pradeep is the Equit...
Mr. Prashant Pimple
Chief Investment Officer - Fixed Income, Baroda BNP Paribas Mutual Fund...
Mr. Sanjay Chawla
Chief Investment Officer - Equity, Baroda BNP Paribas Mutual Fund.
Mr. Cha...
Assisting clients in fulfilling their needs.
Latest Article
6 Habits That Quietly Destroy Investment Returns
Source/Contribution by : NJ Publications
In every conversation about m...
The Perfect Entry Illusion - Why Waiting to Invest Costs More Than Investing at the Top
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Every investor who has ever ...
Health Insurance Is Reinventing Itself From Illness to Wellness
Source/Contribution by : NJ Publications
Many Indian households view he...
Your Child's Dream College Will Cost - How Much?
Source/Contribution by : NJ Publications
The number is bigger than yo...
What Our Clients Say
