COMPLEMENTARY REVIEW

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COMPANY OVERVIEW

Together Let's Manage Investment, Family office & Business

Personal CFO is one of the most ethical, transparent and neutral platform that helps common men, Entrepreneurs and HNIs shipshape their finances & monthly cash flow, manage investment and grow wealth in a professional yet personal and phygital manner.

Investor Corner

Client Speaks

Expertise

Meet OurExperts

NITIKA JAIN

B.Sc Interior Designer, B.Com, AMFI Certified Advisor

She has a B.Sc degree in Interior Designing and a Commerce degree with ...

Sushil Jain

(B.Com(H), CFP, MBA, LLB, FIII, JIIB )

Sushil Jain has 23 years+ of experience of Consultancy in Personal Financial Planning & Family Office...

CA. Navin Kumar Jain

(B. Com, F.C.A., DISA (ICAI)

He is in practice for the past 21 years and has pursued his professional goals in an active manner...

Ravi Mishra

(MA, B.Sc, LL.B)

Awards and Membership: Member of Supreme Court Bar Association, Delhi High Court Bar Association...

Chandni Jain

(Tax Advisory Expert)

Chandni has 6 years of experience in Income Tax E- Filing and related Tax Advisory Services She provides...

CA. Pinku Patowary

(B.Com, F.C.A., DISA(ICAI)

With More than 10 years of diverse experience in all areas of Audit, Taxation (Direct and Indirect),Company Law...

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