Personal CFO

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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.

Offerings

Investment Management
Multi-Family Office
Insurance & Risk Management
Taxation & ITR Filing
Will & Integrated Succession Planning
Sales Promotion & Business Management
Recommend Clients

Services

Mutual Funds
Insurance
Financial Planning
Cash Flow Management
Business Magagement
Sales Promotion
Will & Succession Planning

Contact us

496 , Office No. -7 , 2nd Floor,Lal Katra, Khari Baoli,Delhi 110006
+919910005679
cfosushil@personalcfo.in

Nitika Jain is an AMFI Registered Mutual Fund Distributor

Disclaimer: Mutual fund investments are subject to market risks. Please read the scheme information and other related documents carefully before investing. Past performance is not indicative of future returns. Please consider your specific investment requirements before choosing a fund, or designing a portfolio that suits your needs.

Personal CFO makes no warranties or representations, express or implied, on products offered through the platform of Personal CFO. It accepts no liability for any damages or losses, however, caused, in connection with the use of, or on the reliance of its product or related services. Terms and conditions of the website are applicable. Investments in Securities markets are subject to market risks, read all the related documents carefully before investing.

AMFI Registered

ARN - 155130

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