Founded by Deepika and Dipanjan, PersonalCFO.in positions itself as one of India's first fee-only financial advisory firms. The company's mission is to provide unbiased, holistic, and conflict-free financial planning and investment advice to individuals and families. By operating on a fee-only model, they do not earn commissions from selling financial products, aiming to align their interests directly with those of their clients. Their services cover comprehensive financial planning, retirement planning, investment management advice, and goal-based financial strategies.

Founded in

India