PersoniFI is the investment advisory practice of Vinayak Arun Kini.
Vinayak is a part-time Investment Adviser (IA) registered with SEBI. He is also a Chartered Accountant and an MBA from IIM Ahmedabad. With around 25 years of experience across financial services, fintech, and business consulting, he has worked on assignments with several reputed organizations in India and internationally.
Through his professional and personal journey, Vinayak has developed a strong belief in the importance of thoughtful financial planning as a part of overall life planning. He recognizes that many individuals have limited access to objective and unbiased financial guidance. This practice has been set up with the intent of contributing, in a small but meaningful way, towards addressing that gap.
About PersoniFI
Our Services
Financial Planning Services
Portfolio review, goal based and asset allocation based alerts.
Access to Portfolio Monitoring, Reporting and Transaction Services where applicable.
Periodic Review and Monitoring Services
Financial Plan Preparation and Presentation.
Quarterly Review of Financial Plan and Goal Mapping.
Investment Advise reference Financial Plan and Goal Mapping.
