PersoniFI is the financial planning and 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 Plan Development
Periodic review and update of financial plan.
Periodic review and update of financial goals and goal-based asset allocation.
Access to client portal for portfolio monitoring and reporting and facilitation of of transactions through third-party platforms, where applicable.
Periodic Review and Monitoring
Preparation of comprehensive financial plan.
Identification of financial goals and goal-based asset allocation.
Investment advice provided in accordance with the financial plan, client risk profile, and suitability assessment.
