Personal CFO

Financial Advisory Servicesthepersonalcfo.in

Personal CFO (The Personal CFO) is an India-based financial advisory firm that provides financial growth and management services to individuals and businesses, operating primarily through a relationship-driven advisory model.

Company typePrivate
Founded-
HeadquartersMumbai, India
Headcount—
GTM typeB2B and B2C
OfferingServices

Personal CFO firmographics

Firmographics

Name: Personal CFO
Website: https://thepersonalcfo.in
Company type: Private
Short description: Personal CFO (The Personal CFO) is an India-based financial advisory firm that provides financial growth and management services to individuals and businesses, operating primarily through a relationship-driven advisory model.
Ownership category
akta.pro rank

Personal CFO industry classification

Industry

Product category: Financial Advisory Services
NAICS: Portfolio Management and Investment Advice (523940), Finance and Insurance (52)
SIC: Investment Advice (6282), Finance Services (6199)
akta.pro primary industry: Outsourced Finance & CFO Services (BPAHABAE)
akta.pro secondary industries: Financial Coaching & Budgeting Advisory (FSAEAAAH), Corporate Finance & Capital Advisory (BPAHADAB)

Keywords

Personal financial advisory
Financial planning services
Wealth management consulting
CFO advisory services
Personal finance management

Where Personal CFO is headquartered

Location

Headquarters

HQ city: Mumbai
HQ country: India
HQ region: Asia

Markets served

Personal CFO business model

Business model

GTM type: B2B and B2C
Offering type: Services
Cost components: Personnel, Operations, Marketing or Sales

Personal CFO product offering

Product offering

Core offering

Personal CFO operates as a financial advisory partner offering financial growth and management services to individuals and businesses. The firm positions itself as a personal CFO service, providing guidance on financial planning, wealth management, and strategic financial decision-making. Its core service involves acting as a dedicated financial partner to help clients manage and grow their financial portfolios.

Differentiator

Problem solved

Functional benefit

Products and services

Personal Financial Advisory
Business Financial Management

Companies that use Personal CFO

Customer profile

Ideal customer profiles2 records

Personal CFO technology and API

Technology

Technology focussed No

API detail

Has API: No
API docs
API detail

Core technology

AI maturity

App detail

Personal CFO competitors and assessment

Company assessment

Broad incumbents

Personal Capital (Empower): US-based large digital wealth manager combining personal financial planning tools with human advisor services; comparable as a scaled "personal CFO"-style hybrid advisory platform targeting mass-affluent and HNI clients.
Zerodha (Zerodha Varsity / advisory partners): India's largest retail broker with an education-led ecosystem and partner advisor network shaping personal finance decisions; comparable as a dominant India retail investment brand influencing the same customer base.
Wealthsimple: Canada-based large digital wealth management and advisory platform offering planning, investing, and tax tools; comparable as a scaled consumer financial advisory brand with holistic planning orientation.

Direct peers

Goalwise: India-based SEBI-registered investment advisor offering goal-based financial planning and managed portfolios to retail investors; comparable as a digital-first India financial planning and advisory service.
INDmoney: India-based personal finance super-app offering wealth advisory, financial planning, and credit management to individuals; directly comparable as an India-centric advisory and financial planning platform.
Kuvera: India-focused direct mutual fund and financial advisory platform offering goal-based planning and investment advice to individuals; directly comparable as a mass-affluent financial advisory brand competing for the same Indian retail wealth customer.
Scripbox: India-based online wealth management and financial planning firm serving salaried and HNI individuals with curated portfolios and advisory; comparable target customer and advisory-led business model in the Indian market.
Facet Wealth: US-based financial planning firm delivering dedicated CFP-led advice to mass-affluent clients; directly comparable in business model (fee-only, dedicated planner, holistic personal financial management).

Emerging players

1 Finance: India-based subscription personal finance coaching and advisory service targeting young professionals; comparable as an emerging India-focused personal finance advisory brand with a coaching-led model.

Regional players

Hum Fauji Initiatives: India-based financial advisory serving defence personnel and broader retail clients with planning and investment services; comparable India-focused advisory practice competing in similar personal finance segment.

Market position

Customer concentration

Personal CFO financial estimates

Financial estimate

Revenue estimate

Valuation estimate

Personal CFO leadership team

Management profile

Number of profiles

Personal CFO funding detail

Funding detail

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

Personal CFO M&A and investment

M&A and investment

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Personal CFO

What does Personal CFO do?

When was Personal CFO founded?

Personal CFO was founded in -1.

Where is Personal CFO based?

Personal CFO is headquartered in Mumbai, India, in the Asia region.

Who are Personal CFO's main competitors?

Broad incumbents on record are Personal Capital (Empower), Zerodha (Zerodha Varsity / advisory partners) and Wealthsimple. Direct peers are Goalwise, INDmoney, Kuvera, Scripbox and Facet Wealth. 1 Finance is listed as an emerging player. Hum Fauji Initiatives is listed as a regional player.

Does Personal CFO have an API?

No public API is recorded for Personal CFO.

What industry is Personal CFO in?

Personal CFO's product category is Financial Advisory Services. Its primary akta.pro industry code is BPAHABAE, Outsourced Finance & CFO Services, with a secondary code of FSAEAAAH, Financial Coaching & Budgeting Advisory. Its NAICS code is 523940 and its SIC code is 6282.