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HELPING YOU TOTreasure your financeswith us and just seethem growingOUR SERVICES -
It's Your Money on aSteady Long Ride Now..OUR SERVICES
ABOUT PHOENIX FINANCIAL SERVICES
"You’ve worked hard enough. Now let your money do the work.”
WHAT WE DO
Our Customized Services
Wealth Management
Services
We offer tailored strategies that include a combination of our various investment products to cater to client’s needs and grow their wealth.
Advisory
Services
We optimize funds and assets for clients to attain long-term goals efficiently.
Alternative
Investments
Ideal for clients who wish to diversify their portfolio with supplemental investments and strategies to gain superior returns.
Taxation & Accounting
Services
By following seamless tax and accounting practices, we transform business operations and elevate client services.
Loan Against
Shares
By leveraging your investments, we help you to raise funds to meet your financial needs.
300+
Successful Customers
WHY CHOOSE US
We Provide Expertise To Enhance The Value Of Your Business
Our Investment Products
A customised approach to power your way to wealth Introducing Bharat Core Portfolio
India, being the world’s second-most populous nation, has led to faster economic growth and rising incomes which in turn has enabled people to consume more. Keeping this in consideration, we create a basket of stocks having strong business fundamentals to tap this huge opportunity and also by using various Quant Models, we try to generate additional alpha in portfolio basket. It is recommended for clients who have serious long-term vision.
Annexure for Strategy
- Concentrated strategy of carefully identified businesses across range of market capitalization which are likely to benefit from acceleration in domestic economy.
- Trades are done in Equity and Equity Options
- Trades may happen depending on certain market conditions related to entries available.
Build your second source of income With
Index Quant Strategy.
The edge of the strategy is the statistical positive expectancy of the system, use of the instruments and a rule-based entry and exit system. Since the process entails only selling of options, the strategy carries high degree of risks. Further, the basic quality of IQS is that it provides combination of underlying Index with protection.
Annexure for Strategy
- Trades are done in Weekly Nifty and Monthly Nifty Options.
- Strategy aims to create hedged positions on theoretical basis.
- Trades may happen depending on certain conditions related to the entries available in the market.
- Sell Options to benefit from time decay.
- View is non-directional.
- Review upon drawdown of 20% capital deployed.
Risk Associated
- Black Swan or Six Sigma Event risk.
- Option Selling carries inherent risk.
- Any Regulatory changes impacting Strategy.
It’s time to take your trading to the next level with
Index Multiplier Strategy.
A long only strategy on Index NIFTY with leverage of 2 times on INDEX to enhance higher returns. The behaviour is akin to long only equities but the magnitude differs. Profits are expected in bullish markets as well as sideways. This strategy is suitable for investors with risk tolerance.
Annexure for Strategy
- Trades are done in Nifty Futures and Weekly Nifty Options.
- Trades may happen depending on certain conditions related to entries available in the market.
- Sell Options to benefit from time decay.
- Directional view.
- Review upon drawdown of 25% capital deployed.
Risk Associated
- Black Swan or Six Sigma Event risk.
- Option Selling carries inherent risk.
- Any Regulatory changes impacting Strategy.
Data Analytics Trading Strategy
Markets are volatile and keeping your discipline is more important than ever. Data Analytics Trading Strategy is a unique product which helps the investor and retail trader to hedge against adverse market moment. This strategy takes a calculated risk and decides on the stock which could probably go down and sell them first and buy them near the close of the day. It’s easy to buy stocks and hold them for the long term. But for the short term we see volatility in the market.