• Locations: Mumbai / Pune
  • HELPING YOU TO
    Treasure your finances
    with us and just see
    them growing
    OUR SERVICES
  • It's Your Money on a
    Steady Long Ride Now..
    OUR SERVICES
Goal

The investor of today does not profit from yesterday’s growth.

Vision

You have meaningful goals. Our Financial Advisors can help you reach them.

Experience

15+ years of knowledge and expertise to provide tailored financial advisory services.

ABOUT PHOENIX FINANCIAL SERVICES

"You’ve worked hard enough. Now let your money do the work.”

Phoenix Financial Services was established in 2010. At Phoenix, we mobilize capital to deliver sustainable growth and long-term value to our clients. We develop tailored strategies to manage your financial future. Our advisors provide a holistic approach towards your investments and retirement needs as they change throughout your lifetime.
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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.

NRI Investment
Advisory

With local expertise and deep knowledge in navigating Indian markets we enable NRIs to create wealth.

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.

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300+

Successful Customers

WHY CHOOSE US

We Provide Expertise To Enhance The Value Of Your Business

Goal

Our purpose is to provide you the best and honest advice for operational effciencies and to professionally help you in customizing your financial goals and priorities. We deliver long-term value to our clients through a balanced portfolio, strong risk discipline, and efficient execution.

Vision

Our vision is to keep you one step ahead in the game by providing you innovative and strategic solutions to maintain a competitive edge to focus on growth opportunities.

Merit
  • 15+ years of total experience in wealth management.
  • Bespoke investment services on basis of client’s investment priorities and risk appetite.
  • Dedicated Financial Advisor to manage and Grow your wealth.
  • Periodical portfolio review of clients in order to align with changing circumstances and needs.

Our Investment Products

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Bharat Core Portfolio

India, being the world’s second-most populous nation, offers a huge market as a growing economy and rising incomes mean people will consume more. We create a basket of stocks having strong business fundamentals to tap this huge opportunity and also by using various Quant Strategies we try to generate additional alpha in portfolio basket. It is recommended for clients who have serious long-term vision.

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Index Quant Startegy

The edge (unique propositions) 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.

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Multi Quant Strategy

This is a pure rules-based fund and forms its portfolio through a carefully constructed framework and a robust quantitative model. The strategy is run with minimal human intervention, which means little to no biases.

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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.