Phoenix WEALTH MANAGEMENT

Developing people, Delivering Results

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Financial planning

Phoenix Consultancy Services is an independent, customer driven financial planning & wealth advisory consultancy with its strong focus on independent & unbiased objective based advice. The firm is dedicated to providing customized Financial Planning & Wealth Management Services.

We belief that quality financial planning is no longer an option, but a necessity for people across the country. Our core strength lies in providing conflict free, quality financial advice which is easy to understand and implement.

Question :- What is Wealth Management ?

Answer :- Wealth management is the consultative process of meeting the needs and wants of clients by providing the appropriate financial products and services.

wealth management is simply the science of solving/enhancing his or her financial situation. From the financial advisor’s perspective, wealth management is the ability of an advisor or advisory team to deliver a full range of financial services and products to a client in a consultative way.

MUTUAL FUND

Make a smart move achieve your financial goals by start investing in Mutual funds with us .

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GENERAL INSURANCE

Get FREE Insurance Quotes from us . We offer Car, Home, Building and Health Insurance .

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LIFE INSURANCE

With us you can compare best life insurance policy from top life insurance companies in India. We help you in designing a comprehensive financial plan for your family to fulfil and protect your Financial Goals In Life .

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For Instant Free Quotes mail us at :- [email protected]

Professional Education Facilitation

Our expertise and enthusiasm for professional development result in an innovative and dynamic approach to training, ensuring program content is current and relevant to the specific needs of clients. As a Professional education Facilitator with over eight years experience, We brings a wealth of knowledge gained through work with some of India's largest and most prestigious corporations.

Wealth Management

At Phoenix consultancy Services , we essentially operate as your financial concierge helping to manage your cash flow, design your estate plan, evaluate your insurance policies, manage your investment portfolio, construct your succession plan, and strategize on the many financial and life decisions you encounter. We strive to both simplify your life and construct a comprehensive plan that will effect the happiness, prosperity, and well-being of you and your family. Our strength lies in our deep client relationship, attention to detail, and independent business model.

An Asset is something that puts money in my pocket.A liability is something that takes money out of my pocket

Robert kiyosaki

Professional Education Wealth Management

We are the leading NCFM Training providers in central India ,along with we provide training for NISM and III Modules , We also help our students for securing best jobs in the industry through our Placement Consultancy Vertical ,we strongly believe in the strength of the new generation so by giving them adequate training and placement support ,we are aiming to became No -1 in Freshers Job placement domain.

With our experience and expertise in Wealth Management and Financial Products we help our customers to achieve their financial goals by recommending Mutual funds ,General Insurance, Health Insurance and Life Insurance products.