Phoenix Wealth Creators
Financial Services - , , India
Phoenix Wealth Creators Employees
Phoenix Wealth Creators Senior Management
Phoenix Wealth Creators Details
We are a professional niche firm comprising of MBA's & CA's. We are running the venture since last 9 yrs and have seen an exponential growth over the period. Starting with Insurance & Tax planning services, today we have diversified both horizontally and vertically across the complete Personal Finance and Risk Management spectrum.As a part of our services, we can help you:1. Save More through -a. Comprehensive Expense Analysis: We analyze your current expenses to identify opportunities to save more.b. Taxation Planning2. Secure your Present by -c. Comprehensive Insurance Planning and Coveraged. Emergency Funds and Optimization3. Build Your Future by -e. Identifying and prioritizing your Future Goals: Our goal is to ensure your financial goals are reached.f. Your Comprehensive risk profiling: Using our Risk Assessment methodology to identify your risk appetite.g. Investment Recommendations as unique as you: Asset allocation that is tailored for your specific need. 4. Execute and Manage your Financial Plan:h. Prepare your Plan: Dedicated team to prepare your Personal Financial Plan.i. Manage your Plan: Starting from the word ‘go', our platform and planners keep track of your portfolio's performance on a real time basis to aid you in proactively realigning it to your goals as and when required. This includes a periodic review and re-balance (where required)j. Implement Your Plan: A team dedicated entirely for Implementation assists you to execute your recommended Financial Plan.
