Phoenix Investment Services - Mutual Fund Distributors
Member since Jul 24, 2023
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About Me
AMFI certified Mutual Fund Distributor, Family Financial Planning with Tailor Made Solutions, Need Based financial planning..
Retirement and Tax Planning, Estate Planning and Specialist in Will Writings.
Dealing with Insurance (Life), Health, Mutual Funds 42 Companies and Fixed Deposits...
Accelerates Portfolio with P2P Investment amd Stabilized portfolio with Fixed Deposits..
Money Makes . more Money
Let your Money Work Hard for you...
About Work Experience
Worked as Branch Manager with Various Insurance Company in various areas giving Financial Planning to customers..AMFI certified Mutual Fund Distributor, Family Financial Planning with Tailor Made Solutions, Need Based financial planning..
Retirement and Tax Planning, Estate Planning and Specialist in Will Writings.
Dealing with Insurance (Life), Health, Mutual Funds 42 Companies and Fixed Deposits...
Accelerates Portfolio with P2P Investment amd Stabilized portfolio with Fixed Deposits..
Money Makes . more Money
Let your Money Work Hard for you...
Experience & Qualification
Qualification
MBA M Phil
Experience as an Advisor
25 Years
Total work Experience
25 Years
Services and Advisory Offered
Mutual Fund
Life Insurance
General Insurance
Tax Consultancy
Online Tax Return Filing
Certified Financial Planner (CFP)
Portfolio Management Schemes
Pan Service Providers
IPOs, Bonds & NCDs
Housing Loans
Personal Loan
Gold Saving Plans
Will Writing Services
Gold Loan
Loan Against Property
Fixed Deposits
Affiliations
-
Not Specified
Awards & Recognition
-
Not Specified
Address
Phoenix Investment Services
No. 1, Annai Complex, Vasantha Nagar 3rd Street,
1st Floor, Near Angala Parameswari Kalayana Mandap,
Palanganatham,
Madurai,
Tamil Nadu, 625003
LICENSE
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Mutual Fund -
ARN No.
113075 - Validity -
01-01-2026
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