ABOUT US
Established in 2016, ‘PHOENIX’ has emerged as a leading Costing, Accounting, Financial Planning & Law Firm driven by a passion for innovation and a commitment to excellence. With a strong foundation and a clear vision, we have built a reputation for delivering expert tax planning, investment strategies, and financial management solutions that meet the evolving needs of our nearly 2100+ clients.
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OUR SERVICES
Financial Planning
It is the process of meeting your financial goals through the proper management of your finances.
Insurance Planning
Insurance is an important risk management tool that can protect you and your family from financial hardship
Wealth management
Basically wealth is an abundance of variable material resources. The meaning of wealth is not straightforward.
Tax Planning
Planning is the key to successfully and legally reducing your tax liability. We go beyond tax compliance
Retirement Planning
With the growing complexity of retirement, more and more people are getting concerned about retirement
Equity Advisory
For Equity Advisory services, we are empanelled with Prudent Broking Services Pvt. Ltd., which is a leading Stock
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"Services provided by PHOENIX have been a game-changer for my financial planning. Their expertise and personalized approach have helped me achieve my investment goals."
– Sunil Damle
(Head - Port Operations, Shipping Corporation Of India)
"PHOENIX provides top-notch CA and Investment Services. They are professional and reliable & their attention to detail and timely advice have given me peace of mind. Highly recommended!"
– Shubhangi Limaye
(Health Department - Kalyan Dombivli Municipal Corporation)
"I've been filing my returns with PHOENIX for nearly 10 years, and their integrity, expertise, and dedication to client satisfaction are unmatched. A trusted advisor indeed!"
- Rajan Padhye
(Retired - Adani Electric)
"PHOENIX have delivered exceptional results for my business. Their CA services have helped me streamline operations and improve profitability."
– Kaustubh Bagwe
(Commercial Interior Designer)
"This company PHOENIX has expertly managed my investment portfolio, providing regular updates and insights. Their professionalism and expertise are impressive."
– Jayantilal Shah
(Accounts Head - Import Export Corporation)
“PHOENIX has helped me make informed investment decisions, maximizing my returns while minimizing risks. Their guidance has been invaluable."
– Dhiraj Sawant
(Software Engineer - Capgemini)
"The firm PHOENIX made my tax filing a breeze! Their expertise and guidance ensured I maximized my deductions and minimized my tax liability. Highly recommend!"
– Rohan Nande
(Tech. Engg. - MSCI)
"PHOENIX keeps me informed every step of the way. Their communication is excellent, and their expertise has given me confidence in my financial decisions."
– Dr. Priya Gangal
(Sports Expert MPTh)
"Only PHOENIX helped me create a comprehensive financial plan tailored to my goals. Their advice has been instrumental in securing my financial future."
– Narayan Mohite
(Accounts Head – Mazgaon Docks Ltd.)
“PHOENIX offers expert guidance in insurance & investment services. Their team is responsive, reliable, and always available to answer questions. Highly recommend!"