Omkar D. Sawant
( Founder )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.
Our Mission:
At PHOENIX, our mission is to empower individuals and businesses to achieve their financial goals through expert advice, personalized service, and a deep understanding of the financial landscape. We strive to create long-term value for our clients, partners, and stakeholders through our expertise, creativity, and dedication.
Our Journey:
Since our inception in 2016, we have built a strong track record of delivering results and exceeding client expectations. Our journey has been marked by a relentless pursuit of innovation, a focus on customer satisfaction, and a commitment to building strong relationships.
What We Offer?
PHOENIX offers a wide range of CA, ICWA/CMA, Tax & Financial Planning Services, as follows:
-Taxation Services: Expert advice on Income Tax, GST & other tax-related matters.
-Audit & Assurance: Comprehensive audit services for businesses, including cost audits, GST/Tax Audits, inventory audits, asset audits and other internal & statutory audits.
-Financial Planning: Personalized financial planning & investment advisory services.
-Business Advisory: Strategic business advisory services, including financial planning, budgeting & forecasting.
-Accounting and Bookkeeping: Accurate and timely accounting and bookkeeping services.
-GST Registration & Compliance: Assistance with GST Registration, Returns & Compliance.
-Income Tax Returns: Preparation and filing of income tax returns for individuals & businesses.
Our Expertise:
At PHOENIX, our team of experienced professionals offers a wide range of services, including:
-Tax Planning & Compliance
-Investment Planning & Portfolio Management
-Financial Planning & Analysis
-Audit & Assurance Services
-Business Advisory Services
-Retirement Pension Planning & Newborn/Child Future Planning
-Benefits & Guidance On All Insurances viz. Life, Health, Motor, Group, SME, etc.
Why Choose Us?
-Experienced and knowledgeable professionals
-Personalized service and attention to detail
-Proven track record of delivering results
-Commitment to staying up-to-date with industry developments and best practices
Our Commitment:
We are committed to delivering personalized service, tailored to the unique needs of each client. Our team is passionate about helping our clients achieve financial success and security.