What We Offer

Discover personalized financial solutions crafted to help you achieve
both personal and business success.

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Plan today. Relax tomorrow.

Secure your golden years with a customized retirement plan that ensures financial independence and peace of mind. We help you estimate future needs, optimize savings, and choose the right investment options for a stress-free retirement.

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Smart investing made simple.

We help you invest in top-rated mutual funds that align with your financial goals and risk appetite. From SIPs to lump-sum investments, we offer expert guidance and portfolio tracking.

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Protect what matters most.

Whether it’s life, health, or general insurance, we offer personalized plans that provide financial security for you and your loved ones—today and in the future.

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Empowering you with financial knowledge.

Our training and handholding services are designed for investors at every level. Learn how to manage your money, understand market trends, and invest wisely with step-by-step guidance.

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Seamless stock market access.

We help you open and operate your Demat account through Motilal Oswal—one of India’s most trusted platforms. Experience safe, fast, and hassle-free transactions.

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Exclusive opportunities for elite investors.

AIFs are ideal for high-net-worth individuals looking to diversify beyond traditional assets. We connect you with well-structured, high-growth investment alternatives.

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Comprehensive care, complete peace of mind.

Choose from a range of health insurance plans that cover hospitalization, critical illness, maternity, and more—customized to your lifestyle and health needs.

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Expert-driven wealth management.

Let our professionals manage your investments with a disciplined, goal-oriented approach. PMS offers personalized strategies for wealth growth and capital preservation.

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Invest in tomorrow’s success stories.

Gain access to curated private equity opportunities with strong growth potential. Ideal for investors seeking long-term capital appreciation in unlisted companies.

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Get Your Finances Reviewed by Our Experts

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Risk & Compliance Services Tailored
to Your Industry

Customized financial strategies and regulatory support designed to
fuel your business growth and long-term success.

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Empowering Financial Journeys

At Philanzel, we go beyond just offering financial services — we become your trusted partner in building a secure and successful future.

Every client is unique. We tailor solutions based on your goals, risk appetite, and timeline.

Backed by over 15 years of experience, our team brings deep knowledge and insight into every interaction.

From mutual funds to insurance, PMS to AIF — we provide end-to-end investment and protection solutions.

Our success lies in your satisfaction. We focus on trust, transparency, and long-term relationships.

Our Associations

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Philanzel

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What Clients Say?

Our Clients Say About Our Services

I had a great experience with Philanzel. Their service was smooth and professional from start to finish.They provided clear guidance on equity market returns, mutual funds, and bonds, helping me make informed investment decisions. Everything was delivered as promised, and they even went the extra mile to ensure I felt confident and well-supported. Highly recommended for anyone looking for reliable and knowledgeable financial support. Thank you, Philanzel!
I am deeply grateful for the association with Philanzel over these years. Their expertise and invaluable guidance for mutual funds and wealth creation have guided me so well in my financial journey. And, still going strong with their well researched analysis and advice beating the market volatility and keeping the graph of wealth creation rising come what may!
I am very happy with Philanzel. They helped me understand about mutual funds, shares, and insurance .I was confused before, but they explained everything in simple words. Their team is very friendly and always ready to answer my questions. I feel safe and confident with my money because of them. Thank you, Philanzel, for your good work!
Philanzel and team have been instrumental in guiding and helping me with my investments in equity and mutual funds. Rajdeep's expertise and strategies have helped my portfolio grow beyond expectations. New products are providing stress free returns and are also offering multiple solutions under one roof. Glad to be associated with them all. Cheers 🥂
I am grateful to be an investor with Philanzel. I value the strategic thinking brought in by Mr. Rajdeep, while designing the financial products of Philanzel. His insights have made a measurable impact. His attention to detail and thoroughness in his work does not go unnoticed.
By associating with Philanzel, my wealth management is in secure hands. Other services covering investments in Mutual funds and overall financial planning looks very safe, secure yet growing.
I am really thankful and grateful to Philanzel for there financial services. Stress free returns in dynamic market conditions.Special thanks to Rajdeep ji for all his support and hard work he puts in.
I’m grateful for the effort you put into our life. Your dedication to excellence is truly inspiring. I value the strategic thinking you brought to us and your insights have made a measurable impact in our journey since we connected. Your attention to detail and thoroughness in your work does not go unnoticed. Thank you for your dedication Rajdeep Ji.
By joining with philanzel I feel blessed in terms of financial freedom and stress free dealing. Nice platform to create wealth.
I invested in mutual fund through Philanzel since 2018 nd it turned out to be my best decision.I appreciate the team at Philanzel nd recommend to try their services.

Invest Smarter, Live Better

All Your Financial Tools in One App

#StayAhead with Philanzel

Download the Philanzel app

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Frequently Asked Questions

Get clear answers to the most common questions about our financial
services—from retirement planning to mutual funds, insurance, and more.

We offer mutual fund distribution, insurance solutions, demat services (Motilal Oswal), PMS, AIF, training & handholding, and more.

How do I get started with Philanzel?

Simply contact us through our website or phone. We'll schedule a consultation to understand your financial needs.

We partner with trusted AMCs and financial institutions. Every product is selected based on your risk profile and long-term goals.

Not at all! Our team will guide you through every step — from planning to execution — with full transparency.

We provide regular performance reports and are always available for discussions whenever you need.

Ready To Optimize Your Strategy For Success?

Let’s Drive Your Business Forward Today!

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