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Empowering You with Knowledge & Support

We believe that financial empowerment starts with knowledge. Our Training & Handholding service equips individuals, professionals, and families with the tools and understanding they need to make confident financial decisions.

Whether you're new to investing or looking to refine your strategy, we offer personalized learning and ongoing support that grows with you.

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Learning & Support Process

We make sure learning and applying financial strategies is a smooth experience.

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Step 1
Personalized Roadmap
We create a custom training plan aligned with your pace and preferences.
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Step 2
One-on-One Sessions
Interactive sessions that focus on real challenges and live examples.
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Step 3
Live Application Support
From filling out forms to making your first investment—we guide you in real-time.
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Step 4
Follow-Ups & Progress Checks
Regular check-ins to monitor your progress, answer doubts, and build your confidence.

Our Training & Handholding?

We are committed to not just offering financial products, but making sure you understand and confidently engage with them. Our Training & Handholding service stands out because:

Expert-led sessions tailored to your learning pace.

Clear, jargon-free explanations of financial concepts.

Real-time guidance while you take investment actions.

Ongoing support to build lasting financial confidence.

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Trusted Learning & Financial Partners

We collaborate with industry-leading experts and financial institutions to ensure our training and handholding sessions are
backed by practical insights and real-world experience.

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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.

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Frequently Asked Questions

Get clarity on how our training and handholding services work, what to expect, and how we empower you to take confident financial steps.

It includes step-by-step training on financial planning, personalized sessions, and ongoing support to help you take informed financial decisions.

Is this service suitable for someone with no financial background?

Yes, our program is designed for everyone—from beginners to experienced individuals—using easy-to-understand methods.

The duration varies based on your pace and learning goals, but we tailor it to ensure you’re comfortable and confident at each step.

Absolutely. We continue to offer guidance and answer your questions even after the training sessions conclude.

We offer both online and offline options to fit your schedule and preferences.

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Let’s Drive Your Business Forward Today!

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