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 50+ Authorised Dealer

that's what you get when you choose
Philanzel

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What Client Says?

We measure our success through the trust and confidence of our clients. Here's what they have to say:

Philanzel made investing easy and stress-free. Their team took the time to understand my needs and helped me build a well-balanced portfolio.
I’ve never felt more confident about my finances. From mutual funds to insurance, they explained everything clearly and gave honest advice.
Their attention to detail is outstanding. They not only suggested the right investments but also followed up regularly with performance updates.
Very responsive and professional. The team helped me transition from fixed deposits to mutual funds with complete clarity and comfort
Thanks to Philanzel, I now have a long-term investment plan that actually aligns with my goals. Their ongoing support has been fantastic.
From day one, I felt I was in safe hands. Their transparency and professionalism made me trust them with both my savings and future.
They’re not just advisors — they’re partners in your financial journey. I highly recommend Philanzel to anyone serious about wealth creation.

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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