FinPhoenix Services LLP has been founded on 14th September 2023 by Shri Purshotam, its Promoter & Designated Partner. FinPhoenix Services LLP (An AMFI Registered Mutual Fund Distributor) is formed primarily to be a renowned mutual fund distributor in the Mutual Fund Industry.
Our founder and Managing Partner
Shri Purshotam (DBF, MBA-Finance, CAIIB, CFA and FIII-Fellow of Insurance Institute of India) also has a rich and long experience of over 4 decades since 1982 in the field of Banking, Finance, Investment Management, Treasury Operations, Insurance & Mutual Fund Distribution.
Shri Purshotam is a firm believer that everyone should adequately insure their assets and their invaluable lives so that one’s life cycle goals are achieved without putting strain on their finances and earnings. Earnings too should be rationally invested in various classes of investments as per one’s financial goals, risk profiles and investment horizons etc. Shri Purshotam has passed NISM V A certification and is certified by AMFI to distribute Mutual Fund products.
Shri Purshotam has other interests in Insurance Advisory i.e. Life Insurance, General and Mediclaim Insurance.