Secure Your Future With
Phoenix Insurance and
Financial Services

We provide quality and prompt services. Offering Health, Motor, Fire, Burglary, Marine,
Workmen Compensation (WC), Liability Insurance.

Investing in
Your Peace
of Mind

We believe in investing for the long term. We will understand your requirements and
risk profile and accordingly suggest wat is appropriate for you.

00

+

Clients Served Across
India

00

 Lakhs

Approx. Amount of Claims settled per month

00

Approx. Number of Claims settled per month

00

%

Client
Retention

We’re always here
to help you

Welcome to

Phoenix Insurance and Financial Services

Phoenix Insurance & Financial Services was founded in 2003 by Mr. Vinod Thakkar. We have since then grown to a large team. We serve approx. 1200+ clients across India with expertise in SME Insurance, Health Insurance and Marine Insurance. With deep care and commitment towards our client’s financial wellbeing we have been able to retain more than 96% of our clients over the years. General Insurance demands quick and quality service and our client satisfaction reflect our competence in settling claims. We are a process driven and technologically advanced company. In 2019, Mr. Parth Thakkar (B.E. Mechanical, Certified Financial Professional (CFP), Qualified Personal Finance Professional (QPFP), Licenciate Member of Insurance Institute of India, AMFI Registered Mutual Fund Distributor) also joined the company and forays in the investment department. We offer investment services like Mutual Funds, SIPs, Bonds, Fixed Income Options, NPS, Stock Trading, PMS and AIF.

Our Services

Covering All the Insurance and
Investment Services Fields

  • Insurance
  • Investment

Health Insurance

Health insurance reduces financial concerns about medical costs and safeguards your family.

Motor insurance

Motor insurance is important because it protects you from financial loss due to accidents.

Fire & Burglary Insurance

Fire insurance is important because it protects you from financial loss due to fire.

Marine Cargo Insurance

Marine insurance provides coverage against the losses or damages of ships, cargo, terminals and any transport.

Property Insurance

Property insurance provides coverage against the losses or damages of property such as homes, offices, and factories.

Liability Insurance

Liability insurance provides coverage against the losses or damages of third-party claims for injury or damage.

Title insurance

Title insurance provides coverage against the losses or damages of property ownership disputes and legal claims.

Life (Term) Insurance

Term insurance provides coverage for a specific period of time and pays a death benefit if the policyholder dies.

Group Mediclaim

Group mediclaim insurance provides health coverage to a group of people such as employees of a company.

Child Education Planning

Child education planning is a financial plan that helps parents save for their child's education expenses.

Retirement Income Planning

Retirement income planning is a financial plan that helps people save for their retirement expenses.

Pre-Payment Loan Planning

I can help you plan how to pre-pay your loan

Annuity

Annuity helps retirees get fixed cash flow

Mutual Funds

Mutual funds investment can be in Debt, Equity, Hybrid

SIPs

Monthly Investment Sysytematic INvestment Plan

Bonds

Buy Tax Free Bonds and other bonds

NPS

National Pension Scheme

NPS

Liqui Loans

Get upto 9.5% annual return

Stock Trading

With Sharekhan and Motilal Oswal

PMS

For high risk high reward Portfolio Management Services

PMS

AIF

For High Risk High Reward Alternative Investment Funds

AIF

Financial Planning

As a CFP and QPFP I can help you make a Financial Plan

Physical to Demat of Shares

We can help you convert physical share certificate to Demat

Latest News

We’re providing the best insurance services

Talk to our experts

We are open from Mon-Sat 10 AM to 7 PM. Please note our experts will never ask you for your personal information or any OTP or login ID password.

Associated with leading Insurance and Asset Management Companies

Our Rating

Why Choose Us

We help you create, protect, manage and transfer your wealth to your next generations.

We are trusted by 1200+ clients across India. With a dedicated team of employees we can resolve your queries quickly and give you a smooth insurance and investment experience.

  • Trust and
    Transparency

    Our client first approach helps us serve you better

  • Smooth Claim
    Handling

    With years of experience and insights we ensure a stress free claim handling process.

  • Expert
    Opinion

    Domain knowledge is everything in financial markets and we give our expert opinion and by reading the fine prints and making you aware

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