Phalguni Financial Advisors Pvt Ltd

Mid sized advisory investment banking company mainly engaged in Strategic Advisory Services to Corporate Clients. The company offers advisory services in the area of Capital Management to help their clients to raise capital from the Primary market through IPO/FPO. It is also instrumental in Equity Placement with HNI/VC/ PE funds and Debt Syndication with DII for their organic growth and providing them customized suitable structured products like Mergers/Acquisition/Joint Venture/Revival for their inorganic growth through their established outsourcing capabilities as a part of client’s plan of monetization for the growth or succession planning.

Phalguni Financial Services Pvt Ltd

Multi financial Products Distribution Company mainly engaged in providing Investment Management Services- Equity, Commodity, Forex, Realty, Mutual Funds, Life Insurance, IPO, FD, Bonds, Home Loans and General Insurance etc to Corporate, HNI and retail investors. It acts as Business Associate of Aditya Birla Money Ltd for Equity, Commodity & Forex trading and Realty solutions. It is DSA of AXIS Bank for their Home Loans products. It is empanelled with all Mutual Fund Houses to act as their Corporate Distributor for distributing their products in equity/debt. It acts as advisor of Kotak Old Mutual Life Insurance Co Ltd for Life Insurance. It is associated with Almondz Securities Ltd for IPO, Bonds; FD,NCD etc It works closely with Prescient Insurance Brokers Pvt Ltd for advising on Business Risk Analysis and solutions. It also offers supportive services like Preparation of Information Memorandum, Project Report, Business Plan, Business Valuation and Due Diligence etc to corporate.
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