About The Phoenix Fund
The Phoenix Fund is a Financial Services company based in Delhi (India) founded in 2011. It operates as a transaction advisory and investment management services are provided across India and Singapore. The Phoenix Fund has completed 1 acquisition, including European Insurance Services. Its Indian entity Phoenix Family Office Advisers Private Limited reported revenue of ₹1.89 Cr. The Phoenix Fund offers products and services including Transaction Advisory and Asset Management. Its focus areas include Investment Advisory, Transaction Advisory, Mergers and Acquisitions and Asset Management.
Company details
Phoenix Advisers is recognized as a boutique firm specializing in transaction advisory and investment management, with operations established in Delhi and Singapore. Services are extended to business owners and investors in India and the Asia-Pacific region, where successful capital funding and exit transactions are facilitated. Alignment of interests and long-term wealth generation are emphasized in all advised investments and negotiations, drawing on extensive experience in buy and sell side activities across various sectors. Testimonials highlight the firms role in promoting trust and transparency in complex dealings.
- Headquarters Delhi, India
- SectorsFinancial Services
- Email••••••••
- Phone•••• ••••
- Social LinkedIn
- Legal Name Phoenix Family Office Advisers Pvt. Ltd
- Date of Incorporation 13 Dec, 2019
- Jurisdiction Delhi, India
- Annual Revenue₹1.89 Cr
FY 2025 · -43% YoY
- Net Loss-₹1.72 Cr
FY 2025 · -91% margin
- EBITDA-₹2.01 Cr
FY 2025 · -107% margin
- Investments & Acquisitions
Associated legal entities of The Phoenix Fund
The Phoenix Fund operates through Phoenix Family Office Advisers Private Limited (active). Its filings, financials, charges and directors are on the company page.
| Legal entity | Status | Incorporated | Registered in | Revenue (FY 2025) | Employees | Directors | Company page |
|---|---|---|---|---|---|---|---|
| Phoenix Family Office Advisers Private Limited CIN U74999DL2019PTC358722 | Active | 13 Dec 2019 | Delhi, Delhi | ₹1.9 Cr | – | 2 | View details |
Products & Services of The Phoenix Fund
The Phoenix Fund offers a comprehensive portfolio of products and services, including Transaction Advisory and Asset Management.
Advice on capital funding and exit transactions is provided, with a focus on alignment of interests and long-term wealth generation for clients
Management of investments is handled for clients, drawing on decades of trust in transactions and family matters to promote long-term outcomes
Board of directors of Phoenix Family Office Advisers Private Limited (The Phoenix Fund)
Phoenix Family Office Advisers Private Limited is the primary company behind The Phoenix Fund. The board of Phoenix Family Office Advisers Private Limited currently have 2 directors; the longest-serving is Amit Khanna, appointed in 2019.
| Director | Designation | Appointed | Tenure | Entity |
|---|---|---|---|---|
| Amit Khanna DIN 00072306 | Director | 13 Dec 2019 | 6 yrs 10 mo | Phoenix Family Office Advisers Private Limited |
| Deepika Khanna DIN 06788696 | Director | 13 Dec 2019 | 6 yrs 10 mo | Phoenix Family Office Advisers Private Limited |
Financials of The Phoenix Fund
Figures of Phoenix Family Office Advisers Private Limited, the primary company behind The Phoenix Fund, for FY 2025. Revenue was ₹1.89 Cr (-43% year on year). Net loss was -₹1.72 Cr (-91% margin). EBITDA was -₹2.01 Cr (-107% margin). Revenue has grown at a compounded annual rate of -51% over three years and -18% over five years.
- ₹1.89 CrRevenue · FY 2025 · -43% YoY
- -₹1.72 CrNet loss · -91% margin
- -₹2.01 CrEBITDA · -107% margin
- ₹1 LakhPaid-up capital
- -51%Revenue CAGR, 3 years
- -18%Revenue CAGR, 5 years
Balance sheet, profit and loss, cash flow and ratios of Phoenix Family Office Advisers Private Limited are on its company page.
Detailed financial statements for The Phoenix Fund
Statement rows, ratios, five-year trends and downloadable financials of the group companies require an active premium plan.
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Investments & Acquisitions by The Phoenix Fund
The Phoenix Fund has strategically engaged in corporate development activities, having acquired 1 company. Notable acquisitions include European Insurance Services.
| Company Name | Description | Domain | Location | Founded | Acquired | Amount |
|---|---|---|---|---|---|---|
Insurance solutions are provided to brokers, agents, and insurers. | eisl.eu.com | Royal Tunbridge Wells, United Kingdom | 2006 | Sep 2018 | •••• |
Complete acquisition details for The Phoenix Fund
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Timeline of The Phoenix Fund
2 dated milestones of The Phoenix Fund across 7 years, from founding to its latest funding, stage changes and deals.
- Founded The Phoenix Fund is founded.
- Acquisition Acquires European Insurance Services.
Top companies in Investment Banks
10 companies that operate in the same segment as The Phoenix Fund (Investment Banks), ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Investment banking services are delivered across multiple financial sectors. | 1869 | New York, New York, United States | – | USD 126.21 B | 46,500 | |
Asset management, investment banking, and wealth management services are provided. | 1983 | Sao Paulo, Brazil | – | USD 20.91 B | 8,189 | |
Financial services are provided globally by UBS for wealth management. | 1862 | Zurich, Switzerland | – | USD 82.71 B | 108,650 | |
Banking & financial service provider | 1848 | Paris, France | – | USD 172.06 B | 197,580 | |
Comprehensive financial services are provided to corporations and individuals. | 1799 | New York, New York, United States | – | USD 42.22 M | – | |
Wealth management, investment advisory, and financial services are provided. | 1935 | New York, New York, United States | – | USD 119.72 B | 80,000 | |
Ambit is recognized as a leading provider of financial advice and capital in India. | 1997 | Mumbai, Maharashtra, India | USD 39.09 M | USD 116.66 M | 104 | |
M&A advisory, capital markets, and wealth management services are offered. | 1962 | St. Petersburg, Florida, United States | – | USD 15.9 B | 23,960 | |
Investment banking operations are conducted across multiple sectors. | 1996 | Vienna, Austria | – | – | 49,700 | |
Financial advisory and investment banking services are provided to institutions. | 1994 | Chicago, Illinois, United States | USD 44.52 M | – | 350 |
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Related news about The Phoenix Fund
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Frequently Asked Questions about The Phoenix Fund
The Phoenix Fund was founded in 2011.
The Phoenix Fund is headquartered in Delhi, India. It is registered at Delhi, Delhi, India.
The primary company behind The Phoenix Fund, Phoenix Family Office Advisers Private Limited, reported revenue of ₹1.89 Cr for FY 2025, down 43% year on year.
Phoenix Advisers is recognized as a boutique firm specializing in transaction advisory and investment management, with operations established in Delhi and Singapore. Services are extended to business owners and investors in India and the Asia-Pacific region, where successful capital funding and exit transactions are facilitated. Alignment of interests and long-term wealth generation are emphasized in all advised investments and negotiations, drawing on extensive experience in buy and sell side activities across various sectors. Testimonials highlight the firms role in promoting trust and transparency in complex dealings.
The Phoenix Fund offers Transaction Advisory and Asset Management.
The Phoenix Fund has made 1 acquisition, including European Insurance Services.
The Phoenix Fund operates through Phoenix Family Office Advisers Private Limited.
The legal entities of The Phoenix Fund currently have 2 directors, including Amit Khanna, Deepika Khanna.