Phoenix Advisers

Overview

Phoenix Advisers provides transaction advisory and asset-management services for clients navigating corporate transactions, investment decisions, and long-term wealth generation. The firm says its team has represented shareholders of large Indian corporates and families in transactions across multiple sectors.¹

Leadership

Amit Khanna is Chief Investment Officer, and Agam Sarin is Vice President, Investments. Muskan Ahuja is Senior Analyst, Transactions, with experience in corporate advisory and financial management.²

Services

Phoenix Advisers advises on capital funding and exit transactions, representing both buyers and sellers. Its stated experience includes mergers and acquisitions, investment opportunities, corporate finance, asset allocation, financing, and succession-related matters.¹

Its asset-management offering covers investment-strategy design, portfolio management, risk management, compliance and regulatory oversight, fund administration, investor reporting, and fundraising.³

What the firm offers

• Investment management
• Administration and bill pay
• Risk and insurance

Client Focus

The firm works with business owners, investors, families, corporates, and family offices. Its team page describes experience across real estate, education, hospitality, information technology-enabled services, financial services, retail, and mining. The website presents Phoenix Advisers as operating across India and Singapore.²

Approach

Phoenix Advisers says its approach prioritizes alignment of interests and long-term wealth generation for clients and other stakeholders.¹

Assets and Minimums

The team page states that Amit Khanna formerly ran The Phoenix Fund, described there as a SEBI-registered portfolio-management scheme with reported assets under management exceeding $150 million.²

FAQs

Related resources

• LocationMultifamily offices in New Delhi

  The Multifamily offices in New Delhi page helps compare how firms serving Indian families and business owners may be organized, including differences in investment management, administration, and risk support. It gives a regional reference point for questions Phoenix Advisers prospects may ask about local coverage and cross-border needs.

• GuideMultifamily office services

  The Multifamily office services page outlines common responsibilities such as portfolio oversight, bill payment, reporting, and insurance coordination. A reader can use it to map Phoenix Advisers' stated services against the practical tasks a family or business owner may want handled across India and the Asia-Pacific region.

• Network siteFamilyBusinesses.com

  FamilyBusinesses.com offers a directory and practical playbooks for family-owned businesses. Owners considering Phoenix Advisers can use those materials to frame governance, cash management, succession, and risk questions alongside investment management or administration needs before speaking with an advisory firm.

• GuideOutsourced CIO vs multifamily office

  The Outsourced CIO vs multifamily office page explains how delegated investment leadership differs from a broader family office relationship. It can help an owner assess whether Phoenix Advisers' investment management, bill pay, administration, and insurance services match the level of coordination needed for personal and business affairs.

• Similar firmsAlpha Capital
  Blue Ocean Multi Client Family Office LLP
  Client Associates

  Profiles for Alpha Capital, Blue Ocean Multi Client Family Office LLP, and Client Associates provide nearby examples of firms serving affluent families and business owners. Reviewing their stated services and geographic focus can help readers form comparison questions for Phoenix Advisers, including investment management, administration, and risk coverage.

Sources

Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.