About Us
Make Smarter Investment Decisions with Confidence
Bottom Up Invest Insurance Marketing Pvt. Ltd. is an AMFI and IRDAI-registered Investment Management Firm built on the timeless values of trust, integrity, and personalized financial guidance. Rooted in a deep understanding of individual needs, we specialize in providing long-term wealth creation strategies through mutual funds and diversified financial products.
Our journey began with a simple mission: to empower families and individuals with clear, customized, and goal-oriented investment advice. Formerly operating under the name Phoenix Capitals, our firm has grown steadily over the past five years - thanks to the unwavering trust of over 350+ happy families in India and across the globe. Today, as Bottom Up Invest Insurance Marketing Pvt. Ltd., we continue this legacy with renewed focus and commitment.
We believe in a " bottom-up " approach - understanding your financial goals from the grassroots level and building a robust plan that grows with you. Whether it's wealth creation, retirement planning, children's education, or financial security, we align every solution with your unique journey.
What We Offer
We Offer Trusted Investment Avenues
Mutual Fund Distribution
backed by AMFI registration and expert fund selection
Goal-Based Financial Planning
crafted with precision and care
Fixed Income Solutions
for capital preservation and steady growth
Insurance Advisory
for risk management and peace of mind
Diversified Asset Allocation
balancing risk and returns strategically
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No. of Investors
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Families we serve
Our
Mission & Vision
Empowering Financial Confidence Through Seamless Loan Solutions
Our mission and vision are united in a single purpose: to simplify the loan process, provide transparent and personalized solutions, and help individuals achieve long-term financial stability and success.
Our Mission
To guide every client toward financial independence by delivering honest, research-backed, and customized investment solutions.
Our Vision
To be recognized as one of India's most trusted family-centric financial planning firms, nurturing prosperity through integrity and insight.