At Ponix Investment Services Pvt. Ltd. (formerly Phoenix Investment Services), we believe financial planning should be simple, smart, and future-ready—that’s why our tagline is “Grow SImPly.”
Founded by B. Subramanian—an AMFI Certified Mutual Fund Distributor with an MBA and M.Phil in Management—Ponix brings over 25+ years of financial expertise and 10+ years of specialized knowledge in the mutual fund industry. Today, we proudly manage the trust of 800+ satisfied clients across India and abroad.
Our services span Mutual Funds, Life & Health Insurance, Fixed Deposits, and Complete Financial Planning. Whether you’re starting your investment journey, planning for retirement, or securing your family’s future, we craft tailor-made strategies that work for you.
Through our exclusive partnership with PolicyBazaar, we give you the edge with:
- Instant online prices for total transparency
- Competitive quotes tailored to your needs
- Industry-wide comparisons at your fingertips
- And, as always, the Ponix signature customer service that goes beyond numbers
With “Grow SImPly” as our guiding mantra, we aim to create 100 Crorepathis by 2030, helping individuals and families unlock their true financial potential.
Banker Manger
Our Vision
To empower people to Grow SImPly—achieving financial freedom, prosperity, and generational wealth, while making Ponix the most trusted partner in wealth creation.
Our Mission
- To deliver personalized, transparent, and innovative financial solutions.
- To provide best-in-class insurance options through PolicyBazaar’s pricing, comparisons, and quotes.
- To blend smart technology with human care, ensuring both convenience and guidance.
- To walk with clients every step of the way, turning dreams into financial milestones.
Our Core Values
- Integrity – Honest, transparent advice.
- Client First – Your goals, our priority.
- Excellence – Consistently raising the bar.
- Innovation – Smart tools for smarter wealth.
- Commitment – Long-term guidance, not one-time service.
- Trust – The foundation of every relationship we build.