Advisory Services

Unbiased Scientific Advisory Services:
At Finalyst Partner's, we strongly believe the asset allocation is the single most important factor,which determines portfolio return, and we rigorously follow this principle while advising our clients. Our system driven approach allow us to track asset allocation of our clients on a regular basis and our advisory is strictly based asset allocation of our clients.

Customer Services:
It is utmost important for you to keep youself updated about current happenings in Indian financial markets and how investment schemes are performing. We provide comprehensive monthly news magazine which carries all the needed information about financial industry.

Quality Services:

  • You will receive regular portfolio reports in soft copies to serve as record .
  • All records are maintained for the plans and recommendations and minutes of all the meetings are kept
  • Dedicated Relationship Manager directly oversees the operational support to you

Quality Advisory:

  • True, unbiased recommendations
  • Each plan is unique in nature to suit your needs and profile
  • Defined Process followed in investment consultancy/portfolio management

    Quality Communication Support:

  • Daily market update email
  • Daily MF Tracker for short-term debt funds email
  • Weekly performance reports email / hard copy
  • Comprehensive Monthly Fact sheet hard copy
  • Research articles and reports email / hard copy
  • Updates of important events, changes email / hard copy

Financial Planning

What is Financial Planning?
Financial planning is the process of wisely managing your financial resources which enables you to achieve your dreams and goals by negotiating the financial barriers in your life. It outlines a financial roadmap for you with information on your savings, spending and investments.

The five-step route:

    Emergency Planning
  • Have you created a fund for unforeseen emergencies?
  • What if there is a sudden medical emergency?

Financial planning begins with bracing yourself for such situations and reducing the impact of adverse conditions in your life.


    Risk Planning
  • Our planner helps you identify events that can affect your family's financial health and help you safeguard you and your family against the unforeseen.
  • After doing adequate research and establishing a thorough understanding of your requirements we recommend products that are tailor made to suit your needs.

    Financial Goal Planning

    Do you know why you want to save money? Why is it that you are running through life?

  • Financial Goals can be both basic & aspirational.
  • Our advisor will help you identify and priorities your goals in life.
  • Besides a plethora of things the financial plan will act as a road map for you to achieve your goals.

Retirement Planning

Most of us forget that at some point in our lives, we will cease working and with it swill our monthly income. What does retirement mean? It means the time when you stop working for money and you can do whatever you wish to do to keep you constructive and fulfill your dreams.

  • What do you want to do once you retire? Dream today and decide.
  • People today opt for early retirement then retiring late.
  • A financial plan can convert these dreams internality.
  • Be confident that you will continue to remain independent even post-retirement.

Succession Planning

Irrespective of the current stage of your life it is always a good idea tplan for your dependents since life sometimes takes unfortunate unexpected turns. Talk tyour financial planner about how you wish your financial resources tbe utilised and allocated.

  • Dnot leave things tchance, prepare a will well in advance tprotect your family.
  • Identify causes that you may wish tdonate t.
  • Your planner will help you control your financial legacy.

Why do you need a plan?

The best time to review your financial situation is today and you must do this as regularly as you can since life brings with it some pleasant surprises and some unforeseen mishaps.A financial plan makes you better equipped to meet the unforeseeable future. It is something that is requisite for all the stages of life. The earlier you start the better prepared you can be.

Whether you are about to kick start your career or want to plan your retirement, there are concerns at each stage in life. Financial planning can assist you in directing a right course of action for your life. A financial plan will help you too:

Wisely allocate your wealth

  • Are you investing as much as you need t?
  • To achieve more you need to make your money work for you.
  • Financial planning allocates your funds to match your desires.

Financial planning seeks to leverage on your existing wealth. The aim of financial planning is not always to get you the best plan in the market but rather one that is apt for your needs.

Protect yourself

  • Financial Planning equips you to face all kinds of events in your life.
  • Anticipate unforeseen events and prepare a financial plan for them.
  • Know where you stand financially and in view of that chart your path.

Safety is a basic human requirement. Financial Planning safeguards you and your family and gives you the liberty to focus on other spheres of your life.

Achieve your goals and objectives

  • We all dream in life to achieve things that excite us.
  • Financial planning helps you convert your dreams into concrete goals and Objectives.
  • Gives you a roadmap guiding you to the path of success.

The difference between dreams and reality is creating a plan with fixed goals with a time line. Financial planning encourages you to dream big and go after them. So plan today for a better tomorrow.


  • Children Marriage
  • Children`s Education
  • Vacation
  • Buying a house
  • Buying a car
  • Retirement Planning
  • Starting a new venture
  • Starting a charity
  • Optimizing Investments/ Savings
  • Debt Management

Life Events

  • Marriage
  • New Baby
  • Job Loss/Transition
  • Loss of spouse
  • Divorce
  • Unforeseen health related occurrences
  • Inheritance of wealth

Financial planning process

Identify/prioritize objectives
You and your advisor discuss your goals, worries and dreams to develop a clear vision of your financial future.

Gather information
You and your advisor review important documents like bank statements, tax returns, insurance policies and retirement plans.

Analyze information
Your advisor helps you understand the big picture of your finances, and how the different elements may relate to each other.

Propose recommendations
Your advisor will present your personal financial plan and review it with you.

Take action
You and your advisor work together to help you move forward on your plan with specific financial solutions to help you meet your needs.

Track your progress
You'll meet with your advisor periodically to track your progress, revisit your goals and make adjustments as necessary. Typical checkpoints include a six-month review and a year-end review. The financial planning process doesn't end there, however you'll continue working toward your goals in year two and beyond.

Investment Advisory Services

As a busy professional or active retiree, you need someone you can trust to manage the assets you've worked so hard to accumulate for your family. You need a financial advisor who offers the experience, independence and integrity to match your own achievements and goals.

Our Investment Advisory Services will help you understand and control your finances and free you to pursue your dreams and aspirations. We have a unique philosophy and approach to managing client relationships and investments. We provide personalized service and investment advice earning us a reputation for excellence in our industry.

    We Will work closely with you to:
  • Define your goals.
  • Limit your risks.
  • Strengthen your investment portfolio.
  • Cut your expenses.
  • Minimize your tax exposure.

You will work with our dedicated financial advisors who listen, understand and care deeply about helping you make your dreams come true.

Personal Taxation Advisory

Tax Planning

Proper tax planning is a basic duty of every person which should be carried out religiously. Basically, there are three steps in tax planning exercise. They are as follows:

  • Calculate your taxable income under all heads i.e. Income from Salary, House Property, Business & Profession, Capital Gains and Income from other Sources.
  • Calculate tax payable on gross taxable income for whole financial year (i.e. from 1st April to 31st March) using a simple tax rate table, given on next page.
  • After you have calculated the amount of your tax liability. You have two options to choose from:
  1. Pay your taxes
  2. Minimize the amount of tax you pay with prudent tax planning.

Most people rightly choose Option 'B'. Here you have to compare the advantages of several tax saving schemes and depending upon your age, social liabilities, tax slabs and personal preferences, decide upon a right mix of investments, which shall reduce your tax liability to zero or the minimum possible.

Every citizen has a fundamental right to avail all the tax incentives provided by the Government. Therefore, through prudent tax planning not only income-tax liability is reduced but also a better future is ensured due to compulsory savings in highly safe Government schemes.

We sincerely advise all our clients to plan their investments in such a way, that the post-tax yield is the highest possible keeping in view the basic parameters of safety and liquidity.

Income tax filling

We understand your unique tax filing needs. In today's fast-moving world where time is everything, we offer online / physical tax filing solutions for individuals that help you save time in achieving Tax Compliance. The solution is simple, smart and easy to use. We also provide tools and tips to help you file an accurate tax return without missing any tax benefit that you can claim.

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