Corporate Relations

FINALYST PARTNERS, a new age financial advisory and distribution firm provides comprehensive range of Investment & Taxation Advisory Services along with Broking & Distribution Support through a network of our Associates & Branches.

Apart from a vast range of financial solution, Finalyst Partners also provides personal line of financial services for corporate employees, under the Finalyst Partners Helpdesk Services. The following are the services under the Helpdesk:

  • Taxation Advisory/ Assessment & ITR Filing
  • Financial Planning
  • Investment Advisory (Mutual funds, Bonds, fixed deposits, NCD’s, IPO’s, etc)
  • Life Insurance & General Insurance ( Mediclaim, Car Insurance, Home Insurance etc)
  • Broking & Demat Services
  • Real Estate Services
  • Home Loans & LAP

We have experienced that employees appreciate advisory services on their tax planning, investment and ITR filing. This Helpdesk concept well received by the Corporate with progressive HR considerations, as it provides numerous benefits to both the employers & employees.

Advantages to employee

The employees get the advantage of our unbiased advisory and multi product offering as we are empanelled with all mutual fund houses, insurance companies (both for life & general) etc . Our approach is customer centric approach & not product specific, thus every employee is advised as per their specific individual requirement. Since all these services are provided in the office itself, saving their weekend for quality spending.

Advantages to employer

The employer get the advantage of highly motivated & dedicated work force as the basic need for their employee’s financial planning is being addressed efficiently through this help desk.

We have tied-up with many corporate houses for providing financial services to their employees, some are mentioned below

 

 

 




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