Finalyst Welcomes You.
FINALYST PARTNERS ™ , a firm formed in October 2011 by financial sector professionals with an objective to provide Financial Services, Taxation Services, Succession Services & Real Estate Services under one roof. Currently, we are offering Investment, Insurance, Real Estate, Loans, Taxation & Succession Services through our Technology Based Platform supported by efficient back office & experienced sales team. Also, we have a very strong in-house team supported by Lawyers & Tax Professionals to cater the ITR filing & Will Writing Services.
We are an AMFI Registered Mutual Fund Distributor ( ARN : 83864 ) & SEBI Registered Authorized Person ( NSE: AP092271492, BSE: AP0101840112855, MCX: MCX/AP/21876, NCDEX: 79843 ). We are empaneled with BSE (Member ID : 57397), NJ India Invest Pvt. Ltd. (Code : 63879), Aditya Birla Capital Ltd (Code I-83), A. K. Capital Finance Limited (Code : 992360)., SMC Global Securities Ltd.(Code: IFD0204) , HDFC Ltd. (Code: 36456) , Square Yard (Code : SQYCS/CP/57616) for product distribution.
We are registered with Ministry of Micro, Small & Medium Enterprises ( Govt. of India ) under UDYAM Registration No. UDYAM-DL-10-0031545. We are Delhi-NCR based & have served 10,000 + satisfied customers till date.
Dr. Shailesh Bhardwaj
(Co-founder & Managing Partner)A Financial Services Professional holds Ph.D., MBA in Marketing & LL.B. He has an overall work experience of around 22 years in the Financial Product Distribution. He is also a Qualified Pharmacist & having good understanding of Health, Insurance & Asset Management Sector. An Entrepreneur by heart, A Social Worker & true believer of Relationship Management has served various professional profiles in the organisations like LIC of India, National Insurance Company Ltd., ICICI Bank Ltd, ICICI Prudential Life Insurance Co. Ltd., NJ India Invest Pvt. Ltd., Kotak Mahindra Life Insurance Co. Ltd., SPA Capital Services Ltd., before founding M/s Finalyst Partners in Oct 2011.
Email: shailesh@finalyst.in or Mobile: 9350066809
Mrs. Sarika Talwar
(Partner & HR Leader )A HR & Education Professional having good social media presence besides having 18 years work experience in service sector. She has served various organisations like Integreon Managed Solution ( I) Pvt. Ltd., Quest Diagnostics India Pvt. Ltd., i2i Enterprise Ltd., Cybersys Infotech Ltd. , Pinnacle E-Services India Pvt. Ltd. before joining the M/s Finalyst Partners.
Email: admin@finalyst.in
Mr. Anubhav Talwar
( Legal Consultant )A professional who holds PGDBM ( Finance ) & LL.B.. He having over 20 Yrs of rich experience in the various segments of Financial Market. He is an expert of Personal Taxation, Financial Risk Management & Will Writing. Earlier, he was associated with Income Tax Dept as an authorised TRP ( Tax Return Preparer) & ERI ( e-Return Intermediary ). He also practices Technical Analysis & has good understanding of capital markets. He has served various multitasking profiles in the organisations like Vivek Financial Focus Ltd, Exponential Financial Services Pvt. Ltd., Metlife Insurance, Birla Sunlife Insurance Co. Ltd, Niveshek mPowered Pvt. Ltd. , SPA Capital Services Ltd. before founding M/s Finalyst Partners in Oct 2011.
Email: anubhav@finalyst.in or Mobile: 9990092100