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About Us

FINALYST PARTNERS® was founded in October 2011 by a team of financial sector professionals with the aim of providing a comprehensive range of financial services, taxation solutions, and succession planning services, all under one roof.

Our services include a diverse selection of offerings, such as:

  • Mutual Funds, PMS, Bonds, and NCDs
  • Retail Insurances: Health, Life, Personal Accident, and Travel
  • Commercial Insurances: Group Products, Marine, Fire, and Liability
  • Home Loan, Loan Against Property, and Loan Against Securities
  • ITR Filing and Will Writing Services

These services are delivered through our cutting-edge, technology-driven platform, supported by an efficient back-office operation and a dedicated team of relationship managers, all committed to providing you with the best possible service.

Additionally, we boast a strong in-house team, including lawyers and tax professionals, to specifically cater to Will Writing and ITR Filing services with the utmost precision and expertise....

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Empower Your Financial Decisions

Tools

Financial Calculator

Calculate investments, savings, and projections with ease.

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Download Forms

Quickly access key forms to manage your finances.

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Financial News

Get the latest updates and trends in finance.

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Fund Performance

Monitor fund growth to make smart decisions.

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Pay Premium Online

Securely pay your premiums online with ease.

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Financial Fitness

Boost your financial health with helpful tools.

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Risk Profile

Assess your risk to align with your goals.

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Useful Links

Explore handy links for your financial journey.

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Top Stories & Market Highlights

News

What Our Clients Say

Our Testimonials

SIP Investment Plan

Benefits of SIP

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Contact Us

Get in Touch with Us

Phone Number

+919350066809

Working Hours

Mon - Sat: 10:00 AM to 7:00 PM

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Our Trusted Partners

Meet

Mr. Amit Jindal

Sr. IT Professional, Noida

"Finalyst Partners truly transformed the way we plan our finances. Their team guided us patiently through market ups and downs and helped us stay focused on our long-term goals. Highly professional and trustworthy!"

Mr. Denis Campbell

Sr. PR Professional, Noida

"We were clueless about mutual funds before meeting Finalyst Partners. Now, we feel confident about our investments and future. Their personalised advice makes all the difference."

Mr. Raj K. Gupta

Sr. HR Professional, Gurugram 

"What I appreciate most is their regular follow-ups and simple explanations. Even during market volatility, they ensure I stay calm and committed to my financial plan."

Col. Sameer Arora & Mrs. Gypsy Aora

Delhi

"For us, trust is everything when it comes to our hard-earned money. Finalyst Partners have become more than advisors — they’re like our financial family. We value this relationship deeply."

Mr. Gourav Sahni & Dr. Sugandha Sahni

Noida

"It’s rare to find someone who puts your interests first. Over the years, Finalyst Partners have earned our complete trust by always being transparent and genuinely caring about our future."

Mr. S.K. Anand

Retired Govt. Employee, Delhi

"We recently got our Will and key documents drafted through Anubhav Talwar at Finalyst Partners. His legal expertise and patient guidance made the entire process smooth and stress-free. It’s a huge relief to have everything in order."

Mr. Anil Nair

Civil Engineer, Gurugram 

"Filing taxes used to be stressful for us. Thanks to Anubhav Talwar at Finalyst Partners, our ITR filing and tax planning are now completely hassle-free. We trust his expertise and know we’re always compliant and optimised."

Mr. Saurabh Chakraborty

Media Professional, Noida 

"Dr. Shailesh Bhardwaj’s insurance expertise has been a true blessing. When we faced a medical emergency, his guidance ensured our claim was settled quickly and smoothly. It’s rare to find such caring support when you need it most."

Mr. Ankit Sharma

Private Job, Gurugram

"Finalyst Partners made our home loan journey effortless. From comparing options to getting the paperwork sorted, their team handled everything with such clarity and care. We are now happily settled in our new home, thanks to them!"

CA Jaspreet Saluja

Sr. Finance Executive, USA 

"In times of urgency, we availed loans against our mutual funds through the online portal — without redeeming our investments. Today, those same funds have doubled in value. All thanks to Dr. Shailesh for advising us wisely and helping us preserve our wealth."

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