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.

We are an AMFI Mutual Fund Distributor (ARN: 83864) and have established key partnerships with several respected institutions, including:

  • BSE (Member ID: 57397)
  • A. K. Capital Finance Limited (Code: 992360)
  • SMC Global Securities Ltd. (Code: IFD0204)
  • HDFC Bank Ltd. (Code: 36456)

In addition, we are registered with the Ministry of Micro, Small & Medium Enterprises (Govt. of India) under UDYAM Registration No. UDYAM-DL-10-0031545.

In 2024, the promoters of FINALYST PARTNERS® launched FINALYST INDIA, another firm aimed at expanding our financial product distribution business. This new venture continues our strong and fruitful association with NJ Group companies, including:

  • NJ India Invest Pvt. Ltd.
  • NJ Capital Private Limited
  • NJ Insurance Brokers Private Limited

Over the years, our key personnel have forged strong, long-term relationships with Bharat Re-Insurance Brokers Pvt. Ltd., ensuring that we effectively address the diverse and unique risk requirements of the commercial insurance sector.

Based in Delhi-NCR, we have proudly served over 10,000 satisfied customers to date, building a reputation as a trusted and reliable name in the financial services industry.

Mission

Our mission is to make financial stability and growth accessible to every Indian by offering tailored financial services and knowledge. We empower individuals through financial education and personalized services, creating a path to financial well-being.

Vision

Our vision is to be the leading provider of holistic financial services in India, transforming lives through financial empowerment. We aspire to set new standards in the financial industry, ensuring that every individual has the opportunity to secure their financial future.

Values

Our core values revolve around empowerment, integrity, client-centricity, innovation, excellence, team spirit, and sustainability. We empower individuals, operate with integrity and transparency, and prioritize our clients' welfare above everything else.

Meet Our Team

At Finalyst Partners, we are driven by a team of highly experienced and dedicated professionals, each bringing a wealth of knowledge and expertise across various sectors.

Dr. Shailesh Bhardwaj

Co-Founder & Managing Partner

Dr. Shailesh Bhardwaj is a seasoned financial services professional with over 24 years of experience in Financial Product Distribution. He holds a Ph.D., an MBA in Marketing, and an LL.B., and is also a qualified Pharmacist. With a deep understanding of the Health, Insurance, and Asset Management sectors, Dr. Bhardwaj has successfully combined his expertise to deliver customised financial solutions to individuals and families.

Experience with: 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., and SPA Capital Services Ltd.

In 2011, he co-founded Finalyst Partners with the vision to provide exceptional financial solutions. A true believer in Relationship Management, his leadership continues to guide the firm’s success.

Email: shailesh@finalyst.in

Mobile: +91 93500 66809

Mrs. Sarika Talwar

Partner & HR Leader

Mrs. Sarika Talwar is an experienced HR and Education professional with a solid 20-year background in the service sector. She maintains a strong presence on social media, connecting with professionals and organizations. Sarika has contributed to companies like Integreon Managed Solutions (I) Pvt. Ltd., Quest Diagnostics India Pvt. Ltd., i2i Enterprise Ltd., Cybersys Infotech Ltd., and Pinnacle E-Services India Pvt. Ltd.

She joined Finalyst Partners with a passion for people management and organizational development, driving HR strategies to enhance employee experience and performance.

Email: admin@finalyst.in

Mr. Anubhav Talwar

Legal Consultant (Taxation, Succession Planning & Financial Risk)

Anubhav Talwar brings over 22 years of experience in the financial market, specializing in Personal Taxation, Financial Risk Management, and Will Writing. He is a Delhi University graduate and holds a PGDBM in Finance and an LL.B.

Mr. Talwar has worked with reputed organizations like Vivek Financial Focus Ltd., Exponential Financial Services Pvt. Ltd., MetLife Insurance, Birla Sun Life Insurance Co. Ltd., Niveshek mPowered Pvt. Ltd., and SPA Capital Services Ltd. He has also served as a TRP & ERI with the Income Tax Department.

A proficient practitioner in Technical Analysis and capital markets, Anubhav co-founded Finalyst Partners to bring a legal and financial perspective for clients' long-term success.

Email: anubhav@finalyst.in

Mobile: +91 99900 92100