The Company Financial Partners (known as FP) was formed in June 2002 following a merger of six well-established Independent Financial Advisers (IFA’s) in The Middle East and Far East. These mergers made FP one of the largest offshore entities of its kind in the region. FP was further strengthened with additional acquisitions and an affiliate company offering licensing in Australia. In May 2006, FP formed an affiliation with Padmakshi Ltd. to form FP-Padmakshi in India. This has further expanded the FP footprint in terms of both global capabilities and knowledge.

Our Heritage

The Service FP recognizes that its advisers cannot influence market performance, but what we can control is our service delivery. FP provides an internal education process designed to build a well-trained team of professional advisers. Our target here is the highest standard in the industry, nothing less! Supporting this knowledge-base is ‘Our Service Promise’ service which effects a client driven approach to servicing. Our minimum level of service for all clients includes: 24/7 Online Valuation Facility Unlimited access to your portfolio valuations anytime, anywhere. FP’s own Money Matters magazine delivered bi-monthly We enjoy contributions from leading fund managers and stockbrokers whilst also providing information on indices and funds. Strategic Reviews We also undertake a regular Strategic Review of your balance sheet. Different Clients have different views on how regular this should be; we work with you to ensure your financial plans remain relevant to your needs. Annual Seminars Annually, we provide Seminars stocked with leading fund managers, giving you the opportunity to listen to the people working on the ‘front line’ of world markets and actually manage your money.

Providing Solutions FP advisers spend the majority of their time in discussions with Clients. As a result FP relies on external expertise and industry specialists to provide appropriate products.. We see ourselves as knowledgeable generalist i.e. like a GP (General Medical Practitioner) we provide the initial examination and consultation and we then utilize the relevant specialist. Our specialists will always be taken from the top tiers of their respective industry and will have undergone a rigorous due diligence procedure from FP. This due diligence will include: research into their financial stability; their reputation; their expertise; and the ability to do the tasks required of them.

The Indian SID Financial Partners (FP) is fully equipped to handle an extensive range of financial services and products for Non-Resident Indians (NRI’s) and Persons of Indian Origin (PIO’s) living overseas through our Specialist Information Department (SID). The Indian SID provides specialist advice by highly qualified Indian financial advisers based throughout South-East Asia and the Middle East. FP’s Indian Expatriate Services include: Offshore/Onshore Investments Mutual Funds Investment Insurance International Portfolios Savings Plan Portfolio Management Services Tax Planning NRI Banking Services Depository & Online Trading Services Mortgages The Indian strives to enhance your expatriate experience by taking care of ‘simply everything you need financially’, giving you peace of mind of financial matters back home and an increased personal wealth through various financial products and services which can allow you to save more while you are earning more.

Contributed by Financial Partners, Jakarta: Poornanand Uppin anand.uppin@financial-partners.biz