The Company

Financial Partners International (known as FPI) was formed in June 2002 following a merger of six well-established Independent Financial Advisers (IFA’s) in The Middle East and Far East. FPI was further strengthened with the addition of OFS Asia and licensing in Australia. These mergers made FPI one of the largest offshore entities of its kind in the region.

In May 2006, FPI commenced a Joint Venture operation with Padmakshi Ltd. to form FPI-Padmakshi in India. This has further expanded the FPI footprint in terms of both global capabilities and knowledge.

Our Heritage



The Service

FPI recognizes that its advisers cannot influence market performance, but what we can control is our service delivery.

FPI 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 HELICON service which effects a corporate approach to servicing. Ultimately, as the adage goes, "what gets measured gets done", so by corporate we mean

• Protection: Life; health; critical illness
• Balance Sheet Management
• Trustee services
• Introductions to tax and legal expertise
• Group Pension Schemes
• Educational Planning

Providing Solutions

FPI advisers spend the majority of their time in discussions with Clients. As a result FPI relies on external expertise and industry specialists. 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 FPI. This due diligence will include: research into their financial stability; their reputation; their expertise; and the ability to do the tasks required of them.

Financial Partners International (FPI) 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 Centre (SIC).

The Indian SIC provides specialist advice by highly qualified Indian financial advisers based throughout South-East Asia and the Middle East.

FPI’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.

TOP

Contributed by Financial Partners International, Jakarta:
Jasleen Bansal
jasleen.bansal@financial-partners.biz

PT PFS Duta Manajemen Investasi Jakarta Office Plaza Chase Lt. 6 Jl. Jend. Sudirman Kav. 21 Jakarta 12920 - Indonesia Phone: +62 21 520 8099 Fax: +62 21 520 8097 www.financial-partners.biz

. Bali Office Jl. Sunset Road. Ruko Sunset Indah Blok 10 Simpang Siur, Kuta 80361 Bali Indonesia Phone +62 361 767 619 Fax +62 361 763 609