Financial Helpdesk is a financial product distribution company holding franchisee of  most leadership companies in the financial sector. Our seasoned financial advisors are trained and authorized to offer consultancy across wide spectrum of financial services products and its fulfillment.

Why Us ?

Whether you are a individual or a business owner, we have solutions to all your financial needs. Your dedicated financial advisor shall be in a position to assist you across wide spectrum of financial products.

Our Key USP’s from our customer standpoint:

  • One Stop for all financial needs
  • Option to ”Add Family Members” as multiple ”child ID’s” linked to one ”Parent ID”
  • View current and past record of applications for various products under ”Dashboard” section of ‘My Account”
  • Record of all issued insurance policies, FDR’s etc under ”My profile’‘ section of ”My account”
  • Refer a Friend and earn Loyalty Points

For individuals

insurance (2)

INSURANCE

Life Insurance | Health Insurance
| Travel Insurance | Property Insurance | Motor Insurance

growth

INVESTMENT

Mutual Funds | ETF | NFO Equity | Equity Derivatives | PMS | Gold – Gold Funds & Gold ETF | RBI Bonds | Govt. Securities | Fixed Deposit

loan

LOAN

Home Loan (New) | Home Loan (Balance Transfer) | Loan against Property | Car Loan | Personal Loan | Ovedraft(OD) against Property

For Companies

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Few certifications

Sr. No.Key CertificationsTrade NameRegistration No.
1Authorised Person of Bombay Stock ExchangeA2Z CONSULTING SERVICESAP0100840158957
2Authorised Person of National Stock ExchangeA2Z CONSULTING SERVICESAP0347002461
3AMFI Certified Mutual Funds DistributorA2Z CONSULTING SERVICESARN-130927
4IRDA Registration-General InsuranceINDIVIDUALILG45150
5IRDA Registration- Life InsuranceINDIVIDUALLIC0265111K