SHYAM GANESH 

Managing Partner - Canada

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As an Engineer turned Financial Planner, Shyam has always had a relentless focus on working both efficiently and effectively. As a sales person and business owner, Shyam understands just how important it is to build and retain a highly competent team that can help drive new client acquisition while maintaining a “wow” experience for existing clients. 

Having hired a Valenta Financial Planning Assistant and Paraplanner for his own business in 2018, Shyam was so impressed with the calibre of the team that he decided he had to spread the word to other financial planners and business owners. As a Managing Partner for Valenta, he is committed to working closely with his client’s and finding solutions that change the way businesses function day-to-day, facilitating long term growth. 

Technology 

Optimization

Our approach to addressing customer challenges goes beyond meeting requirements. Our knowledge across domains helps us arrive at solutions that are innovative, optimized, and cost effective, helping you achieve improved productivity. 

A Team of 

Professionals

Valenta BPO consists of a team of 300+ professionals spread across geographies, a fine blend of youth and experience, with specific skills and expertise. This group is headed by a dynamic management team that works to offer clients across the globe, the latest in process consulting and digital transformation, helping you gain a competitive edge. 

An Extension of 

Your Team

Our resources are trained in your business practices and processes and can act as a virtual extension of your team, ensuring seamless delivery. 

Flexible 

Engagement

24x7 

Support

We design solutions to meet specific client requirements and offer flexible engagement models. Our resources can be engaged full-time, part-time, or on a transactional basis. 

We have a global presence with offices in Australia, UK, and US, backed by well-staffed delivery centres in Bangalore, Vizag, Ahmadabad and Mohali in India, and Penang in Malaysia enabling us to support you 24×7.  

Outsourcing Services for Financial Advisors

What do our client's say?

Since engaging Valenta, we’ve been able to take on a much higher work load. We’ve been able to bring someone into the team for a lower cost, but without compromising on that quality of work. Outsourcing has been a great solution compared to hiring somebody locally. It’s a lot more cost effective and it’s easy to do.

Natalie Gillies and Clare Harding

Arthur J Gallagher

"

What I was really impressed with, was that not only do you get that dedicated resource, you also have a manager that reviews all of their work, and all included in the price. Overall I’ve been really happy with the process and it’s helping me live my dream, which is to work from home and not have any staff in the office.

Tim Charles

Charles Accountancy

"

Valenta has been great, because it allows us to expand and contract our operations, depending on the time of the year, very effortlessly and inexpensively. It’s allowed us to make decisions that we know we can scale quickly on because we know that Jayesh and the Valenta team will be there for us.

John Pollock

Financial Gravity

"

Peace of Mind with Valenta BPO

Solution 

Oriented

We offer a range of outsourced operations, meaning that you can select which services are best suited for your business. All services have a core focus to improve your businesses efficiencies and drive business growth faster than otherwise possible.

Virtual Assistant

Our financial planning support teams and financial planning administrators can help you with various administrative tasks and implementation activities, annual reviews, advice implementation and general business administration.

Our well-trained financial advisor virtual assistants can assist you by streamlining efficiencies at a reduced cost, allowing you to focus on revenue building activities.

Paraplanning

We have the world’s largest team of virtual Paraplanners and Financial Planning administration experts, enabling us to offer additional resources with specific skill sets, or dedicated teams, based on client requirements.

Trained on industry-leading software applications, our virtual Paraplanners work to enhance efficiency and reduce business costs. You have the flexibility to choose from our range of services, and opt for only those offerings relevant to your business model.

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Business Essentials

In order to provide a comprehensive solution to this wide-spread need, Valenta has designed Business Essentials Packages to help SMEs improve efficiencies through bookkeeping, digital marketing and virtual assistant services. Tailored to suit a range of business needs, our packages enable businesses to engage resources as per their requirements thereby reducing costs and overheads.

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We will allocate a dedicated team member and reporting manager to your business. Our reporting managers oversee quality and service delivery.

DEDICATED TEAM MEMBERS

We are ISO 9001 certified for Quality Management Systems and ISO 27001 certified for Information Security.

ISO CERTIFICATION

Our contracts are simple with no lock-in terms.

NO LOCK IN CONTRACTS

On average, our Valenta BPO client's report a cost saving of up to 60% by outsourcing key services. 

60% COST SAVING

Why Valenta's Financial Advisor Solutions?

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