Financial Services

Financial Services

From banking and insurance to wealth management and securities distribution, Our dedicated financial services teams serve all major sectors of the industry. Our work draws on more than 40 years of experience, delivered by 5,700 professionals in the world's most important financial centers.

What We Do

    Financial services players will need to harness better business models to overcome shortcomings of the past and current challenges. Bain draws on deep experience across industries to help financial services institutions in every region find innovative ways to optimize processes, reduce back office costs, align IT, manage risks, capture the economic benefits of building loyal customers, and plan for evolving competitive and regulatory landscapes.

    We work with leading institutions in the banking, insurance and asset management sectors in all major areas, including:

  • Retail banking
  • Private banking and wealth management
  • Corporate banking and capital markets
  • Transaction banking
  • Asset management
  • Life and property insurance
  • Health insurance
  • Reinsurance
  • Risk, liquidity and capital management
  • Stock markets and financial market infrastructure
  • Payments
  • Bain has deep expertise in financial services, but we also look beyond the industry and draw upon our capabilities experience. We tailor these offerings to the needs of our financial services clients to help them solve problems or pursue opportunities in many areas, including:

  • Growth strategy
  • Organizational effectiveness
  • Operational excellence
  • Compliance
  • Information technology
  • Mergers and acquisitions
  • Change management
  • Private equity
  • Performance improvement
  • Customer experience
  • Customer loyalty and insights


  • Save Time
  • Save Money
  • Save Mental Peace
  • All Service at one Place
  • Team of Experts
Indiviual/Salaried Person

Pan card and aadhaar card, All bank statement, TDS certificate(form 16-for TDS on salary), TDS certificate (form 16a-for TDS on non-salary) like professional fees, rent, interest etc.

Private Limited Company

Directors pan and aadhaar card, Company pan card, Profit and loss statement, Balance sheet, All bank statements, Investment proofs.

LLP Company

LLP pan, address details, date of registration proofs, Partner pan, aadhaar and address details, Profit and loss statement, Balance sheet, Bank statements.

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