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DirectoryFinance & InsuranceInsurance Brokerage & ConsultingLausannePatrya Gestion Sàrl
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Patrya Gestion Sàrl

Summary

About the company

Patrya Gestion offers administrative support and consulting services to private individuals and families in Switzerland. The core activities include: Support in optimizing insurance premiums and tax returns, Consulting on the use of the 2nd pillar (pension savings) for the purchase of real estate, Assistance in preparing tax returns and other administrative tasks, Mediation of contacts with partners from the banking and insurance industry, Support in applying for subsidies and other administrative matters. The company positions itself as a private provider of administrative services, aiming to simplify the complex administrative tasks of its clients.

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Products & services

Industry:Insurance Brokerage & Consulting
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5
Administrative assistance
Mail management, official formalities, domiciliation, outsourced secretarial services and personalised support for individuals and businesses.
Fiduciary services
Accounting, closing of accounts, tax returns and advice on tax optimisation for SMEs and self-employed.
Support for self-employed and SMEs
Set-up of an activity, AHV/IV registration, complete administrative management and advice to launch and grow an activity.
Mortgage financing
Tailored study of a property project, feasibility analysis and introduction to financing specialists.
Retirement provision and insurance
Analysis of retirement provision needs for the 2nd and 3rd pillar and of insurance needs, independent advice and introduction to market offers.
Reviews

Aggregated rating

Aggregated rating
3.7
of 5

Aggregated from 6 reviews across all connected sources

Sources
GGoogle3.76
★TrustpilotSoon
PProvenExpertSoon

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Location

Chemin des Matines 7
1007 Lausanne

At a glance

Legal form
Limited Liability Company
UID
CHE-325.953.314
Founded
2016 · 10 years
Last commercial register change
November 3, 2020
Employees
1 to 10

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