Risk Appetiser Questions

News Letter

Financial Services

Synemerge understands your financial risk-tolerance, earning potential as you grow your age, future necessities and the dream that you have set on your present income flow.
  • Wealth/Portfolio Management
  • Equities / MFs / Bonds
  • PMS / AIF / PE Funds
  • Insurance (Life & General)
  • Loans & Funding,

Non-Financial

Synemerge helps you finalise your investment plans, work on an income-expenditure equation and stay content ever, on the growth of your investments.
  • Legal & Compliance
  • Taxation & Accounting
  • Valuation (Land & Buildings).

Advisory Services

A new generation family portfolio advisory institution, Synemerge has a unique approach to savings and investments advisory service,
by which saver takes a thoroughly informed decision and for tenure according to his or her taste and endurance.

Wealth Management

An individual with savings may not always be good enough to make safe decisions on where to park today’s wealth for tomorrow’s needs. A sensible advisor with a track record of satisfying savers in the past can guide you to be happy with the sure growth of your wealth. With rich experience, Synemerge has a proven track record in delivering excellent wealth management services.

Mutual Funds

Mutual Funds are ideal for those who want their investments to be managed by the best pool of asset managers. Mutual Funds offer a wide combination of asset classes. Choosing the right combination requires the help of an advisor who understands the nuances of the financial products, risks of various asset classes and also the investors’ expectations. Here Synemerge plays a responsible role by helping savers make the right decision.

Insurance Planing

Insurance is basically a process of underwriting your unforeseen risks and vulnerabilities. Buying insurance means, you are buying a powerful shield against your future uncertainties. Your trusted advisor will tell you what suits your needs. While a general insurer underwrites your future asset loss and healthcare liabilities, life insurer underwrites your future risk of life. Synemerge, known for its integrity in advising right insurance products, helps its clients act on a prudent call.

Customers as on 31st Dec 20

Families:65
Customers: 88

They saved and invested
over र.10.41 crore
at the end of December

AUM:र 14.59 Cr

Eq:र 7.21,
Debt:र 5.86,
Liquid:र 0.86,
PMS:र 0.54

They saved and invested over र10.41 crore at the end of December

Mar 2020
AUM:र 08.01cr

Eq:र 1.06,
Debt:र 3.16,
Liquid:र 3.30,
PMS: 0

They saved and invested over र.10.41 crore at the end of December

Fixed Deposit & Bond

FD :र 1.00 Cr
Bond:र 0.40 Cr&nbsp&nbsp

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