ABOUT SYNEMERGE

A person may feel being financially safe so long as his or her income is steady. In everyone’s life, hard work during the active working-age generates income. But a steady income by hard work throughout one’s life is not guaranteed by nature. Active working age and working opportunities end at one point. Generally, after that point, it is called a financially insecure period, a major challenging period of life.

It is here, Synemerge, headed by Hitesh Pandey, a qualified investment advisor, with rich experience of working in India’s best banking and financial institutions, plays the role of a professional investment advisor. Synemerge knows the financial risk-tolerance of a family, nature of present income and family’s future earning opportunities. Its discreet advice that makes its family-member and individual clients discreetly observe personal financial planning by self. It helps its clients make their present income-expenditure equation infallibly take care of the period of financial insecurity. They are made ultimately capable of regulating their future income worries by ensuring a steady income flow from what the Synemerge equation has compelled them to do. Synemerge, thus, becomes a source of light, cast ever on its clients’ long track of life with financial security by the extent they determine. Many families have their immense trust in the firm as a professional financial advisor.

In 2020, as many as 40 families covering more than 85 members have seen how Synemerge could be their reliable financial advisor. They saved and invested over Rs10.41 crore at the end of December, deterring the impacts of lockdown. They invested in asset classes, which suited their future needs and risk-tolerability. For a serious investor, the right time to act is the bear market, a contrarian approach to buying when others sell. Of the total asset pooled in, roughly 30 per cent is in equities, mainly in defensive stocks. A larger portion is parked in mutual fund units of varying nature.

As an investment advisor, the approach of Synemerge is different. There is no dictation and direction, but an understanding of the present and future of a family. According to the family income, and based on the understanding of future emergency, Synemerge unwraps a suitable equation that bridges the present income with future requirements.

Founded by Hitesh Pandey and his team. Synemerge is a new generation family portfolio advisory firm by all metrics. It has developed a unique approach to savings and investments advisory service. That helps a saver take a thoroughly informed decision and for tenure according to his taste and endurance. This makes its family members stay with control over their own money. The investors are imparted with the nuances of the instrument in which their money is parked.