FAQs
Frequently Answered Questions
What services does Synergy Financial Services provide?
Synergy Financial Services offers personal financial planning and investment solutions including mutual funds, investment advisory portfolios (IAPs), portfolio management services (PMS), fixed deposits, and insurance planning.
How do I book an appointment or consultation?
You can easily book an appointment by calling us directly at 9920039263. Our team will schedule a consultation at a time convenient for you.
Do you provide personalised financial planning?
Yes. We create customised financial plans based on your income, financial goals, time horizon, and risk appetite to ensure effective and goal-oriented investing.
Is my investment safe with your advisory services?
We follow a disciplined, transparent, and research-backed approach. While market-linked investments carry risk, we focus on diversification and long-term strategies to manage risk effectively.
Who can benefit from your services?
Our services are suitable for salaried professionals, business owners, self-employed individuals, homemakers, and high-net-worth individuals looking for professional financial guidance.
Why Choose Us?
Testimonials
