“Do what is right, not what is easy nor what is popular”
Deep Product Knowledge
We have tie ups with specialized underwriters and all the insurance companies to assist you for the best coverages.
Cost-effective Insurance
We work with all the insures to get you the best option- both in terms of price and features.
Quick Turnaround
We shall revert to you at the earliest after an enquiry or any query related to the product.
Value Added Services
We will advise you on best risk management practices.
We entered the market over
with the core purpose to protect the quality of people’s lives.
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Families financial planning done
WHO WE ARE
During interactions with people, we realized that along with insurance they also need advisory for their personal finances. Slowly, we diversified into mutual funds guiding them on risk profiling, goal setting, financial and tax planning.
Gradually we flourished and increased our team to 15 people along with investments in system and technology to bring ease and simplicity for our clientele.
We are well equipped to advise on all aspects of risk management, personal financial planning and deal with all insurers across life, general and health insurance besides all the AMC’s in Mutual Fund Industry.
We constantly train our team with our in house training support and external professional trainers to provide our clientele the “A ”class services.
09
Years of Experience
350
Completed Projects
How Can We Help You?
Renewals
Claims
Report a Claim
Branch Office
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Best Insurance Award
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No. of Claims Settled
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Families financial planning done
Our Expertise
09 Years Of Experience
In Financial
Manage Investment
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Risk Audit
0%
Financial Plan
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Our Services
Life Insurance
Health Insurance
Travel Insurance
Motor Insurance
Life Insurance
Term insurance is a type of life insurance that provides coverage for a certain period of time or a specified “term” of years. If the insured dies during the time period specified in the policy, a death benefit will be paid to the nominee.It can also be used to cover your liabilities like loans and ongoing living expenses in your absence.
Benefits
- Financial Security
- Secure your Child’s Future
- Prevent Loan Burden
- Retirement Planning
- Tax Benefits
Awards & Achievements
Best Organization
Award
Dash Business Leader
Award
Recommended Life Insurance
Greatful Customer Support
Award
Best Organization
Award 2016
Best Insurance Brand
Award
Get Insurance
Easily
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Our Clients Love Us
” I would like to thank team Synergy who helped me to aling my portfolio with my goals and guiding me in times of difficulties.”
Sanjay MarbaliExecutive Director – Tristar Remedies India
” We would like to thank Mrs.Bhatia who helped me in processing all our industrial claims and recommending the right prodcuts and coverages as per our need ”
Narpat KotariGeneral Manager- Autotech Sirmax India Ltd
” We would like to thank Mr.Anuj who guided us for our claim of fire insurance and stood with us till the complete settlement of the claim.”
Vinayak SanapPartner- Flexpack Fibc
” Team Synergy guided me for planning my retirement well in advance with proper projections and portfolio review utility. I am now enjoying my carefree golden days.”
Vikas BatraRetired Personnel
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