"Do what is right, not what is easy nor what is popular"

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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 09+ years of expertise with the core purpose to protect the quality of people’s lives.

Families financial planning done
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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

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Branch Office

Best Insurance Award
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No. of Claims Settled
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Families financial planning done
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Our Expertise

09 Years Of Experience
In Financial

Manage Investment
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Risk Audit
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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

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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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Bring A New Experience To Your Investment

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