About Us
We started our journey in
with a vision to make insurance smart and simple with our unbiased advice.
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
Your Financial Matters According to Our Plans
HOW WE WORK
Our Company History
As “Risk Management Consultant” we cater to various insurance needs for individuals and Industries. We have built strong relationships with multiple insurers and have identified specific expertise that each insurer has. This is particularly important while identifying the right product provider for the each risk type.
We offer our expertise in financial planning for professionals and their families, with a mission to spread financial literacy amongst the society and help individual families to achieve their financial goals ahead of time.
Our Vision
To establish and emerge as one of the most preferred Insurance & financial intermediary, providing innovative solutions to ensure total customer satisfaction.
Our Mision
To be ethical, principled and value based organization setting new benchmarks in the industry with making their life simpler.
Our Expertise
09 Years Of Experience
In Financial
Manage Investment
0%
Risk Audit
0%
Financial Plan
0%
Why Choose Us
We Are The Best
Deep Product Knowledge
We have tie ups with specialized underwriters and all the insurance companies to assist you for the best coverages.
Strong Claim Support
We manage all aspects of claims- from preparing of documents to follow up with the insurance company till the claim is settled up to the mark.
Quick Turnaround
We shall revert to you at the earliest after an enquiry or any query related to the product.
Cost-effective Insurance
We work with all the insures to get you the best option- both in terms of price and features.
Value Added Services
We will advise you on best risk management practices.
Awards & Achievements
Best Organization
Award
Dash Business Leader
Award
Recommended Life Insurance
Greatful Customer Support
Award
Best Organization
Award 2016
Best Insurance Brand
Award
0
+
Best Insurance Award
0
+
No. of Claims Settled
0
+
Families financial planning done
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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