Whenever you think of making investment, three things should come on top of your mind – Risk Profiling, Products and Asset Allocation.
Getting yourself protected from unknown risk should always be the first priority. How to get yourself, your family and your assets protected - we tell you that. Insurance is important when it comes to managing risk
Tax planning is an important part of a financial plan, as reducing tax liability and maximizing eligibility to contribute to retirement plans are both crucial for success.
A mutual fund is a professionally managed investment fund that pools money from many investors to purchase securities. These investors may be retail or institutional in nature.
Through proper asset allocation and risk analysis we help you to create ideal portfolio to grow your money at desired rate. Products are chosen from all asset classes - equity, debt, property, gold etc.
Regardless of your age, it is never too early or too late to begin looking after your money. Visions of retirement vary from person to person and include such things as relaxing full time, travelling, pursuing a hobby.
Your risk profile, past investments, your prefernces and concerns - all are considered here.
Based on the data collected, schemes in the portfolio are decided. Asset allocation principle is also considered.
Depending on nature of portfolio, review frequency and date is decided. Re-balancing of portfolio can happen here, if necessary.
“Money synergy its inception in 2015 has been professional in its approach. Its proprietors with their passion and knowledge have been growing exponentially. I would like to express my gratitude for the work done for me over the past years and am delighted with its service.”
GEO GORGE
NRI CITIZEN (USA)
“ It’s been an absolute privilege dealing with Money Synergy… They have smoothly and efficiently handled all my investments in mutual funds and other financial services… They respond to every query professionally and confidently giving you assurance that you need it while investing your savings and incomes. Savio and his team Money Synergy have been going to the team for every advice I needed on market products, regulatory changes nationally and internationally… I wish success and prosperity in all their future endeavors… I happily recommend Money Synergy for all your financial advice and requirements…”
ELDRICH MIRANDA
NRI CITIZEN (DUBAI)
“Money Synergy is a one stop solution for all the financial management issues! They exactly explain you about building and empire of yours yourself! Very helpful professionals of Money Synergy cater to all the needs of all strata and financial planning… They also do maintain a very good follow up and feedback! Happy to build a mutual trust with them!”
Dr. SAUMIL ASHER
Child Therapist
“ I got introduced to Team Money synergy through Savio. This three years old association has stood by me strongly, empowering me to put my foot strong in terms of managing my finances. We all know that it’s necessary to manage our finances properly. However, how to go about it is a big question that stands In front of us. Savio had helped me get answers to these questions, helped me to get clarity. Savio has always urged on taking steps for financial security as well, is it term insurance, health cover. Words are not enough to express my gratitude to Savio and team to help me turn out to be a stronger and more confident person when it comes to identifying financial goals, striving for them. Happy to be part of this family.”
ABHILASHA PAERDESHI
IT EMPLOYEE
“Very nice support by the Money Synergy Team for a query regarding health insurance policy. Thanks Mr. Savio and his team for supporting and solving my query. Special thanks to Mamta.”
Dr. AMOL PARASHAR
GENERAL PHYSICIAN & SURGEON
NEETA CLINIC
“Money Synergy has helped me with my investments and is a one stop shop for all financial planning related options. Savio and his team have been very supportive and professional with their approach. It is a totally trustable and dependable option when it comes to financial investments & growth . Mamta has helped me through the process and guided me through each process. shae has good knowledge of product and process.Her friendly nature also makes it smoother. I totally recommend Money Synergy and wish them great success.”
ANISHA MANVATKAR
IT EMPLOYEE
