Insynch Wealth Management LLP a company where like minded people joined hands together with existing man power resources in the year 2010.
The core strength of the company is the manpower which is highly experienced with an average of at least15 years of experience to serve the clients in the field of investments.
We have dedicated dealers to cater to the stock broking needs of clients and a strong back office team for the post broking and mutual funds' investments. Our strength is our colleagues and we are proud that we have one of the lowest employee turnover.
With a strong clientele and long term relations with the clients Insynch has grown leaps and bounds.
We are pleased that we are not restricted by the geography for client investments and hence have clients in Mumbai which is a financial hub of the country and also a reach in kokan and some remote places in that area.
With changing times Insynch has also changed. We have upgraded our softwaresto match up with the changing time and technology. We are now on most advanced and paperless platform to invest in mutual funds. While we are upgrading we are also taking care to cater to the not so technologysavvy clients there will be a human interface. This will also be available to all clients if they choose to use human interface as an option.
We at Insynch are always dedicated to give our clients a service which can surpass their expectations. While we are proud of the service we offer we also understand the prime importance of the confidentiality of financial data of all our clients. We ensure that all the data remains secured with us.
At Insynch we believe in long term wealth creation. We do not suggest any speculative or churning activity in investments.
By virtue of the above we have a strong relationship bond with close to about 1000 client families and friends.
We provide the equity broking facility through Sajag Securities Pvt. Ltd. Sajag Securities is one of the oldest corporate broking firms in PUNE. Sajag is member of NSE , BSE for Cash market operations and Member of NSDL, CDSL for D-mat services. We are associated with SAJAG since 2001. SAJAG is known for its strong INVESTMENT BASED advice than speculation in the stock markets.
We are empanelled with all the funds for distribution services from 2005. We provide all services related to Mutual funds right from investment advice till the execution of invesmtnets. Be it, Equity, Debt , Short term parking of Funds. We also provide Portfolio Advisory to our clients.
We have an active client base of around 2000 with us.
In India insurance has been traditionally looked upon as a tax management tools. We at Insynch look at insurance in its true sense as risk management and help our clients get the right kind and quantum of Insurance.
As individuals it is inherent to differ. Each individual's insurance needs and requirements are different from that of the others.
Insurance helps you to provide for contingent liabilities like hospitalization, critical illness, debt redemption etc., in a cost efficient manner.