First Work For Money and Then Let Money Work for You

CONFUSED ABOUT WHERE TO INVEST? ARE YOU MAKING YOUR INVESTMENTS TOO COMPLICATED?

You have arrived at the right place

Smart Sync Investment Advisory Services (SSIAS)

Meet your truly independent and unbiased Investment Advisers and put away all your financial planning and Wealth Management worries away

What We Offer

Investment Advisory


  • Advise on Direct Equity Investments
  • Reasonable Fee Structure
  • Transparent Policies
  • No Hidden costs
  • Long Term Oriented
  • Advise on Mutual Fund Investments
  • Direct Plan Schemes only
  • Independent analysis (No tie-up with any AMC) & Advisory on MF Schemes
  • No trailing commission

Subscription Model


  • Subscription fees for stock recommendations to be paid yearly
  • Model portfolio shared with subscibers
  • Any transaction (buy or sell) in model portfolio is shared with all subscribers
  • Each subscriber gets a customized financial plan for free
  • Independent Advice & Recommendation (No tie-up with any Insurance House or AMC)
  • Customized solution based on risk profile of clients

Workshops


  • Target audience: working executives of corporate India
  • Sole Objective: Awareness about Financial Planning
  • Tie-up with corporates for Employee Wellness

WHY US

SSIAS 4Ps

Performance

Performance

  • Quantitative
  • Qualitative
  • Comparative

Presentation

Presentation

  • Transparent
  • Regular
  • Customer Focussed

Philosophy

Philosophy

  • Theme Agnostic
  • Symbiotic Growth
  • Trusteeship

Perception

Perception

  • Trust
  • Thought Leadership
  • Partnership

SMART

There is no substitute for hard work, but we know that being Smart in this evolving world is mandatory.

SAFE

They trust us with their money, we first make sure that it is Safe

SECURE

Our Investments are secured in a such a way that Clients never have a permanent loss of capital.

Customer Engagement Steps

our working processin 3 steps

Customer Engagement is a very integral part of our offering. We strive to give a delightful experience to everyone we meet.

MORE ABOUT US +

Meeting

Even in this high tech world, we strive to meet our clients personally to understand them better

Agreement

Based on the expectations of clients, we enter into a mutual agreement

Handover

Then we ask our clients to relax and hand all their financial responsibilities to us.

TESTIMONIALS

REVIEWS

We grow with our clients and take all their feedback seriously.

LATEST STORIES

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28 May 2018 by Vijay Joshi

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23 Apr 2018 by Narayanan Ayipuzha

Attaining Financial Freedom – My Story

Investment

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YOUR IDEAL FINANCIAL PLAN

We'll do everything we can to make our next best project!

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