While identifying the right mix of products suitable to the client, assessment of financial requirements & risk-taking capacity of a client is important. After thoroughly understanding the requirements and risk appetite of a client, we aim to provide unbiased guidance about various investments in the debt & equity segment which includes; mainly mutual funds, fixed deposits, insurance products, Alternate Investment Funds, Equities from secondary markets, RBI bonds, Real Estate Investment Funds, postal savings, and others, as the case may be.
Long term relationships are based on trust, unbiased and accurate financial guidance, coupled with the performance of investments and constant client communications. Regular client interaction allows us to understand the financial requirements and objectives of each client and develop a customized offering of products and services to meet those requirements and objectives. Maintaining regular interaction with clients also allows us to identify and understand any changes in the client’s financial needs, objectives and constraints in a timely manner and make appropriate changes in the investment products, if require. The nature and frequency of client interactions, performance reports and analysis are depending on the needs and wants of each individual client.
This includes at a minimum,
*Constructing of portfolio and transaction statements on a periodic basis.
*Portfolio Re-balancing and restructuring after assessment of changes in need and Objective.
*Generating Financial reports when required.
Company Details
- Employees
- 3
- Founded
- -
- Address
- Tanaji Chowk, Office No. 5,first Floor,ratnamala Complex,india
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- https://www.assetsynthesis.com/
- Keywords
- Mutual Fund, Stock Broking, Portfolio Management, Tax Saving, Gold Investment, Bonds, Retirement Planning, National Pension Scheme, Insurance, CREATING A WILL, alternative investment funds, real estate fund, FIXED DEPOSIT.
- HQ
- Pune, Maharashtra
Asset Synthesis Questions
Asset Synthesis's website is https://www.assetsynthesis.com/
Asset Synthesis's LinkedIn profile is https://in.linkedin.com/company/asset-synthesiss
Asset Synthesis has
3 employees.
View email and phone details for 3
employees at Asset Synthesis.
Asset Synthesis's industry is
Financial Services
Asset Synthesis's top competitors are
Realtime Taxsutra Services Pvt. Ltd.,
Asset Synthesis,
Spruze Care,
Dna Private Wealth,
Ayurvedic Coding,
Sahasra Overseas Pvt Ltd,
Flexi Salary,
Invictus Technologies India,
Mane Agroventures,
Asset Synthesis.
Asset Synthesis's categories are Financial Services
Asset Synthesis's founding year is 2018
