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Asset synthesis

Asset Synthesis FinServ Pvt. Ltd., founded in 2018, is a progressive, technology-enabled, and research-driven financial services company committed to redefining the way individuals and businesses build wealth. Over the years, we have evolved into a comprehensive 360° wealth management and advisory platform, empowering clients with intelligent, transparent, and customized investment solutions.

Our foundation is built on three core principles:
Trust. Expertise. Innovation.

We believe that wealth creation is not merely about selecting products it is about creating a clear, structured, and long-term financial pathway tailored to each individual’s goals. With access to a wide spectrum of financial instruments ranging from mutual funds, bonds, equities, PMS, AIFs, GIFT City global investments, insurance, fractional real estate, and digital wealth products we provide clients with a holistic approach to financial well-being.

At Asset Synthesis, we combine human intelligence and modern technology, ensuring every investor receives personalized advisory backed by deep research, real-time insights, and seamless execution. Whether you are a new investor starting your journey or a seasoned individual looking for advanced wealth strategies, we stand committed as a reliable partner to guide you at every stage.

Our Journey

Our journey began in 2018, driven by a single vision to simplify wealth creation for every Indian by offering unbiased, transparent, and high-quality financial advisory. What started as a small, dedicated financial distribution firm quickly transformed into a multi-service wealth management company catering to varied investor needs across the country.

In the early years, we focused on building strong foundations:

  • Establishing ethical investment practices
  • Understanding investor behavior and challenges
  • Integrating technology for smoother processes
  • Partnering with leading financial institutions

As our client base grew, so did our service offerings. We expanded into mutual fund advisory, insurance planning, equity trading, fixed-income products, and soon ventured into advanced segments such as Specialized Investment Funds, Alternative Investment Funds (AIFs), Portfolio Management Services (PMS), and GIFT City global investment products.

With time, our approach evolved from basic transactional services to complete goal-based financial planning and wealth management. We introduced digital onboarding, real-time portfolio tracking, risk profiling tools, and AI-supported insights, making the investing experience simpler and smarter.

Today, Asset Synthesis FinServ stands as a trusted financial partner, serving individuals, families, professionals, and businesses with personalized strategies and a client-first commitment. Our journey continues with a promise to innovate, expand, and deliver excellence in wealth creation for years to come.

Our Vision

At Asset Synthesis FinServ Pvt. Ltd., our vision is to create a financially confident individual and organisation who can invest with clarity, purpose, and trust.
We aim to become India’s most reliable and research-driven personal finance partner offering transparent, multi-dimensional investment strategies that integrate Mutual Funds, SIF, PMS, AIF, FDs, and Equity Broking under one holistic umbrella.
Our long-term vision is to transform wealth management into a “Culture of Financial Discipline, Informed Decision-making, and Sustainable prosperity”.
We aspire to lead with digital innovation, investor education, and ethical advisory practices making wealth creation simple, smart, and accessible for all.

Our Mission

Our mission is to deliver goal-oriented, customised, and research-backed financial planning that empowers investors to achieve both their long-term dreams and short-term priorities.
We strive to design efficient portfolios using diverse financial instruments enabling stable returns, prudent risk management, and seamless liquidity planning.
Through unbiased advisory, advanced digital tools, and continuous client engagement, we are committed to:
1. Simplifying investing for individuals and businesses
2. Offering disciplined strategies across Mutual Funds, SIF, PMS, AIF, FDs, and equity markets
3. Providing comprehensive financial solutions including tax planning, insurance planning, and estate (Will) creation
4. Ensuring investor protection, transparency, and lifelong guidance
5. Delivering consistent value through timely reviews, research insights, and performance monitoring
At Asset Synthesis, we don’t just manage investments we build end-to-end financial journeys that help our clients grow, protect, and pass on their wealth with confidence and clarity.

Our Philosophy

While identifying the right mix of products suitable to the client, assessment of financial requirement & 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 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.

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 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.
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Comprehensive financial wealth solutions for you

We are committed to providing trusted, financial solutions designed to secure your financial future.

Our Consultant Experts

Our team is highly skilled and certified.

Ganesh Zarkar

Founder and Director

Name

Anthony Chen

CEO Fountax

Name

Anthony Chen

CEO Fountax

Name

Anthony Chen

CEO Fountax