About Us

Synergistic Financial Advisors (“SFA”) is a diversified financial services firm catering to various client segments, we offer financial and analytical support to businesses, corporations, financial institutions and individual professionals. Through its six core business divisions, SFA has the ability to offer comprehensive tailor-made solutions to its diversified clientele. We provide financial services ranging from Research Reports, Corporate Training, Portfolio Management and Outsourcing services to Corporate Finance Advisory.

SFA believes in investing in human capital, our most important competitive asset is the skill set of our management team. Our Management team consists of seasoned industry professionals with strong academic background including CFA Charter holders, CFA candidates, MBA’s and individuals with high economic acumen. Our highly experienced and skilled management team is capable of performing complex and daunting tasks seamlessly, while meeting tight deadlines.
Our diverse capabilities, cross-disciplinary expertise and in-depth knowledge of several industry sectors are some of the reasons why our clients prefer us. The business impact of our services is felt in the form of better efficiency and cost effectiveness. SFA’s model helps it deliver timely, high quality, objective outcomes with highest level of information security, at highly competitive cost compared to its peers.

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