Equity Research

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Our equity research team provides premium research services within agreed deadlines. Our associates (usually CFAs, MBAs or ACCA’s,) provide a full range of equity research services, ranging from searching and aggregating data, initiating coverage, building / updating financial models to complementing our client’s effort in publishing quarterly updates. Our services also include industry and sector analysis, analysis of regulatory regime and analysis of bond yields / credit market instruments.

Corporate Finance Advisory

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Synergistic Financial Advisors possess the capabilities to provide investment banking support including preparation of Information Memoranda, Investor Presentations, identifying, analyzing and consummating mergers & acquisitions for owners of privately held businesses or public companies divesting divisions and subsidiaries. In addition we assist clients with capital sourcing for recapitalizations, restructurings, growth, shareholder buyout, or other similar needs, and work extensively with our clients on their exit planning.

Corporate Training

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Synergistic Training courses demonstrate the application of finance theory and management sciences by combining hands-on instructions with practical examples. Courses have been designed by corporate finance and equity research team of SFA. while keeping in view analytical and quality control requirements imposed by international consulting firms. The instructor provides hands-on practical instructions and participants get an opportunity to see the instructor follow Globally Accepted Best Practices. Our Training courses are a synthesis of training programs adopted by leading investment banks and management consulting firms. The application of investment banking and management consulting frameworks allows the course participants to quickly analyze a situation, break down key drivers and significantly improve presentation skills.

Analyst Outsourcing

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24/7 access to qualified professionals at your finger tips. Contract one individual as a full-time analyst to work up-to 60 hours/week

Technical Research

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Synergistic Financial Advisors provide Technical Research. Our Technical Research Report is devised keeping in view the objective of providing actionable advice to our clients. Our Technical Research is customized to provide tailor made solutions to the unique needs and requirements of our diversified clientele. Our timing decisions are taken by looking for changes in volume and volatility, we apply this methodology to the broader market, to identify areas offering best utilization of our client’s resources.

Portfolio Management

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Synergistic Financial Advisors places a special emphasis on its Portfolio Management Services, our Portfolio Management Services ranges from full blown active strategies aimed at maximizing outperformance to highly efficient indexing strategies. Choice of the strategy utilized for portfolio management is contingent on our client’s investment objectives. Our unique value proposition is our experience and emphasis placed on developing a suitable Investment Policy Statement (“IPS”) for our clients to determine the macro asset allocation. We are well cognizant of the fact that understanding the client’s Investment Objectives and Constraints is the key to a mutually beneficial and a long lasting relationship with the client.

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