Who We Are

We are a SEBI Registered (INA000007881) Investment Adviser firm. We passionately believe that the people of our country must know about the importance of financial literacy and financial freedom and we will do everything possible to realize this vision.

We at Smart Sync Investment Advisory Services (SSIAS) are guided by the words of wisdom from the father of Investment Management, Benjamin Graham —

An investment operation is one which, upon thorough analysis, promises safety of principal and a satisfactory return.

 

We are aware of the prospects of exponential returns in the stock market, but we firmly believe that the Return of Capital is more important than Return on Capital. Thus, while we look for avenues providing an adequate return, we don’t compromise on the protection of our clients’ capital.

What We Do

SSIAS is into investment advisory services and, under this umbrella we basically offer three types of services:

  • Model Portfolio Premium Subscription Services: Premium subscribers get access to our complete Model Portfolio along with allocation percentage. Apart from sharing the Model Portfolio, we offer the following services to our subscribers: 
    • SSIAS Investment Rationale Letters post-market hours explaining the rationale behind a buy or a sell decision.
    • Weekly mailers on recent events of the economy or stocks market.
    • In-depth researched reports on companies we cover (exclusive premium subscribers).
    • Yearly performance review of the portfolio.

 

  • Portfolio Review Services: SSIAS team checks your existing equity portfolio and offers investment advice based on your risk profile. It helps you in creating a robust equity portfolio for the long term. Our emphasis is to present to you a reasonably diversified portfolio that provides a decent risk-adjusted return over time.

 

  • Financial Planning: We devise very simple but customizable financial plans according to the financial goals of our clients. We are SEBI registered investment advisors. Hence, we are completely independent in our views. We receive no commission or fees from AMCs/insurance companies for recommending any plan. Thereby our interest aligns with the interest of our client/investor.

 

For any investment-related inquiries, write to us at ankit.k@smartsyncservices.com