Natarajan T R

Bhandup Ind. Estate, Mumbai City - 400078

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CYNRGI Solution aims to provide its Clients with Financial solutions that are in synergy with their Financial Goals. CYNRGI Solution does Financial Planning for Individuals Financial Goals and also implement them be it Insurance or Investment. Natarajan R is a Graduate in Physics and a Masters in Marketing Management. He worked for 21 years in various industries like Computer Software, Concept Selling, Dot Com, Advertising; the last 16 years of which was in Media Planning department in advert

We are continuously evolving by always keeping our Client’s financial needs in mind; and any effective Financial Planning process culminates into implementing in the right Asset Class. To achieve that end, we have tied up with reputed partners in the country, to provide the best Financial Planning solutions to our Clients. Insurance is very critical as its effectiveness can only be known during an emergency, therefore we offer our Clients an opportunity to buy the best product in the category from any of the 57 insurance companies in India dealing with products across Life (24 Companies) and Non-Life (27 General Insurance and 6 Health Insurance Companies). To offer services from all Insurance Companies, we have partnered with NJ Insurance Brokers Pvt Ltd and acquired the broking License in Insurance which means we can offer comparative Quotes from multiple Insurance Companies. This wide basket offers us an opportunity to recommend the ideal product that suits the requirement of our Client. Apart from Life, MediClaim, Personal Accident and Critical Illness Cover, we also offer Group Health, Group PA, Fire Insurance, Marine Insurance, Home Insurance, Vehicle Insurance etc. Investments across Asset Class are what we aim to provide to our Clients and we facilitate investment in Mutual Funds, Portfolio Management Services (PMS), Company FDs, Bonds, Land, residential properties etc. Any investment will not be complete without offering an opportunity to invest in stock markets. When we recommend investments in Mutual Funds, it is very important that the Client has access to their portfolio on their fingertips and being a digital world it needs to be accessible either on their mobile or online on their computer. Further we ensure that all our investments are Paperless and are in Demat mode and the Client, apart from investing online, also has an option to Call and Transact. To provide these services to our Clients, we have partnered with NJ India Invest Pvt Ltd, one of India's leading and most successful Financial Products Distributors Network. The NJ Wealth family has grown steadily and today it has 95 branches in 19 states in India with over 25 Lakh+ investors, and over INR 60,000+ crores of mutual fund assets under advice. All these offices are available for us for any support or assistance. As an NJ Wealth partner, CYNRGI Solution offers a comprehensive wealth management platform with a wide choice of financial and non-financial products, backed by high levels of excellence in operational and service standards, with solutions that truly make a difference. Apart from the above services, if any of our Clients require Project Funding, Loan against Property, Home Loan etc we try and provide it through our associates.


Experience & Qualifications

 

Qualification

CFP, Masters in Marketing Management

 

Experience as an advisor

9 Years

 

Total work experience

9 Years


Service & Advisory Offered

  • Mutual Funds

Affliation & Awards

 

• Mutual fund (All Companies) • Life insurance (All Companies) • Health insurance (All Companies)

 

• NA

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