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.
We are Certified Financial Planners, Mutual Fund and Insurance consultants recognized by the NSE (National Stock Exchange), AMFI (Association of Mutual Fund of India) and IRDA (Insurance Regulatory and Development Authority).
At CYNRGI Solution, we offer our services through personal counsel with each of our clients after understanding their wealth management needs and risk profile. Our approach is to enable our client's to understand their investments, have knowledge of investment products and that they make proper progress towards achieving their financial goals.
Why Us?
Our Skills
If you are looking for the right financial product, you are at the right place. Starting from mutual funds to insurance and from real estate to other financial products, we have them all. You can select your financial investment products as per your requirements.
Mutual Funds85%
Equity and ETFs80%
NPS90%
Loan against MF95%
PMS95%
Insurance95%
Client Services
We understand that merely having a rich product basket is not enough for our valued clients. What clients really need is a holistic platform for an entire family (or an organisation) to record, report & manage a comprehensive portfolio of holdings into multiple financial products. We are proud to offer the following highly acclaimed services to our clients.
Client Desk
The Client Desk is a premium offering for our clients which consolidates entire wealth/portfolio information, covering every major financial /non-financial product, for an entire family or an organisation.
E Wealth Account
NJ Recommended MF Portfolio
Leadership
Natarajan
Natarajan is a Graduate in Physics and Masters in Marketing Management. Recently in 2018 he successfully completed Master in Leadership Science from Chanakya International Institute of Leadership Science, Mumbai University. Before he turned entrepreneur in 2010, he has 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 different advertising agencies including the leading Agency HTA, now known as JWT. He has been part of teams that handled Clients like HDFC, MoneyGram, Thomas Cook, SOTC, CIPLA etc.
Natarajan is a Rotarian and was the President of Rotary Club of Mumbai Bhandup during 2012-13 and since then he has served the Club in various capacities
Natarajan chose to follow his passion and turned entrepreneur in September 2010 and founded CYNRGI Solution which operates in the area of Finance to fill a need gap of providing trustworthy advice to individuals and help them achieve their financial goals. Being from Science background, he first did CFP (Certified Financial Planner) to ensure that he is well versed and understands the basic concepts of Financial Planning.
