AMFI-Registered Mutual Fund Distributor

Welcome To Investyn Synergies LLP

INVESTYN SYNERGIES LLP, a financial planning and investment Management Company located in Hyderabad. We offer comprehensive financial planning services, what sets us apart is our portfolio design and asset management strategy. After thoroughly understanding our clients short and long-term goals, risk tolerance and expectations, we design an asset allocation that is unique to each client's personal situation. We take a very hands-on approach with our clients, managing each individual account internally, monitoring investments on a daily basis, providing regular reporting and conducting frequent account reviews.

Our Services & Products

Mutual Funds

Mutual fund is essentially is a Trust. Mutual Fund is a link between the capital market and the Investors.

Life Insurance

Life Insurance planning is a critical component of a financial plan that includes evaluating risks.

Health Insurance

It covers expense of hospitalization due to illness or accident. that can protect your family from financial hardship.

Tax Planning

Create a legacy that provides supports the causes and charities you care about, and maintains your values across future generations

Home Loan

A home mortgage is a loan given by a bank, mortgage company or other financial institution for the purchase of a residence—either a primary residence

Wealth Management

Wealth management is an investment advisory service that combines other financial services to address the needs of affluent clients.

Create a perfect goal

Give shape to your investments with our powerful tools & invest now.

Client Testimonials

  • Sakethu Muddu
    Excellent services and very balanced advise is offered by Investyn Synergies for various financial products.My experience with them is great and I appreciate their personal touch in provision of services. Highly recommend their services .
  • krishna Priya
    Sharath garu is highly experienced financial advisor be it investments / insurance. I have seen him as a financial advisor to my father for more than 5 yrs now. He is always proactive in terms of open communication by updating current financial issues and opportunities and by understanding the clients requirements and helps client understand concepts easily and invokes confidence and trust to the client.He is highly a conscientious man. Thankyou Sharath garu.
  • Hima Bindu
    Mr. Sharath is a very experienced, well knowledged and professional in financial matters like mutual funds, SIP's, health insurance, LIC etc. He guides us as per market condition, how to proceed, when & where to invest. He is having very patience as he will listen to the client's doubt and clears all those doubts. Recently, my mother & myself have gone with surgeries and admitted in hospital. As per health insurance, he dealt the issues very perfectly as we got insurance claim. We are very thankful to him for being a well-wisher in financial services (investments). He is always reachable, attentive and responsive at any time. Thank you Mr. Sharath for your support in financial planning.
  • Shilpi M
    Sarath garu - Our Financial advisor is “The MAN WITH VALUES.” Initially, I was hesitant to meet him as he stays far away to my place and somehow I felt , communication will be difficult ...But when I actually met him in person , I realised how lucky we are to get a Genuine and Honest Advisor .He is an Incredible listener too ..He designed a fabulous investment strategy for my family .. His Honesty and Passion towards his profession is admirable..I heartfully wish you All the Very Best Sarath garu ..!!
  • Tangadapalli khadir
    Sharatth has been reviewing our financial planning needs for about five years now. We wanted to have a genuine financial advice without any bias for me and my family. I can confidently say that sharatth has certainly met our expectations as a trusted family financial advisor. I recently needed an advice on hospitalisation on cashless facility, Sharatth has helped me in providing point to point advice clearly from admission till discharge from hospital and claim is also processed & approved from insurance company smoothly with out any strings. Im grateful to have such knowledgeable advisor and always available to respond especially in emergency…
  • Ashok Kumar
    Positive: Professionalism, Quality, Responsiveness, Value Sharath has been an invaluable resource in helping our financial plan that targets our both short term and long term goals. He has really taken the time to understand our requirements and the goals and come up with a plan with different investment options that we can understand and put into an action. He has sound knowledge and extensive expertise, experience in the domains of financial investments, health, life insurance and other financial services. He is always accessible, attentive and responsive at any time and honestly cares about his customers. I will definitely be recommending him to my friends and family.
  • Pramila Negi
    Sharath is very good & sofisticated person. He has a very good & vast experience in share market. He will advice us where & when to invest our money , which will give good results. We are associated with him from last four years, & fully satisfied with his work. I will recommend others to invest their money after taking guidance from.
  • Hema Sundar
    Positive: Professionalism, Quality, Responsiveness, Value Sharath has excellent knowledge on life insurance, mutual funds , Health insurance and other financial investment options. The best thing which like most is , He will spend lot of time and investigate all the possible options and suggest the best option on individual need. He promptly responded to all my questions and resolved all the issues during policy execution. He is one of the best financial advisers i have ever met and I highly recommend his services.
  • Lakshman Y
    Positive: Professionalism, Quality, Responsiveness, Value Sarath is a very good, excellent and knowledgeable financial advisor. He has an extensive knowledge in mutual funds, health insurance, life insurance and all other financial investment options. He is always attentive, accessible and incredibly responsive at any time and genuinely cares about his customers. He always does lots of research and spends more time on the customer requirements and always comes up with the very best option based on the requirement. I am very fortunate to have Sarath as my financial adviser and he has been providing guidance for me for the last 15 years in all aspects (financial goals, health and life insurance). I will always recommend his services to all of my friends and colleagues.
  • Prabhath K
    Positive: Professionalism Best investment adviser Very professional. He has helped in managing my Mutual funds, Term insurance of 1cr, and LIC policy, i have given my requirements, sharath garu has put down best once to fulfil dreams, secure life . Highly recommended Financial adviser Mr.Sharatth
  • Ajay Kumar
    Positive: Professionalism, Quality, Responsiveness, Value I knew Sharath garu from last 12+ years, he advised me good health insurance , child plan and mutual funds. He explained and do good reasearch about the policy or product before suggesting that is good part without analysing he will not suggest anything. He will also available easily and give good advises at any point of time without hesitation. That's why I introduced my brother's , sisters and friends to him make them to take health insurance policies and mutual funds investments.
  • Hemalatha Mandali
    Mr.Sharath has profound knowledge In Investments & Insurance. He has been our financial advisor and guided us on long term planning and family health care too. In one line I can say investment through him and relax. He is reached in one call away and lot of patient with his clients. Thanks a lot Am very thankful to Mr.Sharath for helping our family with Medical Insurance follow up in critical time of hospitalization and getting the claim requests quickly. He took personal response in the follow up and advice each day. He is just like family member who helped us in critical and tension time . Thank you very much. I recommend Mr. Sharath Sir as Financial and health policy advisor..
  • Yamuna Vanguri
    Sharath is our financial advisor since 3 years. He helped us to invest in SIP’s. all my SIP’s are doing great and im happy about it..He has great knowledge in financial sector. He shares required info to ensure our money is safe and doing great returns and suggests for any doubts or questions and is available all the time. thanks sharath
  • Ramamohanarao Indugula
    Being a doctor iam a very poor investor and when my fds in banks started giving less and less interest rates i had no option but to look for other investment options like equity or mutual funds and I started looking for An adviser who can guide me to a safe and profitable investment. Just then my brother in law who was also a banker introduced me to INVESTYN SYNERGIES .Mr.SARATH enquired about my financial needs ,amount i can invest and period. Mr SARATH from INVESTYN SYNERGIES advised me about long mid and short term funds and with my KYC ,he sent forms and made me just click my personal details and within no time I made some payments. Its so easy and well guided and iam very happy with their professionalism and actually it was a blessing for a starter like me! Thank you Investyn synergies…..,,
  • Kandula Parvathi
    It's been a wonderful experience learning things on investing from Mr.Sharath and this helped us to meet our requirements he also guided us for choosing good insurances. I can just say that" Investynsynergies is a one stop solution where u can plan ur Future"
  • Sakethu Muddu
    Excellent services and very balanced advise is offered by Investyn Synergies for various financial products.My experience with them is great and I appreciate their personal touch in provision of services. Highly recommend their services .
  • krishna Priya
    Sharath garu is highly experienced financial advisor be it investments / insurance. I have seen him as a financial advisor to my father for more than 5 yrs now. He is always proactive in terms of open communication by updating current financial issues and opportunities and by understanding the clients requirements and helps client understand concepts easily and invokes confidence and trust to the client.He is highly a conscientious man. Thankyou Sharath garu.
  • Hima Bindu
    Mr. Sharath is a very experienced, well knowledged and professional in financial matters like mutual funds, SIP's, health insurance, LIC etc. He guides us as per market condition, how to proceed, when & where to invest. He is having very patience as he will listen to the client's doubt and clears all those doubts. Recently, my mother & myself have gone with surgeries and admitted in hospital. As per health insurance, he dealt the issues very perfectly as we got insurance claim. We are very thankful to him for being a well-wisher in financial services (investments). He is always reachable, attentive and responsive at any time. Thank you Mr. Sharath for your support in financial planning.
  • Shilpi M
    Sarath garu - Our Financial advisor is “The MAN WITH VALUES.” Initially, I was hesitant to meet him as he stays far away to my place and somehow I felt , communication will be difficult ...But when I actually met him in person , I realised how lucky we are to get a Genuine and Honest Advisor .He is an Incredible listener too ..He designed a fabulous investment strategy for my family .. His Honesty and Passion towards his profession is admirable..I heartfully wish you All the Very Best Sarath garu ..!!
  • Tangadapalli khadir
    Sharatth has been reviewing our financial planning needs for about five years now. We wanted to have a genuine financial advice without any bias for me and my family. I can confidently say that sharatth has certainly met our expectations as a trusted family financial advisor. I recently needed an advice on hospitalisation on cashless facility, Sharatth has helped me in providing point to point advice clearly from admission till discharge from hospital and claim is also processed & approved from insurance company smoothly with out any strings. Im grateful to have such knowledgeable advisor and always available to respond especially in emergency…
  • Ashok Kumar
    Positive: Professionalism, Quality, Responsiveness, Value Sharath has been an invaluable resource in helping our financial plan that targets our both short term and long term goals. He has really taken the time to understand our requirements and the goals and come up with a plan with different investment options that we can understand and put into an action. He has sound knowledge and extensive expertise, experience in the domains of financial investments, health, life insurance and other financial services. He is always accessible, attentive and responsive at any time and honestly cares about his customers. I will definitely be recommending him to my friends and family.
  • Pramila Negi
    Sharath is very good & sofisticated person. He has a very good & vast experience in share market. He will advice us where & when to invest our money , which will give good results. We are associated with him from last four years, & fully satisfied with his work. I will recommend others to invest their money after taking guidance from.
  • Hema Sundar
    Positive: Professionalism, Quality, Responsiveness, Value Sharath has excellent knowledge on life insurance, mutual funds , Health insurance and other financial investment options. The best thing which like most is , He will spend lot of time and investigate all the possible options and suggest the best option on individual need. He promptly responded to all my questions and resolved all the issues during policy execution. He is one of the best financial advisers i have ever met and I highly recommend his services.
  • Lakshman Y
    Positive: Professionalism, Quality, Responsiveness, Value Sarath is a very good, excellent and knowledgeable financial advisor. He has an extensive knowledge in mutual funds, health insurance, life insurance and all other financial investment options. He is always attentive, accessible and incredibly responsive at any time and genuinely cares about his customers. He always does lots of research and spends more time on the customer requirements and always comes up with the very best option based on the requirement. I am very fortunate to have Sarath as my financial adviser and he has been providing guidance for me for the last 15 years in all aspects (financial goals, health and life insurance). I will always recommend his services to all of my friends and colleagues.
  • Prabhath K
    Positive: Professionalism Best investment adviser Very professional. He has helped in managing my Mutual funds, Term insurance of 1cr, and LIC policy, i have given my requirements, sharath garu has put down best once to fulfil dreams, secure life . Highly recommended Financial adviser Mr.Sharatth
  • Ajay Kumar
    Positive: Professionalism, Quality, Responsiveness, Value I knew Sharath garu from last 12+ years, he advised me good health insurance , child plan and mutual funds. He explained and do good reasearch about the policy or product before suggesting that is good part without analysing he will not suggest anything. He will also available easily and give good advises at any point of time without hesitation. That's why I introduced my brother's , sisters and friends to him make them to take health insurance policies and mutual funds investments.
  • Hemalatha Mandali
    Mr.Sharath has profound knowledge In Investments & Insurance. He has been our financial advisor and guided us on long term planning and family health care too. In one line I can say investment through him and relax. He is reached in one call away and lot of patient with his clients. Thanks a lot Am very thankful to Mr.Sharath for helping our family with Medical Insurance follow up in critical time of hospitalization and getting the claim requests quickly. He took personal response in the follow up and advice each day. He is just like family member who helped us in critical and tension time . Thank you very much. I recommend Mr. Sharath Sir as Financial and health policy advisor..
  • Yamuna Vanguri
    Sharath is our financial advisor since 3 years. He helped us to invest in SIP’s. all my SIP’s are doing great and im happy about it..He has great knowledge in financial sector. He shares required info to ensure our money is safe and doing great returns and suggests for any doubts or questions and is available all the time. thanks sharath
  • Ramamohanarao Indugula
    Being a doctor iam a very poor investor and when my fds in banks started giving less and less interest rates i had no option but to look for other investment options like equity or mutual funds and I started looking for An adviser who can guide me to a safe and profitable investment. Just then my brother in law who was also a banker introduced me to INVESTYN SYNERGIES .Mr.SARATH enquired about my financial needs ,amount i can invest and period. Mr SARATH from INVESTYN SYNERGIES advised me about long mid and short term funds and with my KYC ,he sent forms and made me just click my personal details and within no time I made some payments. Its so easy and well guided and iam very happy with their professionalism and actually it was a blessing for a starter like me! Thank you Investyn synergies…..,,
  • Kandula Parvathi
    It's been a wonderful experience learning things on investing from Mr.Sharath and this helped us to meet our requirements he also guided us for choosing good insurances. I can just say that" Investynsynergies is a one stop solution where u can plan ur Future"

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