Ganesh Zarkar

Founder at Asset Synthesis - Pune, Maharashtra, India

Ganesh Zarkar's Colleagues at Asset Synthesis
Riya Mehta

Pursuing PGDM at Institute of Management Development and Research Student Internship Co-ordinator

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Ganesh Zarkar's Contact Details
HQ
Location
Pune,Maharashtra,India
Company
Asset Synthesis
Ganesh Zarkar's Company Details
Asset Synthesis logo, Asset Synthesis contact details

Asset Synthesis

Pune, Maharashtra, India • 5 Employees
Financial Services

While identifying the right mix of products suitable to the client, assessment of financial requirements & risk-taking capacity of a client is important. After thoroughly understanding the requirements and risk appetite of a client, we aim to provide unbiased guidance about various investments in the debt & equity segment which includes; mainly mutual funds, fixed deposits, insurance products, Alternate Investment Funds, Equities from secondary markets, RBI bonds, Real Estate Investment Funds, postal savings, and others, as the case may be.Long term relationships are based on trust, unbiased and accurate financial guidance, coupled with the performance of investments and constant client communications. Regular client interaction allows us to understand the financial requirements and objectives of each client and develop a customized offering of products and services to meet those requirements and objectives. Maintaining regular interaction with clients also allows us to identify and understand any changes in the client's financial needs, objectives and constraints in a timely manner and make appropriate changes in the investment products, if require. The nature and frequency of client interactions, performance reports and analysis are depending on the needs and wants of each individual client.This includes at a minimum,*Constructing of portfolio and transaction statements on a periodic basis.*Portfolio Re-balancing and restructuring after assessment of changes in need and Objective.*Generating Financial reports when required.

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Ganesh Zarkar currently works for Asset Synthesis.
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Ganesh Zarkar works in the Financial Services industry.
Ganesh Zarkar's colleagues at Asset Synthesis are Riya Mehta and others.
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