Financial independence is music to every investor’s ears and Symphonia is the right platform to create a unique playlist featuring your personal favorites.

Individuals are multitaskers, running against time in a highly dynamic world. In such a state of flux, it is extremely challenging to play multiple life roles as boundaries are being negotiated with an alarming frequency.

Money plays a vital role in the survival, sustenance, and growth of individuals. Everyone is working towards fulfilling their needs and desires to feel safe, secured, and protected. Our mission is to bring financial independence by creating an action plan which can take care of these individual motives.

Symphonia is a meeting place where empathetic, logical, result-oriented, and forward-thinking experts share a time-bound, measurable, and realistic action plan with investors to meet their unique needs and desires. These actions plans are backed up by dependable systems and reliable processes.

Our goal: Clients for life

Symphonia puts special emphasis on listening to understand, without the urge to respond, the unique requirements of an investor and subsequently uses a collaborative approach to design a distinct action plan for every investor. Periodic reviews are also done to ensure that the portfolio does not drift away from the existing risk profile of the client.

This personalized approach makes Symphonia a trustworthy partner while continuously remaining relevant. Our aim is to add value to clients so that the relationship can stand the test of time.

• 01

  Empathy

• 02

  Collaboration

• 03

  Confidence

At Symphonia, we place a huge emphasis on attentive listening so that we can empathize with your unique environment and requirements. This may sometimes require probing which helps us to get a deeper understanding of your distinct situation. We arrive at our choices through a collaborative approach where exercising risk control is as important as sharing the range of possible outcomes under various scenarios. Our decisions instill confidence as they are rooted in logic and reason where emotions are kept under control.

At Symphonia, our clients are confident about their financial actions and more importantly about their inactions.

• 01

  A team of experts who have a client-centric and result-oriented approach

• 02

  Wide range of products and services to suit your requirements

• 03

  Use of latest technology to save time, cost, and energy

• 04

  Time-tested model for ease of operations backed by a proactive team of professionals

• 05

  Extensive research capabilities to take timely decisions

• 06

  Knowledge sharing to move up on the learning curve

• 07

  Quick to adapt to changes and follow the best practices