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Valsynk Investments Private Limited · ARN 356708 · AMFI Registered Mutual Fund Distributor & SIF Distributor

Client login · +91 9652760099

Mutual funds · SIF · Insurance · Will service

Your money, in Synk with your life.

A family practice that helps you invest, protect what you have built and pass it on, one stage of life at a time.

Register now Talk to us

Upendra Joshi, Founder and Founding Director

Upendra JoshiFounder and Founding Director

Pranav Joshi, Co-Founding Director

Pranav JoshiCo-Founding Director

16+years of looking after families

6,000+families met by our founder

300+families who stay with us

What we do

Your life has stages. Your money should know which one you are in.

First income

Start saving with a habit that runs by itself.

Home and family

Cover that protects the people who depend on you.

Children’s goals

School, college and the day they leave home.

Business years

Keep personal money steady while the business takes risks.

Mutual funds · Insurance

Larger portfolios

SIF, PMS and AIF for investors ready for more flexibility.

SIF · PMS · AIF

Slowing down

A calm way to start living off what you built.

Passing it on

A Will and clear nominees, so nothing is left guessing.

Working with us

Less jargon. More of your life in the room.

01

A conversation, not a pitch

About 30 minutes where we listen. What you want, by when, what worries you.

02

Your picture on one page

What you hold, what it is for and what is missing, in words you can repeat to your family.

03

We stay after the paperwork

Reviews, reminders and a phone that gets answered, calm markets or loud ones.

Calculators

Try the numbers before you talk to anyone.

Simple sliders. No sign up. No call afterwards unless you ask for one.

SIP Step up SIP Goal Lump sum SWP Retirement Child education Cost of delay Insurance cover

Open the SIP calculator

₹25,000 a month for 15 years, tested at three returns

6% a year₹73.1 L

8% a year₹87.1 L

10% a year₹1.05 Cr

Illustration only, not a forecast. Returns vary and can be negative.

Who you will deal with

A father who built it. A son taking it further.

Upendra Joshi

Upendra Joshi

Founder and Founding Director

Has met more than 6,000 families in his career. That is where Valsynk comes from: listen first, explain plainly, stay for the long run.

Pranav Joshi

Pranav Joshi

Co-Founding Director

MBA in Finance from NMIMS Hyderabad. Completed CFP certification. Brings clear systems and clear explanations to a practice built on trust.

In their words

“Mr. Upendra Joshi was very professional and helped us in making the right decision.”Sanju

“Mr. Joshi had expertise in providing a perfect insurance plan, which suited my needs.”K Gurunatham, Kuppuravuri Chit Fund

Plain talk about money

What a SIP actually does for you

Why one fund gives two investors two different results

A nominee is not a Will. Here is the difference.

When markets fall and your SIP is running

Reading your mutual fund statement without a finance degree

Questions people ask first

How does Valsynk earn?+

You pay us nothing directly. Fund houses pay us a commission on Regular Plan investments. The ranges are on our commission page, and we are happy to walk you through them on a call.

What is the smallest SIP I can start?+

A SIP can start at ₹500 a month. Most of our clients begin with more, because regular reviews start to matter once the amount does.

Can you help with a Will?+

Yes. We have a tie up with WillJini, a Will service, who drafts it. We help you gather what is needed and make the introduction.

Can I work with you from anywhere?+

Yes. You can register online and speak to us by phone or video. You are always welcome at our office too.

Ready to stay in Synk?

Register in a few minutes, or tell us a little and we will call you.

Register now Talk to us

Mutual fund investments are made in Regular Plans. Commission details · SID, SAI, KIM

Two generations

Family run

Call us any time you have a question.