About Valsynk
A family practice, built one family at a time.
Valsynk began with one idea: people make better money decisions when someone sits with them, listens, and explains plainly. Upendra Joshi has been doing that for 16 years and has met more than 6,000 families along the way. Pranav Joshi joined to build on it with better systems, clearer communication and the patience to keep it a family business.
Upendra Joshi
The reason Valsynk exists. He believes the best thing a distributor can give a family is time, and the habit of deciding calmly. His career has been spent in conversations with families about goals, worries and next steps.
Pranav Joshi
MBA in Finance from NMIMS Hyderabad. Completed CFP certification. Leads how Valsynk works day to day: how a client is onboarded, how a goal is written down, and how every client is followed up. Also a Broker Qualified Person with NJ Insurance Brokers.
How we think about it
Listen first
We start with your life, not a product. Goals, dates, worries, and what you already hold.
Say it plainly
If we cannot explain something simply, we should not be recommending it.
Stay for the long run
Our clients stay with us for years. We would rather earn the next call than win the first one.
What we are, and are not
Valsynk Investments Private Limited is an AMFI Registered Mutual Fund Distributor and SIF Distributor (ARN 356708). We distribute mutual funds, and we are not a SEBI registered Investment Adviser. Fund houses pay us a commission on Regular Plan investments, and the ranges are public on our commission page. Our insurance work is done through NJ Insurance Brokers. We introduce you to WillJini for a Will.
See all our registrations and disclosures.
Ready to stay in Synk?
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Mutual fund investments are made in Regular Plans. Commission details · SID, SAI, KIM
Two generations
Call us any time you have a question.