Tax Free Bond

Synergee Capital

Features

Synergee Group Complete Solution for All your Financial needs

Sustainable Growth

Sustainable Growth

Intellectual Capital

Intellectual Capital

Creating Tomorrow

Creating Tomorrow

Satisfaction Guaranteed

Satisfaction Guaranteed

Strategies For Success

Strategies For Success

Working Above & Below the Surface

Working Above & Below the Surface

TEAM

Vikram Dalal

Vikram Dalal

MD

With an experience of 18 years in the Capital Markets, Mr. Vikram Dalal is one of the veterans in the industry. Armed with Masters in Marketing Management (MMM) from NMIMS (Mumbai University) & Final (I) group of ICWAI (Kolkata), he has a right synergy between finance and marketing.

In the year 1999, he independently started his career as an equity and mutual fund advisor. And in the new millennium, he realised the role the fixed income markets could play in the growing Indian economy and established Synergee Capital Services Pvt Ltd.

He is at the helm of an organisation and is responsible for the overall business development and growth. He has been the key driver of the company’s ascent to a leadership position in bond market.

He was a visiting faculty at Bhavan’s college (Mumbai), teaching Financial Management to third year BMS (Bachelor in Management Studies) students.

Kinnari Dalal

Kinnari Dalal

Director

Mrs. Kinnari Dalal is a competent professional with deep insight and understanding of fixed income securities market. She has an excellent academics with first class in Bachelor and Masters in Commerce from M.S University Baroda (Gujarat) and a Diploma in Business Management from NMIMS (Mumbai). She is responsible for overall administration and back office operation of SCSPL. Since inception, she has played a very vital role in overall growth and expansion of SCSPL.

Testimonials

Mr. Vikram is my financial advisor, and I have been buying various Income Securities from him, since past ten years. I have always found integrity and consistency in his advice and approach. He tries to understand the need of his investor, and accordingly gives his suggestion in Fixed Income Securities and Mutual Funds. He is always updated with all the latest development in Finance Market. I will strongly recommend the services of Synergee Capital Services Pvt Ltd.

Shri Rameshbhai Pardiwala

“I have been dealing with Mr.Vikram Dalal Managing Director – Synergee Capital Services Pvt. Ltd.

since over a decade . In these turbulent financial times I greatly appreciate his

financial acumen, practical market related guidance & transparent dealings.

As a satisfied client I strongly recommend Synergee Capital Services Pvt. Ltd. to
Individuals & Corporates for safe fruitful investments.”

Cyrus N Bhesania

“We have found the knowledge base and services of Synergee Capital Services Pvt Ltd, always prompt and efficient”

Mahendrabhai Ghelani

“We have been associated with, Mr. Vikram Dalal (MD) of Synergee Capital Services Pvt Ltd, since past 15 years. He is our Financial advisor for Fixed Income Securities and Mutual Funds.

We have found his advice very consistent. And his approach towards investment is very conservative. He is approachable and updated with latest development in Financial Market.

We highly recommend the services of Synergee capital Services Pvt Ltd.”

Nikhil Modi

“Our association with Mr.Dalal has been a very long and fruitful one and Systematix has benefited greatly from the depth of his understanding of the Indian bond markets and instruments. We find him very ethical, transparent and fair in his dealings. He has also been extremely resourceful in sourcing bonds for us.”

Sunil Sarda

I am very happy to see your web site. It is well designed to provide the necessary information. I am sure you will update it on a continual basis.
It has been a pleasure for me to purchase some tax free debentures through your organization. I found your services very professional and efficient. I appreciated your personal assistance.

Professor N.Natarajan

I have known Mr. Vikram Dalal of Synergee Capital for over 20 years. Initially he handled the purchase and sale of Securities as a sub-broker of Motilal Oswal. I had found him to be knowledgeable, diligent and looked after my interests by giving me correct advice. Subsequently he started his own venture in selling Government and Non-Government bonds. Here also his advice was timely . He conducted all his transactions professionally. I found him to be up-right and honest. I wish him success.

Dr. Kirti Sheth

My personal experience with Synergee Capital has been extremely rewarding as I received correct and timely advice on my investment needs. This has not only resulted in a relative safety net for me in terms of fixed income and growth in a time when there is relatively high levels of volatility in the financial markets. This yeomanry service to the customers comes from the experience, forethought and ability to reasonably predict shape of things to come, of Mr Vikram Dalal, the MD of Synergee Capital.

I have no hesitation in recommending the services of Synergee Capital to all those investors, small and big, for chanellising their investment needs into proper financial instruments, with safety and growth prospects

Balakrishnan PS

Press Release

Should You Invest In 8% Government Savings Bonds Amid Falling Bank FD Rates?

Some financial planners suggest investment in Government of India’s 8% Savings (Taxable) Bonds, which offer an interest rate of 8 per cent per annum.

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Tax-free bonds rally like midcap funds

Investments in tax-free bonds in the past year would have fetched you as much returns as mid and small-cap equity schemes -the best performing mutual fund category. The bonds have returned 25-27% on an annualised basis led by a sharp rally in the bond market of late.

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Tax-free bonds and select debt mutual funds see big demand; banks lose Rs 40,000 cr net in a fortnight

Falling rates appear to be prompting a shift from traditional bank term deposits to alternative investment avenues including taxfree bonds and select mutual fund debt schemes.

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Investors set to make a killing from DHFL’s NCD issue

Savvy investors are set to make a killing from DHFL’s recently-concluded non-convertible debenture (NCDs) issue. They could make an annualised return of almost 50% if the NCDs are sold on listing around mid-August.

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Don`t wait for new tax free bonds! Go for listed bonds now

Though finance minister has announced issuance of tax free bonds in FY 15-16, it makes sense to buy bonds from secondary market. Listed bonds are expected to offer double digit returns which should make them better investment opportunity.

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Why you should prefer NCD over company fixed deposit?

Non-convertible debentures are held in demat form and hence offer many advantages over the traditional fixed deposits.

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Buy preference shares in secondary market to lock in rates

Preference shares can be source of regular income for fixed income investors in a falling interest rate environment

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