Life Insurance
Health Insurance
General Insurance
Mutual Fund
Synergy Wealth creation

Expert in Finance

Synergy Wealth Creation is a trusted company with more than 5,000 happy customers. We offer great financial solutions to help our clients manage their money and secure their future.

Our plans are designed to make your financial goals easier to reach and give you peace of mind about your finances.

Our services
Professional services

Our Expertise

Life Insurance

Protect your loved ones with comprehensive life insurance plans designed to provide financial security and peace of mind.

Learn more
Health Insurance

Safeguard your health and finances with reliable health insurance options that cover medical expenses.

Learn more
General Insurance

Protect your assets with a range of general insurance,designed to offer broad coverage and  protection.

Learn more
Mutual Funds

Grow your wealth with expertly managed mutual funds tailored to your investment goals and risk tolerance.

Learn more

We are providing

We provide expert financial strategies tailored for life insurance, health insurance, general insurance, and mutual funds, ensuring you receive the best solutions for your financial needs.

Joining with us

Alpesh Surjiwala

founder of Synergy Wealth creation

Hello everyone, I’m your insurance advisor and partner, here to help you secure your future with strategic and safe solutions. Let’s work together to protect your future.

I was promoted to Senior Territory Manager at Max Life in February 2010, then to Agency Development Manager in 2011, and Senior Agency Development Manager in 2012. I qualified for the 15 GRAM GOLD Contest at TATA AIG Life Insurance, was named Top Manager in the Country in 2009, and featured in Dimension Magazine. I also achieved Sprinter of the Month in March 2010, met Case Rate and Premium targets in JFM-2010, and was recognized as a Team Builder in AMJ-2010.

I am always eager to learn and improve. I take pride in being a good cultural ambassador and possess basic knowledge of Microsoft Office. I have strong team-leading skills and advanced knowledge in finance. Additionally, I am a highly motivational presenter.

I have over 9 years of experience in Sales and Management. I am currently working with Bharti AXA Life Insurance since January 6, 2018. Previously, I worked with HDFC Life from February 2016 to January 2018. Before that, I was with Max Life Insurance Co. Ltd. from March 2009 to January 2016 as a Senior Agency Development Manager. Prior to joining Max Life, I worked at TATA AIG Life Insurance as a Provisional Business Associate from 2008 to 2009.

Worked With Companies

Our Footprints

+

Happy Clients

+

Worked Industries

+

Years Of Experience

Cr +

Total Market Cap
Trusted company

We are trusted by over 5,000 clients.

Professional work

We protect your confidentiality.

Consistent growth

We prioritize your growth.

Expert advisors

Our expertise grows your portfolio.

Award winning

We've achieved more than 8 awards.

Dedicated team

Our dedicated team is always here for you.

Awards & Certifications

Achievements

Satisfied customers

Rewarding cases

MF & Life Insurance
I’m very pleased with the financial advice and systematic planning. It has significantly improved how I manage my money and optimize my financial growth.
Subhash Dave
Class 2 Officer
MF & Life Insurance
I’m very satisfied with the mutual fund and life insurance services. The expert advice has enhanced my investments and provided great peace of mind with comprehensive coverage.
Durgesh Mevani
Stemp vendor
Health & Life Insurance
I’m very satisfied with the life and health insurance services. They offer tailored coverage and reliable protection, giving me peace of mind for both my family and personal health.
Yogesh Dhanani
Provision Store Owner
Mutual Fund
I’m very pleased with the mutual fund services. The expert guidance has optimized my investments and helped me achieve my financial goals.
Bhavik Jodhvani
Satyam ethnic Wear
MF,Health & Life Insurance
I’m pleased with the mutual fund, health, and life insurance services. They offer valuable investment advice and comprehensive protection for my health and family.
Pratik Mangukiya
Business Diamond

Designed and Developed by Task Troopers Technologies

Scroll