Sincere Syndication And Corporate Services LLP

Sincere Syndication And Corporate Services LLP

AUM (Cr.)

318.95

No. of Clients

337

No. of Investment Approach

2

As On

31 December 2024

At Sincere Syndication, we are a multi-family office dedicated to multiplying wealth, raising growth capital, and creating enduring value for families across India and abroad. With over ?1,500 crores under management, we are recognized as a trusted leader in India’s financial services industry.Our ServicesAsset Management & Wealth CreationWe specialize in managing investments across stocks, mutual funds, startups, bonds, and commercial real estate. Our equity-focused strategies have consistently delivered annualized returns of 20–30% over the past decade.As SEBI-registered Investment Advisors and Portfolio Managers, we leverage over 100 years of collective expertise to create wealth responsibly for a wide spectrum of investors.Flagship Portfolio Management Strategies (PMS):The Metamorphosis Fund: Identifies high-growth companies transitioning to the next phase of growth, leveraging innovation and industry trends to generate long-term wealth.Fixed Income Plus Fund: Delivers equity-like returns with minimal volatility by blending bonds, equities, and other asset classes, ideal for steady income and inflation-beating growth.Corporate Finance & Risk ManagementWe advise businesses on debt and equity financing, mergers & acquisitions, and strategic growth initiatives, while providing tailored insurance solutions to safeguard families and businesses.Who We AreHeadquartered in Chennai, with offices in Bangalore, Coimbatore, Gurugram, and the Netherlands, we serve clients globally.Our team of 45+ professionals is guided by values of governance, transparency, and a relentless focus on creating lasting value.At Sincere Syndication, we empower families to unlock financial potential and build enduring legacies.

PMS Investment Approach(s) Returns
Investment Approach Category 1 Yr 2 Yr 3 Yr 5 Yr Inception Date
Fixed Income plus
MULTI ASSET 11.16% NA NA NA May 2023
Metamorphosis Fund
FLEXICAP 22.25% NA NA NA May 2023

* Returns are as on  31st December 2024, * Returns over a 1 year period are annualized * Returns are calculated using the Time Weighted Rate of Return (TWRR) method and as provided by the respective AMCs. *ND (No Data) , * NA(Not Applicable) * Returns of the respective Benchmark Indices used are tabulated above. Benchmark(s) given are as per SEBI circular no. SEBI/HO/IMD/IMD-PoD-2/P/CIR/2022/172 dated December 16, 2022 and the APMI circular no. APMI/2022-23/02 dated 23rd March,2023 and Revised Annexure-1


Portfolio Manager Profile

Mr Senthilkumar

Mr Senthilkumar

Fund Manager

Videos

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Articles

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News

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AMC Registered Address

"3rd Floor,Block A, Adwave Towers, No.9,South Boag Road, T.Nagar, Chennai – 600 017"
SEBI Reg No : INP200007803

AMC Investor Login Link

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AMC Website Link

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Disclaimer & Risk Factors:

We have taken and continue to take utmost care and caution in compilation of current and historical data (such as performance of Portfolio Managers, investment approaches followed and/or AUM of Portfolio Managers etc.,). We also take due care in analysis (such as making comparisons etc.,) of the data. The information and data provided by PMS bazaar on its website (including any of its publications/e-mails/newsletters) have been obtained and culled out of whatever is available on public domain/provided by the Portfolio Managers either on their own or at the request of PMS Bazaar and we do not in any way guarantee the accuracy [(in general and as well as with respect to regulatory compliance(s)], reliability, completeness, current-ness and/or timeliness of any content, information, data, analysis, software, text, graphics, links or communications provided on or through the use of the Website and we assume no liability and cannot be held responsible for any errors or omissions in such information, data (including regulatory non-compliances, if any) and/or analysis of such information and data nor for the results obtained by any user of the website (including any publications/e-mails/newsletters of PMS Bazaar) from the use of such content, information, data, analysis, software, text, graphics, links or communications provided on the Website or for any monetary or other damage suffered by you on account of such usage.

All information present on the Website of PMS bazaar (including any publications/e-mails/newsletters of PMS Bazaar) is to help investors in their decision-making process and shall not be considered as a recommendation or solicitation of an investment or investment strategy/approach/funds. The names of the portfolios/ strategies/approach/funds do not, in any manner, indicate their prospects or returns. There is no assurance or guarantee that the objective of portfolios/ strategies/approach/funds will be achieved. Past performance is not necessarily a guide to future performance and no way guarantee the future performance. Investment in securities markets is subject to market risks, Investors are responsible for their investment decisions and are responsible to validate all the information used to make the investment decision.All the information provided herein including Performance is not verified by SEBI nor has SEBI certified the accuracy or adequacy of the same.