why sfa

Synergistic Financial Advisors (“SFA”) is a diversified financial services firm catering to various client segments, we offer financial and analytical support to businesses, corporations, financial institutions and individual professionals.

who we are

Our team consists of experienced and qualified individuals (MBAs, ACCA qualified and CFA qualified) who have expertise across variety of sectors including Technology, Oil & Gas, Power, financial and economy. By working on numerous projects around the globe we have gained unrivaled and supreme financial skills.Our professionals have built a large data base of knowledge that we apply to fulfill our client’s unique needs and deliver them sophisticated solutions. We strongly believe on developing a mutually beneficial relationship with our clients. Capitalizing on accumulated knowledge and experience, SFA provides complete breadth and depth of financial services ranging from low cost equity research to analyst outsourcing. Our dedicated team headed by a CFA qualified person who strictly adheres to CFA Institute professional code of conduct, ethical standard and preservation of client’s confidentiality

Our Engagement Models

SFA has designed its engagement models keeping in mind various clients’ preferences and needs

Engagement Models based on Work Location Preference

Off – Shore Model

The Resource works from our delivery centers

On – Shore Model

The client can have the Resource deployed at client’s office premises

Hybrid Model

The Resource can work from our delivery centers as well as the clients’ preferred location

Engagement Models based on Human Resource Preference

Project Based

The client can outsource the entire work of the project under the direct supervision of the senior management. Our sector/transaction experts will assist the client in every step, from initiation to completion

Team Based

The client can outsource a team of resources to cater client’s work needs

Dedicated Resource

The client can outsource one Resource, solely dedicated to the client, just like an in – house employee

Global & Sector Expertise

SFA has designed its engagement models keeping in mind various clients’ preferences and needs

our expertise in Sector

Consumer Staples

Technology & Telecommunication

Healthcare

Aviation

Real Estate & Hospitality

Financials

Energy, Materials & Utilities

Transportation

Consumer Staples
Technology & Telecommunication
Healthcare
Aviation
Real Estate & Hospitality
Financials
Energy, Materials & Utilities
Transportation

North America

Australia

Europe

Africa

Asia

Geographical Expertise

SFA’s cooperation stretches beyond the geographical boundaries
SFA has an extensive work experience in the GCC & the MENA region
We have also covered other geographies including:
Through years of experience, SFA’s team has developed deep knowledge with the regulatory frameworks of many countries
SFA has successfully provided corporate advisory to various clients in KSA and has gained in – depth understanding of the regulatory requirements

Sector Expertise

For more than a decade, SFA has been providing services in various sectors which has led SFA to build a team of sector experts throughout these sectors
SFA has expertise across all the sectors ranging from infrastructure to consumer staples
Our team’s unique blend of expertise across sectors is a great asset to SFA and our clients
SFA has successfully provided corporate advisory to various clients in KSA and has gained in – depth understanding of the regulatory requirements

Corporate Finance

Our Corporate Finance Service comprises of four major segments, with services rendered globally for more than a decade

Portfolio Management

At SFA, we understand the unique challenges that come with managing wealth. For more than 10 years, we have served...

Advisory Service

Our Portfolio Management Service comprises of four major segments, with services rendered globally for more than a decade

Corporate Training

Our corporate training program improves the work productivity of our clients’ employees and assist in their professional growth...