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financial advisory services
Business & Investment Strategy, Financial Insights

Why Businesses in Emerging and Global Markets Need Integrated Financial Advisory Services

Companies are dealing with a lot of money issues these days. They have to figure out how to grow and get the money they need. They also have to follow a lot of rules and deal with things that’re not certain. The Financial world is very complicated. Companies need people who’re really good at money and business to help them make good decisions. These advisors need to know what is going on in their city and also what is happening around the world with Financial things. They need to be experts, on the global Financial markets. This is where advisory services that consider everything come in. They are really important for helping businesses grow in a way and making sure they are valuable for a long time. Financial advisory services like these help, with growth and creating value that lasts. The Growing Importance of Corporate Finance Advisory Making big money decisions like buying another company selling a company getting loans and using money wisely can really affect what happens to a business in the run. Businesses that operate in markets where there is a lot of competition usually need help from experts to figure out what chances they have deal with problems and make good deals when they are buying or selling something. Companies like these need to make smart financial decisions, such, as mergers and acquisitions to stay ahead. Synergistic Financial Advisors or SFA for short helps businesses with things, like buying and selling companies and getting loans. They also help with figuring out how much a company is worth checking everything out before making a decision and making sure the company has the right amount of money. Synergistic Financial Advisors does all this to help organizations make choices that fit with what they want to achieve. They want to make sure the money side of things matches up with the goals of the business. Portfolio Management: Preserving and Growing Wealth Wealth management is not about making simple investment decisions anymore. These days people and families need a plan for their money that includes a mix of growing their wealth keeping it safe and dealing with risks. Wealth management is, about finding the balance between growing your wealth preserving your wealth and managing the risks that come with wealth management. SFAs Portfolio Management services are made to help each client with their money goals. They do this by using investment plans and thinking about what will happen in the long run. This way Portfolio Management solutions assist clients when the market is being crazy and help them get money that will last over time. SFAs Portfolio Management is really about building wealth that will be around, for a time. Advisory Services for Strategic and Operational Excellence When businesses do things they have to deal with a lot of problems. These problems are not, about money. Businesses need to think about how to make decisions and do things in a better way. If a business wants to start a project change how it works or make more money it needs help from experts. The business needs people who can look at things carefully and give advice. This is where professional advisory services comes in. It is very important for businesses to get this kind of help. Businesses need advisory support to evaluate new projects change how they work or improve how they handle money. SFA has a team that helps people with money and business problems. They give advice on how to manage money and how to make a business better. The team at SFA also helps people figure out if a project is an idea make a plan for their business and check how well their business is doing. They even help people come up with a plan to fix their business if it is not doing well and make a plan for the future. SFA offers services, like advisory, management advisory and corporate finance Services restructuring to support their clients. Corporate Training as a Value-Driven Investment An organizations success is really dependent on the skills and efficiency of the people who work for the organization. The organization needs the people to be good, at what they do. Financial regulations and markets and business models are always changing. Because of this the people who work for the organization need to keep learning things. Continuous learning is no longer something the people can choose to do or not do. The people must keep learning things for the organization to be successful. The organization really needs learning to happen. SFA offers Corporate Training programs that are made for each company. This helps the companies make their employees work better understand money matters and support the employees to become professionals. The Corporate Training programs are designed to fit what the company needs now and what they want to achieve in the long run. SFA makes sure the Corporate Training programs match the companys goals. Why Integrated Financial Services Matter What makes an advisory firm really good is that they can give you solutions, not just individual services. When they combine finance, advisory services, portfolio management services and training services advisory firms like these help businesses in many ways. They get a plan they do things better and they make better decisions. This is what sets firms apart, from others their ability to deliver these integrated solutions from corporate finance, advisory, portfolio management and training services all working together. At SFA they have a way of doing things that helps clients deal with money problems in a way. This means clients can handle things like getting into markets using their money wisely or making their company stronger from the inside. SFA helps clients with challenges, like these. Staying Informed in a Changing Financial Landscape Financial markets are changing all the time in places like Pakistan, KSA, the GCC and the bigger area of MENA. Business leaders and investors need to know what is going on with these changes in markets. They have

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Job Description for Corporate Finance Analyst

Synergistic Financial Advisors (SFA) is providing corporate finance advisory services to the local and the International  corporations.  With a  main focus towards the  GCC region,  SFA is providing  the  analytical services to renowned Corporate Advisory and Pri vate Equity firms l ocated in KSA on the basis of off – shore as well as on – shore resource availability. SFA seeks a Corporate Finance Analyst to work directly under the senior executives and provide off – shore and on – shore corporate advisory services to our clie nts in KSA. Download Job Description        

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Advanced Financial Modeling Training

Synergistic Financial Advisors is conducting an Advanced Financial Modeling Training Workshop from 22nd to 24th February 2013 Location: Hotel One, Mall Road, Lahore Session Timings: Friday       :  6pm to 10pm Saturday :   9am to 9pm Sunday    :   9am to 9pm Course Fee: PKR 20,000 Special Discount for Kamran Rashid Student: Course Fee PKR 15,000. Training Brochure

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Advanced Financial Modeling Training Workshop

Synergistic Financial Advisors is conducting an Advanced Financial Modeling Training Workshop Dates: 4th to 7th February 2013 Venue: Office # 14, 3rd Floor Ahmed Center I – 8 Markaz, Islamabad Timing: 6pm to 10pm Course Fee: PKR 20,000 Training Brochure  

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Advanced Financial Modeling Training Workshop

Synergistic Financial Advisors is conducting an Advanced Financial Modeling Training Workshop from 11 July, 2012 till 15 July, 2012. Location: Hotel One, Mall Road, Lahore Timings: 6pm to 10pm Course Fee: PKR 20,000 Special Discount for Kamran Rashid Student: Course Fee PKR 15,000. Training Brochure

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Weekly Market Review ( Feb 06 – Feb 12)

Market Summary In a week dominated by corporate earnings announcements, expectations of a renewed monetary policy and a fragile economic and political scenario, trading reflected caution throughout all sessions. After reaching a six month high on Tuesday, the index closed at 12,232 gaining 95 points WoW with a total of 108 stocks gaining, 127 losing and 71 unchanged in the last trading session. Although trading volumes depicted a decline over the week, the last trading session closed on a slightly higher note reflecting investors’ cautious optimism regarding the monetary policy. Market capitalization declined by 12.05% WoW from PKR 3.07 trillion to PKR 2.70 trillion. WoW percentagewise, BWC was the leader gaining 37.87% to close at PKR 12.96. PICT ranked second gaining 24.35% to close at PKR 104.5 and SILK gained 15.20% to close at PKR 1.97 at the end of the week. Learn More        

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Weekly Market Review (23 Jan-27 Jan 12)

Market Summary The market continued to depict a bullish momentum throughout the week registering a 77 point gain on Friday to close off trading at 11,960 with the main catalyst being the acceptance of reforms over capital gains tax proposals. Investor trading activity was heavily dominant in the oil and fertilizer sector. The index surpassed the 12,000 benchmark several times during the week indicating positive investor sentiment.   On Friday, a total of 88 stocks gained, 121 lost and 98 were unchanged. Market turnover fell to 20.86 percent and the overall market capitalization rose by 0.58 percent to PKR 3.105 trillion compared to PKR 3.087 trillion last week. Midweek, trading volumes were subject to the deteriorating law and order situation in Karachi, but bounced back on rising international oil prices which renewed investor interest. Furthermore, overvalued fertilizer scrips and positive earnings announcements also pushed trade to take positions in that sector. Learn More    

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Pair Trade (Sector Neutral strategy)

Has ENGRO Bounced Back to Claim its Throne From FFC? Last weekend, a number of interesting developments were observed in local equity markets. Firstly, a CGT tax implication related to unexplained income and assets was deferred until June 2014 providing a sigh of relief for the depressed market. Secondly, GST on tractor manufacturers was also revoked back to 5% from the level of 16% ending the tug of war between the GoP and tractor assemblers. In addition to these events, a crucial hearing was also scheduled in the Sindh High Court for recommencement of gas supply to ENGRO’s new plant, ENVEN. Although no decision was announced in the hearing, given the fragile situation surrounding the Gas Supply Agreement of ENGRO with GoP, it is expected that SNGPL will be required to resume the supply of gas to ENVEN at 75% for the winter season and 100% for the remaining year. Learn More           

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Weekly Market Review (09 Jan-13 Jan 12)

Market Summary Thin volumes, cautious investors and nervous events kept the bourse under pressure as was indicated by investor behaviour throughout the week. Trading was overshadowed by the growing rifts between the establishment and the military on account of the severity of the memo scandal. Rising oil prices and lack of necessary funds further fueled the negative sentiment amidst a likely embargo to be levied on Iran’s oil supply. However, the index recovered by the end of the trading week on positive news that the SECP proposed new taxation rules to the FBR including a two year capital gains tax exemption and a reduction in corporate tax from 35 percent to 25 percent. The announcement of the Kunnar-Pasakhi Gas Pipeline project also boosted the index by week end. Learn More          

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Weekly Market Review (26 Dec-30 Dec 11)

Market Summary The week began with a drop in trade volumes on account of negative sentiment prevailing  which  was  reflective  in  trading  behaviour  and  was  mainly  due  to political  and  industrial  pressures  in  the  fertilizer  sector,  which  were  carried forward from the previous week. However, the index gained 47 points (i.e. 0.40% percent) over the week to close at 11,348 on Friday. Expectations of a capital gain tax resolution and easing concerns on the political front assisted the market in closing in the green. Trade volumes improved to 47.32 million shares traded in the previous session from 17.56 million shares during the beginning of the week. Learn More            

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