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About Us – Why We Exist

From Financial Confusion to Clarity — A Family’s Journey

Valsynk was born from a deeply personal experience — one that’s familiar to many Indian families.


Mr. Upendra Joshi, our Founder, spent over 20 years leading sales and operations across two states in the pharmaceutical industry. Despite his success, like many working professionals, he invested through traditional channels — agents, banks, and intermediaries — without truly understanding whether those products matched his family’s long-term needs.


Over time, he realised that multiple insurance policies and scattered mutual fund holdings had no structure, no direction, and no clarity. That became the turning point. Instead of continuing blindly, he chose to educate himself — clearing the AMFI certification to become a registered Mutual Fund Distributor and passing the IRDAI exam to understand insurance products responsibly.


For over 15 years, he worked with clients in the open market, helping them make informed product choices with a focus on honesty, simplicity, and long-term consistency.


In time, his children — Pranav Joshi (MBA Finance, NMIMS) and Rashmi Joshi (MBA Finance, Canada) — joined him as Co-Founders, bringing structure, systems, and scale to the legacy he built.


Together, we shaped Valsynk — a modern, mission-led financial distribution and product-access platform built on education, trust, and clarity.

Our team collaborating and working together

What We Do

We are :

  • • AMFI-Registered Mutual Fund Distributors
  • • IRDAI-Licensed Insurance Agents

Through our ecosystem, clients get access to a wide range of regulated financial products, including:

Mutual Funds

Direct Equity (Stocks)

Life & Health Insurance

PMS & AIF (via registered partners)

Global Investment Products (via regulated platforms)

Structured Investment Facilities (SIFs)

Corporate FDs

Market-linked Debentures

Govt. & Corporate Bonds

Debt Instruments & Treasury Products

P2P Lending

Real Estate

What We Actually Focus On

  • • Helping clients make informed product choices using structured processes and simple explanations
  • • Bringing clarity through organised reports, checklists, and long-term service
  • • Ensuring transparency, documentation hygiene, and regulatory discipline
  • • Operating strictly within SEBI, AMFI, and IRDAI guidelines — no investment advice, no portfolio management, no return promises
  • • Acting as a long-term product access and process partner for families that prefer structure over noise

Our WHY

“After years of investing without clarity, our founder chose to educate himself and help others avoid the same mistakes. Valsynk exists to carry that purpose forward — to help families reduce confusion, understand what they are buying, and build a structured financial journey through trusted product access and lifelong support.”

“We help families invest with clarity — not confusion.”

MEET THE TEAM

Passionate People, United by Purpose

Our diverse team of experts brings together creativity, experience, and dedication to drive innovation and success. Together, we collaborate to deliver exceptional results and create lasting impact.

Upendra Joshi

Upendra Joshi is the Founder and Director of Valsynk, leading the company’s vision and strategy to deliver innovative solutions that drive growth and efficiency for clients. With a strong background in [industry/sector], he is committed to fostering excellence and innovation in every project.

Upendra Joshi

Founder | Director

Pranav Joshi

Pranav Joshi is the Co-Founder and Director of Valsynk, driving the company’s strategic vision and operational excellence. He is dedicated to delivering innovative solutions that create measurable impact for clients.

Pranav Joshi

Co-Founder | Director

Rashmi Joshi

Rashmi Joshi is the Co-Founder and Executive Director of Valsynk, guiding the company’s strategic direction and operations. She is committed to fostering innovation, efficiency, and sustainable growth for clients and the organization.

Rashmi Joshi

Co-Founder | Executive Director

WHO WE ARE

Empowering Tomorrow’s Leaders, Today

We are a team of committed professionals, driven by innovation and guided by integrity. Our mission is to build meaningful relationships, unlock growth opportunities, and deliver lasting value for everyone we serve.

Mission

Our mission is to be the partner that bridges the gap to financial success for every Indian. We aim to provide expert guidance, reliable financial assistance, and personalized services, ensuring individuals across India can achieve their financial goals.

Vision

Our vision is to create a financially secure and educated India, where every individual's financial dreams become a reality. We work to empower our clients through financial education and personalized services, promoting financial well-being.

Our Partners

Trusted by Leading Product Partners

We are a team of committed professionals, driven by innovation and guided by integrity. Our mission is to build meaningful relationships, unlock growth opportunities, and deliver lasting value for everyone we serve.