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About Us
We would like to introduce ourselves as a team of wealth & Real Estate managers from the SANGHI CONSULTANCY TEAM.
  1. We specialise in Financial Planning which helps you define your personal financial goals and achieve them by using different investment vehicles. Successful planning requires proper assessment of risk return profile, extensive knowledge about the various investment products and regular monitoring of the investment position.
  2. As financial planners, we assist you in realizing your financial goals and objectives, by providing quality services along with a wide range of products; these products could be customized to suit your needs and goals. We believe that a structured portfolio is essential in reducing the risk of capital erosion as a result of short-term volatility.
    3. As a part of Financial Planning we provide a gamut of products and services such as:
    AGGRESSIVE RETURNS STRATEGY - It aims to maximize your returns with active fund management
    • Portfolio Management Service - A discretionary Portfolio Management offering various investment philosophies to suit the different risk-return profiles of clients with the underlying principle of de-risking investments and optimizing returns. Our credentials in Portfolio Management include awards like: Best provider of portfolio management - Equities.
    • Mutual Funds - We follow the open architecture model for advising clients across the range of mutual fund options in the Indian Markets. Including shariah / non shariah funds
    CAPITAL PRESERVATION STRATEGY - It aims to preserve your capital while giving you aggressive returns.
    • Structured Products - In contrast to traditional investments, which only benefit from the rise (or fall) of a given asset, structured products can generate returns under much wider range of market conditions.
    • Real Statement Funds for participating the Indian real estate boom.
  3. As Risk Management consultants we provide the listed services
    • Insurance: Under Life Insurance we offer investment cum insurance options, which can serve as an ideal proxy to your debt investments.
    • Our portfolio is designed to help you meet your financial goals for your
      1. Child
      2. Retirement
      3. Health
      4. Savings
      5. Protection
      6. Travel
      7. Car
  4. Under the Real Estate Management Services we offer a gamut of services for residential, commercial, sez's, warehouses, guest houses, hotels and any new initiatives as listed here under
    1. Property care
    2. Sell
    3. Buy
    4. Lease
    5. Development sites
    6. Litigated sites
    7. Joint ventures
    8. Sourcing
  5. Customised financial solutions
    Advice on asset allocation and thereby creating customized financial solutions for Individuals, HNWIs, NRIs, Trusts and Corporate.
  6. We also extend our services in the areas of
Car Insurance
Our expertise could help you get the best and cheapest cover for your vehicle
Health Insurance
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