Sanghi Consultancy - Your Personal Financial Planner

Video Testimonial

Video Testimonial

Mrs. AARTI SAWANT Sr. Project Manager, IBM India Pvt. Ltd. at Sr. Project Manager, IBM India Pvt. Ltd.

Top Qualities

Mrs. Aarti Sawant is extremely Friendly, Professional with a very helpful Attitude. Mrs. Aarti was Introduced to us by her Spouse Mr. Deepak Sawant who is already been Availing our Services . We Wish to Achieve the Goals of The Family.


Dated: 4 Jan 2016


Client Since: 2015

1: What Was The Best Thing About Our Association?
Answer: : It’s not a onetime association with Sanghi Team. All details on Finances were taken Post which a solution was Provided by the Team. Previous Financial advisor was in touch only once for the First Transaction only where as Team Sanghi has been in regular Touch. Knowledge which Team Sanghi has is good on Financial Products. We googled but we couldn’t find Few Plans which were very good But Not Popular. We are very happy with Team Sanghi’s Overall Approach. My husband started his Association a year back & now I also have become a Part of Sanghi Family.
2: What Was Something You Have Been Not Been Happy About Our Associaton?
Answer: Team Sanghi’s follow up is Very Aggressive At times.
3: What Made You Buy From Us For The First Time?
Answer: Feedback from Soma Gupta Ji was very good who has been availing the Services of Team Sanghi Since 2012. Team Sanghi is very organised & Approach Was very Good. All details had been taken to provide a complete Financial Solution. It Was a Very good experience. Deepak (Spouse) also bought the right plans. We always had a fear of being sold for commission because didn’t have good experience in the past. The past experience was bad as they sold Plans & never try to keep up relationship with us. Team sanghi was very transparent. Given us time for us to decide on our investment.
4: How Can We Make Our Relationship Stronger?
Answer: Nothing as of now.
5: What Changes Do You Advise To Make Our Team Better If Any?
Answer: Nothing as of Now. But I Must Appreciate Team Sanghi has been Prompt, Reminded whenever required, Kept us updated, nothing to improve as of now.
6: How Do You Want Us To Improve Our Service?
Answer: Nothing as of now.
7: Where Would U Like To See Our Association 10 Years From Now?
Answer: Would like to See my money grow & Invest more.
8: Feedback, If Any?
Answer: In Future Would Expect Advise from Team Sanghi if any investments not going good a switch to be suggested midway.
9: Rate-1-5(1being Excellent)
Answer: 2 (Reason being it’s a short while -Will give some more time to give 1).
10: What Was The Most Unique /Special Featur/Competetive Advantage About Our Association
Answer: Team Sanghi was very transparent. Knowledge on market was Very Good. Overall Approach, Really Appreciated this. (Not Like other Financial Consultants Like ICICI).