Sanghi Consultancy - Your Personal Financial Planner

Video Testimonial

Video Testimonial

Mr. AVINASH RAMKUMAR Audit Senior Manager at KPMG LLP, San Francisco Bay Area at Audit Senior Manager at KPMG LLP, San Francisco Bay Area

Top Qualities

Mr. Avinash is extremely Friendly, Professional with a very helpful Attitude. A health freak takes a good amount of time to spend in the GYM. A friend from day one, when we met he was married & in India. Now he lives in the US & blessed with a daughter. Worked with KPMG in India, Russia now in USA .Team Sanghi is Proud to be His Preferred Personal Financial Planner Though he has worked with other financial consultants in India & USA.


Dated: 29 Aug 2016


Client Since: 2011

1: What Was The Best Thing About Our Association?
Answer: Team Sanghi’s ability to have an agenda, key financial milestones are achieved, constant reminder to Improve on Finances.
2: What Was Something You Have Been Not Been Happy About Our Associaton?
Answer: Nothing Negative for Team Sanghi.
3: What Made You Buy From Us For The First Time?
Answer: Most Important Reason was In 2010 When I got Associated Was Team Sanghi is They are Practical, Approachable & Positive, Communication was good, questions were futuristic goal oriented, detailed analysis was done, asked right questions for a long term relationship, After All This I Understood it’s not a one sale relationship With Team Sanghi.
4: How Can We Make Our Relationship Stronger?
Answer: Persistency stands out With Team Sanghi & Relationship is Already Strong.
5: What Changes Do You Advise To Make Our Team Better If Any?
Answer: Team Sanghi has to be more aware of more financial products like Mr. Niyesh Sanghi, Team should be more trained.
6: How Do You Want Us To Improve Our Service?
Answer: Nothing as now.
7: Where Would U Like To See Our Association 10 Years From Now?
Answer: I would Like to Improve on making myself organized. Work In Sync with Team Sanghi to achieve my Financial milestones. Also help my younger brother & parents on financial planning. Team Sanghi is genuinely interested in people development and Would take this to others too.
8: Feedback, If Any?
Answer: Plans to expand in US markets there’s a lot of Scope for genuine Financial Planners.
9: Rate-1-5(1being Excellent)
Answer: 1 (Client Service, Client needs met, keeping in touch, get things in order) 2 (Team good but can be better & more knowledgeable).
10: What Was The Most Unique /Special Featur/Competetive Advantage About Our Association
Answer: Team Sanghi doesn’t promote only few products, have a much larger portfolio than others whoom I have worked with.