Sanghi Consultancy - Your Personal Financial Planner

Video Testimonial

Video Testimonial

Mr. Suresh Moorthi IT Director at Arvato Bertelsmann, Manila, Philippines at IT Director at Arvato Bertelsmann, Manila, Philippines

Top Qualities

We have a Decade’s Association with Mr. Suresh Moorthi & His Family. Initially we Started Planning For his Tax Savings, Kids Education Fund & Then on Retirement Corpus Planning. He’s also Started to Reap Benefits from his Investments. He’s In Manila Since last 9 years but Technology has kept us in touch with him & We have Continued to Work on his Finance’s. He is extremely Friendly, Professional with a very helpful Attitude.


Dated: 23 Nov 2016


Client Since: 2007

1: What Was The Best Thing About Our Association?
Answer: Its been More than a Decade of Association Data Captured has been intact & Upto Date. Personalized Service when required by Team Sanghi has Always helped.
2: What Was Something You Have Been Not Been Happy About Our Associaton?
Answer: Nothing as of now, It’s better for me Stick to Sanghi Consultancy’s Advise rather than dabbling Around for Other Advisors .Team Sanghi has Always Looked , Felt & Proven to be a Long Term Partner.
3: What Made You Buy From Us For The First Time?
Answer: My Colleagues were already working with Team Sanghi that gave the Confidence. It was the Personal Touch That convinced Me to Start The Association.
4: How Can We Make Our Relationship Stronger?
Answer: Technology has made things easier, We are now Comminuting on Skype Since I’m in Philippines. Its Easier to work with Team Sanghi. I Send a Mail/Note & I Can Connect Easily with Team Sanghi. Would Like to See the Same Continued For Life.
5: What Changes Do You Advise To Make Our Team Better If Any?
Answer: Not Kept in touch with Team Sanghi, But There’s a Regular Communication Even when im Abroad Since Last 9 Years. The Team is doing a Great Job.
6: How Do You Want Us To Improve Our Service?
Answer: Impact of 500/1000 notes Being In Manila Couldn’t understand . But The What’s App Tutorial is Excellent to Educate People & keep me updated. Now Since im Getting Regular Updates It’s a good Understanding on whats happening in my country & This Service is been Provided at a very nominal Cost.
7: Where Would U Like To See Our Association 10 Years From Now?
Answer: We grow together, Double our Portfolio.
8: Feedback, If Any?
Answer: Really very happy to work with Team Sanghi, Missed you Guys for Some time. But will surely Keep in Touch in Future.
9: Rate-1-5(1being Excellent)
Answer: 1.5 (Reason is my time Constraint Else would have Given 1. I was away from India that’s the reason that was Lagging with Me. Otherwise everything is in Place With Team Sanghi).
10: What Was The Most Unique /Special Featur/Competetive Advantage About Our Association
Answer: Persistent, Guidance on How & What I need to do on my Finances is always Been Made very clear By Team Sanghi. I don’t buy exactly what is suggested but I think Sanghi Consultancy’s advise has always been upto the Mark & Proved Right for My Family.