Sanghi Consultancy - Your Personal Financial Planner

Video Testimonial

Video Testimonial

Mr. Chidambaresh Subbiah Sales Manager at Pepsico India Holdings Pvt Ltd and REGIONAL SALES MANAGER (SOUTH) at LVMH, Chennai, India at Sales Manager at Pepsico India Holdings Pvt Ltd and REGIONAL SALES MANAGER (SOUTH) at LVMH, Chennai, India

Top Qualities

Mr. Chidambaresh is an extremely Busy Person & travels Extensively. Inspite of which he has given us time Specifically on Sundays where we could chat with him & his Spouse .We have been working on his as well as his Spouse’s Finances who also works. We have Worked on Education corpus, Protection plans & Equity Investments .We Wish to have more of his time to plan better for his family’s Brighter Future .Mr. Chidambaresh is extremely Friendly, Professional with a very helpful Attitude.


Dated: 30 Nov 2016


Client Since: 2016

1: What Was The Best Thing About Our Association?
Answer: (Mr. Chidambaresh: It was an Eye Opener when I first discussed My finances with Team Sanghi. A Learning Experience Though Was Exposed to Financial Sector before but never had such a detailed insight on my own finances.) (Sasi Mam: We were not Sure What we should be Doing for My Kid & Retirement Corpus Fund. Savings was not Part of Our Financial Understanding. Then Sanghi Consultancy Came into picture & Changed our Perception, Thinking towards Money & Financial Planning.) (Mr. Chidambaresh: We Were Not Tracking Our Earing Itself Team Sanghi Helped us Track our Income ,Expense & Plan to Invest in a Productive way
2: What Was Something You Have Been Not Been Happy About Our Associaton?
Answer: Mr. Chidambaresh: Guilty am not able to give Enough Time to manage my own finances.
3: What Made You Buy From Us For The First Time?
Answer: (Mr. Chidambaresh: Sanghi Consultancy Was referred To me By My uncle Who has already been working with Sanghi Consultancy For years & I Respect Him a Lot So His Word Helped. The Way Team Sanghi Communicated Was Very Clear & Simple.) (Sasi Mam: Team Was Very Crisp Precise to the Point not Like Bank Managers Where theres a Lot of Unclarity & Pushed To buy for their own targets.) (Mr. Chidambaresh: Team Sanghi Showed how will we Benefit from the investments .Not Like the Bank Managers Who are Target Oriented. In India People Don’t Trust on Getting their Daughter Married to Another Person whoom the family doesnâ
4: How Can We Make Our Relationship Stronger?
Answer: Mr. Chidambaresh: Confidence on Team Sanghi to help us Make our Money Grow & Achieve our Financial Goals Which is already In Process.
5: What Changes Do You Advise To Make Our Team Better If Any?
Answer: All in place Nothing as of now.
6: How Do You Want Us To Improve Our Service?
Answer: Mr. Chidambaresh: We Would Like to Keep our timelines with Team Sanghi Nothing required from Team Sanghi.
7: Where Would U Like To See Our Association 10 Years From Now?
Answer: Mr. Chidambaresh: One Stop Financial Hub for all My Personal Finances & Spread awareness by Referring More People to Team Sanghi.
8: Feedback, If Any?
Answer: Nothing as of now.
9: Rate-1-5(1being Excellent)
Answer: 1 (From Both Mr.Chidambaresh & Sasi Mam).
10: What Was The Most Unique /Special Featur/Competetive Advantage About Our Association
Answer: Two Things: 1. We Did Traditional Savings We Were Never Exposed to New Generation Investment Savings. We Always Invested in Gold & Fixed Deposits. Now there are so Many Better Return Oriented Investments Which We Can Work on with the guidance of Sanghi Consultancy. 2. The Investment Ideas Shared Were Very Customized to Suit our Requirement.