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