Sangam Investments

Sangam Investments

Financial-Services

Delhi, Delhi
India
Industry Category
Financial-Services
Company Description

Sangam Investments is a leading financial services firm based in Delhi, Delhi, specializing in comprehensive investment advisory solutions. With a rich legacy spanning back to 1993, Sangam Investments has established itself as a trusted partner for clients seeking to navigate the complexities of financial planning and achieve their long-term goals. The firm's expertise lies in providing tailored wealth management strategies, encompassing diverse asset classes and a commitment to both principal protection and robust returns.

Sangam Investments provides a detailed suite of financial services including equity and fixed income market analysis, tax planning, retirement planning, asset management, investment strategy development, estate planning, and insurance analysis. The firm's commitment extends beyond simple advice, focusing on building strong relationships and providing clients with a sense of belonging and responsibility in their financial journey. Located at 29, DDA Market, Swasthya Vihar, Delhi, Delhi 110092, IN, Sangam Investments serves clients in the Delhi NCR region with a team of highly qualified professionals dedicated to understanding and addressing their individual needs.

At Sangam Investments, a dedication to excellence and a client-centric approach are central to their success. Providing a clear path towards financial freedom, Sangam Investments empowers clients to make informed investment decisions and build a secure financial future. The company's experienced team provides customized solutions to cater to clients’ short and long-term objectives. We invite our manager to create a customized and exclusive company showcase and product listing on our platform to further enhance our reach and visibility.

Key Personnel / Employees
KAMAL MEHTA Divesh Mahajan

Compare Companies Side by Side

Compare Sangam Investments with 3 companies in Financial-Services

4 Companies
Comparison Field
Sangam Investments
Sangam Investments
Main Company
Connecticut Wealth Management, LLC
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Forbes Wealth Management Ltd.
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ARS Wealth Advisors
ARS Wealth Advisors
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Founded Year
2010 1987 1997
Company Size
51-200 2-10 11-50
City
Delhi, Delhi Farmington, Connecticut Carberry, Manitoba St Petersburg, Florida
Country
India United States United States
Skills & Keywords Comparing with main company
11 Total Skills
financial services investment management wealth management retirement planning asset allocation tax planning estate planning Financial Planning Investment Management Taxation Planning Estate Planning
9 Total 9 Unique
Unique Skills:
Asset Management Business Owner Planning Business Succession Planning Charitable Gift Planning Executive Benefits Exit Planning +3
7 Total 7 Unique
Unique Skills:
Business Structuring Corporate Structuring Farm Succession Financial Advising Insurance Planning Retirement Planning +1
6 Total 6 Unique
Unique Skills:
Cash Flow Planning Client Focused Approach to Investing Retirement Planning Tax Consulting Tax Preparation Wealth Management
4
Total Companies
1987
Oldest Founded
2
Countries
30
Unique Skills

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Alternative Company Names

This company is also known as

Sangam Investments 尚格姆投资 (Shànggé mǔ tóuzī) संगम निवेश (Sangam Nivesh) Sangam Inversiones سانجام استثمارات (Sanjam Istithmaraat) সংগম বিনিয়োগ (Sanggo Binoyog) Sangam Investissements Сангам Инвестиции (Sangam Investitsii) Sangam Investimentos