About Us

Owing to our rich legacy and reputed client base, Sangam Investments is a leading Investment Advisory Firm in the Delhi NCR region. Started as an advisory firm in the early 90s, the firm provides wealth management solutions to the potential clients that have always helped them in taking the best investment decisions.

Having an experienced and well qualified staff, the firm aims to provide rich advice in the field of full asset class diversification with planning your financial freedom with a sense of belonging and responsibility. Through a well-researched analysis of different areas of savings and investment, the firm promises to provide the prospective client, a rich insight about managing his/her portfolio in a way which ensures principal protection at one end and a rich rate of return at the other. We also offer customized solution to our clients as per their requirements and needs to cater to their long and short term goals.

Due to our highly qualified and seasoned staff that tries to understand the need of your long term goals, we at Sangam Investments, provide comprehensive and detailed suite of financial services to our valuable clients. We offer our services in different niches of the financial environment, namely:

·        The equity and fixed income market
·        Tax planning and preparation
·        Financial and Retirement Planning
·        Asset Management
·        Investment Strategy
·        Estate Planning. And
·        Insurance analysis

Having a strong belief in creating relationships as the core of successful financial planning, we at Sangam Investments, aim to sail you through the turbulent waters of the financial markets and reach your destination with the best possible advice and assistance about investments.

We believe in a strict three point agenda while handling investments of any of our client. We believe that in order to create wealth one should follow three step process which is as follows:

• Safety of principal amount
• Beating inflation
• Creation of wealth

Stay connected to know about our philosophy about investments and feel free to contact us through our facebook page or click here to redirect to our business website.