Sanjeev Sangai | Sangai Investments

About

A Qualified Personal Finance Professional with Enriched experience of 15+ years. We believe in little by little you can achieve a lot. We aim at helping clients in reaching their financial goals with Patience & Process.

Practice at a glance

18

Years of Experience

700

Families Served

₹175

Crores Managed

Practice Details

Min Monthly Investment: --

Min Lumpsum Investment: --

Nature of earnings:Commissions

Mode of Meetings:Hybrid (Physical + Virtual)

Specialises working with:

Language Spoken:

Qualification Completed

QPFP – Qualified Personal Finance Professional

Licenses Held

AMFI Registered Mutual Fund Distributor

IRDAI Licensed Insurance Agent (Life)

Education

Formal Education

BCom – Bachelor of Commerce

Industry Education

NISM V-A – Mutual Fund Distributors Certification

Can help you to

Plan Complete Finances

Children’s Goals

Save Taxes

Make a Will / Trust

Can help you buy / invest in

Fixed Deposits & Bonds

Health Insurance

Life Insurance

Mutual Funds

Complimentary Services

Get any of the free services to experience working with Sanjeev Sangai.

Financial Health Check-up

Insurance Portfolio Review

Mutual Fund Portfolio Review

One Page Financial Blueprint