Services

BUILDING FINANCIAL SECURITY
Sangam Investments provides financial planning to chart the course to our client’s goals as well as the investment management to get them where they want to be.



CREATING PEACE OF MIND
In addition to helping the clients build financial security, Sangam provides a wide array of wealth management services to create a peace of mind. We understand how time consuming and frustrating it can be to coordinate multiple service professionals. As a result, we built a comprehensive solution so clients can enjoy their free time more by having Sangam provide one or all of the following services: tax planning and preparation, estate planning, insurance analysis and loan origination. The synergies that come from the investment management team working with the tax, insurance and/or loan professionals translate into a more efficient experience for each client.

 

We are available for comprehensive Financial Planning Session. Please contact us at lalit_kumaar@yahoo.com