Sangam Investments is an AMFI-registered investment adviser and SEBI-registered sub-broker. We strive to manage assets in the most efficient and cost-effective manner.
Sangam develops an investment strategy with an appropriate asset allocation based on the client’s financial plan. This strategy helps to meet the client’s short-term as well as long-term goals while taking into consideration their personal, social and ethical concerns.
We execute the client’s unique investment strategy utilizing a variety of investment vehicles which include the following: cash and equivalents, fixed income, equities, foreign investments, real estate and other alternative investments.
Through extensive communication with each client, Sangam coordinates the investment strategy with their overall financial plan to minimize tax liability, risk and investment costs while focusing on obtaining each client’s goals.