Welcome to Investment SangamFinancial Solutions
Your investments, insurance and tax savings, planned together. Expert guidance, practical tips and smart strategies for confident financial decisions, from a planner who picks up the phone seven days a week.
If you started a SIP today…
LiveIllustrative only, at an assumed 12% p.a. Returns are not guaranteed. Mutual fund investments are subject to market risks. Read all scheme-related documents carefully before investing.
Products from India's leading insurers & fund houses
Seven services. One person who knows your whole picture.
Every plan starts with protection, then growth, then the milestones that matter to your family. Choose a service to see how it works, or ask us where to begin.
Grow
Mutual Funds
Goal-based fund selection, portfolio reviews and switching advice for long-term wealth.
SIP
Start with as little as ₹500 a month and let rupee cost averaging do the heavy lifting.
Protect
Life Insurance
Term, endowment, money-back, whole life and ULIPs, matched to your family's needs.
Term Plan
Maximum life cover at the lowest cost. The foundation every family plan needs.
Health Insurance
Individual, family floater, senior citizen, critical illness and top-up cover.
Mutual fund investments are subject to market risks. Read all scheme-related documents carefully before investing.
Insurance is the subject matter of solicitation. For details on risk factors, terms and conditions, please read the sales brochure carefully before concluding a sale.
in this field
Building wealth with trust & transparency.
Decisions about investments, insurance and tax savings make a huge difference to our finances. One mistake can cost a lot of money and a lot of peace of mind. Sadly, advice you can follow with complete confidence is hard to find.
Investment Sangam exists to be that advice. We help you decide in the situations that matter, matched to your needs and drawn from the best the industry offers.
- Personalized PlanningYour goals, risk profile and timeline come first. The products come after.
- Trusted ExpertiseA multiple-time MDRT qualifier and a Qualified Personal Finance Professional (QPFP).
- Complete SolutionsInvestments, insurance and tax savings, planned together by one person.
- Secure InvestmentsProducts from established fund houses and insurers only.
Sangam means confluence. We bring the three streams together.
Most families buy investments from one person, insurance from another and think about tax in March. We plan all three together, so every rupee has a job and nothing overlaps.
Listen
A first conversation, free of charge, about your goals, family, income, existing investments and how much risk you're comfortable with.
Plan
One written plan that puts investments, insurance and tax savings together, not three separate sales pitches.
Set up
We handle the KYC, forms, mandates and policy paperwork, and explain every document before you sign.
Review
Regular check-ins, and a proper review whenever life changes: a new job, marriage, a child, a home loan.
Run the numbers before you talk to anyone.
Four calculators we use in our own client meetings. Change any figure and the chart updates. Hover over it to see any year.
Figures are illustrative, computed at the rate you choose. They are not a promise of returns. Actual returns depend on the scheme and market conditions. Mutual fund investments are subject to market risks. Read all scheme-related documents carefully before investing.
Recognition earned through client trust and excellence.
Each milestone reflects our commitment to quality and to long-term relationships. Tap any certificate to view it.
100+ happy clients, in their own words.
Ashish has been extremely responsible and transparent in his communication.
Client reviews reflect individual experiences and are not an indicator of future results.
Featured news & insights.
Practical guides from Ashish Goel, and short notes we share every week on LinkedIn and Instagram.
Things people ask us first.
Can't find yours? Ask on WhatsApp. A real person answers.
Is the first consultation free?
How much do I need to start a SIP?
Can I pause or stop my SIP?
How much life cover do I really need?
Which companies do you work with?
Can you review policies and funds I already hold?
What documents do I need?
A 20-minute conversation can save you years of guesswork.
Tell us what you're planning for. We'll tell you honestly what you need, and what you don't.
