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Our Services

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Our Services

What Service We Offer

At Investment Sangam, we provide a comprehensive suite of financial and investment services tailored to your life goals. Whether you’re planning for the future or protecting your present.

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Mutual funds & SIPs

Mutual funds allow you to invest in a diversified portfolio of stocks, bonds, and other assets, managed by professional fund managers. Whether your goal is growth, income.

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Equity Linked Saving Schemes (Mutual Funds)

Tax-saving mutual funds that offer high growth potential with Section 80C benefits and a lock-in of just 3 years.

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Life Insurance policies

Life insurance policies provide financial security to your loved ones in case of unforeseen events. We offer trusted, professional, and personalized.

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Term Plans

Get high-value life coverage at affordable premiums to safeguard your family’s future.

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Retirement Planning

Plan a secure and independent retirement with smart investment strategies designed for long-term stability.

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Child Plans

Invest today for your child’s tomorrow — education, marriage, and more — all planned in advance.

Health Insurance

Stay financially prepared for medical emergencies with comprehensive health insurance coverage.

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Personal Accidental Policy

Cover yourself against unexpected accidents, disability, or income loss with low-cost, high-impact protection.

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Fixed Deposits

Secure, low-risk investments with guaranteed returns — ideal for steady savings and income.

Our Working Process

How We Work to Secure Your Financial Future

We follow a simple, transparent, and result-oriented process to help you achieve your financial goals with ease and confidence.

Make An Appointment

Schedule a free consultation with our financial expert at your convenience — online or offline.

Meet Your Advisor

Discuss your goals, income, and needs with our experienced team to receive personalized financial recommendations.

Get the Right Solution

We guide you through the best investment, insurance, or savings plan — so your financial future is secure and stress-free.

Contact Us If You Have Questions About Our Services

We’re here to help you make confident and informed financial decisions. Whether you’re exploring investment options, looking for the right insurance plan, or need guidance on retirement planning — our expert advisors are just a message away. Let’s discuss your goals and craft a solution that fits your life perfectly.

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Our Pricing

Choose The Best Pricing For You

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Personal Plan

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$44.9/Month
  • Risk Management
  • Business Planning
  • Retirement Planning
  • Financial Consultancy
Get Started

Business Plan

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$69.9/Month
  • Risk Management
  • Business Planning
  • Retirement Planning
  • Financial Consultancy
Get Started

Enterprise Plan

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$90.9/Month
  • Risk Management
  • Business Planning
  • Retirement Planning
  • Financial Consultancy
Get Started

Trusted financial advisors offering personalized investment, insurance, and wealth planning solutions for all.

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