AMFI Registered Mutual Fund Distributor· Trusted Since 2009

Your Trusted Partner in
Wealth & Protection

Expert Mutual Fund Advisory & Comprehensive Insurance Solutions Crafted for Your Financial Journey in Rajasthan and Beyond.

15+ Years of Experience
2500+ Happy Clients
500+ Partner Network
AMFI Registered Mutual Fund Distributor
8+ Investment Categories
Serving All Over India
15+ Years of Experience
2500+ Happy Clients
500+ Partner Network
AMFI Registered Mutual Fund Distributor
8+ Investment Categories
Serving All Over India
Our Story & Vision

About Sangam

"Sangam — Where Your Goals Meet the Right Guidance"

15+Years
of Trust

Guiding Your Financial Journey

At Sangam Mutual Fund & Insurance Solutions, we are committed to helping individuals and families build lasting wealth and comprehensive financial protection. The word "Sangam" means confluence — and that is exactly what we do.

We bring together the best investment products, the right insurance coverage, and personalised financial guidance under one trusted roof. With deep expertise in mutual funds, systematic investment planning, and insurance advisory, our experienced team works as your dedicated financial partner.

15+Years Experience
2500+Happy Clients
500+Partners
Core Investment Assets

Our Products

Explore our 8 comprehensive, high-yield investment structures designed for optimal wealth creation and market participation.

Mutual Funds and Equity

Mutual Funds & Equity

Build wealth systematically through diversified equity portfolios managed by top industry professionals.

Exchange-Traded Funds

ETFs

Enjoy the real-time flexibility of stock trading combined with broad market exposure and low costs.

Insurance Solutions

Insurance Solutions

Comprehensive protection plans covering your life, family's health, and valuable physical assets.

Portfolio Management Services

PMS Portfolios

Highly customized, actively managed specialized portfolios tailored strictly for HNIs seeking alpha returns.

Fixed Income Options

Fixed Income

Secure corporate bonds and FDs that stabilize your portfolio by providing a steady income stream.

Liquidity Solutions

Liquidity Solutions

Instant Loans against Mutual Funds let you unlock immediate capital without liquidating investments.

Smallcases

Smallcases

Invest in ready-made, professionally researched baskets of curated stocks built around modern themes.

Alternative Investment Funds

AIFs & Unlisted Shares

Exclusive access to high-yield alternative assets, corporate bonds, and pre-IPO shares.

Advisory & Planning

Our Services

6 specialized financial frameworks to diagnose your current standing, plan for major life goals, and shield your assets from liabilities.

Financial Assessment

Financial Assessment

A comprehensive audit of your current assets, liabilities, and cash flow to structure a robust roadmap.

Child Future Assessment

Child Future Assessment

Strategic financial modeling to secure the necessary capital for your child's major life milestones.

Retirement Assessment

Retirement Assessment

Map out exactly how much corpus is required to maintain your standard of living post-employment securely.

Tax Assessment

Tax Assessment

Legal and efficient tax optimization strategies to systematically minimize your liability.

Risk Assessment

Risk Assessment

Analyze your financial vulnerability against market volatility to build fail-safe buffers.

Education Planning

Education Planning

Calculate and invest specifically for soaring higher education costs to secure your family's dreams.

The Sangam Difference

Why Partner With Sangam?

AMFI Registered Advisor

Regulated, trustworthy, and fully compliant with SEBI and IRDAI guidelines — your investments in safe hands.

15+ Years of Expertise

Deep market knowledge across multiple market cycles — we have navigated it all for our clients.

Unbiased, Honest Advice

We recommend what is right for you — not what pays us more. Your financial interest always comes first.

End-to-End Support

From onboarding to claim assistance, from SIP setup to redemption — we are always by your side.

Client Success Stories

What Our Clients Say

"Sangam has completely transformed how I manage my wealth. Their portfolio management and SIP advice helped me secure my family's future."

Rajesh SharmaBusiness Owner

"The unbiased mutual fund recommendations are exactly what I needed. They don't just sell products; they genuinely plan your financial roadmap."

Vikram SinghIT Professional

"Their end-to-end support for insurance claims was a lifesaver. Highly professional and always available when you need them the most."

Priya PatelDoctor

"I started my first SIP with Sangam 10 years ago. Their consistent guidance through market ups and downs has created substantial wealth for my retirement."

Amit DesaiEntrepreneur

"The Child Education Planning assessment opened my eyes. Thanks to their clear math and strategic fund selection, I'm stress-free about my daughter's future."

Sneha ReddyArchitect

"A truly paperless and modern advisory. Accessing my entire family's portfolio instantly on my phone while knowing a dedicated advisor is a call away is brilliant."

Rohan MehtaConsultant
Financial Calculators

Plan Your Life Goals

Select your financial goal below and discover the disciplined path required to achieve it.

Mutual Fund investments are subject to market risks. This calculator shows estimated values based on assumed returns and does not guarantee actual performance.

Your Investment Projection

Total Amount Invested
₹6,0,000
Estimated Returns
₹5,61,695
Total Wealth Created
₹11,61,695

Returns are 52% of total corpus

Get In Touch

Free Financial Consultation

Tell us about your financial goals and we will connect with you within 24 hours — no obligation, completely free.

Let's Build Your
Financial Future Together

Our expert advisors are ready to guide you through the best investment and insurance options tailored specifically for your needs and goals.

Direct Institutional Email robin.javed2@gmail.com
Phone Connectivity (Tap to Call) +91 9001202000 , 8949946029 , 9929978200
Office Address Sangam villa, A-19, J.P. colony sector-3,
Shastri Nagar, Behind galaxy hospital,
Jaipur-302016, Rajasthan, India

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