Mahendra M Sanghvi

Late Shri Mahendra M. Sanghvi laid the foundation of the family’s financial advisory legacy through his dedication, integrity, and commitment to client relationships.Before joining the Life Insurance Corporation of India (LIC), he was actively involved in the financial sector, developing a deep understanding of financial planning, client service, and long-term relationship management.in 1956, he joined LIC as a Development Officer and went on to build a highly successful career marked by professionalism, leadership, and trust. Over the decades, he earned immense respect within the industry and among clients for his disciplined approach and unwavering commitment to helping families secure their financial future.After a distinguished career spanning several decades, he retired in 1993—the same year his son, Sanjoy Kumar Sanghvi, joined LIC as an agent and further expanded the family’s advisory practice to new heights.The values established by Late Shri Mahendra M. Sanghvi—trust, ethics, discipline, and long-term commitment—continue to remain the guiding principles of the firm across generations.

Sanjoy Kumar Sanghvi

Financial Professional

Sanjoy Kumar Sanghvi is a distinguished financial professional with over three decades of experience in the insurance and financial advisory industry. He began his journey as a Life Insurance Corporation of India (LIC) agent in 1993, building his practice on trust, discipline, and long-term client relationships.From his very first year in the profession, he achieved the prestigious MDRT (Million Dollar Round Table) qualification—an accomplishment that reflected his commitment to excellence early in his career.Over the years, he has earned multiple elite industry recognitions, including:

• MDRT (Million Dollar Round Table)
• COT (Court of the Table)
• TOT (Top of the Table)
• Corporate Club Member
• Elite Club Member

Notably, he is among the select few advisors in India to have maintained continuous membership in the LIC Corporate Club since its inception, a testament to his consistency, credibility, and professional excellence.His expertise and achievements have also been recognised nationally, including being featured in Zee News for an interview highlighting successful LIC advisors and industry leadership.Known for his client-first philosophy and relationship-driven approach, Sanjoy Kumar Sanghvi has guided families across generations in building financial security and protecting long-term wealth.His advisory principles are rooted in trust, ethical practices, disciplined planning, and a deep commitment to client well-being—values that continue to shape the firm’s legacy today.

Umang Sanghvi

Founder

Umang Sanghvi represents the third generation in a family-led financial advisory practice, built on a foundation of trust, discipline, and long-term client relationships. He holds a Bachelor’s degree in Commerce (Honours) and a Master’s degree in Risk Management and Supply Chain Management from Monash University, Melbourne. His academic background brings a structured and risk-focused perspective to investment decision-making. An active participant in financial markets since 2014, Umang combines global academic exposure with hands-on investing experience. His approach is grounded in understanding risk, maintaining discipline through market cycles, and focusing on long-term wealth creation rather than short-term opportunities. He holds multiple certifications from the National Institute of Securities Markets (NISM), including:

•  NISM Series V-A: Mutual Fund Distributors
• NISM Series X-A: Investment Adviser
• NISM Series XIII: Common Derivatives

These certifications reflect his commitment to regulatory standards, continuous learning, and responsible advisory practices. Umang follows a goal-based, asset allocation-driven investment philosophy, where risk management takes precedence over return chasing. He believes that successful investing is not about predicting markets, but about staying disciplined, managing investor behaviour, and following a consistent process over time.