Mr. Sumit Joshi Engineerng Manager-Aerospace Fuel & Motion Control at Eaton Technologies Pvt Ltd, Pune, Maharashtra, India at Engineerng Manager-Aerospace Fuel & Motion Control at Eaton Technologies Pvt Ltd, Pune, Maharashtra, India
Top Qualities
Mr. Sumit Joshi is extremely Friendly, Professional with a very helpful Attitude. We have known him since he was in Hyderabad. It’s been a decade now. We have seen Him Growing In his Career as well as Family. When he was Bachelor & Now a father of 2 Boys. We Wish to Accomplish all His Financial Goals as the Years Pass By.
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Dated: 1 Sep 2013
Source: Http://Www.Linkedin.Com
Client Since: 2004
1: What Was The Best Thing About Our Association?
Answer: Team Sanghi is Very Professional in their Approach, Kids Education, Retirement, Human Life value Planning all are taken under one Umbrella. When we Started I was not sure, now Financial Goals are more defined.
2: What Was Something You Have Been Not Been Happy About Our Associaton?
Answer: When I Shifted to Pune We lost in touch with Team Sanghi for some time now we are making it up by keeping in touch regularly.
3: What Made You Buy From Us For The First Time?
Answer: Impressed by Team Sanghi’s knowledge, also was referred by my Seniors in Tech Mahindra with whom Team Sanghi is already working or taking advice on Investments.
4: How Can We Make Our Relationship Stronger?
Answer: Whenever I think of Financial Planning I think of Team Sanghi, if I can get a Personalized note of my investments or summary Every Quarter rather Than once a year would be great.
5: What Changes Do You Advise To Make Our Team Better If Any?
Answer: No suggestions as of now Team Sanghi is very prompt on mail & pro-active Whenever Support Required.I get a reminder a day in advance for each meeting Which is Very Professional.
6: How Do You Want Us To Improve Our Service?
Answer: Create a tool which can give a roadmap on important events in life with financial goals.
7: Where Would U Like To See Our Association 10 Years From Now?
Answer: We Shall Work on more opportunities for Investments & Would need higher Engagement with Team Sanghi In future.
8: Feedback, If Any?
Answer: Would like to thank Team Sanghi for helping my family on managing our finances.
9: Rate-1-5(1being Excellent)
Answer: 1.5
10: What Was The Most Unique /Special Featur/Competetive Advantage About Our Association
Answer: Have been in touch with multiple advisors, The Way Sanghi Team has been in touch & taken the relationship to good terms is Remarkable.