SANGHAVI ADVISORY
Independent advisory based in the New York City area, helping high-income professionals and business owners protect, grow, and simplify their financial world.
Built on Experience, Focused on You
After years in the diamond and financial industries, I founded Sanghavi Advisory to simplify complex decisions for clients who are building something meaningful — their careers, their businesses, and their legacy.My role is simple: understand where you are, where you want to go, and what’s getting in the way — then help you make clear, confident decisions about protection, cash flow, and growth.
Our Proven Process
We keep things simple — but strategic. Every engagement follows a clear three-step approach designed to uncover what matters most and deliver lasting results.
🔍 Discover
Every great strategy starts with clarity. We take time to understand your goals, challenges, and opportunities before offering any recommendations.🧩 Design
Once we know where you’re headed, we craft a tailored strategy that connects the dots — protection, growth, and cash flow working together.🚀 Deliver
We implement with precision and transparency, staying involved to ensure your plan continues to serve your goals as life and business evolve.
Strategic Solutions Designed Around You
Our process brings clarity and structure to every area of your financial world — protecting what matters, growing what lasts, and simplifying how you operate.
💼 Protect & Grow Your Wealth
Life Insurance • Disability • Long-Term Care • Annuities • Retirement Income
I help you design protection and accumulation strategies so your money supports the life you want — now and in the future.
🏢 Power How Your Business Gets Paid
Payment Processing • POS Systems • Fee & Rate Optimization • Cash-Flow Support
We help businesses accept payments seamlessly, reduce unnecessary costs, and improve cash flow with smarter systems.
🏠 Protect What You’ve Built
Auto • Home • Commercial • Specialty Coverage
From personal protection to business risk management, we find the right coverage for your full picture so you can operate with confidence.
Behind every strategy is access to leading carriers and platforms — giving you personalized advice with national-level strength.
Why Clients Choose Sanghavi Advisory
When it comes to protecting, growing, or simplifying your financial world — clarity matters. Clients work with Sanghavi Advisory because we combine real-world experience, independent guidance, and a straightforward process that turns complex decisions into confident action.
Independent advice — no product quotas, no corporate agendas
Real-world experience across both finance and business strategy
Clear, jargon-free conversations that make complex topics simple
Long-term relationships, not one-time transactions
Transparent process so you always know the next step
Let’s Connect
If you’re a high-income professional or business owner ready to protect what you’ve built, make smarter financial decisions, and move forward with clarity — let’s talk.Our first conversation is simply about understanding where you are, where you want to go, and how we can help.
Experience Personal Advisory, Reimagined
You’re always welcome to meet in person.
Through our private office network across NYC and New Jersey, we offer clients the option to sit down one-on-one for tailored strategy sessions.
Start Your Coverage Review
Looking to protect your home, auto, or business?
Use our secure online form to share your details with Sanghavi Advisory. Once received, our team will personally review your submission and provide the best coverage options within 24 hours.