Sangita Gandhi is a registered investment advisor at Shanti Capital LLC, based in Lincoln, MA, with 16 years of industry experience. Sangita operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Shanti Capital's fees are calculated as a percentage of your portfolio's value. The exact percentage is negotiable and will be agreed upon with you. Fees are billed either quarterly or monthly. If your portfolio includes mutual funds, you will pay both Shanti Capital's fee and the mutual fund's management fee.
Location
Lincoln, MA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Sangita has non-active ownership in Samved Corporation, an investment research service, since 2003. She holds no position and has zero hours of involvement.
Employment History
Current Registrations
Shanti Capital LLC
State Registrations1 state
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