Grow

Balance

 

Diversify

heavy

Helping Clients With:

Retirement Accounts

Personal Investment Accounts

Business Accounts

Portfolio Management

We specialize in building and managing diversified investment portfolios by using strategies along with Lotusment’s and sub-advisor strategies from Morningstar, Envestnet, Orion and Zacks IM platforms. 

Financial Planning

We can develop financial projections for clients who are accumulating wealth for retirement, as well as retired clients who are relying on investment income to support their lifestyle. 

Meet the team

Sanjay Parikh

Financial Portfolio Advisor

  • 30+ years of Database and Data Analytics professional.
  • 28 years of Investment experience, and he has seen all the ups and downs of the market.
  • ~180 weeks of online coursework. Since 2012 to 2017 he has educated himself in Finance/Investment Management, Economics, Computational Finance, Econometrics, Business Management, Machine Learning and Big Data.

With this education and years of data analytics & investment experience, he formed Lotusment Advisors LLC to serve clients in building and managing diversified investment portfolios.

He is doing so by using strategies along with Loutsment’s and sub-advisor strategies from Morningstar, Envestnet, Orion and Zacks-IM platforms.

Sanjay’s Money Script