Grow

Balance

 

Diversify

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

Lotusment Advisors was founded in 2019 by Sanjay Parikh, a seasoned professional with over 30 years of experience in data and analytics and nearly three decades of hands-on investing. Having navigated multiple market cycles, he brings deep perspective and discipline to client portfolios.

Since 2012, Sanjay has pursued extensive financial education, completing more than 180 weeks of advanced coursework in Finance, Investment Management, Economics, Computational Finance, Econometrics, Business Management, Machine Learning, and Big Data.

Combining this strong academic foundation with decades of analytics and investment expertise, he established Lotusment Advisors to help clients build and manage diversified investment portfolios.

Today, Lotusment Advisors delivers tailored strategies using both in-house research and best-in-class platforms, including AssetMark, Envestnet, Orion, and Zacks Investment Management.

Sanjay's Money Script