Sangram Rana
Financial Advisor
I’ve worked with Sangram on mutual clients over several years and I would strongly recommend him for his commercial acumen, commitment to client service and technical expertise. Many clients I have referred to him have commented on his professionalism, vision and strategic advice which has helped them and their families grow their wealth. Sangram and his team have the breadth and knowledge to assist clients develop their tailored wealth management strategies as well as navigate through their business needs, obtain the right advice on their Life & Risk cover, and explain complex concepts in a way that clients understand in order to realise the benefits of their professional advice.
Meldon D’Cruz,
Principal, Cruz Legal
Excited to be part of the Benefolk community, Sangram Rana empowers not-for-profits, social enterprises and mission-led organisations.
Sangram’s specialty is crafting confident, strategic investment and cash management solutions that align financial sustainability with purpose. Whether building ESG-aligned portfolios, structuring reserves or navigating unique compliance needs, his focus helps boards and executives make clear, values-aligned decisions. Drawing on a comprehensive background in financial advice, accounting and tax, Sangram brings a holistic perspective to navigate uncertain times. He also advises high-net-worth individuals and family offices, offering unique insights into the giving and investing landscape.
Capabilities
Finance, legal, property and insurance
- Financial modelling
- Budgeting and Forecasting
- Constitution and governance reviews
- Directors and Officers duties
- Insurance review / advisory
Philanthropy, grantmaking and impact investing
- Philanthropy strategy
- Philanthropy advisory
Clients
Philanthropy & Foundations (Private Ancillary Funds, Charitable Trusts, Grant-making Bodies)
Community & Social Services (organizations focused on local community welfare, support, and development)
Government & Public Sector Funds (Local Councils, State Agencies, National Bodies managing specific funds)
Arts, Culture & Heritage (organizations preserving and promoting cultural assets)
Health & Medical Research (foundations and institutes focused on health outcomes)
Social Enterprise (businesses with a primary social or environmental mission)
Indigenous Affairs (organisations supporting Indigenous communities, culture, and self-determination)
Qualifications and recognition
Master of Professional Accounting
Registered Tax Agent
Bachelor of Business Administration
Master of Business
Diploma of Financial Planning
IFAA Financial Excellence Awards finalist 2022, 2023
Member of FAAA
Member of AIOFP
I can’t thank Sangram enough for the professional support, service and constant expert advice to assist us with our insurance matters. The highest recommendation!
Bronwyn Carmen
Sangram and his team are very professional, diligent and have a high level of technical knowledge and expertise in the financial advisory and risk insurance space.
Vlad Vanovac,
Director, Key Business Accountants
