Build Financial Dreams
with our Customized
Wealth Architecture
ONE-STOP SOLUTION FOR YOUR FINANCIAL SUCCESS
From planning to investments, from alpha returns
to insurance, taxes, & legacy planning.

SEBI Registered Investment Adviser
25+
Years of exp150+
Families Served
3 Generations
Relationships Spanning
100%
“Enriched” Clients

Build Financial Dreams
with our Customized
Wealth Architecture
ONE-STOP SOLUTION FOR YOUR FINANCIAL SUCCESS
From planning to investments, from alpha returns
to insurance, taxes, & legacy planning.

SEBI Registered Investment Adviser
25+
Years of exp
150+
Families Served3 Generations
Relationships Spanning
100%
“Enriched” Clients360° Financial Planning Services
Personalised Wealth Plans are specially prepared for you in line with your Family Goals. We take this very seriously and hence spend time to understand your attitude towards risk and reward, your time horizons, and other key factors that matter to you.

Financial Planning

Investment Planning

Insurance Planning

Retirement Planning

Money & Children

Tax Planning

Will, Trust & Estate Planning

Real Estate Planning

Social Responsibility
360° Financial Planning Services
Personalised Wealth Plans are specially prepared for you in line with your Family Goals. We take this very seriously and hence spend time to understand your attitude towards risk and reward, your time horizons, and other key factors that matter to you.

Financial Planning

Investment Planning

Insurance Planning

Retirement Planning

Money &
Children

Tax Planning

Will, Trust & Estate Planning

Real Estate Planning

Social Responsibility
Our Service Suites
Financial Planning &
Advisory Services
Customized Holistic Financial Plans

Investment Planning
Goal-Based Return Optimization

Insurance Planning
Health Insurance
Life Insurance
Distribution
Services
Relevant & Prudent Investment Solutions

Investment Solutions
Mutual Funds
Real-Estate | Gold Portfolio Mgmt Service

Insurance
Life Insurance
Health Insurance Home Insurance
Financial Planning
&
Advisory Services
Customized Holistic Financial Plans

Investment Planning
Goal-Based Return Optimization

Insurance Planning
Health Insurance
Life Insurance
Distribution
Services
Relevant & Prudent Investment Solutions

Investment Solutions
Mutual Funds
Real-Estate | Gold Portfolio Mgmt
Service

Insurance
Life Insurance
Health Insurance
Home Insurance
Why do HNI's need a Financial Planning advisor?
Strategic Wealth Management
Investment Diversification & Risk Mitigation
Tax Optimization & Compliance
Estate & Legacy Planning
Liquidity & Cash Flow Management
Protection Against Economic Uncertainties
Philanthropy & Social Impact Investing
Peace of Mind & Time Efficiency

THE WORDS THAT MATTER
Client Speak

“The two most important things when one is taking an investment advice are TRUST and a PERSONALIZED approach…Â (which)Â Mimi & her team evoke…”
Mr. Gaurav Gandhi
Vice President – Amazon Prime Video, APAC Singapore

“Sinhasi is boutique, personalized and genuinely caring about the outcome of our financial planning..”
Dr. Sunita Maheshwari
Chief Dreamer & Co – Founder, Teleradiology Solutions

“I have been dealing with Sinhasi team from 2012, I have found them very courteous, transparent and methodical in their dealings…”
Mr. Sandeep Singh
MD, Tata Hitachi Limited • Former MD, Toyota Motors (Asia Pacific)
STAY UPDATED!
Track your Portfolio
WITH THE SINHASI CLIENT PORTAL

STAY UPDATED!
Track your Portfolio
WITH THE SINHASI CLIENT PORTAL


Wealth Beyond Generations – Start Your Legacy Today!
We firmly believe that managing investments and portfolios is a very serious business. We stand firm and accountable for each one of our clients’ financial goals & their future as well as for their families. That is why we are preferred investment partners to our clients over the past several years.
MIMI PARTHA SARATHY
Managing Director,
Sinhasi Consultants Pvt. Ltd
We firmly believe that managing investments and portfolios is a very serious business. We stand firm and accountable for each one of our clients’ financial goals & their future as well as for their families. That is why we are preferred investment partners to our clients over the past several years.
MIMI PARTHA SARATHY
Managing Director,
Sinhasi Consultants Pvt. Ltd
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FAQs for HNi's
Establish trusts, structured wealth transfer plans, and financial literacy for heirs.
Use tax-efficient investments, deductions, exemptions, and trust structures.
Allocate funds across equities, bonds, real estate, and alternative assets.
Keep at least 10% of your portfolio in liquid assets for flexibility.
Diversify, hedge risks, and rebalance portfolios periodically.
Create wills, trusts, and tax-efficient inheritance plans.
Invest in inflation-hedging assets like gold, real estate, and equities.
Look for fiduciary advisors with experience in HNWI wealth management.
A personalized mix of growth, income, and alternative investments.
Use donor-advised funds, charitable trusts, and strategic giving plans.