The zen that Sinhasi brings to their approach when advising and educating me on nuances around wealth creation and management. Mimi and the team symbolise trust. Especially as someone who believed financial advisors / planners are meant for people with a surplus of wealth and not for those who are early in their wealth creation journey, Sinhasi has shown me that it's never too early or too little a corpus to make sure that your money is working for you - and that's what they are here for.
The specific outcomes were - Wealth creation like I never knew was possible - I feel great financial security in knowing that my advisors have a plan for my financial ambitions and will protect me, to the best of their knowledge and ability, in the face of downfalls. - A better understanding of financial management, how markets work, and how sustainable growth of money is achieved. more calculated decisions regarding financial investments - Better management of annual investment commitments, no matter how many follow-ups it takes.
Transparency and responsiveness of the team, openness to consider my suggestions and advise me for or against them, patience and courtesy, given I consider myself a young investor in comparison to their very established and successful clients - they explain things in great detail and are very patient with all my questions – these are some key aspects that make Sinhasi Consultants a trusted and reliable partner.
Especially to a younger demographic, I would say that there is merit in working with established planners, over the many new/young players if you're looking at sustainable wealth creation. In that sense, Sinhasi truly knows what they are doing and will demonstrate it to you in the first two meetings. No amount of funds is too little to consider - the team is transparent enough to advise you, they do not view you as just a potential paying client, and everything is recommended with your best interest in mind.