Exclusive Wealth Management
for Accomplished Professionals
Where LEADERS shape their LEGACY
JOIN A SELECT COMMUNITY OF BUSINESS LEADERS, SENIOR EXECUTIVES, & GLOBAL PROFESSIONALS WHO HAVE CHOSEN
THE SINHASI BESPOKE ADVISORY TO ELEVATE THEIR FINANCIAL JOURNEY.
Exclusive Wealth Management
for Accomplished Professionals
Where LEADERS
shape their LEGACY
THE SINHASI BESPOKE ADVISORY
TO ELEVATE THEIR FINANCIAL JOURNEY.
JOIN A SELECT COMMUNITY
OF BUSINESS LEADERS, SENIOR EXECUTIVES, & GLOBAL PROFESSIONALS WHO HAVE CHOSEN SINHASI’S BESPOKE ADVISORY
TO ELEVATE THEIR FINANCIAL JOURNEY.
Uncover perspectives from leaders who have walked this path
Client Speak

Mrs. Kiran Mazumdar Shaw
Chairman and Managing Director,
Biocon Ltd.
BENGALURU • CLIENT SINCE 2005
“Sinhasi has differentiated itself as a specialist boutique investment advisory service…”
READ TESTIMONIAL

Mrs. Kiran Mazumdar Shaw
Chairman and Managing Director,
Biocon Ltd.
BENGALURU • CLIENT SINCE 2005
“Sinhasi has differentiated itself as a specialist boutique investment advisory service…”
READ TESTIMONIAL

Mr. Gaurav Gandhi
Vice President, Amazon Prime Video, Asia-Pacific & Middle East-North Africa
MUMBAI • CLIENT SINCE 2006
“Mimi & her team evoke that kind of TRUST and COMFORT for every advise they give their clients…”
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Mr. Ajoy Chawla
CEO (Jewellery), Titan Company Ltd.
BENGALURU • CLIENT SINCE 2007
“Disciplined, holistic yet simplified financial planning that Sinhasi has helped me with has enabled me to eliminate the pressure or guilt …”
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Mr. Sandeep Singh
MD, Tata Hitachi Constructions Machinery Ltd
Former MD, Toyota Motors (APAC)
BENGALURU • CLIENT SINCE 2012
“I have benefitted financially with their investment plan made for me and reiterate my full confidence in them.”
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Mr. Shailesh Chaturvedi
MD & CEO, Arvind Fashions Limited
Former CEO, Tommy Hilfiger India
MUMBAI • CLIENT SINCE 2013
“It is always good to work with like-minded people at Sinhasi who are very ethical in money matters…”
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Mrs. Waheeda Rehman
Padma Bhushan Awardee • Dadasaheb Phalke Awardee • Noted Film Actor
MUMBAI • CLIENT SINCE 2010
“…they made me feel very comfortable and secure, almost a familial feeling…”
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Mr. Alok Gupta
MD, Allied Blenders & Distillers Ltd
Former Partner, Essar Capital
MUMBAI • CLIENT SINCE 2007
“Sinhasi’s main USP – Personal engagement and ability to be patience with the investors…”
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Mr. Narayan Prasad Shankar
CTO and Head of AI, Data Engineering and Analytics, Zensar Technologies
Bengaluru • Client since 2022
“I have interacted with few financial planners earlier and…”
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With that background, I want to say that I have always felt Sinhasi is keeping my interest/goals in mind and very transparent about the fees structure. Sinhasi is a "one-stop-shop" for all my financial needs and advise. These are the unique qualities of Sinhasi.
The specific outcomes were Consolidation of various investments under one folio, Discontinuation of few products which were not very efficient, Establishing clarity of my future needs and the total amount required to meet my goals, Investment in products to suit my risk profile, "Peace of mind" that my family will not have to run around in future to get access to my savings (if something happens to me).
I would definitely recommend everyone to seek professional advice from someone who keeps client interest as paramount. I believe Sinhasi qualifies in this regard.

Mr. Sanjeev kakkar and
Mrs. Sandhya Kakkar
Business Strategist | Former President and Chief Strategy Officer, Vihaan Networks Ltd.
Gurugram, Delhi NCR | Client since 2021
“In our short association of about three years….”
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Mr. Saurabh Mandal
Senior Director Global Raw Materials, Target
Former S.r Director Supply Chain, Asia, Kontoor Brands
HONG KONG • Client since 2014
“Sinhasi is unique in educating its clients about …”
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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.

Dr. Sunita Maheshwari
Chief Dreamer & Co – Founder,
Teleradiology Solutions
BENGALURU • CLIENT SINCE 2003
“Sinhasi is boutique, personalized and genuinely caring about the outcome of our financial planning…“
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Mrs. Sucheta Pal & Mr. Vivek Abhichandani
Wellness Program Curator, Rashtrapati Awardee
Manager, Trust & Safety at Google
Hyderabad | Client since 2017
“Sinhasi has a holistic approach to managing their….”
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Building consistency in our investments and giving us immense confidence to stay put during challenging circumstances has been an important benefit that Sinhasi has brought to our thinking.
In last few years, there were few major changes in the market (E.g. Franklin Debt Fund closure, Leadership changes in major fund houses, Pandemic etc) and Sinhasi was able to tread the delicate balance between staying with a strategy for long term gains vs pivoting when necessary and being completely transparent with their perspective makes them a trusted partner.
Be clear about your risk profile and goals, if not - be comfortable in asking difficult questions and validating your assumptions. Post that, having faith on the mutually agreed plan for at least a few years before evaluating alternate avenues.

Mrs. Chitra Talwar
Business Consultant • Former VP, International Sales, Pepsico, New York
BENGALURU • CLIENT SINCE 2010
“I trust their assessment and they have delivered on returns…”
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They understand their client needs very clearly and work in a disciplined way to provide sound wealth managment advice
Overall they have given me a great sense of assurance. I would recommend Sinhasi to others.”

Personalized Virtual Family Office | SEBI Registered Investment Adviser
26+
Years of exp
150+
Families Served
3 Generations
Relationships Spanning

Let your wealth work
quietly in the background

Devote your energy
to what truly matters

Embrace life’s pursuits,
joyfully uninterrupted

Zen of Investing

Family Office
Investment Adviser
26+
Years of exp
150+
Families Served3 Generations
Relationships Spanning
Helping your wealth reflect your life’s true purpose
The Sinhasi Way

Protect
Your Wealth
360° HOLISTIC WEALTH PLAN
WILL & ESTATE PLANNING
INSURANCE PLANNING

Enrich
Your Investment
INVESTMENT PLANNING
REAL ESTATE PLANNING
TAX PLANNING

Nurture
Your Financial Wisdom
SMART ABOUT MONEY
STARTING 'EM YOUNG
WOMEN & MONEY
360° Financial Planning Services
Personalized Wealth Plans thoughtfully crafted for your family’s unique goals & aspirations
We dedicate time to understanding your perspective on risk and reward, your investment horizons, and the priorities that shape your financial journey ensuring every recommendation aligns with what matters most to you.

Financial Planning

Investment Planning

Money & Children

Insurance Planning

Retirement Planning

Tax Planning

Estate & Succession Planning

Real Estate Planning

Social Responsibility
360° Financial Planning Services
Personalized Wealth Plans thoughtfully crafted for your family’s unique goals & aspirations
We dedicate time to understanding your perspective on risk and reward, your investment horizons, and the priorities that shape your financial journey ensuring every recommendation aligns with what matters most 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
Delivered with Professionalism and Client-First Approach

Holistic Wealth Management
A focused, flexible and personalized service designed for individuals and families seeking professional guidance and ongoing support for their financial goals.

Virtual Family Office Advisory
A dedicated and holistic approach for families seeking to coordinate and enhance every aspect of their financial affairs.
Models of Engagement with Sinhasi Consultants Pvt. Ltd.
Model 1:
AMFI-registered Mutual Fund Distributor
ARN: 33430
Date of Registration: 06.12.2005
Valid Till 05.12.2025
Model 2:
SEBI-registered Investment Adviser
Type: NON-INDIVIDUAL
Registration Number: INA200004177
BSE Enlistment Number: 1776
Models of Engagement with Sinhasi Consultants Pvt. Ltd.
Model 1:
AMFI-registered Mutual Fund Distributor
ARN: 33430
Date of Registration: 06.12.2005
Valid Till 05.12.2025
Model 2:
SEBI-registered Investment Adviser
Type: NON-INDIVIDUAL
Registration Number: INA200004177
BSE Enlistment Number: 1776
Working Together
Focus on what drives you, as we make your money work harder for you.
At Sinhasi, we believe true financial wellbeing is more than just numbers—it’s about feeling empowered, understood, and able to pursue what inspires you most.
Our role is to be your thoughtful partner, making your wealth work quietly and effectively in the background, so you can focus on your work, your family, your passions and feel on ‘Top of Your Game’.

Our aim is to build relationships founded on empathy, trust, and genuine understanding. We strive to be the preferred partner for professionals and families who value clarity, discretion, and a holistic approach to growing and preserving wealth.
At Sinhasi, your aspirations shape our advice, and your peace of mind is our greatest reward. Together, we help you move through life’s milestones with confidence and purpose—so you can pursue your dreams, knowing your financial wellbeing is in good hands.

We believe your wealth is best maximized when you feel ‘on top of your game’ with your finances and investments.
Our approach is focussed on being interactive, supportive yet non-distracting to enable your money works harder for you.
Our Partnership Based on Knowledge and Trust ensures that you focus on your work, family & passions in your life, as we at Sinhasi focus on enriching your finances. Regular discussions and decisions allow you to stay in control of your portfolio and investments as we partner you in your financial journey.
Our Informative yet Brief Portfolio Summaries, regularly sent to you, empower you to have effective dialogues with us and manage your finances effortlessly. We insist on regular one-on-one conversations, getting your views but also firmly guiding you towards more informed decisions.
Start Your Legacy Today!
Connect With Us

The phrase “360° Financial Planning Services”, “Holistic Wealth Management” and “Virtual Family Office Advisory” are comprehensive and holistic services and includes some of the services (i.e. insurance planning, Long-term Healthcare Assistance, risk management, Tax planning, tax optimization, Comprehensive Tax Assistance, Real Estate Planning, Estate, Legacy & Succession planning, OCI and NRI Services) fall under various acts/ regulations/ governed by various regulatory bodies and are not under the purview of SEBI, and hence no recourse through SEBI is available to the investors for their grievances related to such products/services.