
Holistic Wealth Management
Strategy, Discipline and Care for your Wealth
For leaders, corporate professionals and families seeking an integrated, disciplined approach to growing and protecting wealth.

Our Core Service Areas
At Sinhasi, wealth management is not just about returns, – it’s about aligning every investment decision with your long-term goals, values, and legacy vision. We combine strategy, disciplined execution, and personal care to grow and protect your wealth through changing market cycles.
We craft a comprehensive roadmap that supports your life goals.
• Retirement Planning — Secure a confident, sustainable lifestyle throughout your golden years.
• Goal-Based Planning — Achieve major milestones like home purchase, career planning, business expansion, and giving back.
• Children Milestone Planning — Plan for your children’s major milestones such as education both in India & Overseas, marriage and career ambitions.
Active portfolio construction and management to balance regulator-compliant investment opportunities and prudent risk for optimum returns.
Regular rebalancing and fine-tuning of your portfolio for ideal alignment with market and personal changes.
Compliant, strategic planning to minimise tax outflows.
Insurance structures and contingency strategies to protect your wealth.
Our Core Service Areas
Financial Planning
We craft a comprehensive roadmap that supports your life goals
Retirement Planning
Secure a confident, sustainable lifestyle throughout your golden years.
Goal-Based Planning
Achieve major milestones like home purchase, career planning, business expansion, and giving back.
Children Milestone Planning
Plan for your children’s major milestones such as education both in India & Overseas, marriage and career ambitions.
Investment Management
Active portfolio construction and management to balance regulator-compliant investment opportunities and prudent risk for optimum returns.
Portfolio Optimization
Regular rebalancing and fine-tuning of your portfolio for ideal alignment with market and personal changes.
Tax Optimization
Compliant, strategic planning to minimise tax outflows.
Risk Management
Insurance structures and contingency strategies to protect your wealth.
Why Leaders Choose Sinhasi

Each Client is UNIQUE
Personalization in line with your Financial Goals with a 360° approach helps that we deliver sustainable Alpha returns through your journey with us.
Let’s make every rupee earned work harder for you.

Tailor-made strategies for complex needs

Transparent, research-driven process

Integration with overall financial & life plan

Long-term partnership on mutual trust
What sets us Apart
Balancing Vision, Strategy, and Agility — The Sinhasi Way.

The Zen of Investing
‘The Zen of Investing’ is about always keeping a steady mind in “Dynamic Balance” at all times. Combining alertness & calmness during turbulence, coupled with execution excellence facilitates that your money grows in the optimum way. KNOW MORE

Personalized 360° Wealth Plans
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.

Agile Execution
We curate the right mix of investment solutions, best suitable for you, that enables sustainable Alpha returns, even during turbulent times. We execute on time with service excellence so that never is an opportunity lost.
THE WORDS THAT MATTER
Our Clients Speak

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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FAQs
Our approach combines active portfolio monitoring with 360° planning—linking your investments to your goals, risk profile, tax efficiency, and holistic financial strategy.
We offer financial planning (including retirement and goal-based planning), investment management, ongoing portfolio optimization, tax-efficient structuring, and risk mitigation.
Absolutely. We integrate your current assets and coordinate with your existing professionals to create a unified wealth strategy.
Through regular performance monitoring and dynamic rebalancing, we ensure your portfolio consistently reflects your evolving objectives and market trends.
No—our advisory recommendations are objective and unbiased. For clients opting for distribution services, we fully disclose any commissions transparently.
When you are ready to strengthen your investment & wealth strategy with a disciplined, integrated approach, Sinhasi is the right partner for your Holistic Wealth Management.
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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.