Testimonials

Our Wealth is Our Clients

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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Mr. Kanchan Pant
Former MD, VFC Global, Hong Kong
BENGALURU • CLIENT SINCE 2007
“Sinhasi are highly committed and trusted financial advisors and they have consistently demonstrated a sound understanding of client needs..”
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Mr. Sunil Alagh
Chairman, SKA Advisors • Former MD, Britannia Industries Ltd.
MUMBAI • CLIENT SINCE 2000
“My family has personally benefited through Sinhasi’s consistent care and advice given to us over the years…”
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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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Late Mr. Ravi Nedungadi
Former President UB Group.
BENGALURU • CLIENT SINCE 2002
“Attention to Detail, Rigorous Analysis and Honest, Tailored Solutions are the hallmark of Sinhasi’s functioning…”
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Mr. Sandeep Singh
MD, Tata Hitachi Limited • Former MD, Toyota Motors (Asia Pacific)
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
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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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. Ashok Capoor
Former MD & President, United Spirits Ltd.
BENGALURU • CLIENT SINCE 2008
“They have been very helpful to me in building a relevant and strong portfolio for me and my family…”
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Mr. P.A. Murali
CEO & Administrator - Sringeri Math | Former ED & CFO, United Spirits Ltd.
BENGALURU • CLIENT SINCE 2003
“…just call Mimi or anyone at Sinhasi…they will take care of all issues regarding my financial matters. This is my faith and trust…”
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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 but with professionalism.”
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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…”
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Mr. Kapil Sood
Former Business Head, South Asia, Thermo Fisher Scientific
BENGALURU • CLIENT SINCE 2009
“The biggest advantage I got when engaging with Sinhasi was being able to consolidate investments with minimal efforts…”
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Mr. Gautam Nevatia
Director, Vinar Systems Private Ltd.
BENGALURU • CLIENT SINCE 2016
“Finding a solution is more important than getting your account and they are realistic about expectations…”
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Mr. I. P. Suresh Menon
Director General, International Spirits & Wines Association (India) • Advisor, Diageo India
BENGALURU • CLIENT SINCE 2012
“The attention to detail, their ‘technical’ understanding and insights on every investment option and, above all, the genuineness of their approach…”
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Mr. Jawahar Gopal
Director, Featherlite Group
BENGALURU • CLIENT SINCE 2013
“What we like about Sinhasi is your One to One approach, explaining everything personally, and the timely reminders not to miss any premiums…”
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Mr. Prasad Narasimhan
Managing Partner, Asia, The Brand Gym
BENGALURU • CLIENT SINCE 2012
“…they helped me get much more comfortable with the specifics of my plan… and have forced me to take a much more disciplined approach.”
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Mr. Pradeep Bhargava
Former MD, Cummins India Ltd. • Past Chairman, CII (Western Region)
PUNE • CLIENT SINCE 2000
“Her persona has reflected on the Organisation which has displayed both Competence and Trust…”
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My engagement with Sinhasi started when I had completed about 25 years of work experience and had all the anxiety of mid-life career. Sinhasi (Mimi) captured the status , and factored all aspects of my future journey (career growth, settling my two children, retiral needs…) very comprehensively and steered my financial planning diligently. I clearly see the benefits as i enter the evening of my professional journey. And it has also given the base for my son and daughter’s financial planning for years to come.”

Mr. C. S. Murali
Chairman, Entrepreneurship Cell at IISc, Bengaluru
BENGALURU • CLIENT SINCE 2005
“Sinhasi is more than a financial advisor…”
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Mr. M. N. Rao
Former MD, Tata Business Support Services
HYDERABAD • CLIENT SINCE 2006
“Sinhasi therefore comes up with clear stances and convincing positions…”
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Ms. Kashvi Rekhy
Entrepreneur and Author
MUMBAI • CLIENT SINCE 2013
“Sinhasi is conservative with approach to money yet are always on the ball regarding the new financial opportunities in the market…”
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Mr. Amrit Thomas
Chief Data Officer, Zee Entertainment Enterprise, Former President & CMO, Diageo India
BENGALURU • CLIENT SINCE 2013
“…a friend we can depend on to help us manage one’s finances…”
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Mr. G. Ajay Row
Founder & Chairman, Loyalty Caravan, Former Founder & CEO, Litmusworld
MUMBAI • CLIENT SINCE 2006
“Sinhasi will become far more helpful to folks like us who have the bulk of our investments in that asset class…”
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Mrs. Shashikala & Dr. Muralidhar Rao
Leading Ophthalmologist & Surgeon
BENGALURU • CLIENT SINCE 2008
“With Sinhasi as our advisors for 10 years now, we have been rest assured about our investments…”
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Yes, we have recommended Sinhasi to others.”

Mr. Sarosh J. Ghandy
Former MD, Telco Construction Equipment Ltd.
BENGALURU • CLIENT SINCE 2003
“Mimi and Sinhasi have kept me on the straight and narrow and my portfolio has grown!!…”
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Mr. Alok Gupta
Managing Director, Allied Blenders and 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. K. S. Jayanth kumar
Former MD, BPL Cellular • Former CEO, BPL Ltd
BENGALURU • CLIENT SINCE 2003
“Sinhasi stands for “Efficient and personalized Service Delivery…”
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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.”

Mr. Ajit Kumar Bhattacharjya
Chairman & MD, ABCON Engineering
DELHI • CLIENT SINCE 2003
“My family and I have benefited from good returns on Investments with safety of Capital…”
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Mr. Buddhadeb Das Gupta
Sr. VP (Payment Solutions), Volante Technologies
BENGALURU • CLIENT SINCE 2010
“Their approach interestingly provides a very secure feeling…”
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Being with Sinhasi has ensured that our financial needs have been carefully planned and met – even sudden unplanned needs have been meet comfortably. The performance of the portfolio has been decent when compared against benchmarks. Their approach interestingly provides a very secure feeling, unlike most wealth advisors with whom the relationship is somehow very professional. I would recommend Sinhasi to others.”

Mrs. Swarna Dinkar & Mr. Dinkar Sitaram
VP, VSM Software (P) Ltd.
Professor Director, PES University
BENGALURU • CLIENTS SINCE 2006
“…Your vision, attention to details, the timely advice, long term strategy to wealth building…”
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Mr. K V Laxminarayan
Former Chief Of Staff & VP Operations - Primesourcing, Oracle Financial Services Software Ltd.
CLIENT SINCE 2002
“Sinhasi are truly our partner who is interested in our wellbeing and so are we and this triggers a ‘win win’ situation for both of us…”
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Sinhasi’s relationship with us goes back to over a decade and they have understood our objectives and requirements – with proper distribution of funds, they have taken care of most of the eventualities – short term liquid, or long term investment, life and health related needs – comprehensively covered – the bottom line is “we sleep well – thanx to Sinhasi. I have recommended Sinhasi to many others.”

Capt. Harish Jolly
Merchant Navy (Retd)
KOLKATA • CLIENT SINCE 2006
“They come as a complete package and plan for each families unique requirements…”
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What sets them apart is that they are always available and deal with their clients on a personal level. They have steered my family’s financial affairs through good years and bad years successfully. The best way to describe them would be consultants you can trust”

Divya Khanna
Former VP & Director, J. Walter Thompson Worldwide
BENGALURU • CLIENT SINCE 2017
“I feel a sense of control over my financial situation after partnering with Sinhasi…”
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I feel a sense of control over my financial situation after partnering with Sinhasi and also reassured for stability and growth in the future.”

Mr. Vinayak Iyer
Head, Corporate Branding, Regional Marketing, Client and Partner Marketing
BENGALURU • CLIENT SINCE 2008
“They understand the risk appetite of the client and come up with a tailor made solution…”
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I have known Sinhasi Consultants since the time I was a student and not a working professional. They used to and still continue to be financial advisors and planners for my father and his network of friends and colleagues. There is a trust factor which is built and for me now as a working professional, I can think about my professional life, and not worry about my investment planning and finances. I know it is in “Safe Hands”

Ms. Saranya Balasubramanian
Researcher, Austrian academy of sciences
Vienna - Austria
“I hadn’t worked with financial advisors in India before and decided …”
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In the weeks and months following my dad's death we felt overwhelmed navigating the numerous investment schemes and insurances mired in spelling errors in crucial details and it is at this stage we engaged with Sinhasi. I am deeply impressed by their swift and proper analysis of the entire portfolio and their immense help claiming and transferring those to my mother.
When settling our father’s estate, the integrity shown by our Sinhasi partners was very reassuring. They showed a bias for action where needed but did not take shortcuts and ensured things were done by the books.

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.

Mrs. Ankita Bajaj & Mr. Karthik Shankar
Marketing Lead, Amazon India
Head - Modern Trade/Key Accounts, adidas Group
Bengaluru | Client since 2018
“Sinhasi Consultants is Authentic & Holistic….”
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Mrs. Priyanka Prasad Pillai
Founding Partner, The Stewdio
Kerala | Client since 2021
“The zen that Sinhasi brings to their approach when advising…”
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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.

Mr. Sanjeev kakkar & Mrs. Sandhya Kakkar
Business Strategist | Senior Advisor, Lepton Software 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 Supply Chain, Asia, Kontoor Brands, Inc
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.

Mr. Eshwar Murali
Partnerships | UPI | Google Pay India
Bengaluru | Client since 2019
“I have been working with Sinhasi for 5+ years…”
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Mr. Umang Chaturvedi
Head of Policy & International Affairs – Mylan Laboratories
Delhi | Client since 2021
“I started my financial journey with Sinhasi in December 2021…”
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Mimi and her team's guidance has been invaluable in steering clear of potential mis-selling traps, offering unbiased advice that aligns with my financial goals. The accessibility of the team is noteworthy – they are available 24x7, providing the assurance that expert assistance is just a message or call away.
The operation and execution have been incredibly smooth, reflecting the team's expertise and dedication to their clients. I appreciate the unbiased advice and personalized guidance, making my financial journey with Sinhasi a reliable and enriching experience. In a world where financial decisions can be overwhelming, Sinhasi Consultants stands out as a trustworthy partner, offering not just financial advice but a holistic approach to secure and optimize my financial well-being. I would recommend Sinhasi to others.
It has been a pleasure working with Mimi & team and I am sure our association which is based on mutual trust and honesty will continue to grow stronger in years ahead.

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.

Mr. Colin Pareira
Vice President – Planning & Operations, Wolverine Worldwide
HONG KONG | Client since 2010
“I have been fortunate to have Sinhasi as my financial advisors….”
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Mrs. Vismaya Firodia
Angel Investor, Yacht Consulting
Mumbai | Client since 2019
” Sinhasi was recommended to me by someone I…”
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I have come to appreciate their sensible approach to wealth management & investing. I have experienced that Mimi always gives me sound advice and perspectives - translating the math of investments into a sound plan to support my life goals as per my particular requirements - presently and few years down the line. She has educated me well on all the inherent risks and expectations of returns; and guided me to a holistic, long-term plan, steering me away from risky ideas and grounding me to resist impulses.
Her team is well organized and always responsive; they keep me updated on the market scenarios and suggest sensible strategies & send me important reminders. Everything is 100% transparent and it's a relief for me to have experts to rely on in the world of finance. I am grateful to have Mimi's intuitive clarity & her disciplined team batting for me and happy to recommend them to anyone looking for a financial planner and advisor.

Mr. Ricky Bedi & Mrs. Dipika Bedi
Vice President, Yellow.ai | Former Group Director, Cadence Design Systems
Chief Engagement Officer, Telerad Group of Companies
Bengaluru | Client since 2008
“We find Sinhasi Consultants to be truly unique in….”
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What truly stands out is their depth of expertise across various financial domains. Their holistic approach ensures that every aspect of our financial well-being is meticulously addressed.
Sinhasi Consultants has earned our trust and confidence as a reliable partner for our financial well-being through several key attributes. First and foremost, their integrity and transparency are unparalleled. From the initial consultation to ongoing discussions about my financial strategy, Sinhasi Consultants have consistently demonstrated honesty and openness. Their track record of success is another testament to their reliability. Sinhasi Consultants have a proven history of helping clients achieve their financial objectives. In addition is their professionalism.
I would wholeheartedly recommend them without hesitation. Sinhasi Consultants offers a level of personalized attention and expertise that is truly unmatched. They take the time to understand your unique financial goals, concerns, and aspirations, crafting a tailored strategy that aligns perfectly with your needs.

Mrs. Anuradha Roy Chowdhury
Head of Operations at Parikrma Humanity Foundation
Bengaluru | Client since 2021
“I have been really happy with the kind of service that you….”