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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“Sinhasi is boutique, personalized and genuinely caring about the outcome of our financial planning. We have benefitted as a family as we have a long term, holistic plan in place which is scientific and thought through. We would recommend Sinhasi to others.”
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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“My family and I have been associated with Mimi from the year 2002 and we appreciate for her support and advice over the years in developing a rewarding financial plan. Sinhasi are committed and trusted financial advisors and they have consistently demonstrated a sound understanding of client needs and relevant financial investments. I have recommended Sinhasi to others. I would extend Mimi and her team my best wishes in all their endeavors.”
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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“For me what is unique about Sinhasi is that it is perhaps one of the few boutique financial advisors who cover the entire gamut of activities required for a family’s financial good health. It is not mere investments in Equity and Mutual Funds but comprehensive planning for the future based on personal requirements that are focused upon. Their forte is that they deal with each client at an individual level, rather than as one amongst many. My family has personally benefited through Sinhasi’s consistent care and advice given to us over the years. It has been a balancing of euphoria during good times and patience in down turns. Above all, their integrity in intent and execution has been unquestionable. I have recommended Sinhasi to my colleagues and friends.”
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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“The two most important things when one is taking an investment advice are TRUST and a PERSONALIZED approach. One needs to be sure that the advice is unbiased & there is no ulterior motive other than to that maximize returns for the client concerned. One also need to be sure that the advice is customized to the need of the client and the advisory firm understands the client well enough (including the investment psyche & the risk-taking ability). Mimi & her team evoke that kind of TRUST and COMFORT for every advice they give their clients – be it in term of investments, insurance or building a corpus for any long-term need.”
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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“Sinhasi has been an integral part of our family’s financial security from its very inception. Today my children too have chosen to depend on Sinhasi for securing their own financial aspirations. Attention to Detail, Rigorous Analysis and Honest, Tailored Solutions are the hallmark of Sinhasi’s functioning and the foundation of their success. I have recommended Sinhasi to others.”
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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“I have been dealing with Sinhasi team from 2012, I have found them very courteous, transparent and methodical in their dealings. I have benefitted financially with their investment plan made for me and reiterate my full confidence in them.”
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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“Of course, Sinhasi team came with very solid reference from a dear friend. After having experienced a well round financial planning backed up some very good value system (empathy, prompt response), I have also become a strong advocate of Sinhasi. I have moved several steps forward on financial planning with investment into PMS, covering of gaps in my insurance portfolio (now, I have house insurance, medical insurance and life cover – hence, I sleep well) and got sound advice on real estate investments and debt instruments as well. I have learnt a lot about financial planning through extended network of Sinhasi including insights from guest speakers from Bombay. Clearly, Sinhasi is quite well networked with experts in this trade. It is always good to work with like-minded people at Sinhasi who are very ethical in money matters.”
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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“I have not used personal financial advisors before, so can’t compare – but compared to Banks and wealth managers, Sinhasi does not try to push too many structured products onto us. Also, there is continuity as the relationship is with a set of people who are around for a longer period of time. Mimi’s personal touch and supervision plays a big role in building my confidence. Disciplined, holistic yet simplified financial planning that Sinhasi has helped me with has enabled me to eliminate the pressure or guilt of not having thought thru my investments and finances. It has made me feel less burdened as I know someone is watching out for my finances, freeing me up of my time to pursue other things in life. I have recommended Sinhasi to many others.”
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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“The service from Sinhasi is very personalized and looks out for customized solutions to suit individual needs. They have been very helpful to me in building a relevant and strong portfolio for me and my family. I have recommended Sinhasi to others.”
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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“I have known Sinhasi now from the year 2003, and have always told my wife and my family that if anything should happen to me to just call Mimi or anyone at Sinhasi…they will take care of all issues regarding my financial matters. This is my faith and trust in Sinhasi, their advice and what they do. I have also introduced them to many of my colleagues as their financial planning process is simple, clear and customized.”
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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“I was introduced to Mimi and her team at Sinhasi by a very dear friend of mine, Mrs. Kiran Mazumdar Shaw, who had recommended them highly. What I love about Sinhasi is that they made me feel very comfortable and secure, almost a familial feeling but with professionalism. The service is personalized to suit my changing circumstances and I appreciate them for explaining things to me in English and not jargon. Currently my children also have moved to Sinhasi, and I would heartily recommend them to anybody. I would recommend Sinhasi to others.”
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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“I have known Mimi’s penchant for investment banking long before she started Sinhasi. It was but a natural decision for me to entrust my investment needs to Mimi when she started Sinhasi. Sinhasi has differentiated itself as a specialist boutique investment advisory service which has catered to my requirements in a very personalized way. I have benefited from Sinhasi’s long term investment and insurance solutions which has buffered my investments in a turbulent investment environment. What is commendable is Sinhasi’s insightful understanding of market and policy dynamics. I have referred them to several potential clients who have nothing but praise. I wish Mimi and Sinhasi a future filled with exciting and rewarding opportunities.”
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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“Sinhasi has a group of talented and dedicated professionals whom you can trust to take care of your money. They take pains in understanding your financial needs, studying the market and marrying the two well. The biggest advantage I got when engaging with Sinhasi was being able to consolidate investments with minimal efforts. I would recommend Sinhasi to others.”
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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“A genuine eagerness to understand the clients requirements and provide a bespoke product, not just made to measure , is unique about Sinhasi. Finding a solution is more important than getting your account and they are realistic about expectations. I like the attitude and sincerity of the founder and the staff of Sinhasi. Actually I feel my association with Sinhasi is a partnership and not a transaction.”
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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“I deliberated about entrusting my investment portfolio to Sinhasi for a long time – largely due to the inertia of disturbing the status quo and partly due to the enormity of the decision. I am now wondering why I didn’t do it sooner! The attention to detail, their ‘technical’ understanding and insights on every investment option and, above all, the genuineness of their approach, comes through at every interaction and with everyone at Sinhasi. One doesn’t ever get the feeling of being ‘pushed’ to take a decision either way and that is a welcome difference.”
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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“I am very happy that Sinhasi has completed 12 fruitful years. Sincere Congratulations. This achievement has been possible because of your hard work and professionalism. What we like about Sinhasi is thier One to One approach, explaining everything personally, and the timely reminders not to miss any premiums / installments of premiums, etc. I once again take this opportunity to congratulate you and the Sinhasi team for this excellent achievement. All the best for the years to come. I have recommended Sinhasi to others.”
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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“Sinhasi bring in a deep understanding of my financial needs which combines both my articulated needs as well as their objectivity. By challenging my assumptions and engaging me in discussions around alternatives, they helped me get much more comfortable with the specifics of my plan. It is still early days, but I can say with conviction that Sinhasi have definitely put me on the rails to prudent financial planning. They have reminded me of my priorities & the gaps in my investment portfolio; and have forced me to take a much more disciplined approach. I am already feeling that I am in much better control than I was before I met them. I would recommend Sinhasi to others.”
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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“The relationship between a Client and the Financial Planner/ Advisor has the same character and characteristics that one finds between a person and his/ her Doctor or Lawyer. It sustains only if there is proven Competence and total Trust. I rate Sinhasi Consultants high on both these Parameters, and it makes engagement with them a rewarding and comforting partnership. I have been with them when Mimi started the Enterprise in her humble but sturdy manner. Her persona has reflected on the Organisation which has displayed both Competence and Trust..
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.”
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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“Sinhasi is more than a financial advisor. By including all aspects of long term planning and making it unique for each family, Sinhasi is more a trusted partner. I would recommend Sinhasi to others.”
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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“Mimi invests a great deal in the education of her team and in her own education. This has been both her personal passion as also a professional need. Sinhasi therefore comes up with clear stances and convincing positions, and combines that with a strong and genuine service orientation. Yes I would recommend Sinhasi to others.”
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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“I have changed my Financial Advisors several times over the years until I met the group at Sinhasi. I can see that they are truly interested in serving their clients in the best way possible and don’t hanker for the commissions – something that I found to be common with all my previous Advisors. Sinhasi is conservative with approach to money yet are always on the ball regarding the new financial opportunities in the market. I feel that my hard earned money is safe yet growing at the rate it should. I would recommend Sinhasi Consultants in a heartbeat. I am very satisfied with them.”
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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“Very approachable and transparent; answers all my questions; Generates clarity; a friend we can depend on to help us manage one’s finances.”
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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“Mimi and her team are conscientious, diligent and blessed with never-failing courtesy. While my wife and I probably have a portfolio which must be one of their smallest, we have always been treated as if we were extra-special. This in direct contrast to other folks (mainly foreign banks) with whom I have worked in the past, they only wanted to sell us more and more of their products and services. With their planned expansion into real estate services, Sinhasi will become far more helpful to folks like us who have the bulk of our investments in that asset class. We look forward to that. And in the interim, I have no hesitation whatsoever in recommending Sinhasi to anyone looking for help with solid, reliable financial planning and management. Here’s wishing you all things the best, Mimi and the Sinhasi team!”
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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“For us financial management has never been about money in the sense of actual balance, etc. It has been about an assurance that our reasonable needs, present and future, are met. We have never been good at it. We have neither time nor inclination! Why should we be? With Sinhasi as our advisors for 10 years now, we feel comfortable about our investments. Thank you Sinhasi, – our friend and advisor.
Yes, we have recommended Sinhasi to others.”
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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“Shortly after I retired in December 2002, a charming whirlwind called Mimi Partha Sarathy blew into my office, absolutely convinced that I needed her as a Portfolio Manager. When I mentioned to her that I already had one, she told me, very definitely, that one was not enough and that I should always have the option for a second opinion. As the song says “Whatever Mimi wants, Mimi gets”!!!! And so I got myself a second Portfolio Manager. She was then with IL&FS!! When Mimi decided to start Sinhasi she asked me to let her retain my account and since to me IL&FS meant Mimi and vice versa I had no hesitation in agreeing with her request. I have never regretted my decision!!!! I don’t pride myself as a great investor. In fact I am a terrible one. Fortunately, Mimi and Sinhasi have kept me on the straight and narrow and my portfolio has grown!! I am grateful to her and her colleagues for sticking by me even during the not so good times and helped save me from myself. And I love Sinhasi for it !!!!”
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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“Sinhasi’s main USP – Personal engagement and ability to be patience with the investors. We feel at home with the team at Sinhasi as it inspires trust Communication is easy and advice is friendly. I would recommend Sinhasi to others.”
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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“In a nutshell, Sinhasi stands for “Efficient and personalized Service Delivery “in our endeavor for creating Wealth. I would recommend Sinhasi to others.”
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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“I find the Sinhasi team provides a holistic, proactive financial planning. I trust their assessment and they have delivered on returns.
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.”
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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“I see Sinhasi as a Boutique Investment consulting organization, with a superb and strong leader. My family and I have benefited from good returns on Investments with safety of Capital. I certainly recommend Sinhasi to others who seek my views on Investments.”
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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“Sinhasi provides a transparent, proactive and strategy based investment planning. Their approach is fundamentally inclusive – they do not consider family members outside the purview or ambit of their planning process. This essentially removes the worry from the investor around when and how to enroll children as they grow into adults and such other issues. Their approach is to highlight the risk and options, recommend the most suitable one and when required, adopt a prescriptive approach so that an investor’s interests are protected.
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.”
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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“In this age of insecurities, tensions and hectic lifestyles, I had no time to focus on my own finances… Thanks to your personal attention and guidance, I know this aspect of my life is in safe hands. Your vision, attention to details, the timely advice, long term strategy to wealth building, and most of all the continuity in your service are key elements that I cannot expect from anybody else. Thank you Mimi and Sinhasi for being there. Yes I have recommended Sinhasi to others.”
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 is family to us – not even an extended family as the trust level is very high both ways. in case of any need, we look to Sinhasi to come and support us – 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. I do not have to worry about what will happen to me and wife in the coming years as adequate planning has been done already factoring all the needs.
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.”
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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“Sinhasi Consultants have been looking after my family’s financial affairs from 2006. They come as a complete package and plan for each families unique requirements.
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”
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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“Pro activeness and holistic planning is unique to Sinhasi. Other advisors I worked with in the past would wait for me to come up with an investment amount or idea and then ratify/reject it. With Sinhasi, I get the sense that there is someone looking out for me and my portfolio, and will make suggestions that I may not be able to come up with on my own.
I feel a sense of control over my financial situation after partnering with Sinhasi and also reassured for stability and growth in the future.”
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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“Sinhasi Consultants is your extended arm and they take inputs and suggestions from their clients before creating an investment plan. They understand the risk appetite of the client and come up with a tailor made solution. This is something I find unique in form of a personalized service rather than forcing the clients to make the traditional investments. Also their regular events help the clients understand the financial industry and the performance in Indian Scenario. Via these events, we as investors understand the rationale behind the actions taken by Sinhasi Consultants.
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”
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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I hadn't worked with financial advisors in India before and decided against getting one after I moved to Austria as I found the fees exorbitant, and I did not feel confident I would in fact be getting independent advice. I was however familiar with what I must expect from a good, independent financial advisor and from the very first call I had with Sinhasi they checked all the boxes for me. They listened and understood my risk profile, and asked questions that made me think harder and realise what my goals were and explained things to me in simple terms without any jargon.
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.
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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I have interacted with few financial planners earlier and have never felt that they were neutral and keeping my interest as primary. I always got a feeling that they were "selling" me a product rather than advising what is right for me. The advice was also not comprehensive and was more specific to a need. Ex: Insurance, Retirement etc.
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.
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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Sinhasi Consultants is Authentic & Holistic. The team have taken a genuine interest in our aspirations in order to be a sound consultant / enabler / financial philosopher to my wife and me. They have gone above & beyond more often than not and we are sincerely grateful for the same! We have slowly but surely witnessed a significant upside on our investments, enabled to have greater financial discipline & planning + insightful conversations/ interactions w.r.t. tailor-made future investment strategy. The team - They've put us at ease time and again and most importantly provided us the time, platform and opportunity to share our thoughts/ fears/ aspirations. They've owned them as their own and have married their insights, research & experience in industry to enable us to make informed investment decisions. Trust comes from people-experiences, and this is something that they've got bang on! I have recommended a few people already who have taken up Sinhasi / in the process of doing the same. I have absolutely no hesitation in recommending Sinhasi. I've always been a strong ambassador and advocate for them and will continue to remain so.
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 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.
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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In our short association of about three years, there is a great feeling of trust and confidence in me and my family in dealing with the Sinhasi team in managing our wealth. It’s a team of very talented and dedicated professionals, always ready to guide and proactively work out plans best suited to our short-term and long-term needs. The relationship with them is very comforting. The most significant contribution of the association has been being able to consolidate investments. Thank you, Mimi and team Sinhasi. We would surely recommend Sinhasi to others.
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 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.
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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I have been working with Sinhasi for 5+ years. It has been a pleasure interacting with the team. To begin with, they take the time to understand one's financial goals and risk tolerance and create a personalized investment recommendation. The team's knowledge and support make the whole process feel very easy and assuring. My portfolio is doing very well, and I've seen my returns grow significantly. They monitor the market, adjust my strategy as needed, and clearly explain everything. I can focus on other priorities, knowing my financial future is in safe hands.
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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I started my financial journey with Sinhasi in December 2021, drawn in by a strong referral from a trusted friend and the experience has been nothing short of exceptional. From day one, the team addressed all my queries with utmost professionalism and patience. What truly sets Sinhasi apart is their ability to explain complex financial concepts at a layman's level, ensuring that I fully comprehend every aspect of my portfolio.
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.
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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Sinhasi has a holistic approach to managing their customer's portfolio and come across as a trusted partner who look out for your best interests at every step and turn of your financial journey.
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.
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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I have been fortunate to have Sinhasi as my financial advisors. I firmly believe that the team is knowledgeable and looks out for the best interest of the client. They are humble, down to earth, not fancy, and they keep it real. They have always shown themselves to not just be available to address any question, but their approach has been one to make sure that my questions are genuinely addressed. There is no lip service to what they do. They provided me with a structured and balanced financial solutions, and one which has yield good returns over the period. Over an extended period of time, I have had good visibility into my financial goals and how my plans and actuals trend against those goals. I personally have a very high degree of trust with the Sinhasi team, and I will have no hesitation in recommending them to friends and family.
Mrs. Vismaya Firodia
Angel Investor, Yacht Consulting
Mumbai | Client since 2019
” Sinhasi was recommended to me by someone I…”
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Sinhasi was recommended to me by someone I admire and respect; and one meeting with Mimi was enough to see why. She quickly helped me understand the challenges of holding and managing wealth. Her insights and advise made complete sense and I signed up immediately with them. That was five years ago and I am happy to say that I have had an entirely positive experience with Sinhasi.
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.
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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We find Sinhasi Consultants to be truly unique in their approach to financial investments and advisory services. What sets them apart is their unwavering commitment to understanding our individual financial needs/goals and tailoring their recommendations accordingly. Rather than offering generic advice, they take the time to comprehensively analyse my financial situation, considering both short-term needs and long-term aspirations.
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.
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….”
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I have been really happy with the kind of service that you and your team have provided me over the last 4 years. In the financial services space, trust is such a critical attribute; my dealings with the Sinhasi team have made me believe that not only may I trust them, but that I may also lean on them for both reliable advice and easy implementation of investment services. I hope to continue my relationship with you and your team over the next few years.
