
Virtual Family Office Advisory
Your Family’s Dedicated Financial Command Centre
Integrated, high-touch advisory for ultra-HNIs seeking optimal returns,
clarity, control, and continuity in their wealth.
Virtual Family Office Advisory
Your Family’s Dedicated
Financial Command Centre
Integrated, high-touch advisory for ultra-HNIs seeking optimal returns,
clarity, control, and continuity in their wealth
JOIN A SELECT COMMUNITY
OF BUSINESS LEADERS, SENIOR EXECUTIVES, & GLOBAL PROFESSIONALS WHO HAVE CHOSEN SINHASI’S BESPOKE ADVISORY
TO ELEVATE THEIR FINANCIAL JOURNEY.

Our VFO Service Suite
(Virtual Family Office)
A Virtual Family Office (VFO) offers UHNW (Ultra High Net Worth) families a centralised approach to managing all aspects of wealth without the overhead of an in-house team.
At Sinhasi, we coordinate every element of your financial affairs to ensure your entire wealth is maintained in a cohesive, simple and clear manner.
We believe that wealth management is not just about returns, – it’s about aligning every investment decision with your long-term goals, values, and legacy vision.
Integrated approach and holistic advice for every element of your portfolio.
Smooth, tax-efficient wealth transfer that preserves family harmony.
Educating and guiding the next generation on how to protect, enrich and nurture wealth.
Structuring and monetising cross – border equity compensation efficiently.
Ensuring global portfolios integrate seamlessly with Indian assets.
Planning and assisting for medical and healthcare needs with precision and empathy.
Comprehensive assistance for tax optimisation across jurisdictions.
Strategic acquisition, sale, and management guidance.
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.
For families seeking optimum returns, cutting edge investment opportunities , strategic clarity and seamless execution across generations, Sinhasi’s VFO (Virtual Family Office) Advisory offers unmatched coordination and care.
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…”
READ TESTIMONIAL

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 …”
READ TESTIMONIAL

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.”
READ TESTIMONIAL
Start Your Legacy Today!
Connect With Us

FAQs
A VFO is a centralized, high-touch advisory service that manages all aspects of an UHNW family’s financial life, similar to an in-house CFO but without operational overhead.
Ultra-high net worth families, multi-generational households, and business-owning families seeking integrated planning—spanning estate, tax, healthcare, investment, and legacy needs.
Our VFO includes holistic wealth management, estate/succession planning, intergenerational wealth transfer guidance, long-term healthcare assistance, income tax
coordination, ESOP/RSU advisory, OCI/NRI support, and real estate services.
Unlike planning that often stops at investments, a VFO handles the entire financial ecosystem—strategic coordination across legal, tax, healthcare, property, and succession planning.
We offer a private, no-obligation consultation to understand your family’s unique needs and discuss how Sinhasi’s VFO can align with your legacy goals.
Featured In







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.