Virtual Family Office Advisory
Virtual
Family Office
Advisory
Your Family’s Dedicated Financial Command Centre
Integrated, high-touch advisory for ultra-HNIs seeking
clarity, control, and continuity in their wealth.
Integrated, high-touch advisory for ultra-HNIs seeking clarity, control, and continuity in their wealth.
Our VFO Service Suite
(Virtual Family Office)
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.
1.Financial Planning – A comprehensive roadmap that supports your life goals.
- Retirement Planning
- Goal-Based Planning
- Children Milestone Planning
2.Investment Management
- Holistic wealth management services tailored to families and professionals.
- Independent and unbiased advisory backed by research.
- Strategic guidance for modern family offices and multi-generational families.
- Portfolio optimization through asset allocation, periodic review and rebalancing.
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.
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.
Testimonials
THE WORDS THAT MATTER

Mrs. Kiran Mazumdar Shaw
Executive Chairperson
Biocon Ltd.
BENGALURU • CLIENT SINCE 2005
“Sinhasi has differentiated itself as a specialist boutique investment advisory service…”
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Mr. Ajoy Chawla
Managing Director, Titan Company Ltd.
Former CEO (Jewellery), Titan (Tanishq, Joya, Mia etc)
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. Gaurav Gandhi
Vice President, Amazon Prime Video,
APAC & ANZ
MUMBAI • CLIENT SINCE 2006
“Mimi & her team evoke that kind of TRUST and COMFORT for every advise they give their clients – be it in term of investments…”
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Mr. Sandeep Singh
MD, Tata Hitachi Constructions Machinery
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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Connect With Us
Start Your Legacy Today!
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.