We have been able to build a loyal client base following a few simple principles:
- Highest Standards of Integrity , Trust and Values: this strong foundation is the basis and essence upon which the Sinhasi Platform is based on.
- Preparing Customized Holistic Financial Plan: These plans are tailor made for each individual client and capture all the essential details of financial goals, lifestyle needs, family responsibilities and personal aspirations or dreams.
- Focus on “Planned” Returns: Through a prudent and rigorous approach of product selection, we recommend a concise range of investment solutions , with a focus on superior returns, both fixed and variable, addressing the objectives of each financial plan. A clear definition of expectations on returns for each investment stream is articulated and accordingly investment strategies are put in place.
- Service Excellence and Client Retention: Having serviced many of our clients for over 16 years we pride ourselves with a robust infrastructure strongly supported by automated processes to deliver an efficient platform of advisory and service excellence, with integrity and trust.
- Client Protection: Advising a client on what NOT do and what investments NOT to make is a critical role we play at Sinhasi. Today there are thousands of products making several claims and promises. Our role is to study them carefully and ensure that only the right investment becomes part of every financial plan, and therefore protecting our clients from making incorrect investments which may be detrimental for them to achieve their financial goals.
- Simple Client Empowerment: We at Sinhasi structure our plans in a simple, disciplined and effective manner, so that our clients become more knowledgeable and feel completely empowered to manage their plans effectively.
- Team Sinhasi: Sharp, Focussed and Relevant Experts who provide both Advisory and Service excellence to each of our clients.
- Distribution of a Wide Range Of Relevant Focussed Investment Opportunities and Solutions : after prudent analysis of each product, investment solutions are chosen so as to ensure that the objectives defined in the plan for our clients are met.