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Planning and Advisory Division – Services

A. The Sinhasi Customized Holistic Financial Plan

Personal financial planning is considered “a process of determining an individual’s financial goals, purposes in life and life’s priorities, and after considering his resources, current lifestyle, and risk profile, to detail a balanced and realistic plan to meet those goals.” The individual’s goals are used as guideposts to map a course of action on ‘what needs to be done’ to reach those goals.

We at Sinhasi have a comprehensive process in preparing the Sinhasi Customized Holistic Financial Plan*.

  1. Step 1: Setting clear goals with the client.
  2. Step 2:Gathering relevant information on the client.
  3. Step 3:Analyzing the information gathered and identifying gaps if any.
  4. Step 4:Constructing a financial plan.
  5. Step 5:Implementing the strategies in the plan.
  6. Step 6:Monitoring implementation and reviewing the plan. If there is any significant change to the client’s situation, the strategies and goals in the financial plan are revised accordingly.

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The Sinhasi Customized Holistic Financial plan is executed with professionalism and great detail. Regular monitoring of your financial plan ensures that the plan is on right track and set to achieving the objectives.

MyPortfolio@Sinhasi is a unique on-line monitoring platform, exclusively created for our esteemed Sinhasi Client to view and monitor his or her Holistic Financial Plan and Investments.

B. Investment Planning

Here, the focus is on optimizing returns for our clients, through a prudent mix of pedigree investment opportunities, post prudent analysis of the risk appetite of our clients, the risks involved with each investment solution , time horizon and expectations.


C. Insurance Planning

Heath Insurance: This is the first and most important element of any financial plan. Here, we cover important aspects such as Individual Health Insurance, Family health Insurance and Group Health Insurance

Life insurance:A detailed analysis of your Human Life Value is calculated and accordingly a comprehensive insurance plan is prepared and executed for you, which covers the main elements of pure risk coverage, legacy planning and tax free investments under life insurance.



* Sinhasi Consultants Pvt Ltd  is a  registered sub- broker with M/s Motilal Oswal Securities Ltd

  • NSE Code: INS23A503336/23-10412
  • BSE Code: INS01A440634/01-10412


  • The lotus is symbolic of purity of the body, speech, and mind. While as rooted in the mud, its flowers blossom on long stalks as if floating above the muddy waters of attachment and desire. It is also symbolic of detachment as drops of water easily slide off its petals.
  • This can be compared to the Advisory and Planning Services provided by Sinhasi , which is pure, objective , sharp and client centric , in a world of multiple investment choices and information overkill.