Our Clients are Our Wealth, and its is with great honour that we share with you their words about Sinhasi
CEO - Impact RetialTech - Mumbai,,
(https://Client with Sinhasi from 2007)
“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.”
Business Head, South Asia, Life Sciences Group - Thermo Fisher Scientific,,
(https://Client with Sinhasi since 2009)
“Sinhasi has a group of very 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.”
Former Managing Director of BPL Us West Cellular Ltd, and Former Director and CEO of BPL Ltd, Bangalore,,
(https://Been a client with Mimi since 2003)
“In a nutshell, Sinhasi stands for “Efficient and personalized Service Delivery “in our endeavor for creating Wealth. I would recommend Sinhasi to others.”
Chairman of Entrepreneurship Cell at Indian Institute of Science, And Former Chief of Corporate Affairs at Cognizant Technologies, Bangalore,,
(https://Been a client with Sinhasi since 2005)
“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.”
Entrepreneur and Former COO, Nous Infosystems, Bangalore,,
(https://Been a client with Sinhasi since 2010)
“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.”
Former Chief Of Staff and VP Operations - Primesourcing, Oracle Financial Services Software Limited, Bangalore,,
(https://Been a client with Mimi since 2002)
“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.”
Marketing & Innovation Director , Europe - Diageo,,
(https://Client with Sinhasi since Jun 2013)
“Very approachable and transparent; answers all my questions; Generates clarity; A Friend we can depend on to help us manage one’s finances.”
Actor, Producer and Director, Mumbai,,
(https://Client with Sinhasi since August 2013)
“Mimi Partha Sarathy’s professional and courteous approach impresses the investor. They are regular and diligent in their communication which clearly reflects in the leadership of Mimi. Hoping to have a good relationship with Sinhasi.”
Former Managing Director of Telco Construction Equipment Ltd, Special Advisor to the Chairman of Telco Construction Equipment Company Limited and Director of Telco. Current: Chairman of the Board of Indian Earthmoving & Construction Industry Association, Director :Quippo infrastructure Equipment Limited, NTTF industries ltd, Nettur Technical Training Foundation Ltd, Rapsri Engineering Co. Ltd., Bhuruka Gases Limited, Tele radiology Solutions Pvt. Ltd, and Maini Materials Movement Pvt.Ltd, and Director of several companies in the Tata group. Independent non executive director of Servion Global Solutions Ltd., and Kirloskar Electric Company Limited. Fellow Member of three premier institutions - The Institute of Engineers, India, the institute of Indian Foundry Men, and the Institute of Standards Engineers, India.,,
(https://Client with Mimi from 2003)
“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 !!!! “
Business Consultant based in Bangalore , and former VP, International Sales Operations, Pepsico, New York,,
(https://Client with Sinhasi since 2010)
“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.”
June 2nd, 2020 is indeed important for us. Today we celebrate our 15th year of being able to provide financial advisory and service excellence to our esteemed clients, – perhaps even more special during these very challenging times.
Having been in the financial advisory and services business now for almost 22 years, and having seen many ups and downs, this day in indeed special.
The true essence of a financial planner or advisor is to play that vital role as a ‘trusted partner’ in being able to ‘guide’ our clients through their finances as they journey through their various stages of life. We at Sinhasi have been given this great opportunity to partner our clients in managing their finances with the underlying credo to Protect, Enrich,and Nurture their wealth.
We at Sinhasi evangelise that financial advisory and planning is not merely a “service”. It is indeed a “trusted experience” for a lifetime, based on fundamental pillars of trust and mutual respect that is shared between the advisor and the client. And our aim is to strive to make a difference in each of our clients’ lives.
At Sinhasi , we believe in the importance of keeping a ‘Steady Mind during turbulent times’. And this can be achieved only with many many years of strict adherence to best practices and processes being followed at all times, good times and bad times, without losing focus on long term goals for sustainable financial success. This is the basis of our Uniquely Customized Sinhasi Holistic Financial Plans. Contingent plans with defined financial goals, proper asset allocation, and risk profiling are the key to achieving balance and sustainable returns and navigating uncertain times.
I personally have always believed that managing finances and wealth of our clients is indeed a very serious business. By managing our clients’ investments, plans and portfolios, we become accountable for the past, present and future of each one of our clients, their responsibilities as well as for their families. Therefore, our commitment to the client has always been complete, and we see it as a privilege and life-long honor to manage wealth for our clients. Every step we take will only be in the best interest of our esteemed clients”.
Our ‘Wealth’ is our Clients. Today we celebrate 15 years thanks only to them.
We at Sinhasi ‘believe’ that we can all chase our dreams without fear when we ‘know’ we are on “top of our game” with regard to our money and finances and are certain that our finances are growing prudently.
We at Sinhasi ‘aim’ to build enriching relationships based on trust and mutual respect with each one of our clients so that they can feel ‘on top of their game’ as we grow their wealth in a simple, disciplined, and holistic manner.