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.