The word “Sinhasi” has its origin in Japanese art and depicts a protective shield, which is meant to ward off evil and ill omen. This is the underlying business credo on which Sinhasi Consultants was conceived and created to offer financial advisory and planning services combined with the spirit to “Protect and Enrich” your wealth.
Sinhasi Consultants are personalized investment advisers, providing end-to-end financial advisory and planning services, and distribution services.
Founded in 2005 by Ms Mimi Partha Sarathy, Sinhasi has built up an enviable client base of both individuals and corporates. Sinhasi creates customized financial plans and provides holistic advice on investments, insurance and estate planning.
Mimi Partha Sarathy, Managing Director, Sinhasi Consultants, holds a Masters is Finance, Masters in Marketing and Diploma in Accounting from the Webster University in Geneva, Switzerland. She draws together a rich experience from fulfilling assignments with reputed private banking firms in Switzerland.
Prior to setting up Sinhasi, Mimi had a 6-year stint as Regional Head – Private Client Group in ILFS Investsmart Ltd, – later known as HSBC Investsmart.
Back in 1999, private banking was a rare discussion in India and yet it was an opportunity staring entrepreneurship in its face. It was this opportunity that set Mimi on a hot pursuit of a dream of making true wealth management an intense need for many in India.
ILFS Investsmart set the ball rolling for Mimi when she was asked to drive the initiative of setting up the ‘private client group’ practice in Bangalore. Having driven the entire process from scratch, Mimi was exposed to every aspect of the business. She was able to strike a special chord with the most demanding customers. Broad experience and rich industry insights backs Mimi and the Sinhasi team in servicing top line clients with great confidence and zeal.
Over the past 16 years, the financial service industry has gone through a transformation, especially after the 2008 global financial crisis. During this time, Mimi’s insights into the importance of financial planning, investment discipline and simplicity were further sharpened, and today, through the Sinhasi Customized Holistic Financial Plan*, clients are able to create a sustainable and resilient foundation for their money.
Today, the Sinhasi team is made up of experienced professionals both in advisory and operations, with a combined work experience in the financial service industry of over 50 years.. Our service philosophy is grounded in understanding the client’s true needs and delivering a winning blend of professional yet personalized service. All of this is to ensure that we live up to the promise of protecting and growing wealth of our clients, holistically.
Sinhasi has been supporting the work done by the Ashwini Charitable Trust, Bangalore, since 2006.
Ashwini Charitable Trust (ACT) is a non governmental organization which educates and empowers underprivileged children from urban slums in Bangalore. Their mission is not only to sponsor children’s education but also support them till they are gainfully employed. ACT is a growing organization in every way now have 170 children with them s as of 2013-2014. Now, the education that every child at ACT gets is an all round development program that ensures every child’s physical, mental and emotional wellness.
ACT has recently started Satellite Centers in Indiranagar, Murphy Town and Whitefield supporting 135 more children from Government aided and semi aided schools. ACT is run completely by volunteers.
Mimi Partha Sarathy – Founder Promoter, Krishna Wellness Center which promotes our rich Indian Heritage, Culture, Yoga and Power Yoga.
The importance of balance between wealth and wellness, through wisdom, is the foundation for setting up the Krishna Wellness Center. The Center promotes various forms of study of our rich Indian Scriptures, conducts Power Yoga classes, and also holds several events and discourses addressing important issues based on Holistic Wellness and Human Values.
Mimi Partha Sarathy – Trustee, Sita Bhateja Speciality Hospital, one of the oldest reputed hospitals in Bangalore, set up by the well – known Dr. Mrs. Sita Bhateja almost 50 years ago.
The Sita Bhateja Speciality Hospital, was set up by Dr. Mrs. Sita Bhateja in 1965, and today is one of the leading hospitals in Bangalore with specializations in the field of Obstetrics and Gynaecology, specialities of Neuro and Spine Surgery, Orthopaedics, Intensive Care, Internal Medicine, Urology, Plastic Surgery and Maxillofacial Surgery. They also have a holistic Physiotherapy and Rehabilitation Department.
While the Sita Bhateja Speciality Hospital covers new ground in new fields, they stay firmly grounded in their philanthropic roots through the Dr (Mrs) Sita Bhateja Nursing Home Charitable Trust, which was set up in 1969. They continue to provide free healthcare to the needy through this charitable trust. From the state-of-the-art operating theatre to CT scans to the expertise of their senior surgeons, all their patients receive the same level of care (whether paying or pro bono). Dr Sita Bhateja’s compassion for the needy saw her start the Child Foundation, which runs a home for poor and abandoned children. Here, for more than three decades now, children have been fed and educated for free. With the help of numerous volunteers, she has conducted health camps for school children providing them also with free eye and dental checkups.
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.