PERSONALISED INVESTMENT MANAGERS
PERSONALISED INVESTMENT MANAGERS
Symbol of Holistic Well-being
Personalised 360 degree wealth plans in line with your Life Goals
Our clients have a variety of financial needs apart from investment,
and so we partner with best-in-class players to provide you seamless service in the following areas:
We help you make the right arrangements to protect, preserve and transmit your assets and wealth to benefit your family and loved ones, as well as your passions. This conversation starts early in our engagement. Be it while drafting your Will or implementing your investments, we carefully plan the correct nominations / holding patterns for each of your assets to ensure ease of transmission of wealth when needed. We also work withIndia’s leading legal consultants, Crestlaw and Partners, Advocates & Solicitors, to ensure that everything is done meticulously.
Prudent investment planning to ensure return optimisation is core to the Sinhasi 360o Wealth Plan. If needed, we can help you with efficient tax filing using the services of Gowthama & Company, leading Chartered Accountants in Bangalore, with over 30 years of service experience.
This is a key area of interest for many clients, and essential part of every holistic 360 degree wealth plan. This is also an area where clients benefit from expert advice and support. We work with associates Construction Associates – a Terrafirma Company, to offer a wide range of real-estate services, such as property sale or purchase, lease or rental for both commercial and residential properties, bespoke construction with end–to-end solutions, as well as Interiors – both residential and commercial.
