PERSONALISED INVESTMENT MANAGERS

Testimonials

Our Wealth is Our Clients



Mrs. Chitra Talwar

Business Consultant • Former VP, International Sales, Pepsico, New York

BENGALURU • CLIENT SINCE 2010

"I trust their assessment and they have delivered on returns..."

READ TESTIMONIAL
“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.”

Mr. Ajit Kumar Bhattacharjya

Chairman & MD, ABCON Engineering

DELHI • CLIENT SINCE 2003

"My family and I have benefited from good returns on Investments with safety of Capital..."

READ TESTIMONIAL
“I see Sinhasi as a Boutique Investment consulting organization, with a superb and strong leader. My family and I have benefited from good returns on Investments with safety of Capital. I certainly recommend Sinhasi to others who seek my views on Investments.”

Mrs. Swarna Dinkar

VP, VSM Software (P) Ltd.

Mr. Dinkar Sitaram

Professor Director, PES University


Mr. Buddhadeb Das Gupta

Sr. VP (Payment Solutions), Volante Technologies

BENGALURU • CLIENT SINCE 2010

"Their approach interestingly provides a very secure feeling..."

READ TESTIMONIAL
“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.”

Mr. K V Laxminarayan

Former Chief Of Staff & VP Operations - Primesourcing, Oracle Financial Services Software Ltd.

CLIENT SINCE 2002

“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...”

READ TESTIMONIAL
“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.”

Capt. Harish Jolly

Merchant Navy (Retd)

CALCUTTA • CLIENT SINCE 2006

“They come as a complete package and plan for each families unique requirements...”

READ TESTIMONIAL
“Sinhasi Consultants have been looking after my family’s financial affairs from 2006. They come as a complete package and plan for each families unique requirements.
What sets them apart is that they are always available and deal with their clients on a personal level. They have steered my family’s financial affairs through good years and bad years successfully. The best way to describe them would be consultants you can trust”

Divya Khanna

Former VP & Director, J. Walter Thompson Worldwide

BENGALURU • CLIENT SINCE 2017

“I feel a sense of control over my financial situation after partnering with Sinhasi...”

READ TESTIMONIAL
“Pro activeness and holistic planning is unique to Sinhasi. Other advisors I worked with in the past would wait for me to come up with an investment amount or idea and then ratify/reject it. With Sinhasi, I get the sense that there is someone looking out for me and my portfolio, and will make suggestions that I may not be able to come up with on my own.
I feel a sense of control over my financial situation after partnering with Sinhasi and also reassured for stability and growth in the future.”

Mr. Vinayak Iyer

Head, Regional Marketing & Branding, ITC Infotech

BENGALURU • CLIENT SINCE 2008

“They understand the risk appetite of the client and come up with a tailor made solution...”

READ TESTIMONIAL
“Sinhasi Consultants is your extended arm and they take inputs and suggestions from their clients before creating an investment plan. They understand the risk appetite of the client and come up with a tailor made solution. This is something I find unique in form of a personalized service rather than forcing the clients to make the traditional investments. Also their regular events help the clients understand the financial industry and the performance in Indian Scenario. Via these events, we as investors understand the rationale behind the actions taken by Sinhasi Consultants.
I have known Sinhasi Consultants since the time I was a student and not a working professional. They used to and still continue to be financial advisors and planners for my father and his network of friends and colleagues. There is a trust factor which is built and for me now as a working professional, I can think about my professional life, and not worry about my investment planning and finances. I know it is in “Safe Hands”

Ms. Lalitha Sitapati

Former Manager, Wipro

BENGALURU • CLIENT SINCE 2005

“They are prompt and are very good with following up and are always ready to help...”

READ TESTIMONIAL
“I have known Mimi both personally and professionally for close to 20 years now. In that time, I can vouch for her professionalism as well as her commitment to her clients. So, when she started Sinhasi Consultants more than a decade ago, it was not a hard choice to follow her and continue to be in her counsel for financial matters. She has not led me astray and has advised me to make some very tough, yet rewarding decisions.
The Sinhasi team is very clued in about your personal portfolio and their advice and services are personalized and tailored to meet your specific needs.
They are prompt and are very good with following up and are always ready to help. They have their fingers on the pulses of their clientele and are able to provide information in a very relatable manner.
My financial portfolio is diverse and as a retiree, I am comfortable in my current financial position. Sinhasi is now helping me with my legacy planning and I am very happy with their ability in helping me understand how my financial position can/will help in furthering it.”

Mrs. Chitra Talwar

Business Consultant based in Bangalore , and former VP, International Sales Operations, Pepsico, New York

CLIENT SINCE 2010

"I trust their assessment and they have delivered on returns..."

READ TESTIMONIAL
“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.”

Mrs. Swarna Dinkar

V.P Engineering, VSM Software (P) Ltd.

Mr. Dinkar Sitaram

Professor & Director, PES University, Bangalore

CLIENTS SINCE 2006

"...Thanks to your personal attention and guidance"

READ TESTIMONIAL
“In this age of insecurities, tensions and hectic lifestyles, I had no time to focus on my own finances… Thanks to your personal attention and guidance, I know this aspect of my life is in safe hands. Your vision, attention to details, the timely advice, long term strategy to wealth building, and most of all the continuity in your service are key elements that I cannot expect from anybody else. Thank you Mimi and Sinhasi for being there. Yes I have recommended Sinhasi to others.”

Mr. Ajit Kumar Bhattacharjya

Chairman And Managing Director, ABCON Engineering and Systems Private Limited and ABCON Information Systems Private, Bangalore

CLIENT SINCE 2003

"My family and I have benefited from good returns on Investments with safety of Capital..."

READ TESTIMONIAL
“I see Sinhasi as a Boutique Investment consulting organization, with a superb and strong leader. My family and I have benefited from good returns on Investments with safety of Capital. I certainly recommend Sinhasi to others who seek my views on Investments.”

Mr. Buddhadeb Das Gupta

Sr. Vice President - Payment Solutions Volante Technologies Bangalore.

CLIENT SINCE 2010

"Their approach interestingly provides a very secure feeling..."

READ TESTIMONIAL
“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.”

Mr. K V Laxminarayan

Former Chief Of Staff and VP Operations - Primesourcing, Oracle Financial Services Software Limited, Bangalore

CLIENT SINCE 2002

“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...”

READ TESTIMONIAL
“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.”

Capt. Harish Jolly

Merchant Navy (Retd), Calcutta

CLIENT SINCE 2006

“They come as a complete package and plan for each families unique requirements...”

READ TESTIMONIAL
“Sinhasi Consultants have been looking after my family’s financial affairs from 2006. They come as a complete package and plan for each families unique requirements.
What sets them apart is that they are always available and deal with their clients on a personal level. They have steered my family’s financial affairs through good years and bad years successfully. The best way to describe them would be consultants you can trust”

Divya Khanna

Former VP & Strategic Planning Director, J. Walter Thompson Worldwide

CLIENT SINCE 2017

“I feel a sense of control over my financial situation after partnering with Sinhasi...”

READ TESTIMONIAL
“Pro activeness and holistic planning is unique to Sinhasi. Other advisors I worked with in the past would wait for me to come up with an investment amount or idea and then ratify/reject it. With Sinhasi, I get the sense that there is someone looking out for me and my portfolio, and will make suggestions that I may not be able to come up with on my own.
I feel a sense of control over my financial situation after partnering with Sinhasi and also reassured for stability and growth in the future.”

Mr. Vinayak Iyer

Head, Regional Marketing and Branding, ITC Infotech

CLIENT SINCE 2008

“They understand the risk appetite of the client and come up with a tailor made solution...”

READ TESTIMONIAL
“Sinhasi Consultants is your extended arm and they take inputs and suggestions from their clients before creating an investment plan. They understand the risk appetite of the client and come up with a tailor made solution. This is something I find unique in form of a personalized service rather than forcing the clients to make the traditional investments. Also their regular events help the clients understand the financial industry and the performance in Indian Scenario. Via these events, we as investors understand the rationale behind the actions taken by Sinhasi Consultants.
I have known Sinhasi Consultants since the time I was a student and not a working professional. They used to and still continue to be financial advisors and planners for my father and his network of friends and colleagues. There is a trust factor which is built and for me now as a working professional, I can think about my professional life, and not worry about my investment planning and finances. I know it is in “Safe Hands”

Ms. Lalitha Sitapati

Former Manager Wipro

CLIENT SINCE 2005

“They are prompt and are very good with following up and are always ready to help...”

READ TESTIMONIAL
“I have known Mimi both personally and professionally for close to 20 years now. In that time, I can vouch for her professionalism as well as her commitment to her clients. So, when she started Sinhasi Consultants more than a decade ago, it was not a hard choice to follow her and continue to be in her counsel for financial matters. She has not led me astray and has advised me to make some very tough, yet rewarding decisions.
The Sinhasi team is very clued in about your personal portfolio and their advice and services are personalized and tailored to meet your specific needs.
They are prompt and are very good with following up and are always ready to help. They have their fingers on the pulses of their clientele and are able to provide information in a very relatable manner.
My financial portfolio is diverse and as a retiree, I am comfortable in my current financial position. Sinhasi is now helping me with my legacy planning and I am very happy with their ability in helping me understand how my financial position can/will help in furthering it.”