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

BENGALURU • CLIENTS SINCE 2006

"...Your vision, attention to details, the timely advice, long term strategy to wealth building..."

▼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. 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)

KOLKATA • 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, Corporate Branding, Regional Marketing, Client and Partner Marketing

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. Saranya Balasubramanian

Researcher, Austrian academy of sciences

Vienna - Austria

"I hadn't worked with financial advisors in India before and decided ..."

▼READ TESTIMONIAL: I hadn't worked with financial advisors in India before and decided against getting one after I moved to Austria as I found the fees exorbitant, and I did not feel confident I would in fact be getting independent advice. I was however familiar with what I must expect from a good, independent financial advisor and from the very first call I had with Sinhasi they checked all the boxes for me. They listened and understood my risk profile, and asked questions that made me think harder and realise what my goals were and explained things to me in simple terms without any jargon.
In the weeks and months following my dad's death we felt overwhelmed navigating the numerous investment schemes and insurances mired in spelling errors in crucial details and it is at this stage we engaged with Sinhasi. I am deeply impressed by their swift and proper analysis of the entire portfolio and their immense help claiming and transferring those to my mother.
When settling our father’s estate, the integrity shown by our Sinhasi partners was very reassuring. They showed a bias for action where needed but did not take shortcuts and ensured things were done by the books.

Mr. Narayan Prasad Shankar

CTO and Head of AI, Data Engineering and Analytics, Zensar Technologies

Bengaluru • Client since 2022

"I have interacted with few financial planners earlier and..."

▼READ TESTIMONIAL: I have interacted with few financial planners earlier and have never felt that they were neutral and keeping my interest as primary. I always got a feeling that they were "selling" me a product rather than advising what is right for me. The advice was also not comprehensive and was more specific to a need. Ex: Insurance, Retirement etc.
With that background, I want to say that I have always felt Sinhasi is keeping my interest/goals in mind and very transparent about the fees structure. Sinhasi is a "one-stop-shop" for all my financial needs and advise. These are the unique qualities of Sinhasi.
The specific outcomes were Consolidation of various investments under one folio, Discontinuation of few products which were not very efficient, Establishing clarity of my future needs and the total amount required to meet my goals, Investment in products to suit my risk profile, "Peace of mind" that my family will not have to run around in future to get access to my savings (if something happens to me).
I would definitely recommend everyone to seek professional advice from someone who keeps client interest as paramount. I believe Sinhasi qualifies in this regard.

Mrs. Ankita Bajaj & Mr. Karthik Shankar

Marketing Lead, Amazon India

Head - Modern Trade/Key Accounts, adidas Group

Bengaluru | Client since 2018

Sinhasi Consultants is Authentic & Holistic....”

▼READ TESTIMONIAL: Sinhasi Consultants is Authentic & Holistic. The team have taken a genuine interest in our aspirations in order to be a sound consultant / enabler / financial philosopher to my wife and me. They have gone above & beyond more often than not and we are sincerely grateful for the same! We have slowly but surely witnessed a significant upside on our investments, enabled to have greater financial discipline & planning + insightful conversations/ interactions w.r.t. tailor-made future investment strategy. The team - They've put us at ease time and again and most importantly provided us the time, platform and opportunity to share our thoughts/ fears/ aspirations. They've owned them as their own and have married their insights, research & experience in industry to enable us to make informed investment decisions. Trust comes from people-experiences, and this is something that they've got bang on! I have recommended a few people already who have taken up Sinhasi / in the process of doing the same. I have absolutely no hesitation in recommending Sinhasi. I've always been a strong ambassador and advocate for them and will continue to remain so.

Mrs. Priyanka Prasad Pillai

Founding Partner, The Stewdio

Kerala | Client since 2021

"The zen that Sinhasi brings to their approach when advising..."

▼READ TESTIMONIAL: The zen that Sinhasi brings to their approach when advising and educating me on nuances around wealth creation and management. Mimi and the team symbolise trust. Especially as someone who believed financial advisors / planners are meant for people with a surplus of wealth and not for those who are early in their wealth creation journey, Sinhasi has shown me that it's never too early or too little a corpus to make sure that your money is working for you - and that's what they are here for.
The specific outcomes were - Wealth creation like I never knew was possible - I feel great financial security in knowing that my advisors have a plan for my financial ambitions and will protect me, to the best of their knowledge and ability, in the face of downfalls. - A better understanding of financial management, how markets work, and how sustainable growth of money is achieved. more calculated decisions regarding financial investments - Better management of annual investment commitments, no matter how many follow-ups it takes.
Transparency and responsiveness of the team, openness to consider my suggestions and advise me for or against them, patience and courtesy, given I consider myself a young investor in comparison to their very established and successful clients - they explain things in great detail and are very patient with all my questions – these are some key aspects that make Sinhasi Consultants a trusted and reliable partner.
Especially to a younger demographic, I would say that there is merit in working with established planners, over the many new/young players if you're looking at sustainable wealth creation. In that sense, Sinhasi truly knows what they are doing and will demonstrate it to you in the first two meetings. No amount of funds is too little to consider - the team is transparent enough to advise you, they do not view you as just a potential paying client, and everything is recommended with your best interest in mind.

Mr. Saurabh Mandal

Senior Director Supply Chain, Asia, Kontoor Brands, Inc

Hongkong • Client since 2014

"Sinhasi is unique in educating its clients about ..."

▼READ TESTIMONIAL: Sinhasi is unique in educating its clients about building a holistic approach to support them through their various life stages. While most wealth managers just focus on the current investment strategy, Sinhasi constantly updates and advises clients on thinking about the future and making long-term plans.
Sinhasi has been instrumental in building a strong long-term-focused investment plan for me and my family. With their advice and constant review, we have become more disciplined about investing and thinking about our needs more holistically. A big benefit of being a Sinhasi client is the constant education they provide, which has helped me, and my family make sound financial decisions.
Sinhasi is well versed in understanding the macro and microeconomic situation and provides tailor-made solutions to its clients. They take the time to understand the client's life needs and recommend solutions to fit their needs. Sinhasi is also well-connected to financial industry leaders which enables them to bring unique insights to their clients. In addition, the Sinhasi team is always easily accessible to their clients and responds to their endless questions very diligently.
If you are serious about building a holistic investment and want a trusted partner to guide you through this process, then Sinhasi Consultants is the go-to advisor.
Once again thank you for helping me and my family build a sound financial plan and I look forward to keeping our association going for years.

Mr. Sanjeev kakkar & Mrs. Sandhya Kakkar

Business Strategist | Senior Advisor, Lepton Software Former President and Chief Strategy Officer, Vihaan Networks Ltd.

Gurugram, Delhi NCR | Client since 2021

In our short association of about three years....”

▼READ TESTIMONIAL: In our short association of about three years, there is a great feeling of trust and confidence in me and my family in dealing with the Sinhasi team in managing our wealth. It’s a team of very talented and dedicated professionals, always ready to guide and proactively work out plans best suited to our short-term and long-term needs. The relationship with them is very comforting. The most significant contribution of the association has been being able to consolidate investments. Thank you, Mimi and team Sinhasi. We would surely recommend Sinhasi to others.

Mr. Umang Chaturvedi

Head of Policy & International Affairs – Mylan Laboratories

Delhi | Client since 2021

"I started my financial journey with Sinhasi in December 2021..."

▼READ TESTIMONIAL: I started my financial journey with Sinhasi in December 2021, drawn in by a strong referral from a trusted friend and the experience has been nothing short of exceptional. From day one, the team addressed all my queries with utmost professionalism and patience. What truly sets Sinhasi apart is their ability to explain complex financial concepts at a layman's level, ensuring that I fully comprehend every aspect of my portfolio.
Mimi and her team's guidance has been invaluable in steering clear of potential mis-selling traps, offering unbiased advice that aligns with my financial goals. The accessibility of the team is noteworthy – they are available 24x7, providing the assurance that expert assistance is just a message or call away.
The operation and execution have been incredibly smooth, reflecting the team's expertise and dedication to their clients. I appreciate the unbiased advice and personalized guidance, making my financial journey with Sinhasi a reliable and enriching experience. In a world where financial decisions can be overwhelming, Sinhasi Consultants stands out as a trustworthy partner, offering not just financial advice but a holistic approach to secure and optimize my financial well-being. I would recommend Sinhasi to others.
It has been a pleasure working with Mimi & team and I am sure our association which is based on mutual trust and honesty will continue to grow stronger in years ahead.

Mr. Eshwar Murali

Partnerships | UPI | Google Pay India

Bengaluru | Client since 2019

"I have been working with Sinhasi for 5+ years..."

▼READ TESTIMONIAL: I have been working with Sinhasi for 5+ years. It has been a pleasure interacting with the team. To begin with, they take the time to understand one's financial goals and risk tolerance and create a personalized investment recommendation. The team's knowledge and support make the whole process feel very easy and assuring. My portfolio is doing very well, and I've seen my returns grow significantly. They monitor the market, adjust my strategy as needed, and clearly explain everything. I can focus on other priorities, knowing my financial future is in safe hands.

Mrs. Sucheta Pal & Mr. Vivek Abhichandani

Wellness Program Curator, Rashtrapati Awardee

Manager, Trust & Safety at Google

Hyderabad | Client since 2017

Sinhasi has a holistic approach to managing their....”

▼READ TESTIMONIAL: Sinhasi has a holistic approach to managing their customer's portfolio and come across as a trusted partner who look out for your best interests at every step and turn of your financial journey.
Building consistency in our investments and giving us immense confidence to stay put during challenging circumstances has been an important benefit that Sinhasi has brought to our thinking.
In last few years, there were few major changes in the market (E.g. Franklin Debt Fund closure, Leadership changes in major fund houses, Pandemic etc) and Sinhasi was able to tread the delicate balance between staying with a strategy for long term gains vs pivoting when necessary and being completely transparent with their perspective makes them a trusted partner.
Be clear about your risk profile and goals, if not - be comfortable in asking difficult questions and validating your assumptions. Post that, having faith on the mutually agreed plan for at least a few years before evaluating alternate avenues.

Mr. Colin Pareira

Vice President – Planning & Operations, Wolverine Worldwide

Hongkong | Client since 2010

"I have been fortunate to have Sinhasi as my financial advisors...."

▼READ TESTIMONIAL: I have been fortunate to have Sinhasi as my financial advisors. I firmly believe that the team is knowledgeable and looks out for the best interest of the client. They are humble, down to earth, not fancy, and they keep it real. They have always shown themselves to not just be available to address any question, but their approach has been one to make sure that my questions are genuinely addressed. There is no lip service to what they do. They provided me with a structured and balanced financial solutions, and one which has yield good returns over the period. Over an extended period of time, I have had good visibility into my financial goals and how my plans and actuals trend against those goals. I personally have a very high degree of trust with the Sinhasi team, and I will have no hesitation in recommending them to friends and family.

Mrs. Vismaya Firodia

Angel Investor, Yacht Consulting

Mumbai | Client since 2019

" Sinhasi was recommended to me by someone I..."

▼READ TESTIMONIAL: Sinhasi was recommended to me by someone I admire and respect; and one meeting with Mimi was enough to see why. She quickly helped me understand the challenges of holding and managing wealth. Her insights and advise made complete sense and I signed up immediately with them. That was five years ago and I am happy to say that I have had an entirely positive experience with Sinhasi.
I have come to appreciate their sensible approach to wealth management & investing. I have experienced that Mimi always gives me sound advice and perspectives - translating the math of investments into a sound plan to support my life goals as per my particular requirements - presently and few years down the line. She has educated me well on all the inherent risks and expectations of returns; and guided me to a holistic, long-term plan, steering me away from risky ideas and grounding me to resist impulses.
Her team is well organized and always responsive; they keep me updated on the market scenarios and suggest sensible strategies & send me important reminders. Everything is 100% transparent and it's a relief for me to have experts to rely on in the world of finance. I am grateful to have Mimi's intuitive clarity & her disciplined team batting for me and happy to recommend them to anyone looking for a financial planner and advisor.

Mr. Ricky Bedi & Mrs. Dipika Bedi

Vice President, Yellow.ai | Former Group Director, Cadence Design Systems

Chief Engagement Officer, Telerad Group of Companies

Bengaluru | Client since 2008

We find Sinhasi Consultants to be truly unique in....”

▼READ TESTIMONIAL: We find Sinhasi Consultants to be truly unique in their approach to financial investments and advisory services. What sets them apart is their unwavering commitment to understanding our individual financial needs/goals and tailoring their recommendations accordingly. Rather than offering generic advice, they take the time to comprehensively analyse my financial situation, considering both short-term needs and long-term aspirations.
What truly stands out is their depth of expertise across various financial domains. Their holistic approach ensures that every aspect of our financial well-being is meticulously addressed.
Sinhasi Consultants has earned our trust and confidence as a reliable partner for our financial well-being through several key attributes. First and foremost, their integrity and transparency are unparalleled. From the initial consultation to ongoing discussions about my financial strategy, Sinhasi Consultants have consistently demonstrated honesty and openness. Their track record of success is another testament to their reliability. Sinhasi Consultants have a proven history of helping clients achieve their financial objectives. In addition is their professionalism.
I would wholeheartedly recommend them without hesitation. Sinhasi Consultants offers a level of personalized attention and expertise that is truly unmatched. They take the time to understand your unique financial goals, concerns, and aspirations, crafting a tailored strategy that aligns perfectly with your needs.

Mrs. Anuradha Roy Chowdhury

Head of Operations at Parikrma Humanity Foundation

Bengaluru | Client since 2021

I have been really happy with the kind of service that you....”

▼READ TESTIMONIAL: I have been really happy with the kind of service that you and your team have provided me over the last 4 years. In the financial services space, trust is such a critical attribute; my dealings with the Sinhasi team have made me believe that not only may I trust them, but that I may also lean on them for both reliable advice and easy implementation of investment services. I hope to continue my relationship with you and your team over the next few years.

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 & 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. Saranya Balasubramanian

Researcher, Austrian academy of sciences

Vienna - Austria

"I hadn't worked with financial advisors in India before and decided ..."

▼READ TESTIMONIAL: I hadn't worked with financial advisors in India before and decided against getting one after I moved to Austria as I found the fees exorbitant, and I did not feel confident I would in fact be getting independent advice. I was however familiar with what I must expect from a good, independent financial advisor and from the very first call I had with Sinhasi they checked all the boxes for me. They listened and understood my risk profile, and asked questions that made me think harder and realise what my goals were and explained things to me in simple terms without any jargon.
In the weeks and months following my dad's death we felt overwhelmed navigating the numerous investment schemes and insurances mired in spelling errors in crucial details and it is at this stage we engaged with Sinhasi. I am deeply impressed by their swift and proper analysis of the entire portfolio and their immense help claiming and transferring those to my mother.
When settling our father’s estate, the integrity shown by our Sinhasi partners was very reassuring. They showed a bias for action where needed but did not take shortcuts and ensured things were done by the books.

Mr. Narayan Prasad Shankar

CTO and Head of AI, Data Engineering and Analytics, Zensar Technologies

Bengaluru • Client since 2022

"I have interacted with few financial planners earlier and..."

▼READ TESTIMONIAL: I have interacted with few financial planners earlier and have never felt that they were neutral and keeping my interest as primary. I always got a feeling that they were "selling" me a product rather than advising what is right for me. The advice was also not comprehensive and was more specific to a need. Ex: Insurance, Retirement etc.
With that background, I want to say that I have always felt Sinhasi is keeping my interest/goals in mind and very transparent about the fees structure. Sinhasi is a "one-stop-shop" for all my financial needs and advise. These are the unique qualities of Sinhasi.
The specific outcomes were Consolidation of various investments under one folio, Discontinuation of few products which were not very efficient, Establishing clarity of my future needs and the total amount required to meet my goals, Investment in products to suit my risk profile, "Peace of mind" that my family will not have to run around in future to get access to my savings (if something happens to me).
I would definitely recommend everyone to seek professional advice from someone who keeps client interest as paramount. I believe Sinhasi qualifies in this regard.

Mrs. Ankita Bajaj & Mr. Karthik Shankar

Marketing Lead, Amazon India Head - Modern Trade/Key Accounts, adidas Group

Bengaluru | Client since 2018

Sinhasi Consultants is Authentic & Holistic....”

▼READ TESTIMONIAL: Sinhasi Consultants is Authentic & Holistic. The team have taken a genuine interest in our aspirations in order to be a sound consultant / enabler / financial philosopher to my wife and me. They have gone above & beyond more often than not and we are sincerely grateful for the same! We have slowly but surely witnessed a significant upside on our investments, enabled to have greater financial discipline & planning + insightful conversations/ interactions w.r.t. tailor-made future investment strategy. The team - They've put us at ease time and again and most importantly provided us the time, platform and opportunity to share our thoughts/ fears/ aspirations. They've owned them as their own and have married their insights, research & experience in industry to enable us to make informed investment decisions. Trust comes from people-experiences, and this is something that they've got bang on! I have recommended a few people already who have taken up Sinhasi / in the process of doing the same. I have absolutely no hesitation in recommending Sinhasi. I've always been a strong ambassador and advocate for them and will continue to remain so.

Mrs. Priyanka Prasad Pillai

Founding Partner, The Stewdio

Kerala | Client since 2021

"The zen that Sinhasi brings to their approach when advising..."

▼READ TESTIMONIAL: The zen that Sinhasi brings to their approach when advising and educating me on nuances around wealth creation and management. Mimi and the team symbolise trust. Especially as someone who believed financial advisors / planners are meant for people with a surplus of wealth and not for those who are early in their wealth creation journey, Sinhasi has shown me that it's never too early or too little a corpus to make sure that your money is working for you - and that's what they are here for.
The specific outcomes were - Wealth creation like I never knew was possible - I feel great financial security in knowing that my advisors have a plan for my financial ambitions and will protect me, to the best of their knowledge and ability, in the face of downfalls. - A better understanding of financial management, how markets work, and how sustainable growth of money is achieved. more calculated decisions regarding financial investments - Better management of annual investment commitments, no matter how many follow-ups it takes.
Transparency and responsiveness of the team, openness to consider my suggestions and advise me for or against them, patience and courtesy, given I consider myself a young investor in comparison to their very established and successful clients - they explain things in great detail and are very patient with all my questions – these are some key aspects that make Sinhasi Consultants a trusted and reliable partner.
Especially to a younger demographic, I would say that there is merit in working with established planners, over the many new/young players if you're looking at sustainable wealth creation. In that sense, Sinhasi truly knows what they are doing and will demonstrate it to you in the first two meetings. No amount of funds is too little to consider - the team is transparent enough to advise you, they do not view you as just a potential paying client, and everything is recommended with your best interest in mind.

Mr. Saurabh Mandal

Senior Director Supply Chain, Asia, Kontoor Brands, Inc

Hongkong • Client since 2014

"Sinhasi is unique in educating its clients about ..."

▼READ TESTIMONIAL: Sinhasi is unique in educating its clients about building a holistic approach to support them through their various life stages. While most wealth managers just focus on the current investment strategy, Sinhasi constantly updates and advises clients on thinking about the future and making long-term plans.
Sinhasi has been instrumental in building a strong long-term-focused investment plan for me and my family. With their advice and constant review, we have become more disciplined about investing and thinking about our needs more holistically. A big benefit of being a Sinhasi client is the constant education they provide, which has helped me, and my family make sound financial decisions.
Sinhasi is well versed in understanding the macro and microeconomic situation and provides tailor-made solutions to its clients. They take the time to understand the client's life needs and recommend solutions to fit their needs. Sinhasi is also well-connected to financial industry leaders which enables them to bring unique insights to their clients. In addition, the Sinhasi team is always easily accessible to their clients and responds to their endless questions very diligently.
If you are serious about building a holistic investment and want a trusted partner to guide you through this process, then Sinhasi Consultants is the go-to advisor.
Once again thank you for helping me and my family build a sound financial plan and I look forward to keeping our association going for years.

Mr. Sanjeev kakkar & Mrs. Sandhya Kakkar

Business Strategist | Senior Advisor, Lepton Software Former President and Chief Strategy Officer, Vihaan Networks Ltd.

Gurugram, Delhi NCR | Client since 2021

In our short association of about three years....”

▼READ TESTIMONIAL: In our short association of about three years, there is a great feeling of trust and confidence in me and my family in dealing with the Sinhasi team in managing our wealth. It’s a team of very talented and dedicated professionals, always ready to guide and proactively work out plans best suited to our short-term and long-term needs. The relationship with them is very comforting. The most significant contribution of the association has been being able to consolidate investments. Thank you, Mimi and team Sinhasi. We would surely recommend Sinhasi to others.

Mr. Umang Chaturvedi

Head of Policy & International Affairs – Mylan Laboratories

Delhi | Client since 2021

"I started my financial journey with Sinhasi in December 2021..."

▼READ TESTIMONIAL: I started my financial journey with Sinhasi in December 2021, drawn in by a strong referral from a trusted friend and the experience has been nothing short of exceptional. From day one, the team addressed all my queries with utmost professionalism and patience. What truly sets Sinhasi apart is their ability to explain complex financial concepts at a layman's level, ensuring that I fully comprehend every aspect of my portfolio.
Mimi and her team's guidance has been invaluable in steering clear of potential mis-selling traps, offering unbiased advice that aligns with my financial goals. The accessibility of the team is noteworthy – they are available 24x7, providing the assurance that expert assistance is just a message or call away.
The operation and execution have been incredibly smooth, reflecting the team's expertise and dedication to their clients. I appreciate the unbiased advice and personalized guidance, making my financial journey with Sinhasi a reliable and enriching experience. In a world where financial decisions can be overwhelming, Sinhasi Consultants stands out as a trustworthy partner, offering not just financial advice but a holistic approach to secure and optimize my financial well-being. I would recommend Sinhasi to others.
It has been a pleasure working with Mimi & team and I am sure our association which is based on mutual trust and honesty will continue to grow stronger in years ahead.

Mr. Eshwar Murali

Partnerships | UPI | Google Pay India

Bengaluru | Client since 2019

"I have been working with Sinhasi for 5+ years..."

▼READ TESTIMONIAL: I have been working with Sinhasi for 5+ years. It has been a pleasure interacting with the team. To begin with, they take the time to understand one's financial goals and risk tolerance and create a personalized investment recommendation. The team's knowledge and support make the whole process feel very easy and assuring. My portfolio is doing very well, and I've seen my returns grow significantly. They monitor the market, adjust my strategy as needed, and clearly explain everything. I can focus on other priorities, knowing my financial future is in safe hands.

Mrs. Sucheta Pal & Mr. Vivek Abhichandani

Wellness Program Curator, Rashtrapati Awardee Manager, Trust & Safety at Google

Hyderabad | Client since 2017

Sinhasi has a holistic approach to managing their....”

▼READ TESTIMONIAL: Sinhasi has a holistic approach to managing their customer's portfolio and come across as a trusted partner who look out for your best interests at every step and turn of your financial journey.
Building consistency in our investments and giving us immense confidence to stay put during challenging circumstances has been an important benefit that Sinhasi has brought to our thinking.
In last few years, there were few major changes in the market (E.g. Franklin Debt Fund closure, Leadership changes in major fund houses, Pandemic etc) and Sinhasi was able to tread the delicate balance between staying with a strategy for long term gains vs pivoting when necessary and being completely transparent with their perspective makes them a trusted partner.
Be clear about your risk profile and goals, if not - be comfortable in asking difficult questions and validating your assumptions. Post that, having faith on the mutually agreed plan for at least a few years before evaluating alternate avenues.

Mr. Colin Pareira

Vice President – Planning & Operations, Wolverine Worldwide

Hongkong | Client since 2010

"I have been fortunate to have Sinhasi as my financial advisors...."

▼READ TESTIMONIAL: I have been fortunate to have Sinhasi as my financial advisors. I firmly believe that the team is knowledgeable and looks out for the best interest of the client. They are humble, down to earth, not fancy, and they keep it real. They have always shown themselves to not just be available to address any question, but their approach has been one to make sure that my questions are genuinely addressed. There is no lip service to what they do. They provided me with a structured and balanced financial solutions, and one which has yield good returns over the period. Over an extended period of time, I have had good visibility into my financial goals and how my plans and actuals trend against those goals. I personally have a very high degree of trust with the Sinhasi team, and I will have no hesitation in recommending them to friends and family.

Mrs. Vismaya Firodia

Angel Investor, Yacht Consulting

Mumbai | Client since 2019

" Sinhasi was recommended to me by someone I..."

▼READ TESTIMONIAL: Sinhasi was recommended to me by someone I admire and respect; and one meeting with Mimi was enough to see why. She quickly helped me understand the challenges of holding and managing wealth. Her insights and advise made complete sense and I signed up immediately with them. That was five years ago and I am happy to say that I have had an entirely positive experience with Sinhasi.
I have come to appreciate their sensible approach to wealth management & investing. I have experienced that Mimi always gives me sound advice and perspectives - translating the math of investments into a sound plan to support my life goals as per my particular requirements - presently and few years down the line. She has educated me well on all the inherent risks and expectations of returns; and guided me to a holistic, long-term plan, steering me away from risky ideas and grounding me to resist impulses.
Her team is well organized and always responsive; they keep me updated on the market scenarios and suggest sensible strategies & send me important reminders. Everything is 100% transparent and it's a relief for me to have experts to rely on in the world of finance. I am grateful to have Mimi's intuitive clarity & her disciplined team batting for me and happy to recommend them to anyone looking for a financial planner and advisor.

Mr. Ricky Bedi & Mrs. Dipika Bedi

Vice President, Yellow.ai | Former Group Director, Cadence Design Systems Chief Engagement Officer, Telerad Group of Companies

Bengaluru | Client since 2008

We find Sinhasi Consultants to be truly unique in....”

▼READ TESTIMONIAL: We find Sinhasi Consultants to be truly unique in their approach to financial investments and advisory services. What sets them apart is their unwavering commitment to understanding our individual financial needs/goals and tailoring their recommendations accordingly. Rather than offering generic advice, they take the time to comprehensively analyse my financial situation, considering both short-term needs and long-term aspirations.
What truly stands out is their depth of expertise across various financial domains. Their holistic approach ensures that every aspect of our financial well-being is meticulously addressed.
Sinhasi Consultants has earned our trust and confidence as a reliable partner for our financial well-being through several key attributes. First and foremost, their integrity and transparency are unparalleled. From the initial consultation to ongoing discussions about my financial strategy, Sinhasi Consultants have consistently demonstrated honesty and openness. Their track record of success is another testament to their reliability. Sinhasi Consultants have a proven history of helping clients achieve their financial objectives. In addition is their professionalism.
I would wholeheartedly recommend them without hesitation. Sinhasi Consultants offers a level of personalized attention and expertise that is truly unmatched. They take the time to understand your unique financial goals, concerns, and aspirations, crafting a tailored strategy that aligns perfectly with your needs.

Mrs. Anuradha Roy Chowdhury

Head of Operations at Parikrma Humanity Foundation

Bengaluru | Client since 2021

I have been really happy with the kind of service that you....”

▼READ TESTIMONIAL: I have been really happy with the kind of service that you and your team have provided me over the last 4 years. In the financial services space, trust is such a critical attribute; my dealings with the Sinhasi team have made me believe that not only may I trust them, but that I may also lean on them for both reliable advice and easy implementation of investment services. I hope to continue my relationship with you and your team over the next few years.

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