We are a boutique wealth management firm set up in 2005, exclusively serving well known high-profile HNIs across India through a choice of personalized holistic wealth management services, or distribution services. We create customized financial plans and provide holistic advice on investments, health and life insurance and estate planning for our clients who are our pride.
READ TESTIMONIALS.
This is an enviable client base of individuals and Corporates to work with.
Direct interactions with senior fund management teams of several leading financial service organisations give us insights in asset and portfolio thinking which we deploy across our clients.
“Team Sinhasi, is the heart and soul of the business. You work and learn from a well- established and professional senior team which has seen 16 years of consistent and sustainable growth.
We have a talented, dedicated and friendly family-style working environment which focusses on ‘enriching’ each one of us and reminding us that success is about our team effort. A small highly charged team ensures that we get to work across multiple divisions for holistic learning across verticals.”
Integrity • Mutual Respect • Teamwork • Commitment • Achievement and Innovation
These guiding principles are core to the culture and to achieving our vision. Each team member’s contribution is recognized and rewarded for the effort. There are opportunities for ‘Free-Thinking’ - Ideation, Learning and Innovation. The senior team encourage this with feedback to improve our best practices.
“Client is First and will always be First’’
This is the mantra at Sinhasi and Team Sinhasi only works in the best interest of client. We aim to be the preferred financial advisor and custodian to many professionals who seek expert partners to protect and grow their wealth for them. We build trust and nurture relationship so that our clients feel certain and secure, and 'on top of their game' as we grow their wealth in a simple, disciplined, and holistic manner.
Working at Sinhasi
The Sinhasi environment provides a fun, rewarding and satisfying workspace with great work policies, as well as a safely distanced workplace, especially during these challenging times. Set amidst trees and nature, the vibrant office space promotes calm and spirituality.
1. AVP - Planning & Advisory
Work Exp: 3 - 5 years
Qualifications: CFP/ NISM X-A/ X-B / PG Degree in Finance
Positions Open: 1
Download Job Description ⊻ | APPLY NOW
2. Asst. Manager - Investment Planning & Operations
Work Exp: 1 - 2 years
Qualifications: B.Com / Graduate / CFP
Positions Open: 2
Download Job Description ⊻ | APPLY NOW
3. Executive - Marketing/Digital Marketing
Work Exp: 2 - 3 years
Qualifications: Graduate/MBA in Marketing & Certification in Digital Marketing
Positions Open: 1
Download Job Description ⊻ | APPLY NOW
*Optional4. Sr. Executive - Admin & Accounts
Work Exp: 2 - 3 years
Qualifications: Graduate with knowledge of Tally
Positions Open: 1
WORKING WITH SINHASI | VIEW CURRENT OPENINGS
We are a boutique wealth management firm set up in 2005, exclusively serving well known high-profile HNIs across India through a choice of personalized holistic wealth management services, or distribution services. We create customized financial plans and provide holistic advice on investments, health and life insurance and estate planning for our clients who are our pride.
READ TESTIMONIALS.
This is an enviable client base of individuals and Corporates to work with.
Direct interactions with senior fund management teams of several leading financial service organisations give us insights in asset and portfolio thinking which we deploy across our clients.
“Team Sinhasi, is the heart and soul of the business. You work and learn from a well- established and professional senior team which has seen 16 years of consistent and sustainable growth.
We have a talented, dedicated and friendly family-style working environment which focusses on ‘enriching’ each one of us and reminding us that success is about our team effort. A small highly charged team ensures that we get to work across multiple divisions for holistic learning across verticals.”
Integrity • Mutual Respect • Teamwork • Commitment • Achievement and Innovation
These guiding principles are core to the culture and to achieving our vision. Each team member’s contribution is recognized and rewarded for the effort. There are opportunities for ‘Free-Thinking’ - Ideation, Learning and Innovation. The senior team encourage this with feedback to improve our best practices.
This is the mantra at Sinhasi and Team Sinhasi only works in the best interest of client. We aim to be the preferred financial advisor and custodian to many professionals who seek expert partners to protect and grow their wealth for them. We build trust and nurture relationship so that our clients feel certain and secure, and 'on top of their game' as we grow their wealth in a simple, disciplined, and holistic manner.
The Sinhasi environment provides a fun, rewarding and satisfying workspace with great work policies, as well as a safely distanced workplace, especially during these challenging times. Set amidst trees and nature, the vibrant office space promotes calm and spirituality.
1. AVP - Planning & Advisory
Work Exp: 3 - 5 years
Qualifications: CFP/ NISM X-A/ X-B / PG Degree in Finance
Positions Open: 1
Download Job Description ⊻ | APPLY NOW
2. Asst. Manager - Investment Planning & Operations
Work Exp: 1 - 2 years
Qualifications: B.Com / Graduate / CFP
Positions Open: 2
Download Job Description ⊻ | APPLY NOW
3. Executive - Marketing/Digital Marketing
Work Exp: 2 - 3 years
Qualifications: Graduate/MBA in Marketing & Certification in Digital Marketing
Positions Open: 1
Download Job Description ⊻ | APPLY NOW
*Optional4. Sr. Executive - Admin & Accounts
Work Exp: 2 - 3 years
Qualifications: Graduate with knowledge of Tally
Positions Open: 1
