Symbol of Royalty and Protection
Customized Plans that ensure your needs and aspirations are balanced
Personalization in line with your Financial Goals with a 360o approach helps that we deliver
sustainable Alpha returns through your journey with us.
Let’s make every rupee earned work harder for you.
Personalization in line with your Financial Goals with a 360o approach helps that we deliver
sustainable Alpha returns through your journey with us.
Let’s make every rupee earned work harder for you.
‘The Zen of Investing’ is about always keeping a steady mind in “Dynamic Balance” at all times. Combining alertness and calmness in the midst of turbulence, coupled with execution excellence facilitates that your money grows in the optimum way. | KNOW MORE >
Personalised Wealth Plans are specially prepared for you in line with your Family Goals. We take this very seriously and hence spend time to understand your attitude towards risk and reward, your time horizons, and other key factors that matter to you.
We curate the right mix of investment solutions, best suitable for you, that enables sustainable Alpha returns, even during turbulent times. We execute on time with service excellence so that never is an opportunity lost.
Mr. Gaurav Gandhi
Vice President - Amazon Prime Video, APAC Singapore
MUMBAI • CLIENT SINCE 2006
“The two most important things when one is taking an investment advice are TRUST and a PERSONALISED approach. One needs to be sure that the advice is unbiased & there is no ulterior motive other than to that maximize returns for the client concerned. One also need to be sure that the advice is customized to the need of the client and the advisory firm understands the client well enough (including the investment psyche & the risk taking ability). Mimi & her team evoke that kind of TRUST and COMFORT for every advise they give their clients – be it in term of investments, insurance or building a corpus for any long term need.”
Mr. Gaurav Gandhi
Director & CGM, Amazon Prime Video (India)
MUMBAI • CLIENT FROM 2006
Unique personalised wealth plans in line with your family goals.
Some important questions frequently asked are:
We discuss these questions and help you create your perfect 360o Wealth Plan personalized for you.
Grow your money even after you retire, without stress.
Here are some questions we help you plan are?
We at Sinhasi have the expertise to answer all these tough questions and guide you correctly to achieve a stress free retired life with the right mix of assets. Let’s plan your retirement together for sustainable Alpha returns , even during tough times.
Planning for your children and safe guarding their educational and life milestones.
Here are some questions we help plan together-
Our children are most precious to us and we want the best for them, especially when it comes to their education. We help you curate the best investment solutions to achieve your children’s milestones.
We help you plan your Real Estate Portfolio for to work well for you.
Through our partners, we ensure the best of real estate planning and related services.
Stay on top of your Investment Portfolio of Financial Assets with Dynamic Balance.
We continuously query your portfolio:
| HIGH RISK | LOW RISK |
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Plan for good times and bad.
Protecting your Health the correct way
Basic Health Insurance • Premium Health Insurance
Protecting Your Family Always
Pure Risk Cover • Legacy Corpus Creation • Investment with Tax Benefits
Protecting Your Home - your most valuable asset
Building Structure • Household Items • Fire & Special Perils • Burglary
Clear Succession & Inheritance Planning
Registration of Will
Transfers of Investments as per Succession
REIT's
Real Estate Funds PE Funds
Buy/Sell/Rent/Lease Building
Construction & Renovation
Tax Consultation
Tax Estimation
ITR Filing
Donations/Bequeaths to Charitable Causes
Creation of Vehicles/Trust for Charitable Causes
