The Team

Lotus Flower

Symbol of Clarity and Beauty amidst noise
Dynamic Balance with a steady mind that enable alpha returns even in turbulent times





Mimi Partha Sarathy

Founder and Managing Director


  • Master in Finance & Masters in Marketing - Webster University in Geneva, Switzerland.
  • Diploma in Cost Accounting - Webster University in Geneva, Switzerland.
  • Over 24 years of work experience in wealth management and financial advisory services.
  • Founder & Director of Sri Krishna Wellness Yoga & Cultural Centre set up in 2014 with the goal of promoting the rich heritage of Indian Art, Culture, Dance and Yoga
  • Part of the core team of BPAC (Bangalore Political Action Committee) - a citizen’s group that aims to improve governance and enhance the quality of life of every Bengalurean through civic engagement and advocacy ..
  • Supports several philanthropic initiatives - Ashwini Charitable Trust, Bangalore (education of underprivileged children), Lourdes Old Age Home, CUPA – (animal welfare), etc
  • Supports many sustainable conservation efforts in India.
  • Reputed Classical Bharatanatyam Dancer and Senior Yoga Teacher and Mentor.

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Rajanish P

Senior Vice President


  • CFP®Professional, NISM XA & XB
  • 16+ years with Sinhasi, heads Investment Advisory.
  • 17+ years of vast experience in Financial Planning, Wealth Management and Research & Analysis of Investment Solutions.
  • MBA and CFP®Professional from Financial Planning Standards Board India (FPSBI).

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M Vallinayagam

Vice President


  • CFP®Professional
  • 7+ years with Sinhasi, heads internal research and analysis.
  • 10+ years of vast experience in Financial Planning, Wealth Management and Research & Analysis of Investment Solutions.
  • Bachelor of Engineering and CFP®Professional from Financial Planning Standards Board India (FPSBI).

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Saisri Dibya Alok Naik

Senior Manager


  • CFP®Professional
  • 4+ years with Sinhasi, steers marketing and communication.
  • Core Competency in Financial Planning, Wealth Management and Research & Analysis of Investment Solutions.
  • Bachelor of Commerce and CFP®Professional from Financial Planning Standards Board India (FPSBI).

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Radhika Udaykumar

Senior Manager – Admin, HR & Accounts


  • 18+ years with Sinhasi, heads Accounts, Admin and Systems Management since inception.
  • 30+ years of vast experience in Accounts, Admin and Systems Management.

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