Testimonials

Our Wealth is Our Clients



Dr. Sunita Maheshwari

Chief Dreamer & Co – Founder, Teleradiology Solutions

BENGALURU • CLIENT SINCE 2003

"Sinhasi is boutique, personalized and genuinely caring about the outcome of our financial planning..."

READ TESTIMONIAL
“Sinhasi is boutique, personalized and genuinely caring about the outcome of our financial planning. We have benefitted as a family as we have a long term, holistic plan in place which is scientific and thought through. We would recommend Sinhasi to others.”

Mr. Kanchan Pant

Former MD, VFC Global, Hong Kong

BENGALURU • CLIENT SINCE 2007

"Sinhasi are highly committed and trusted financial advisors and they have consistently demonstrated a sound understanding of client needs..."

READ TESTIMONIAL
“My family and I have been associated with Mimi from the year 2002 and we appreciate for her support and advice over the years in developing a rewarding financial plan. Sinhasi are committed and trusted financial advisors and they have consistently demonstrated a sound understanding of client needs and relevant financial investments. I have recommended Sinhasi to others. I would extend Mimi and her team my best wishes in all their endeavors.”

Mr. Sunil Alagh

Chairman, SKA Advisors • Former MD, Britannia Industries Ltd.

MUMBAI • CLIENT SINCE 2000

"My family has personally benefited through Sinhasi’s consistent care and advice given to us over the years..."

READ TESTIMONIAL
“For me what is unique about Sinhasi is that it is perhaps one of the few boutique financial advisors who cover the entire gamut of activities required for a family’s financial good health. It is not mere investments in Equity and Mutual Funds but comprehensive planning for the future based on personal requirements that are focused upon. Their forte is that they deal with each client at an individual level, rather than as one amongst many. My family has personally benefited through Sinhasi’s consistent care and advice given to us over the years. It has been a balancing of euphoria during good times and patience in down turns. Above all, their integrity in intent and execution has been unquestionable. I have recommended Sinhasi to my colleagues and friends.”

Mr. Gaurav Gandhi

Vice President - Amazon Prime Video, APAC Singapore

MUMBAI • CLIENT SINCE 2006

"Mimi & her team evoke that kind of TRUST and COMFORT for every advise they give their clients..."

READ TESTIMONIAL
“The two most important things when one is taking an investment advice are TRUST and a PERSONALIZED 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 advice they give their clients – be it in term of investments, insurance or building a corpus for any long-term need.”

Late Mr. Ravi Nedungadi

Former President UB Group

BENGALURU • CLIENT SINCE 2002

"Attention to Detail, Rigorous Analysis and Honest, Tailored Solutions are the hallmark of Sinhasi’s functioning..."

READ TESTIMONIAL
“Sinhasi has been an integral part of our family’s financial security from its very inception. Today my children too have chosen to depend on Sinhasi for securing their own financial aspirations. Attention to Detail, Rigorous Analysis and Honest, Tailored Solutions are the hallmark of Sinhasi’s functioning and the foundation of their success. I have recommended Sinhasi to others.”

Mr. Sandeep Singh

MD, Tata Hitachi Limited • Former MD, Toyota Motors (Asia Pacific)

BENGALURU • CLIENT SINCE 2012

"I have benefitted financially with their investment plan made for me and reiterate my full confidence in them."

READ TESTIMONIAL
“I have been dealing with Sinhasi team from 2012, I have found them very courteous, transparent and methodical in their dealings. I have benefitted financially with their investment plan made for me and reiterate my full confidence in them.”

Mr. Shailesh Chaturvedi

MD & CEO, Arvind Fashions Limited

MUMBAI • CLIENT SINCE 2013

"It is always good to work with like-minded people at Sinhasi who are very ethical in money matters..."

READ TESTIMONIAL
“Of course, Sinhasi team came with very solid reference from a dear friend. After having experienced a well round financial planning backed up some very good value system (empathy, prompt response), I have also become a strong advocate of Sinhasi. I have moved several steps forward on financial planning with investment into PMS, covering of gaps in my insurance portfolio (now, I have house insurance, medical insurance and life cover – hence, I sleep well) and got sound advice on real estate investments and debt instruments as well. I have learnt a lot about financial planning through extended network of Sinhasi including insights from guest speakers from Bombay. Clearly, Sinhasi is quite well networked with experts in this trade. It is always good to work with like-minded people at Sinhasi who are very ethical in money matters.”

Mr. Ajoy Chawla

CEO (Jewellery), Titan Company Ltd.

BENGALURU • CLIENT SINCE 2007

"Disciplined, holistic yet simplified financial planning that Sinhasi has helped me with has enabled me to eliminate the pressure or guilt ..."

READ TESTIMONIAL
“I have not used personal financial advisors before, so can’t compare – but compared to Banks and wealth managers, Sinhasi does not try to push too many structured products onto us. Also, there is continuity as the relationship is with a set of people who are around for a longer period of time. Mimi’s personal touch and supervision plays a big role in building my confidence. Disciplined, holistic yet simplified financial planning that Sinhasi has helped me with has enabled me to eliminate the pressure or guilt of not having thought thru my investments and finances. It has made me feel less burdened as I know someone is watching out for my finances, freeing me up of my time to pursue other things in life. I have recommended Sinhasi to many others.”

Mr. Ashok Capoor

Former MD & President, United Spirits Ltd.

BENGALURU • CLIENT SINCE 2008

"They have been very helpful to me in building a relevant and strong portfolio for me and my family..."

READ TESTIMONIAL
“The service from Sinhasi is very personalized and looks out for customized solutions to suit individual needs. They have been very helpful to me in building a relevant and strong portfolio for me and my family. I have recommended Sinhasi to others.”

Mr. P.A. Murali

CEO & Administrator - Sringeri Math | Former ED & CFO, United Spirits Ltd.

BENGALURU • CLIENT SINCE 2003

"…just call Mimi or anyone at Sinhasi…they will take care of all issues regarding my financial matters. This is my faith and trust..."

READ TESTIMONIAL
“I have known Sinhasi now from the year 2003, and have always told my wife and my family that if anything should happen to me to just call Mimi or anyone at Sinhasi…they will take care of all issues regarding my financial matters. This is my faith and trust in Sinhasi, their advice and what they do. I have also introduced them to many of my colleagues as their financial planning process is simple, clear and customized.”

Dr. Sunita Maheshwari

Chief Dreamer & Co – Founder, Teleradiology Solutions

BENGALURU • CLIENT SINCE 2003

"Sinhasi is boutique, personalized and genuinely caring about the outcome of our financial planning..."

READ TESTIMONIAL
“Sinhasi is boutique, personalized and genuinely caring about the outcome of our financial planning. We have benefitted as a family as we have a long term, holistic plan in place which is scientific and thought through. We would recommend Sinhasi to others.”

Mr. Kanchan Pant

Former MD, VFC Global, Hong Kong

BENGALURU • CLIENT SINCE 2007

"Sinhasi are highly committed and trusted financial advisors and they have consistently demonstrated a sound understanding of client needs..."

READ TESTIMONIAL
“My family and I have been associated with Mimi from the year 2002 and we appreciate for her support and advice over the years in developing a rewarding financial plan. Sinhasi are committed and trusted financial advisors and they have consistently demonstrated a sound understanding of client needs and relevant financial investments. I have recommended Sinhasi to others. I would extend Mimi and her team my best wishes in all their endeavors.”

Mr. Sunil Alagh

Chairman, SKA Advisors • Former MD, Britannia Industries Ltd.

MUMBAI • CLIENT SINCE 2000

"My family has personally benefited through Sinhasi’s consistent care and advice given to us over the years..."

READ TESTIMONIAL
“For me what is unique about Sinhasi is that it is perhaps one of the few boutique financial advisors who cover the entire gamut of activities required for a family’s financial good health. It is not mere investments in Equity and Mutual Funds but comprehensive planning for the future based on personal requirements that are focused upon. Their forte is that they deal with each client at an individual level, rather than as one amongst many. My family has personally benefited through Sinhasi’s consistent care and advice given to us over the years. It has been a balancing of euphoria during good times and patience in down turns. Above all, their integrity in intent and execution has been unquestionable. I have recommended Sinhasi to my colleagues and friends.”

Mr. Gaurav Gandhi

Vice President - Amazon Prime Video, APAC Singapore

MUMBAI • CLIENT SINCE 2013

Mimi & her team evoke that kind of TRUST and COMFORT for every advise they give their clients...

READ TESTIMONIAL
“The two most important things when one is taking an investment advice are TRUST and a PERSONALIZED 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 advice they give their clients – be it in term of investments, insurance or building a corpus for any long-term need.”

Mr. Ravi Nedungadi

Former President UB Group

BENGALURU • CLIENT SINCE 2002

"Attention to Detail, Rigorous Analysis and Honest, Tailored Solutions are the hallmark of Sinhasi’s functioning..."

READ TESTIMONIAL
“Sinhasi has been an integral part of our family’s financial security from its very inception. Today my children too have chosen to depend on Sinhasi for securing their own financial aspirations. Attention to Detail, Rigorous Analysis and Honest, Tailored Solutions are the hallmark of Sinhasi’s functioning and the foundation of their success. I have recommended Sinhasi to others.”

Mr. Sandeep Singh

MD, Tata Hitachi Limited • Former MD, Toyota Motors (Asia Pacific)

BENGALURU • CLIENT SINCE 2012

"I have benefitted financially with their investment plan made for me and reiterate my full confidence in them."

READ TESTIMONIAL
“I have been dealing with Sinhasi team from 2012, I have found them very courteous, transparent and methodical in their dealings. I have benefitted financially with their investment plan made for me and reiterate my full confidence in them.”

Mr. Shailesh Chaturvedi

MD & CEO, Arvind Fashions Limited

MUMBAI • CLIENT SINCE 2013

"It is always good to work with like-minded people at Sinhasi who are very ethical in money matters..."

READ TESTIMONIAL
“Of course, Sinhasi team came with very solid reference from a dear friend. After having experienced a well round financial planning backed up some very good value system (empathy, prompt response), I have also become a strong advocate of Sinhasi. I have moved several steps forward on financial planning with investment into PMS, covering of gaps in my insurance portfolio (now, I have house insurance, medical insurance and life cover – hence, I sleep well) and got sound advice on real estate investments and debt instruments as well. I have learnt a lot about financial planning through extended network of Sinhasi including insights from guest speakers from Bombay. Clearly, Sinhasi is quite well networked with experts in this trade. It is always good to work with like-minded people at Sinhasi who are very ethical in money matters.”

Mr. Ajoy Chawla

CEO (Jewellery), Titan Company Ltd.

BENGALURU • CLIENT SINCE 2007

"Disciplined, holistic yet simplified financial planning that Sinhasi has helped me with has enabled me to eliminate the pressure or guilt ..."

READ TESTIMONIAL
“I have not used personal financial advisors before, so can’t compare – but compared to Banks and wealth managers, Sinhasi does not try to push too many structured products onto us. Also, there is continuity as the relationship is with a set of people who are around for a longer period of time. Mimi’s personal touch and supervision plays a big role in building my confidence. Disciplined, holistic yet simplified financial planning that Sinhasi has helped me with has enabled me to eliminate the pressure or guilt of not having thought thru my investments and finances. It has made me feel less burdened as I know someone is watching out for my finances, freeing me up of my time to pursue other things in life. I have recommended Sinhasi to many others.”

Mr. Ashok Capoor

Former MD & President, United Spirits Ltd.

BENGALURU • CLIENT SINCE 2008

"They have been very helpful to me in building a relevant and strong portfolio for me and my family..."

READ TESTIMONIAL
“The service from Sinhasi is very personalized and looks out for customized solutions to suit individual needs. They have been very helpful to me in building a relevant and strong portfolio for me and my family. I have recommended Sinhasi to others.”

Mr . P.A Murali

CEO & Administrator - Sringeri Math | Former ED & CFO, United Spirits Ltd.

BENGALURU • CLIENT SINCE 2003

"…just call Mimi or anyone at Sinhasi…they will take care of all issues regarding my financial matters. This is my faith and trust..."

READ TESTIMONIAL
“I have known Sinhasi now from the year 2003, and have always told my wife and my family that if anything should happen to me to just call Mimi or anyone at Sinhasi…they will take care of all issues regarding my financial matters. This is my faith and trust in Sinhasi, their advice and what they do. I have also introduced them to many of my colleagues as their financial planning process is simple, clear and customized.”