One picture. One person. Every quarter.
Know how your money is really doing. Then have one person look after all of it.
Your investments, insurance, tax and your children's education abroad, finally seen as one plan.
A 30-minute call on Google Meet, with me directly · No products to sell · No fee for this call
- Paid only by youFee-only. No commissions from anyone.
- Your money stays with youIn your own accounts. I never hold your money or securities, or ask for your trading, demat or bank login details.
- SEBI Registered Investment AdviserReg. No. INA000023436 · Check it on SEBI's website ↗
The three questions
Can you answer these three?
Are my investments actually doing well?
You get the statements, but not the answer. Good compared with what? And where should the next rupee go: India, abroad, gold or property?
What I do
A review of every investment you hold, in India and abroad: how each is actually doing, and where the next rupee should go.
Am I on track?
Is the family insured enough? Are you saving enough to retire when you want to? Will the money be there when the university fees arrive, in dollars or pounds?
What I do
Your goals costed and your insurance checked, then tracked with you every quarter.
Who is looking at all of it?
A CA for tax. Funds spread across two or three apps. Company stock in a separate account. A few stock picks of your own. Each piece has its own statement. None of them adds up the whole.
What I do
I am. Your investments, insurance, tax and company stock, seen as one plan.
An investor first
Global markets through cycles, not headlines.
I spend my working days on global markets and economic cycles. That matters for a family, because the biggest money questions are really markets questions.
If your children will study abroad, the fees will come in dollars or pounds. So how much of the money set aside for them should sit abroad, and when should it move? Is gold or property earning its place? What could the next few years hold for Indian shares? You get an answer grounded in research, inside one plan for your family, reviewed every quarter.
How I work
Not a one-time plan.
The check-up · first three months
Everything your family owns and owes, in one picture.
The plan
What to change, in what order, with tax in mind. You act in your own accounts.
Every quarter, for years
Where you stand, what changed, what to do now. In writing within two working days.
One fee for the whole family. Paid only by you.
₹20,000 to start, covering the check-up and the plan. Then ₹3,750 to ₹7,500 a quarter, set by the investments I advise on (above ₹10 crore, as agreed). No commissions from anyone.
Meet Himanshu Sinha
The person you'd be working with.
I've spent 11 years in markets and finance, most recently as Head of Product at Groww Mutual Fund, working with the fund managers on the funds' investment strategies. Today I advise families one-to-one on their whole financial picture.
- Previously
- Head of Product, Groww Mutual Fund
- Education
- MBA, MDI
- Certified
- NISM X-A and X-B (Investment Adviser)
- How I'm paid
- Only by my clients
Start with one conversation.
Tell me what you own and what's on your mind. I'll tell you plainly whether I can help. If I can't, I'll say so.
What happens next
- 1. You leave your name, email and WhatsApp number. I get in touch to set up a 30-minute call on Google Meet.
- 2. If we both want to go ahead: a written agreement, KYC and your risk profile.
- 3. Your check-up begins.
No advice is given on this call. Prefer to write first? h.sinha144@gmail.com
Disclosure
Complaints data
| Sr. No. | Received from | Pending at the end of last month | Received | Resolved* | Total pending# | Pending complaints > 3 months | Average resolution time^ (in days) |
|---|---|---|---|---|---|---|---|
| 1 | Directly from investors | 0 | 0 | 0 | 0 | 0 | 0 |
| 2 | SEBI (SCORES) | 0 | 0 | 0 | 0 | 0 | 0 |
| 3 | Other sources (if any) | 0 | 0 | 0 | 0 | 0 | 0 |
| Grand total | 0 | 0 | 0 | 0 | 0 | 0 |
Number of complaints received during the month against the IA due to impersonation by some other entity: 0
Monthly and annual trend of complaints, and how to raise a complaint