Sinhasi Wealth

Sinhasi Wealth is a comprehensive portfolio tracking and wealth management application designed exclusively for Sinhasi clients. Built to offer clarity, control, and convenience, the app brings your entire financial world into one secure and intuitive platform — accessible 24x7.

Whether you want to review your investments, track progress towards your goals, or access important financial documents, Sinhasi Wealth provides a seamless and transparent digital experience aligned with Sinhasi’s disciplined wealth management approach.

Key Features

• Portfolio Valuation & Summary
Get an instant, consolidated view of your net worth across all your investments.

• Detailed Asset Allocation
Understand your portfolio composition across asset classes to ensure balanced and aligned investing.

• Transaction & Capital Gain Reports
Access all your buy/sell transactions, capital gains, dividend statements, and profit & loss summaries — anytime.

• Portfolio Performance & Rebalancing
Monitor how your portfolio is performing and receive insights for timely rebalancing.

• Portfolio Snapshot & Investment Journey
Track how your wealth has grown over time with intuitive charts and timelines.

• SIP Tracker
Stay on top of your systematic investments with real-time tracking.

• Goal Planner
Plan, monitor, and update your financial goals with ease.

• Insurance Policies
View and manage your insurance portfolio in one place.

• Document Vault
Securely store and access your financial documents whenever you need them.

• 24×7 Access
Your financial world — available around the clock, wherever you are.