Sahni, Inc.

Overview

Sahni, Inc. is a small independent registered investment adviser focused on individualized portfolio management and financial planning for individuals and families, plus small-business clients. The firm’s investment activity shows a clear equity tilt: advisors run actively managed, exchange-traded equity exposures as the core of client portfolios and pair that with fee-for-service financial planning. Fee billing is primarily percentage-of-assets under management with the option for hourly charges for planning or advisory work. The firm appears to operate a hands-on, relationship-driven model rather than acting as a multi-state or institutional consultant. Advisory services emphasize tailored portfolio construction and ongoing portfolio oversight for a concentrated base of clients rather than broad third-party manager allocation.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices