Sahni, Inc. offers investment advice and financial planning to individuals, high net worth individuals, trusts, estates, and charitable organizations. Sahni creates customized investment strategies based on each client's goals, risk tolerance, and financial situation. Sahni primarily invests in individual stocks and exchange-traded funds. Financial planning services cover areas like retirement, education, and savings.
Fee Structure
Sahni, Inc. charges a percentage of your portfolio value for investment management. The fee ranges from 1.00% to 1.50% per year, depending on the size and complexity of your account. More complex relationships may be charged a higher fee. Fees are calculated monthly based on the value of your investments at the end of the month.