Sahni, Inc.

Overview

Sahni, Inc. is an independent, privately owned registered investment adviser that serves individual and family clients, with some focus on small business portfolio management. The firm operates under a corporate structure with an individual owner and positions its client work around financial planning and discretionary portfolio management. Its fee model combines AUM-based fees with hourly billing. Sahni, Inc. does not identify as an active ESG investor, is not a multi-state adviser, and does not act as a capital allocator or pension consultant.

Assets & Accounts

Public Holdings