Sahni, Inc.

Sahni, Inc. provides discretionary investment management and financial planning to individuals, high‑net‑worth clients, trusts, estates and charitable organizations, managing roughly $31.1 million for about 47 clients. Portfolios are typically constructed from individual U.S. and global stocks (including ADRs) and ETFs, with certain client relationships able to include limited partnerships and option contracts.

The firm follows a fundamental, primarily long‑term approach, developing investment policy statements, strategic asset allocations, and ongoing supervision while retaining flexibility to trade more actively for rebalancing or client needs. The brochure discloses the use of option strategies, and the firm’s profile indicates it may employ borrowing in separately managed accounts—techniques used for hedging, additional exposure, or implementation in select accounts.

Noteworthy for a small, supported advisor, Sahni’s explicit incorporation of derivatives and alternative investments—and the reported ability to use borrowing in separately managed accounts—are less common practices among peers. The firm also discloses an institutional custody relationship and a prior regulatory consent order, facts prospective clients may consider during due diligence.