At Sanriya Finvest, we believe that true wealth is not just measured in numbers—but in the peace of mind that comes with financial confidence. Based in Pune, we are dedicated to helping individuals, families, and professionals make smarter, more informed financial decisions.
Founded by a team of experienced Certified Financial Planners (CFPs) and wealth strategists, Sanriya Finvest was born out of a mission to provide unbiased, research-backed financial advice tailored to your life goals.
At Sanriya Finvest, we invest with purpose—not emotion.
Our philosophy is built on three core pillars:
We don’t chase headlines. Every investment decision is grounded in long-term, data-backed research.
As markets evolve, so should your portfolio. We dynamically adjust allocations to stay ahead of the curve.
Risk isn’t an afterthought—it’s a starting point. Every portfolio is tailored to match your unique risk appetite.
To bring our philosophy to life, we use a proprietary 5-factor model to evaluate and select the most suitable funds for you:
We are an AMFI registered Mutual Fund Distributor, bound by fiduciary responsibility to act in your best interest.
With a team of qualified professionals and domain experts, we use robust research and data analytics to guide every recommendation.
Whether it’s retirement, education, wealth transfer, or business succession, we align your investments with your life goals.
Santosh Kedari
Founder & Principal Advisor – Sanriya Finvest Pvt. Ltd.
CFPCM | CWM® | Retirement Advisor | Mutual Fund Distributor
With a career spanning over two decades, Santosh Kedari has been guiding individuals and families toward financial clarity and long-term wealth since 2001.
Before founding Sanriya Finvest, Santosh held a leadership role at TATA AIA Life Insurance as a Managerial Business Associate, where he recruited and mentored high-performing consultants, built growth-driven teams, and delivered client-centric financial solutions.
Santosh is one of the few professionals in India who holds multiple elite designations:
Certified Financial Planner (CFPCM) – Awarded by the Financial Planning Standards Board of India
Chartered Wealth Manager (CWM®) – From the American Academy of Financial Management
Certified & Registered Retirement Advisor – Authorized by PFRDA for NPS-based retirement planning
He is also a registered Mutual Fund Distributor (AMFI) and certified to offer Portfolio Management Services (PMS)—ensuring every client receives personalized, regulated, and trustworthy investment advice.
Santosh brings academic rigor to every recommendation:
Master of Business Studies (MBS)
Post Graduate Diploma in Business Management (PGDBM)
Diploma in Taxation Law (DTL)
Licentiate – Insurance Institute of India
Santosh’s mission is simple: to make financial planning accessible, transparent, and effective for every Indian household. His expertise lies in:
Expert Fund Curation
Executing Personalized Investment Strategy
Tailored Asset Allocation
Tax-efficient Strategies
Wealth Management for Business Owners & Professionals
At Sanriya Finvest, he leads a passionate team dedicated to helping clients invest with confidence, plan with clarity, and retire with dignity.
Co-Founder & Senior Financial Planner – Sanriya Finvest Pvt. Ltd.
CFPCM | PMS Certified | Mutual Fund Distributor | Investment Adviser
With over 20 years of experience in financial services and investment advisory, Supriya Kedari-Kirtane brings deep insight, leadership, and client-first thinking to Sanriya Finvest.
Her journey began in 2001, and since then, she has held impactful leadership roles in top-tier institutions, including:
Zonal Sales Manager – HDFC Securities Ltd.
Area Sales Manager – ICICI Securities Ltd.
Senior Advisor – Lifins Financial (TATA AIA Life Insurance)
In these roles, she led sales teams, built strong advisor networks, mentored professionals, and delivered consistent growth—all while keeping the client at the center of every strategy.
Supriya holds several respected industry certifications:
Certified Financial Planner (CFPCM) – From the Financial Planning Standards Board India
NISM Level X-A & X-B – Investment Adviser (Levels 1 & 2)
Portfolio Management Services (PMS) Distributor Certification
AMFI Registered Mutual Fund Distributor
Licentiate – Insurance Institute of India (III)
These qualifications ensure she provides compliant, well-rounded, and high-integrity financial advice.
As Co-Founder and Senior Financial Planner, Supriya leads the firm’s efforts in:
Executing Personalized Investment Strategy
Tailored Asset Allocation
Retirement Readiness with Mutual Funds
Tax-Efficient Strategies
She works closely with clients across different life stages to simplify finance, maximize wealth potential, and create long-term financial security.
Sr. Investment Executive, Certified Retirement Goal Planner
Investment Service Executive
Operations Head
Investment Executive
Investment Service Executive
Fixed Income & Risk Management Executive
Admin Executive – Accounts
Rushikesh Mahadeo Gurhekar
Whether you’re a young professional starting your investment journey or a high-net-worth individual planning legacy transfer, we’re here to guide you every step of the way.
