Your Goals. Our Expertise.
Welcome to Sanriya Finvest Pvt. Ltd., a leading Pune-based mutual fund investment service provider offering services around the globe, where your goals take centre stage. Whether you’re a young tech professional, a mid-career executive, or a retiree, we tailor investment solutions to match your life stage, aspirations, and risk appetite — not sales targets.
🔍 Why Pune Needs Financial Experts/ Investment Advisors / Mutual Fund Distributors
Pune isn’t just growing — it’s evolving. With its booming IT sector, strong manufacturing base, vibrant education ecosystem, and thriving startup culture, Pune offers wealth-building opportunities like never before. But, rising costs and market complexities demand professional financial guidance.
💡 How Advisors Help You Invest Smarter
1. Expertise That Works for You: Experts combine industry insight with local understanding to help you pick the right funds — SIPs, lump sums, debt-equity balance — with a straightforward, research-driven approach.
2. Behavioural Accountability: Avoid emotional traps. Our ongoing support helps you stay invested during market volatility, resisting fear-based decisions or greed-driven detours.
3. Personalized Planning: From retirement to child education, home buying to legacy planning — Advisors help align your investments with real-life goals.
4. Ongoing Portfolio Development: As your career, family, and responsibilities evolve, so should your portfolio. We help keep it updated to match your changing life.
5. Execution with Clarity: We make the complex simple. From onboarding to reviews of mutual funds, every step is clear, digital-first, and actionable — no guesswork, no jargon.
Our Unique Advantages
🔄 Model Investment Portfolios Based on Your Needs: We analyze your preferences, time horizon, risk appetite, and goals to design a custom-fit fund mix for your journey.
🔍 Detailed Portfolio Check: Get deep insights into what’s working and not in your current mutual fund portfolio. We help you review and rebalance with precision.
🧠 Goal-Linked Investing: Be it your dream house, a global MBA for your child, or early retirement — we convert your life dreams into strategic, data-backed investment actions.
🏗 Smart Support for Life’s Key Moments: We go beyond transactions to offer real support where it matters most:
• Mutual Fund Transmission Assistance : Seamless help during times of loss
• Portfolio Consolidation : Unify scattered investments for clarity and control
• Financial Life Event Planning : Restructure investments for events like marriage, sabbatical, or relocation
• Retirement Income Setup : Create a steady, inflation-beating income stream post-retirement
How Strength as a Registered Investment Advisor (RIA) / Mutual Fund Distributor (MFD) Benefits You as an Investor
At Sanriya Finvest, we’ve built a strong foundation to serve you better, faster, and smarter. Here’s how the support we provide enhances your investing journey by providing incidental advice related to mutual funds investment:
📈 Comprehensive Financial Solutions: We provide more than just mutual funds. Our diverse range of financial products ensures that your investments align with your goals and objectives.
👥 Dedicated Personal Relationship Manager: No more generic advice or call centre frustration. You get a real financial expert who takes the time to understand your needs and acts in your best interest — every step of the way.
📱 User-Friendly Client App: Stay connected to your investments at all times. From quick portfolio overviews to real-time goal tracking, our Sanriya Finvest app makes managing your financial future transparent and straightforward.
💸 Genuine, Transparent Advice: Our team recommends the best solutions for your needs. You’ll receive incidental advice that aligns with your financial goals—free from sales tactics and focused on your best interests.
🏦 Access to all AMCs: With our partnerships across all Asset Management Companies, you have direct access to all the mutual funds, giving you a wide selection of choices for your portfolio.
📢 Proactive Communication & Financial Education: We ensure you’re never in the dark. Whether it’s market insights, reminders about your goals, or timely updates, we provide information in a clear, jargon-free manner to keep you empowered.
⚙️ Efficient, Tech-Driven Experience: Thanks to our advanced systems, we offer seamless service: faster transactions, timely reports, and smooth processes. All with the personal touch you deserve.
🎓 Ongoing Learning for Better Insights: We believe in continuous learning. Our team regularly update their skills, ensuring you benefit from the latest strategies and expert incidental advice.
👨👩👧👦 Who We Serve
✅Tech professionals and IT employees
✅MSME and SME owners
✅Retirees and pre-retirees
✅Working couples with children
✅Defence personnel and PSU employees
✅NRIs looking to invest in India
✅Doctors
📍 Why Partner with Us?
✅ AMFI-registered Mutual Fund Distributor trusted across Pune
✅ 100% transparency — no hidden fees or commissions
✅ Decades of proven expertise and client confidence
✅ Convenient consultations — online or in person
✅ Serving clients across India and around the globe
✅ Goal-oriented, incidental advisory approach
✅ Qualified guidance from CFP-certified professionals
Sample Investment Plan – A Quick Financial Health Check
Are you curious about how professional investment planning works?
👉 Click here to try our Do-It-Yourself (DIY) Financial Health Check and get a sample plan with:
✅ Your future goals
✅ Risk profile
✅ Practical action steps, along with incidental advice
All in one simple, easy-to-understand snapshot — with helpful guidance along the way!
👉 Click here to see how your DIY decisions might be reducing your returns. Don’t be penny wise and pound foolish.
🚀 Ready to Take Control of Your Financial Future?
Book a free consultation with us and learn how we can help you smartly build long-term wealth. There are no hidden charges. We get a small fee from the service provider for our services, so you don’t have to pay anything to invest through Sanriya Finvest Pvt. Ltd. (See disclosures for details.)
Frequently Asked Questions (FAQs)
An RIA is a SEBI Registered Investment Advisor, and they work on a fee base. However, Mutual Fund Distributors are registered with AMFI; they get a small fee from the service provider for the services, so you don’t have to pay any fees or charges to MFD. They provide personalized financial/incidental advice based on your goals, risk profile, and time horizon. They focus primarily on transactions and emphasize long-term planning, suitability, and ongoing support tailored to your evolving investment stages.
Working with an MFD or RIA means you’re not navigating the investment world alone. You get expert, personalized advice that’s rooted in experience — helping you avoid emotional decisions and stay focused on your goals. With their support, your portfolio gets incidental advice, regular reviews, timely rebalancing, and strategic updates. RIAs also bring structured planning, behavioural coaching, and long-term discipline — all essential to keeping your investments aligned and your financial journey on track. In short, it’s not just about picking funds — it’s about building a smarter, more resilient investment plan.
No, Sanriya Finvest does not charge any fees directly to investors. We follow a transparent, zero-fee model where our earnings come in the form of standard commissions from Asset Management Companies (AMCs). Importantly, our brokerage is performance-linked — it varies based on the performance of your investment portfolio & not a fixed fee. When your portfolio performs well, we may receive a proportionate additional brokerage from the AMC; if the portfolio goes down, our brokerage also reduces. This structure ensures that our interests are aligned with your investments, and we remain focused on helping you achieve your financial goals — not on pushing products for incentives.(See disclosures for details.)
We act as your financial sounding board. Through goal-based planning with incidental advice, timely reviews, and regular communication, we help you avoid impulsive decisions during volatile markets — ensuring that your investments stay aligned with your plan.
Yes. Our user-friendly Sanriya Finvest app offers real-time access to your investments, goal tracking, performance updates, and transaction tools — all in one place, anytime you need it.
Absolutely. We assist with portfolio consolidation, mutual fund transmission, retirement income planning, and investment restructuring for life events like marriage, relocation, or sabbaticals. We also provide services for buying Portfolio Management Services (PMS), Alternative Investment Funds (AIF), Gift City Investments for NRIs and Foreigners, RBI Floating Rate Savings Bonds, Fixed Deposits, Non-Convertible Debentures (NCDs), Insurance, etc.
We work with all SEBI-registered mutual fund companies in India, so our recommendations are not limited to one AMC. Instead of favouring a specific fund house, we focus on your financial goals, risk profile, and investment horizon — and then suggest the mutual fund schemes that best match your needs, regardless of the company.
It starts with understanding your goals, risk appetite, income flow, and time frames. Then, we build a goal-oriented investment plan and review it regularly to ensure it evolves with your life and financial progress.
As a client, you’ll receive periodic portfolio summaries, updates on your goal progress, and easy-to-understand market insights — all shared in a clear, jargon-free format. You’ll also be invited to annual investor meets and to join online or offline webinars and seminars.
Yes, absolutely. SEBI and AMFI-registered RIAs and MFDs follow strict regulatory guidelines. Your money is invested directly with the Mutual Fund Companies (AMCs), not with the advisor or distributor. All official statements and transaction confirmations come to you straight from the fund houses, ensuring complete transparency and security.
Book a free consultation online or offline with us. We’ll create a personalized financial roadmap for you and offer suggestions to optimize them — all with no pressure or obligation. We don’t charge any fees for guidance or consultations; every meeting and discussion is completely free and commitment-free. For any further information or assistance, please feel free to contact us or email us at info@sanriya.net.