When it comes to investing….The only goal that matters is Yours.
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 Expert Financial Partners
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 We Help You Invest Smarter
1. Expertise That Works for You: We combine industry insight with local understanding to help you pick the right funds — SIPs, lump sums, debt-equity balance — with a clear, 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, from buying a home to legacy planning — we 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, every step is clear, digital-first, and actionable — no guesswork, no jargon.
Our Unique Advantages
🔄 Model 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 optimize 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 Our Strength as a Mutual Fund Distributor 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:
📈Access to a Wide Range of Financial Products: We go beyond just mutual funds — offering a full suite of financial solutions so your investments are always aligned with your life goals.
👥Dedicated Relationship Managers for Every Client: No more call centres or faceless helplines. You get a real, responsive financial partner who understands you — and acts in your best interest.
📱User-Friendly Client App: Track your investments anytime, anywhere. From portfolio snapshots to goal progress, everything is at your fingertips.
💸Transparent, Aligned Advice (Not Sales Pitches): We focus on understanding your goals and providing recommendations that genuinely suit your needs—free from product-driven agendas or sales pitches.
🏦Tie-Ups with All AMCs: You’ll always have access to various choices. We give you access to all mutual funds in one place across all asset management companies.
📢Proactive Communication & Financial Education: From market updates to goal reminders, we keep you informed and empowered — with zero jargon and 100% clarity.
⚙️Streamlined Service & Tech-Backed Experience: Our robust backend systems mean faster transactions, timely reports, and smoother servicing — all with a personal touch.
🎓Ongoing Training = Better Advice for You: Because we invest in continuous training for our team, you benefit from the latest strategies, sharper insights, and more 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 Choose Us
✅ Pune’s Trusted AMFI registered Mutual Fund Distributor
✅ Your goals, our guidance—no strings attached
✅ Backed by decades of experience and client trust
✅ Online or in-person consultations
✅ Serving clients across India & globally
✅ Goal-based incidental advice
Sample Investment Plan
Want to see how professional planning works?
Check a sample plan for a complete snapshot of your goal projections, risk mapping, and actionable strategies with incidental advice.
👉 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 find out 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).
Mutual Fund Distributors – Frequently Asked Questions
An MFD facilitates mutual fund investments by helping clients choose suitable schemes and complete transactions by providing incidental advice. Unlike advisors who charge a fee, MFDs focus on goal-based recommendations and holistic support without any direct cost to the investor.
An MFD / RIA provides personalized, experience-backed guidance, helping you avoid emotional investing and choose funds aligned with your goals. You get continuous portfolio reviews, smart rebalancing, and proactive support — making your investment journey simpler, safer, and more effective.
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 guide you with regular portfolio updates and behavioural support to reduce panic reactions or over-optimism. Our incidental advice is anchored in data and your goals — not emotions or market noise.
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 partner with all mutual fund houses in India, giving you access to a wide range of schemes across equity, debt, hybrid, and solution-oriented categories — so product options never restrict you. For us, your investment goals come first. We focus on understanding your needs and then identify which AMC offers the most suitable solution for you.
We understand your life goals, risk appetite, investment horizon, and profile. Based on this, we design investment portfolios, track your progress, and suggest updates as your needs evolve.
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.