Goal-based investing Pune
Money is personal. We keep it that way.
Sanriya arranges investments around your life, not the other way round. One relationship covers the full spectrum: mutual funds, SIF, PMS, AIF, bonds and GIFT City, each matched to a goal with a name and a date.
- Families invested
- 1000+
- Cities served
- 125+
- Countries reached
- 21
Investing that starts with your goals
Each goal gets a date, an amount and a risk level. Schemes are matched to it, scored against their category and benchmark, and reviewed every year.
Funds ranked on evidence
Reviewed, not left alone
Free portfolio review
A written review of what is working in your portfolio, and what is not.
Get my free review- Overlap
- Cost drag
- Risk fit
- Goal gap
Six ways to invest, by entry amount
Mutual funds from ₹500 a month to PMS, AIF and GIFT City funds. Start where your goals and capital are.
A plan that moves with your life
Emergency fundFirst SIPHomeEducationRetirement corpusLegacy & gifting
One line, many stops: the order is yours, the instruments follow.
Emergency fundFirst SIPHomeEducationRetirement corpusLegacy & gifting
One line, many stops: the order is yours, the instruments follow.
Goals we plan for
Retirement, education, a home, an emergency fund: each goal gets its own plan, its own schemes and its own review.
See how goals get fundedHow investing with Sanriya works
01
Listen
We start with your life: family, income, obligations, the goals with dates and the ones still forming.
02
Map
Each goal gets a risk profile and a horizon. Then, and only then, products get matched to it.
03
Set up
KYC, folios, mandates and paperwork handled end-to-end, so starting takes days, not months.
04
Stay close
Proactive communication when markets move or rules change, not just an annual statement.
05
Review
Scheduled portfolio reviews against your goals, with the rebalancing steps set out so you can act on them.
Questions people ask
Sanriya Finvest Pvt. Ltd. is a Pune-based, AMFI-registered Mutual Fund and SIF Distributor (ARN-193359) and APMI-registered PMS Distributor (APRN01056), founded in 2021 by a team serving investors since 2001. We arrange investments around goals, matching mutual funds, SIF, PMS, AIF, bonds, fixed deposits and GIFT City funds to each one. Over 1,000 families in 125 cities invest through us.
A mutual fund distributor helps you choose schemes suited to your goals, completes KYC and paperwork, sets up SIPs and other transactions, and reviews the portfolio with you. The fund house pays the distributor a commission on Regular Plans, so the service comes at no extra cost to you, and every investment decision stays yours.
Nothing extra. We distribute Regular Plans and receive a trail commission from the fund house each month, paid out of the scheme's expense ratio. The rupee amount paid on your holdings appears in your half-yearly consolidated account statement, and the rate for every scheme is on our Disclosures page.
Investing that starts from what the money is for, such as retirement in 2045 or a child's degree in 2038, and works backwards to how much to invest, in what and for how long. Each goal gets its own horizon and risk level: near goals in debt and hybrid funds, far goals in equity, each reviewed against its own target.
A mutual fund SIP from ₹500 a month, and ₹100 in some schemes. SEBI sets the floors for the other routes: ₹10 lakh for a Specialized Investment Fund, ₹50 lakh for a PMS and ₹1 crore for an AIF. 54EC bonds start at ₹20,000, RBI bonds at ₹1,000 and most company fixed deposits at ₹10,000.
Directly from your bank account to the fund house, issuer or custodian, in your own name. The folio or demat account is yours, and redemptions come straight back to your bank account. Sanriya sets up the transactions and reviews the portfolio; the regulated institutions hold the money.
Our office is at Kamdhenu, 2nd Floor, Senapati Bapat Road, Near Chattushringi Temple, Shivajinagar, Pune, Maharashtra 411016. We also work with families across India and NRIs in 21 countries over calls, WhatsApp and online onboarding; KYC, mandates and transactions can all be completed from home.
A written review of the investments you already hold, mapped to your goals: overlap between schemes, cost, risk fit and the gap to each goal. It is free and commits you to nothing. Request it from the free portfolio review page.
SIP calculator
- Invested amount
- ₹45 L
- Est. returns
- ₹81 L
- Total value
- ₹1.3 Cr
Illustration at the rate you set, not a forecast. Mutual fund investments are subject to market risks; read all scheme related documents carefully.
Plan this with us →What clients say
Rated 4.9 on Google by the families we work with.
Public Google reviews, quoted as written.
Wanted better investment ideas, so had a chance to interact with Mayur, he guided very well about investments. He has good thorough knowledge about financial investments. According to my requirements he helped me in my investments. So thanks a lot Mayur.
Very good staff and I was extremely impressed with the support and guidance given by Bhagyashree. She is very approachable, proactive, supportive and very patient in answering the queries.
Very prompt, effective and customer friendly services. Mr Sagar and Ms Revati are especially knowledgeable and helpful.
Individual experiences of our service, not a recommendation, and not an indicator of returns.
Our videos
All videosHow to apply for RBI bond?
A step-by-step walkthrough of the RBI Floating Rate Savings Bond application, forms, documents and where it goes.
Watch on YouTubeIRFC Capital Gain Bonds Explained
Section 54EC in plain words: who the bonds are for, how the lock-in works and what to keep in mind before you apply.
Watch on YouTubeSIF (Specialised Investment Fund): The New Era of Investing
The complete session on SEBI's new SIF category: the ₹10 lakh entry point, what sits between mutual funds and PMS, and who it suits.
Watch on YouTubeTalk to us
A first conversation covers your goals, your timelines and what you already hold. It is free.