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At SANRIYA INVESTMENT ADVISORS PRIVATE LIMITED, our objective has always been to equip self-directed investors with all the tools and information they need to make better investment decisions, and, over time, we have built a reputation for doing just that.

We are a one stop solution for all financial planning requirements, enjoying the patronage of Corporates & Individuals for the last 12 years.

We focus on providing well researched, unbiased and expert advice to you. Our core proposition is built around financial planning which is our primary business. We also help you invest in various financial instruments like.

• Education Planning

• Retirement Planning

• Investment Planning

• Risk Management

• Insurance Planning

• Tax Planning

• Estate Planning

Financial Planning services provided by Certified Financial Planners CM (CFP), also few Investment Advisors or Financial Advisors provide financial planning Service

A mutual fund is a type of professionally managed collective investment scheme that pools money from many investors to purchase securities.

We provide following services:

  •           Mutual Fund Portfolio Rebalancing,
  •           Mutual Fund Portfolio Valuation,
  •           Mutual Fund in Demat and Trading Account
  •           Mutual Funds transactions Online /Offline mode
  •           Zero brokerage demat account for Mutual Funds transaction
  •           Purchase in Mutual Funds
  •           Systematic investment Plan (SIP) in Mutual Funds
  •           Systematic Transfer Plan (STP) in Mutual Funds
  •           Systematic Withdrawal Plan (SWP) in Mutual Funds,
  •           News and analysis of Mutual Funds,
  •           Latest Fund NAV,
  •           Fund Returns, Fund Performance,
  •           Fund Portfolio,
  •           Mutual Fund Managers,
  •           Asset Management Companies details,
  •           NFO, New Fund Offer,
  •           Mutual Fund Switch Forms,
  •           SIP Forms,
  •           Mutual Fund application Forms,
  •           SIP Cancellation Forms,
  •           Systematic Transfer Plan STP Form,
  •           Systematic Withdrawal Plan SWP Form,

Mutual Fund intermediary is also known as Mutual Fund Advisor, Mutual Fund Distributors, Mutual Fund Brokers, Mutual Funds Consultants, Mutual Funds Agents

List of Asset Management Companies in India

  •           Axis Mutual Fund
  •           Baroda Pioneer Mutual Fund
  •           Birla Sun Life Mutual Fund
  •           BNP Paribas Mutual Fund
  •           BOI AXA Mutual Fund
  •           Canara Robeco Mutual Fund
  •           DSP BlackRock Mutual Fund
  •           Edelweiss Mutual Fund
  •           Escorts Mutual Fund
  •           Franklin Templeton Mutual Fund
  •           Goldman Sachs Mutual Fund
  •           HDFC Mutual Fund
  •           HSBC Mutual Fund
  •           ICICI Prudential Mutual Fund
  •           IDBI Mutual Fund
  •           IDFC Mutual Fund
  •           JM Financial Mutual Fund
  •           JP Morgan Mutual Fund
  •           Kotak Mutual Fund
  •           L&T Mutual Fund
  •           LIC Nomura Mutual Fund
  •           Mirae Asset Mutual Fund
  •           Motilal Oswal Mutual Fund
  •           Peerless Mutual Fund
  •           PineBridge Mutual Fund
  •           Pramerica Mutual Fund
  •           Principal Mutual Fund
  •           Quantum Mutual Fund
  •           Reliance Mutual Fund
  •           Religare Invesco Mutual Fund
  •           SBI Mutual Fund
  •           Shriram Mutual Fund
  •           Sundaram Mutual Fund
  •           Tata Mutual Fund
  •           Taurus Mutual Fund
  •           Union KBC Mutual Fund
  •           UTI Mutual Fund

 

 

Financial Advisors Pune, Mutual Funds Pune, Investment Services Pune, Investment Advisors Pune, Mutual Fund Advisors Pune, Mutual Fund Brokers Pune, Mutual Fund Distributors Pune, Mutual Fund Agents Pune, home service available in pune*

 


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14 comments

  1. I would like to expert advice what precautions to be taken care during agreement and sale deed preparations when planning to purchase property from plot onwer who has agreement with reputed construction company.

  2. Amrish c shah

    To save income tax on capital gains ( sale of plot on 3rd April 2014) I want your advice and any incentive you may offer.
    Thanks

  3. Sumit Kumar Mandal

    Sir I want to switch from regular to direct plan of black rock mutual fund .so can I submit the switch form to mutual fund companies by courier.

  4. Sameer chaudhary

    Is the option to invest in REC or National Highway Authority of India infrastructure bonds to save long term capital gain tax is still available?

  5. Yuvraj Gosavi

    I am getting very precise guidance from Sanriya since 4 years. I am very much happy to avail guidance in future too. Thanks Mr. Santosh for expert openions all the time.

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