Achieve your financial goals here.
Sanriya Finvest
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
A desk that starts with your life, not a product list.
Goals get tracked, schemes get scored by our five-factor research engine, and every portfolio gets reviewed against its benchmark, so decisions stay informed, not impulsive.
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 (opens in a new tab)- Overlap
- Cost drag
- Risk fit
- Goal gap
From your first SIP to your family office.
Six regulated routes into the market, ordered by entry ticket. You don't need all of them: you need the ones your goals call for, at the stage you're at.
A wealth journey isn't a straight line. Good.
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.
Start with the life, not the market.
A portfolio is just a set of promises to your future self. We organise investing around the promises: the instruments follow.
See how goals get fundedHow it works
Five steps, repeated for as long as we work together.
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 rebalancing recommendations you can act on.
Time does the heavy lifting.
Move the sliders. The dark band, the part you never had to earn, is what discipline plus time builds. It's why the best month to start a SIP is reliably this one.
Build a corpus, one month at a time.
Step the SIP up each year as your income grows and the end value moves a long way.
Inputs
Result
- Illustrative value after 15 years
- ₹1.5 Cr
- You put in
- ₹65 L
- ₹25,000 a month, rising to ₹49,498 by year 15
- Compounding adds
- ₹85 L
Illustration at the rate you set, not a forecast or a promise. Mutual fund investments are subject to market risks; read all scheme related documents carefully.
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 a person, not a product pitch.
A first conversation is about your goals, your timelines and what you already hold. It costs nothing and commits you to nothing.