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 help people to deal with various personal financial planning, which includes

• Education Planning

• Retirement Planning

• Investment Planning

• Risk Management

• Insurance Planning

• Tax Planning

• Estate Planning

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

• Fixed Deposits of

– Companies

– NBFC’s

– Govt. Companies etc

• Mutual Funds

– Free Demat and Online /Offline Trading Account.

– Online Daily update of Investments.

• Insurance- Individual/Groups

:- Life:

– Term Insurance

– Endowment

– ULIP

– Whole Life etc.

:- General:

– Mediclaim

– Auto Insurance

– Travel Insurance

– Personal Accident Insurance

• Bonds

– Infrastructure Bonds

– 54EC Capital Gain Bond

– RBI Bonds etc.

– Investment Bonds

• Secured /Unsecured Non – Convertible Debentures

• Gold ETF

• PMS

 

Standard of Care:

All financial planning services will be delivered in accordance with the following standard of care:

• We put the client’s best interests first;

• We act with due care and in utmost good faith;

• We do not mislead clients;

• We provide full and fair disclosure of all material facts; and

• We disclose and fairly manage all material conflicts of interest.

Achievements:

2011:

• Winner for The Idea Brand Equity Quiz on Mobile, 2011.

2010:

• Qualified for The Singapore International Convention.

• Nominated for Leaders of Tomorrow Award in 2010 by Indiamart.com

• Bronze Certificate by TALIC Olympic Contest 2010

• Associateship of Mahratta Chamber of Commerce, Industries and Agriculture (MCCIA), Pune

2009:

• Champion Level in League of Honour Club

2008:

• Winner for the Brand Equity Quiz National Mobile Contest by Idea Cellular Ltd.

2006:

• Top Business Associate for The Bangkok Convention in 2006.

• The Athens Convention ’06 for achievement of Phase 1

2005:

• Zonal Development Conference May 2005 awarded “Super Achiever”

• Diamond Club Member in Life Achievers Club

2003:

• Qualify for National Convention at Ooty, Tamil Nadu.

Achievements:

Pursued Master in Business Studies , PGDBM , Diploma in Taxation Laws from Pune University, Licentiate from Insurance Institute of India, The Association of Mutual Funds in India (AMFI) and Insurance Regulatory and Development Authority (IRDA) certified.

One Thought on “About Us”

  • I need advice on MF/SIP’s. I invest approx 1.4 lacs every month on different funds.

    Regards,

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