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Sanriya Finvest

About Sanriya

The people behind the desk.

Sanriya Finvest Pvt. Ltd. was founded in 2021 by Certified Financial Planners who had spent twenty years inside India's largest financial institutions, and wanted to practise closer to the families they serve. Today more than 1000 families across 125+ cities invest through Sanriya.

Only practitioners.

Portrait of Santosh Kedari

Santosh Kedari

Founder & Principal

Guiding individuals and families toward financial clarity and long-term wealth since 2001. Before founding Sanriya, Santosh held a leadership role at TATA AIA Life Insurance as a Managerial Business Associate, where he recruited and mentored high-performing consultants and built client-centric teams. He built Sanriya on one conviction, that families deserve the same rigour institutions get, and leads a team dedicated to helping clients invest with confidence, plan with clarity and retire with dignity.

    • Founder & Principal, Sanriya Finvest Pvt. Ltd. (2021 onwards)
    • Managerial Business Associate, TATA AIA Life Insurance
    • In financial services since 2001
    • Certified Financial Planner (CFPᶜᵐ), Financial Planning Standards Board India
    • Chartered Wealth Manager (CWM®), American Academy of Financial Management
    • PFRDA retirement planning certification, for NPS-based retirement planning
    • AMFI-registered Mutual Fund Distributor (NISM V-A) · EUIN E048533
    • SIF Distributor (NISM Series XIII) · PMS Distributor (NISM XXI-A)
    • Master of Business Studies (MBS)
    • Post Graduate Diploma in Business Management (PGDBM)
    • Diploma in Taxation Law (DTL)
    • Licentiate, Insurance Institute of India
Portrait of Supriya Kedari-Kirtane

Supriya Kedari-Kirtane

Co-founder & Senior Financial Planner

More than twenty years in financial services, beginning in 2001, with leadership roles at HDFC Securities and ICICI Securities and a senior role at Lifins Financial (TATA AIA Life Insurance), leading sales teams, building distribution networks and mentoring professionals while keeping the client at the centre of every plan. She brings the operational depth that keeps a thousand family portfolios running without drama, and works with clients across life stages to simplify finance and build long-term security.

    • Co-founder & Senior Financial Planner, Sanriya Finvest Pvt. Ltd. (2021 onwards)
    • Zonal Sales Manager, HDFC Securities Ltd.
    • Area Sales Manager, ICICI Securities Ltd.
    • Senior role at Lifins Financial (TATA AIA Life Insurance)
    • Certified Financial Planner (CFPᶜᵐ), Financial Planning Standards Board India
    • NISM Series X-A and X-B certifications (Levels 1 & 2)
    • PMS Distributor certification (NISM XXI-A)
    • AMFI-registered Mutual Fund Distributor
    • Licentiate, Insurance Institute of India
    • Master of Business Studies (MBS)
    • Master of Commerce (M.Com)
    • Post Graduate Diploma in Business Management (PGDBM)

The people you'll actually work with.

Open a name for the role, qualifications and a few lines on what they do.

Sagar Kedari

Sr. Investment Executive, Certified Retirement Goal Planner

Sagar works with families on retirement and other long-horizon goals, turning each goal into a monthly plan and a portfolio that can carry it. He reviews progress with clients at regular intervals and keeps the plan aligned as income, expenses and markets change.

Certifications
NISM V-A (Mutual Fund Distributors); NISM-VIII Retirement (NPS); NISM XXI-A (Portfolio Management Services)

Govinda Ugale

Investment Executive

Govinda supports clients through the investing process, from onboarding and documentation to SIP set-up and transaction follow-through, and keeps every client informed with clear, timely communication.

Abhishek Mithe

Investment Service Executive

Abhishek specialises in goal-based investing, building personalised strategies that align each client's financial aspirations with their life goals. By balancing growth, risk and investment timelines, he helps clients pursue measurable outcomes with clarity and confidence.

Certifications
NISM V-A (Mutual Fund Distributors); NISM-XVII Retirement (NPS, PFRDA); NISM XXI-A (Portfolio Management Services)

Nikita Waghmare

Investment Executive

Nikita provides guidance on mutual fund investments, conducts portfolio reviews and ensures compliance, communicating with clarity and care at every step.

Education
BBA, Pursuing MBA (Finance)
Certifications
NISM V-A (Mutual Fund Distributors)

Mayuri More

Fixed Income & Risk Management Executive

Mayuri manages execution and compliance across fixed-income products and ensures client satisfaction through efficient investment services.

Education
BBA
Certifications
NISM V-A (Mutual Fund Distributors); NISM VIII (NPS); NISM XXI-A (Portfolio Management Services)

Jyoti Sutar

Admin Executive (Accounts)

Jyoti oversees financial and administrative operations, GST billing, system support and HR records, and leads the firm's internal training sessions.

Education
BBA (Services Management)
Certifications
NISM V-A (Mutual Fund Distributors)

Aastha Bhutada

Admin Executive

Aastha manages mutual fund operations efficiently, handles rejections and financial transactions with accuracy, acts on them promptly, and keeps every record maintained and up to date.

Education
B.Com
Certifications
NISM V-A (Mutual Fund Distributors)

Shruti Sah

Admin Executive

Shruti runs the end-to-end back office: onboarding new clients, maintaining and updating data records, and verifying client information for accuracy, compliance and operational efficiency.

Education
BBA (Finance)
Certifications
NISM V-A (Mutual Fund Distributors)

The rules we don't bend.

01

Integrity, always

The advice that's right for you and the advice that pays best are sometimes different. We've structured the firm so we never have to choose: transparent trail commissions, no hidden fees, no cash handled.

02

Evidence over noise

Fund selection runs on a five-factor evaluation model and long data, not on last quarter's leaderboard or this week's headlines.

03

Discretion & privacy

Wealth is a private matter. Your information stays inside the engagement, full stop.

04

Built for the long game

We plan in decades, review in quarters and communicate in plain language throughout.

Registered, on the record.

AMFI-registered Mutual Fund Distributor · ARN-193359 · Registered 18 Dec 2021 · Valid till 17 Dec 2027APMI-registered PMS Distributor · APRN01056 · Registered 06 Dec 2022 · Valid till 05 Dec 2028CIN: U65900PN2021PTC206840 · GSTIN: 27ABHCS4778E1ZY

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