Clients with login credentials can access the app; for your login credentials, please contact your relationship ship manager.
Sanriya Finvest Pvt. Ltd. are a world class Goal Based Investment platform helping thousands of families live their happiest financial lives by saving and investing wisely.
We seek to understand what makes you happy, thereby helping you save, invest and be disciplined in achieving your financial goals, so that you can stop worrying about money and lead a Wealthy life.
Sanriya keeps you aware of funds invested in the market and gives freedom to conduct self-research along with investment monitoring anytime from anywhere just through a click. Invest in Mutual funds within a few seconds through a virtual platform and enjoy the new experience of online investment along with safety & security.
Sanriya comes with advanced and updated features that provide the best experience of managing your invested money in the mutual funds along with the other investments and allows you to draw the results of the funds anytime through systematic reports.
In keeping with its commitment to keep clients up-to-date on their investments through reports such as portfolio valuation, asset allocation, capital gains / loss, level of diversification in the portfolio at all times as well as making online investments seamless for them, Sanriya Finvest has provided state of the art technology through My Portfolio App.
Herein are some of the features of My Portfolio App.
• Upcoming Events – Provides information on upcoming events such as SIPs that are due on a monthly, half yearly and yearly basis as well as FMPs/ Closed End Funds due for maturity.
• Notifications – Updates from Sanriya can be viewed here.
• My Portfolio – Provides a complete real time status of the portfolio at all times. Important details like asset allocation, transaction summary, active SIPs, capital gains / loss and portfolio exposure can be viewed here.
• Transact Mutual Fund – Transactions such as buy / redeem / switch can be put through online any where and at any time through this section. However, online transaction can be accessed only if registration is done on the NSE/BSE platforms. It helps its clients in completing the registration process.
• Search Mutual Funds – Details of schemes of any mutual fund in terms of full holdings, performance, NAV history can be viewed here.
• Report An Issue – Requests can be made to Sanriya Finvest on any requirement relating to the portfolio.
If you would like more information or want to speak to an Investment Executive, please find below contact details:
Sanriya Finvest Pvt. Ltd.
Kamdhenu, 2nd Floor, Opp. Prakash (MSEB Office) Bhavan, Next to Bank of Baroda, Near Chattushringi Temple, above Tribes India, Senapati Bapat Road, Shivajinagar, Pune, Maharashtra 411016.
Telephone : +91-20 2999 4407 / 9552537626
Mobile : +91-98 2240 3407
Email :
[email protected]
Web: https://sanriya.net/
The Association Of Mutual Funds In India (Amfi) Registered Mutual Fund Distributor.