Start small, start now

Start your SIP. We'll handle the rest.

From ₹500 a month. KYC done on your phone in minutes, funds shortlisted for you, and one person you can actually call when you have a question.

  • Ambawadi, Ahmedabad
  • Answers on WhatsApp
  • No fee charged to you
  • 10+

    Years Experience

  • 500+

    Happy Clients

  • 50+

    Fund Partners

  • ₹100Cr+

    AUM Managed

Invest in schemes from 40+ Indian fund houses through one account on FundzBazar

Schemes available from SBI Mutual Fund, HDFC Mutual Fund, ICICI Prudential, Nippon India, Kotak Mahindra, Axis Mutual Fund, Aditya Birla Sun Life, UTI Mutual Fund, Mirae Asset, DSP Mutual Fund, Tata Mutual Fund, Canara Robeco, Motilal Oswal, Parag Parikh, Franklin Templeton, Bandhan Mutual Fund and other AMFI-member fund houses.

How it works

Five steps, and most of them are ours

You are not filling forms alone at midnight. Here is exactly what happens from the first message to your first SIP instalment.

  1. Step 1

    Tell us the goal

    A fifteen-minute call or a WhatsApp chat. What the money is for, and roughly when you'll need it back.

    15 minutes

  2. Step 2

    KYC on your phone

    PAN, Aadhaar and bank details, verified by OTP. No forms, no branch visit, no courier.

    Paperless

  3. Step 3

    We shortlist the funds

    A handful matched to your time horizon — explained in plain language, with the risks said out loud.

    Explained, not pushed

  4. Step 4

    Your SIP starts

    Auto-debit on a date you choose. Pause it, increase it or stop it whenever you want.

    From ₹500/month

  5. Step 5

    We stay in touch

    A review when your income changes, your goal moves, or the market gets noisy. Always the same person.

    Ongoing

Start step one

No fee to you at any step.

Why go through us

You could do this yourself. Here is what you get if you don't.

Six things a direct-investing app cannot give you — and the honest reason we can.

One person, start to finish

The same name answers your first question and your hundredth. No call centre, no ticket number, no being handed to whoever is free.

A shortlist, not a catalogue

An app hands you five thousand schemes and wishes you luck. We narrow it to a few that suit your time horizon, and tell you why those.

You pay us nothing

We are paid by the fund house out of the scheme's expense ratio, not by you. We would rather say that plainly than pretend our help is free.

Paperless, in minutes

KYC by OTP with PAN and Aadhaar. No branch visit, no forms to courier, no waiting a week to find out something was filled in wrong.

The risks, said out loud

Markets fall. Nobody here will promise you a number. You will hear what can go wrong before you invest, not after.

An office you can walk into

We are in Ambawadi, Ahmedabad. If you would rather sit across a table than type, that option exists — and plenty of clients use it.

Who you are dealing with

Certified & Experienced Financial Services Team

You are trusting someone with your PAN, your bank details and your savings. We take that seriously — every step is handled by qualified professionals, not a chatbot.

Shree Sanwariya Associates

Our Team

“Every account is opened and managed by our certified team. You'll always reach a real person who knows your portfolio.”

Ambawadi, AhmedabadAMFI Certified

Certified & Experienced Financial Services Team

Deliberately personal, so nothing about you gets forgotten

Shree Sanwariya Associates is a mutual fund distribution practice in Ambawadi, Ahmedabad. There is no call centre and no rotating team of strangers — the same certified professionals who open your account are the ones who answer when you call two years later, and who already know what you own and why you bought it.

Almost everyone who invests through us was sent here by someone they already trust — a colleague, a relative, a neighbour who was tired of guessing on their own. We would rather grow slowly that way than by advertising at people.

What we do

  • Shortlist funds that match when you need the money back
  • Complete your KYC and paperwork with you, on a call
  • Set up, pause, increase or stop your SIP whenever you ask
  • Explain what you own, in plain language, as often as you need
  • Tell you when you should not invest yet

What we will never do

  • Promise you a return, or hint at one
  • Push a scheme because it pays us better
  • Move your money without asking you first
  • Go quiet once the account is open

40+

Fund houses available

Same day

WhatsApp replies

Walk-in

Office in Ahmedabad

What we help with

Six reasons people start

Whatever brought you here, the first conversation is the same — what the money is for, and when you need it back.

SIP investments

A fixed amount every month, auto-debited on a date you pick. Start from ₹500, pause or change it whenever you need to.

Lumpsum investments

A one-time amount put to work across debt, hybrid or equity funds — matched to when you will actually need the money back.

Tax saving under 80C

ELSS funds qualify for deduction under Section 80C, with a three-year lock-in — the shortest of any 80C option.

Investing for retirement

A long-horizon portfolio you keep adding to, reviewed as your income changes, so retirement is not a number you guess at.

Investing for your child

Education and marriage costs land on a known date. We work backwards from that year to the monthly amount it takes.

Switching an existing portfolio

Already investing elsewhere and not sure what you hold? Bring the statement in — we will go through it with you, line by line.

Calculators

Run the numbers yourself

Change the assumptions and see what happens. These are illustrations based on the rate you pick — not forecasts, and not a promise of what any fund will do.

SIP Calculator

₹10,000
₹500₹1L
10 Yr
1 Yr30 Yr
12%
1%30%

Invested

₹12.00 L

Est. Returns

₹11.23 L

Total Value

₹23.23 L

Your money grows to

₹23,23,391

in 10 yrs · invested ₹12.00 L

Invested
Total Value

* For illustration only. Mutual fund investments are subject to market risks; actual returns may vary. Not investment advice.

Investment Categories

Explore Fund Categories

Every goal needs the right type of fund. We help you choose the categories that fit your risk profile and time horizon.

High Risk

Equity Funds

Invest primarily in stocks for long-term wealth creation. Best suited for investors with a higher risk appetite and long horizon.

Ideal horizon

5+ years

Low Risk

Debt Funds

Invest in bonds and other fixed-income securities. Historically less volatile than equity, but not fixed or guaranteed — values still move, especially when interest rates change.

Ideal horizon

1–3 years

Moderate Risk

Hybrid Funds

A balanced mix of equity and debt in a single fund — growth potential with a cushion against market swings.

Ideal horizon

3–5 years

Moderate Risk

Index Funds

Passively track a market index like the Nifty 50 at a very low cost. Simple, transparent, and diversified.

Ideal horizon

5+ years

High Risk

ELSS (Tax Saving)

Equity-linked savings schemes that save tax under Section 80C with the shortest lock-in of just 3 years.

Ideal horizon

3+ years

Low Risk

Liquid Funds

Park surplus cash for the short term with quick access to your money, usually within a working day of redeeming.

Ideal horizon

Days–months

Risk levels are indicative. The right allocation depends on your goals, income and comfort with volatility — something we'll map out together during your consultation.

FAQs

Frequently Asked Questions

Everything you need to know about mutual funds, SIPs and investing with us. Can't find an answer? Just reach out.

Still have questions?

Ask anything, however basic it sounds. We would much rather explain something twice than have you invest in something you do not understand. No jargon, no pressure, no fee.

No fee charged to you · Ahmedabad

Start with one honest conversation

Tell us what the money is for and roughly when you will need it back. Fifteen minutes, no fee, and no obligation to invest a rupee at the end of it.

Prefer WhatsApp? Message us instead
Book a Free Consultation

Start with a free conversation

Fill in your details and it opens WhatsApp with everything pre-filled. Our team usually replies the same day — no sales pressure, no obligation.

Office

Shree Sanwariya Associates

112, 1st Floor, Delve Workspace, President House,Opp. Sheth C.N. Vidyalaya, Panchavati Society,Ambawadi, Ahmedabad, Gujarat 380006
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