Integriti Investment: Positioning its Foundation across the Pillars of Integrity, Ethics, Unbiased Advice, Client-Centric Approach & Trustworthiness
Sonal Kotak
Founder
Witnessing the existing opportunities across this lucrative sector and envisioning to be a name to reckon within the field of Financial Management, Integriti Investments was founded by Sonal Kotak as a boutique Financial Consultancy firm in May of 2007. While the company is based in Vadodara, Gujarat, it offers services to clients across India and outside India to NRIs.
In its 14th year of operations, the company has a full-fledged team handling operations and services for clients. It offers complete digital mode for investments along with a personal financial advisor to handhold the clients throughout their financial journey. They are a team of three Financial Advisors, Sonal Kotak, Noopur Parikh and Urvashi Jobanputra. They help clients in assessing their financial life and build a Portfolio across different financial instruments.
A gold medallist in MBA Finance and one of the top achievers in Citibank at her time,
Sonal started the company after seven years of rich banking experience with a mission to offer services in the area of financial planning and wealth management which is customised as per the individual gaols of the clients and building portfolios that are robust and sustainable.
With close to two decades of experience in Financial Markets and Wealth Management the company has deep knowledge and expertise in an array of financial products (fixed in-come, equities, alternate investments, structured products, and many more). Over the years, they have also seen the markets go through various phases thus giving them considerable hands-on knowledge in providing appropriate solutions for various investment needs," says Sonal Kotak, Founder, Integriti Investments.
To make the hard-earned money of clients safe and help them achieve their dreams and goals, the company has positioned its foundation across the pillars of Integrity, Ethics, Unbiased Advice, Client-centric approach, Trustworthiness. Having strategic partnerships with key research agencies in India and abroad, Integriti Investments also has access to proprietary research on Indian and global financial markets. The company also offers online transactions for its clients through the website and mobile app. "At Integriti Investments, we always maintain a client-centric approach. While advising clients, the highest levels of ethics and honesty is maintained, and the same can be endorsed by the clients.
We offer services related to financial planning and Wealth Management, Family Office, Equities and Portfolio Management, Will and Estate Planning, Tax Planning and so on. Some of our products also encompass Mutual Funds, Insurance, Bonds and Fixed Deposits, Alternative Investments, Private Equity etc. We offer one stop solution for all NRI Investments. Even as we keep your risk appetite in mind, our approach is to ensure that your investments and portfolio are optimally di-versified," adds Sonal.
Manifesting an enormous success graph, Integriti Investment has been able to emerge as one of the most promising Online Financial Planning Companies in India. Even with the ad-vent of lot of investment direct investment platforms like Paytm, Zerodha etc. Individual clients still do need help, guidance and handholding especially monitoring the portfolio to capitalise the market opportunities as well as to allocate appropriate investment instrument to the appropriate financial goal.
Most clients are especially busy with their work life, working in different time-zones, they not only need a simple and easy Investment platform to transact but also an advisor who understands them and is available for them at their convenient time and provides a one -stop solution for all financial needs right from advice to execution to monitoring and succession planning and that's exactly what Integriti Investments provide.
With close to two decades of experience in Financial Markets and Wealth Management the company has deep knowledge and expertise in an array of financial products (fixed in-come, equities, alternate investments, structured products, and many more). Over the years, they have also seen the markets go through various phases thus giving them considerable hands-on knowledge in providing appropriate solutions for various investment needs," says Sonal Kotak, Founder, Integriti Investments.
To make the hard-earned money of clients safe and help them achieve their dreams and goals, the company has positioned its foundation across the pillars of Integrity, Ethics, Unbiased Advice, Client-centric approach, Trustworthiness. Having strategic partnerships with key research agencies in India and abroad, Integriti Investments also has access to proprietary research on Indian and global financial markets. The company also offers online transactions for its clients through the website and mobile app. "At Integriti Investments, we always maintain a client-centric approach. While advising clients, the highest levels of ethics and honesty is maintained, and the same can be endorsed by the clients.
We offer services related to financial planning and Wealth Management, Family Office, Equities and Portfolio Management, Will and Estate Planning, Tax Planning and so on. Some of our products also encompass Mutual Funds, Insurance, Bonds and Fixed Deposits, Alternative Investments, Private Equity etc. We offer one stop solution for all NRI Investments. Even as we keep your risk appetite in mind, our approach is to ensure that your investments and portfolio are optimally di-versified," adds Sonal.
Manifesting an enormous success graph, Integriti Investment has been able to emerge as one of the most promising Online Financial Planning Companies in India. Even with the ad-vent of lot of investment direct investment platforms like Paytm, Zerodha etc. Individual clients still do need help, guidance and handholding especially monitoring the portfolio to capitalise the market opportunities as well as to allocate appropriate investment instrument to the appropriate financial goal.
Most clients are especially busy with their work life, working in different time-zones, they not only need a simple and easy Investment platform to transact but also an advisor who understands them and is available for them at their convenient time and provides a one -stop solution for all financial needs right from advice to execution to monitoring and succession planning and that's exactly what Integriti Investments provide.
