About Us
18+Years of Experience
Personalized Planning
Expert-driven strategies tailored to your financial goals.
Our Philosophy
Built on Integriti
Our name is not branding. It is a commitment — inspired by the lotus, reflecting prosperity with peace of mind through disciplined investing.
Integrity over Transactions
We prioritise transparency, ethics, and long-term trust over short-term gains.
Alignment over Activity
Every recommendation is aligned to your goals, not market noise.
Discipline over Trends
We follow process, risk management, and structured investing — not speculation.
Clarity over Complexity
If you don’t understand it, you shouldn’t invest in it. We simplify everything.
Our Processes, Products and Services
Comprehensive Wealth & Investment Solutions
We provide 360° holistic financial and wealth management solutions. Our process begins with analyzing your current investments, financial goals, and tax structure. With over 18+ years of expertise, we design goal-based, research-driven investment strategies and ensure seamless execution through both online and offline modes.
We offer regular portfolio reviews, reporting via mobile app & secure login, smooth nomination handling, and periodic tax reporting in coordination with your CA. Our focus remains on transparency, asset allocation, and long-term wealth creation.
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Financial Planning and Wealth Management
Financial planning is about more than just good advice or investment returns. It’s about guidance that you TRUST...
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Family Office
Family Office helps in organizing all the family’s finances into one central point that will aid in managing it from a legal, tax and administrative p...
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Portfolio Management & Alternative Investments
Portfolio Management Services (PMS) is perfect for individuals who have large and diverse portfolios built over time, and have been managed largely by...
04
Will and Estate Planning
A Will today is regarded as one of the hygiene activities to be undertaken in our mid- life and not in old age as used to happen earlier. We live in a...
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Tax Planning
At Integriti Investments, we believe in investing in Tax Planning from a long a term perspective....
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Mutual Funds
At Integriti Investments, we believe in investing in Mutual Funds from a long a term perspective....
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Insurance
Along with other investment instruments meant to build your portfolio and grow returns, Insurance is important to protect what you have and will have....
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Fixed Income & Debt Strategies
Even as we keep your risk appetite in mind, our approach is to ensure that your investments and portfolio are optimally diversified. Our focus is to d...
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NRI Services
Non-Resident Indians (NRIs) keen to explore investment opportunities in Indian capital markets can choose from various investment avenues such as Indi...
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Versatile Financial Training Programs
We regularly conduct workshops and presentations on financial planning and Investor Awareness Programs for all kinds of Investors. Specific initiative...
Our App
Key Features of theIntegriti Finserv App
Discover smart, intuitive tools designed to simplify investing. Track your portfolio, plan for future goals, and grow your wealth with complete transparency and ease—all in one app.
Smart Portfolio Insights
Get a clear view of your investments with real-time analytics, performance tracking, and risk evaluation to make informed decisions.
One-Click Investing
Invest instantly in mutual funds and other financial products through a fast, secure, and paperless process.
Goal-Based Planning
Set financial goals—whether for retirement, education, or wealth creation—and track your progress with actionable insights.
Seamless Online KYC
Complete your KYC digitally within minutes and start your investment journey without paperwork or delays.
Value of Advice
The Quantifiable Impact of Right Guidance
Avoid Scams
Through rigorous due diligence and research-backed evaluation, we reduce exposure to fraud and misaligned investment products.
Control Costs
We optimise fee structures across your portfolio, ensuring cost efficiency and protecting your net investment returns.
Optimise Taxes
Through tax-efficient investing, we minimise portfolio drag and improve overall net outcomes.
Stay on Track
With disciplined portfolio management and rebalancing, we ensure alignment with your long-term financial goals.
Invest with Discipline
We act as a circuit breaker against emotional investing, bringing consistency across market cycles.
Secure Your Legacy
We enable smooth wealth transition through structured estate and legacy planning across generations.
How We Work
Guided by Process, Built for Long-Term Wealth
We believe wealth creation is not about reacting to markets, but about following a disciplined process. Every recommendation we make is grounded in understanding your life, building a plan around it, and staying with you as it evolves.
Step 01
Discover & Understand
Before we recommend a single product, we take the time to understand you — your income, goals, liabilities, risk tolerance, family responsibilities, and the concerns that matter most. Our process begins with questions, not proposals.
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Step 02
Plan Your Wealth Creation
We build a goal-mapped financial plan, allocating across asset classes, calibrating insurance coverage, stress-testing against inflation, and ensuring your tax position is considered at every stage.
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Step 03
Execute, Review & Evolve
Life changes and markets move — we stay with you through both. We monitor performance, rebalance when needed, and adapt your plan as your circumstances evolve, with regular reviews and complete transparency.
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Our Approach
The Principles That Earn Your Trust
18 + Years in Practice
Founded in 2007, we have navigated multiple market cycles — including the 2008 financial crisis, the 2020 pandemic crash, and recent volatility. Our clients stayed invested because they had a clear plan and a steady advisor guiding them.
Unbiased, Research-Driven Advice
We are not tied to any single AMC or insurance provider. Every recommendation is based on merit, not incentives. Our empanelment with NACIN as a training provider reflects the depth and credibility of our financial expertise.
Access Beyond the Mainstream
Through partnerships with Waterfield Advisors, CARIST Advisors, and FCPL, we provide access to global equities, offshore structures, international real estate opportunities, and alternative investments — beyond conventional advisory solutions.
Digital Convenience with Personal Guidance
Track your portfolio, transact seamlessly, and monitor your goals through our secure digital platform — while always having a dedicated advisor available for personalized guidance and support.
18+
Years of Experience
3000+
Families
₹350 Cr+
AUM
500+
Investors
faqs
Your most frequently asked questions answered
1000+ Client 5.0 (2250 Reviews)
300+
Yes. The Integriti Finserv App is built for exactly this purpose.
- View your complete portfolio across all asset classes in real time
- Track goal-wise progress
- Invest in mutual funds paperlessly in minutes
- Complete KYC digitally
- Access reports and transaction history
The app does not replace your advisor — it keeps you informed between conversations.
Explore the App