Welcome to Integriti Finserv
Wealth That Lasts Across Generations
Founded in 2007 by Sonal Kotak, a Gold Medalist in MBA Finance, Integriti Investments is a boutique wealth management firm...
Partnered with trusted AMCs:
Trusted by 300+ Families Across India & Abroad
Building Financial Freedom for Families
With ₹350+ Cr AUM and 18+ years of experience, we deliver research-driven and transparent financial solutions.
Partnered with trusted AMCs:
Personalized Wealth Strategies for Every Goal
Empowering Your Investment Journey
From Family Office and Alternative Investments to Retirement Planning, we help you build sustainable wealth with transparency, trust, and tailored financial guidance.
Partnered with trusted AMCs:
About Us
18+ Years of Financial Expertise
Personalized Planning
Expert-driven strategies tailored to your financial goals.
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.
Why Choose Us
Why Clients Trust Us
18+ Years of Expertise
With over two decades of experience in financial markets,Integriti Finserv has been helping 300+ families create wealth that stands the test of time.
Comprehensive Wealth Solutions
From financial planning and retirement to family office services, insurance, PMS, AIFs, and global funds — we provide 360° wealth management solutions.
- Insurance, Government Bonds & Retirement Solutions
- Transparent Process with Long-Term Wealth Creation
Our Features
Explore the Tools & Solutions offered byIntegriti Finserv
Wealth Calculators
Plan SIPs, retirement, and lump sum investments with easy-to-use calculators tailored for your goals.
Holistic Financial Planning
Get customized strategies for children’s education, retirement, and wealth creation with peace of mind.
Risk Profiling
Understand your risk appetite and align investments with your comfort level and financial goals.
Insurance Solutions
Protect your family and wealth with curated Life, Health, and General Insurance products.
Investor Education
Access insights, articles, and resources designed to empower you with financial knowledge.
Digital Access
Track, monitor, and review your portfolio anytime, anywhere with our secure app and client portal.
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.
Why Choose Us
Your Trusted Financial Partner
At Integriti Finserv, we combine over a decade of expertise with ethics and transparency to deliver tailored wealth solutions. From mutual funds to insurance and government bonds, we help you create sustainable financial growth with complete confidence.
18+
Years of Excellence
500+
Happy Investors
100%
Client-Centric Approach
- Insurance, Government Bonds & Retirement Solutions
- Transparent Process with Long-Term Wealth Creation
What We Do
Shaping Your Wealth with Integrity
At Integriti Finserv, we go beyond just investments — we partner with you to build a strong, secure, and goal-driven financial future. With more than a decade of expertise, our focus remains on ethical practices, personalized planning, and sustainable wealth creation.
- Customized Wealth & Tax-Saving Strategies
- SIPs & Goal-Oriented Investment Plans
- Risk Profiling with Smart Asset Allocation
- Insurance, Retirement & Legacy Planning
- Fixed Income & Government Bond Solutions
18+
Years of Expertise & Client Trust
How We Work
A Clear Path Toward Financial Confidence
At Integriti Finserv, we believe wealth creation is a journey, not a one-time decision. With 18+ years of expertise, we guide you through a structured, transparent, and evolving process — helping you make informed choices and achieve long-term financial security.
Step 01
Discover & Assess
We begin by understanding your unique goals, lifestyle needs, and risk appetite to create a clear picture of your financial priorities.
01
Step 02
Plan & Strategize
We design tailored strategies — from SIPs and mutual funds to insurance, bonds, and retirement plans — ensuring your investments align with your future vision.
02
Step 03
Execute & Grow
We implement your plan seamlessly, monitor performance, and fine-tune strategies to keep you on track toward lasting financial growth.
03
FundPerformers
Discover Consistently Tracked Funds Backed by Data
Stay informed with top-performing mutual fund schemes based on historical data. No recommendations are implied.
BSE Data
Sensex Data from Inception to Present Date: A Comprehensive Overview
No fund data available
Power Of Sip
Systematic Investment Plan
Monthly investment (₹)
Time period (Year)
Expected Return (%)
faqs
Your most frequently asked questions answered
1000+ Client 5.0 (2250 Reviews)
300+
We provide Wealth Management, Financial Planning, Tax Planning, Estate Planning, and Portfolio Management.
Client Testimonials
What Clients Say AboutIntegriti Finserv
AtIntegriti Finserv, we believe trust and transparency form the foundation of every successful financial journey. Our clients share their experiences of how our personalized strategies, expert guidance, and long-term commitment have helped them achieve true financial growth and security.
Our ability to anticipate and embrace change as we focus on your needs in this ever-evolving world of investments ensures that we remain consistent in serving you now and for generations to come. We build legacies with trust and integrity.
