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Years of Financial Expertise
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Families Served Globally
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About Us
WEALTH, WHEN NURTURED WELL CAN TRANSFORM INTO SOMETHING EVERLASTING
Integriti Investments was founded by Sonal Kotak, a gold medalist in MBA Finance and one of the top achievers in Citibank at her time. She started the company, a boutique Financial Consultancy firm in May of 2007. The company offers services in the area of Financial planning and Wealth Management.
While the company is based in Baroda, Gujarat, it offers services to clients across India and Abroad. In its 17th year of operations, the company has a full-fledged team handling operations and services for clients. The company also offers online transactions for its clients through their website and mobile app.
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Integriti Investments also has strategic partnerships with key research agencies in India and aboard and hence has access to proprietary research on Indian and global financial markets.
We also cater to Ultra HNIs and NRIs wherein we offer exclusive family office services, Portfolio Management Service, Alternative Investment Funds and other structured products.
At Integriti Investments, it’s been a client centric approach always. While advising clients, the highest levels of ethics and honesty have been maintained, as can be endorsed by clients.
As of today we manage more than Rs. 350 + Crores in Assets under Management across 300 families.
Our Mission
To make the hard-earned money of clients work harder, and help them achieve their dreams and goals.
Our Vision
To be a name to reckon with in the field of Financial Management.
Our Values
Integrity, Ethical, Unbiased Advice, Client-centric, Trustworthy.
Our Core Values
Integrity
Highest levels of Ethics and honesty in all dealings
Client Centric approach
Absolutely Unbiased Advice
Confidentiality
Customized and need-based solutions only
Client Trust as the most important part
Highest levels of service
Well-researched and knowledge-based approach
No compromise on quality in asset allocation process and advice
Strive to minimize risk as much as possible
Complete transparency in all dealings
Expertise of over 18 years in the Indian Financial Markets
Focus on long-term wealth creation rather than short-term speculative advice
Achievements
- Recipient of the highest award at the Asia Pacific level in 2004 and 2005
- Recipient of India level award multiple times in Citibank.
- Regular invitee and participant at the International Convention of Franklin Templeton, HDFC, Birla (and other AMCs).
- Top Sales Achiever award recipient in India in 2006 in Citibank Asia Pacific Consumer Bank.
- Recipient of the Award of Excellency for 2012-2013 by LIC of India.
- Sonal is the recipient of the award “Times Icons of Vadodara 2020”.
- Recently her company Integriti Investments was awarded as one among the “10 Most Promising Online Financial Companies 2021” by Silicon India Magazine.
- Awarded as one of the “Top 20 SHEPRENEURS OF INDIA” by THE ENTREPRENEUR magazine in 2022.
Our Team
Ms. Sonal Kotak
Founder
Ms. Meghana Iyer
Partner, Wealth Management
Ms. Noopur Parikh
Partner, Wealth Management
Ms. Urvashi Jobanputra
Partner, Wealth Management
Mr. J.K. Kotak
Partner
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Mr. Vijay Hari Agarkar
Partner
