Integriti Investments was founded in 2007 with a clear  & deliberate intent: to bring structure  & discipline to financial decision-making.

Led by Sonal Kotak, a CERTIFIED FINANCIAL PLANNER™ (CFP®)  & former Citibank wealth specialist, the firm is built on a client-first approach grounded in ethics, transparency & long-term thinking. 

Today, Integriti manages over ₹350 crore in assets for 300+ families, including professionals, business owners & Non-Resident Indians in India  & globally & is recognised by Silicon India, Entrepreneur, Times Group & more.

The firm delivers integrated solutions across:
 
• Wealth Management Solutions: holistic advisory for Family Offices, HNIs, professionals & NRIs, covering financial planning, portfolio management, asset allocation, tax-efficient investing & legacy structuring

 • Corporate Solutions: outsourced treasury management, liquidity planning & balance sheet optimisation with a focus on risk-adjusted returns  & capital protection

 • Specialised Financial Solutions: Portfolio Management Services (PMS), Alternative Investments, startup investments & resilient fixed income strategies built through research-backed investing

 • Global Residency by Investment: structured international mobility solutions aligned to tax, regulatory & long-term wealth objectives

 • Financial Training Programs: investor education initiatives designed to build financial clarity, disciplined investing behaviour & long-term decision-making

Integriti’s approach remains process-driven, shaped by disciplined asset allocation, continuous portfolio review & data-driven investing across market cycles.

Over the years, the firm has been recognised by platforms such as Silicon India, Entrepreneur India & The Times Group. But more importantly, the work continues to be shaped by long-term relationships  & disciplined execution.

At its core, we believe that long-term wealth is not built on market, but on decisions made with clarity, discipline & Integriti

Integriti Investments

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Integriti Investments

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