Investment Goals

Integra Wealth Planners LLP helps you understand your financial goals. 1st Step towards Financial Nirvana is deciding your investments Goals.

Risk-Profiling

Integra Wealth Planners LLP will help you understand your ability to bear risk and identify the asset classes to match your investment needs.

Schedule Meeting

To schedule a meeting for personalised investment solutions, please feel free to contact us

Our goal is create solutions for Clients spanning the entire gamut of their Personal Financial Planning that are Value Driven, Customized and Long Term.
Fixed Deposits & Bonds
Fixed Deposits & Bonds

FDs are one of the oldest and most common methods of investing. When it comes to assured returns, choosing the right type of savings scheme makes all the difference.

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Mutual Fund
Mutual Fund

Mutual Funds are financial instruments. These funds are collective investments which gather money from different investors to invest in stocks

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Insurance
Insurance

Insurance is a highly misunderstood product and it's often bought and sold for the wrong reasons. At the same time it's a very important part

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Why Choose Us?

The adviser understands your investment needs
Dedicated Adviser
We offer services at your Door-step
Door-Step Services
Advisory service at Integra Wealth Planners LLP is FREE
Zero Fees
All clients get an online access to their portfolio
24x7 Portfolio
All clients get an on-demand access to an online platform
Online Investing

Financial Calculator

SIP Delay Calculator
Retirement Calculator
Education Calculator
Marriage Calculator
SIP Calculator

Testimonials

What our Esteemed Clients say about us

PALLAVI KAORE

Investment for building the right portfolio, according to one's goals and demands has always been a nightmare for an investor like me. To add to that, getting good guidance to achieve this is another challenge. With Integra Wealth, I now have a dedicated, knowledgeable team which is well acquainted with market risks and fluctuations. With Pradeep Atre as my advisor, I feel assured that my hard-earned money is valued and the investments follow a focused plan. Our portfolio discussions help understand if my objectives are on the right track. Thank you team Integra Wealth!
2019-11-07T13:51:30+00:00
Investment for building the right portfolio, according to one's goals and demands has always been a nightmare for an investor like me. To add to that, getting good guidance to achieve this is another challenge. With Integra Wealth, I now have a dedicated, knowledgeable team which is well acquainted with market risks and fluctuations. With Pradeep Atre as my advisor, I feel assured that my hard-earned money is valued and the investments follow a focused plan. Our portfolio discussions help understand if my objectives are on the right track. Thank you team Integra Wealth!

PRASHANT KULKARNI

Let me be honest, I am absolutely delighted with services offered by team Integra wealth and I admire you for your knowledge and the way you understand my needs and guide me accordingly.
Your professional, ethical and caring demeanor elicits my trust and respect and I gladly recommend your services whenever possible.

Keep doing the good work and all the best !!
2019-11-07T13:51:53+00:00
Let me be honest, I am absolutely delighted with services offered by team Integra wealth and I admire you for your knowledge and the way you understand my needs and guide me accordingly. Your professional, ethical and caring demeanor elicits my trust and respect and I gladly recommend your services whenever possible. Keep doing the good work and all the best !!

V RAVICHANDRAN

I am investing in SIP through Integra right from 2013. Initially, the SIP amount was less.
With quality interaction and guidance I substantially increased my allocation from Mid 2014 and continuing till date

Integra has an excellent site and I see the update frequently on line. They are also very approachable

Also now they have an automated system where new investments and redemptions are online and no need for human nonvalue added time to waste.

I am watching capital markets for the last 20 years are I can vouch for the professionalism and integrity of Integra based on my last 6 years of experience

Though there are many alternatives for equity and Mutual fund investing I have kept all my SIP through Integra as I find their guidance, monitoring, and rationale for choosing a fund very practical and situation driven

Based on my 20 years of experience I can safely say that Mutual funds are the best form of participating in equity markets and among all options, my comfort level with Integra helps me continue

I have recommended them to 8 of my close friends and have no adverse report so far

In the short term, the market may go up or down but what is important is on what rationale a particular fund was chosen, how are the monitoring and analysis. On all these parameters I am confident Integra is doing a good job

Wishing them all the best
2019-11-07T13:53:01+00:00
I am investing in SIP through Integra right from 2013. Initially, the SIP amount was less. With quality interaction and guidance I substantially increased my allocation from Mid 2014 and continuing till date Integra has an excellent site and I see the update frequently on line. They are also very approachable Also now they have an automated system where new investments and redemptions are online and no need for human nonvalue added time to waste. I am watching capital markets for the last 20 years are I can vouch for the professionalism and integrity of Integra based on my last 6 years of experience Though there are many alternatives for equity and Mutual fund investing I have kept all my SIP through Integra as I find their guidance, monitoring, and rationale for choosing a fund very practical and situation driven Based on my 20 years of experience I can safely say that Mutual funds are the best form of participating in equity markets and among all options, my comfort level with Integra helps me continue I have recommended them to 8 of my close friends and have no adverse report so far In the short term, the market may go up or down but what is important is on what rationale a particular fund was chosen, how are the monitoring and analysis. On all these parameters I am confident Integra is doing a good job Wishing them all the best

VIVEK NAGARKAR

Timely and well-researched advice is key while making financial decisions. This is exactly what I get from the team in Integra wealth Planners
Their early warnings about financial markets also have helped me immensely.

Their ability to explain the situation in simple language is icing on the cake.
2019-11-07T13:52:13+00:00
Timely and well-researched advice is key while making financial decisions. This is exactly what I get from the team in Integra wealth Planners Their early warnings about financial markets also have helped me immensely. Their ability to explain the situation in simple language is icing on the cake.

SUNIL D KULKARNI

Are you going for Financial Investment? Are you exploring various options for gaining high returns, low risks and no tax liabilities? I bet that you will be getting confused due to the huge available options. The advertisements, number tables, colorful graphs are easily available on internet sites. Deciphering this cobweb of information will further become challenging with the solicited or unsolicited advices, opinion sharing by friends and relatives. Very soon you may either resort to a path of conventional and ‘so called’ safe investments or may take decisions in a hurry. However, over a period of time the chances of you facing the feeling of missing the bus are high, as the returns on your investments may not meet your expectations.
Is this situation avoidable? Yes, definitely! No two persons, families are alike. The needs, earning potentials and risk carrying capacities vary for different persons/ families. More importantly, continuous reviewing, making appropriate adjustments is as important as actually investing! This is daunting task for many individuals. So, it is imperative to engage competent entity/advisor to provide advice, effective implementation and tracking of the Financial Investments!

I was experiencing similar challenges 20 years back. The need of good advisor, wealth planner was felt. Through one of my friends, I was introduced to Integra Wealth Planners (then Prithvi Consultants). The association is continuing successfully for more than 20 years!

During my first interactions, I was definitely looking for the important aspect – trustworthiness of the entity with whom I am going to interact. And within the first couple of interactions, they could establish their credentials, for me to share the personal details and needs. In our long association, what I appreciate the most is the systematic and sober approach by Integra Wealth. They never adopted common route of undue aggression in selling a concept or a specific financial product. Also, one important benefit I enjoyed was the regular reviews and tracking mechanisms. During the non-performance of specific financial investments, Integra Wealth was vigilant in issuing early warnings and diverting investments to other avenues.

My family members and I have achieved many important milestones with beneficial investments through Integra Wealth Planners. They have always supported during various important, happy and challenging occasions. Today, Integra Wealth Planners Team is like an extended family for us!
2019-11-07T13:52:41+00:00
Are you going for Financial Investment? Are you exploring various options for gaining high returns, low risks and no tax liabilities? I bet that you will be getting confused due to the huge available options. The advertisements, number tables, colorful graphs are easily available on internet sites. Deciphering this cobweb of information will further become challenging with the solicited or unsolicited advices, opinion sharing by friends and relatives. Very soon you may either resort to a path of conventional and ‘so called’ safe investments or may take decisions in a hurry. However, over a period of time the chances of you facing the feeling of missing the bus are high, as the returns on your investments may not meet your expectations. Is this situation avoidable? Yes, definitely! No two persons, families are alike. The needs, earning potentials and risk carrying capacities vary for different persons/ families. More importantly, continuous reviewing, making appropriate adjustments is as important as actually investing! This is daunting task for many individuals. So, it is imperative to engage competent entity/advisor to provide advice, effective implementation and tracking of the Financial Investments! I was experiencing similar challenges 20 years back. The need of good advisor, wealth planner was felt. Through one of my friends, I was introduced to Integra Wealth Planners (then Prithvi Consultants). The association is continuing successfully for more than 20 years! During my first interactions, I was definitely looking for the important aspect – trustworthiness of the entity with whom I am going to interact. And within the first couple of interactions, they could establish their credentials, for me to share the personal details and needs. In our long association, what I appreciate the most is the systematic and sober approach by Integra Wealth. They never adopted common route of undue aggression in selling...

RAVINDRA KALYANKAR

You are managing my family portfolio for the last 7 years (which contains diversified investments & combo of debt + equity). In this long association, we are very delighted to share that, we have been enjoying the fruits of timely profit booking with your active & on-time support. It is said that “ you can never time the market”, but in our case, your advice has considerably helped us to grow our investments, exponentially. We look forward to our long term association with similar enthusiasm & active service support. Best Luck for the growth of your organization & diversification.
2019-11-07T13:24:12+00:00
You are managing my family portfolio for the last 7 years (which contains diversified investments & combo of debt + equity). In this long association, we are very delighted to share that, we have been enjoying the fruits of timely profit booking with your active & on-time support. It is said that “ you can never time the market”, but in our case, your advice has considerably helped us to grow our investments, exponentially. We look forward to our long term association with similar enthusiasm & active service support. Best Luck for the growth of your organization & diversification.

MADHAVI & ROOPAK KARNIK

We are investing in Integra for more than 15 years now. Their service has been very prompt and impeccable. They have investment options with a wide range of mutual funds. Their advisories such as diversification in different funds, STPs/SIPs are honest, prompt and to the point. Their knowledge about the current market and the immediate and long term future is very thorough. We are happy with their services and look forward to a rewarding relationship with them.
2019-11-07T13:51:05+00:00
We are investing in Integra for more than 15 years now. Their service has been very prompt and impeccable. They have investment options with a wide range of mutual funds. Their advisories such as diversification in different funds, STPs/SIPs are honest, prompt and to the point. Their knowledge about the current market and the immediate and long term future is very thorough. We are happy with their services and look forward to a rewarding relationship with them.

AMEY ROKDE

I have been using the Integra Wealth Planner for 5 years. Integra has been playing a major role in making a financially sustainable and independent investor. We started our journey with a clear understanding of the current financial status and clear goal definition. It follows with the strategy of how things are to be executed and Integra has been a champion in it. The regular reviews done by the team handling technicalities of the financial stuff makes it a hassle-free experience. I can rest assure being partner with them is a great step toward managing personal wealth.
2019-11-07T13:23:44+00:00
I have been using the Integra Wealth Planner for 5 years. Integra has been playing a major role in making a financially sustainable and independent investor. We started our journey with a clear understanding of the current financial status and clear goal definition. It follows with the strategy of how things are to be executed and Integra has been a champion in it. The regular reviews done by the team handling technicalities of the financial stuff makes it a hassle-free experience. I can rest assure being partner with them is a great step toward managing personal wealth.

15+

Years In Business

100cr+

AUM

400+

Families

30+

AMC Partners

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