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.
Mutual Funds are financial instruments. These funds are collective investments which gather money from different investors to invest in stocks
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
Why Choose Us?
What our Esteemed Clients say about us
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 !!
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
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
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!