Wealth
Management
Wealth Management Services
Through this arm of Integritas we offer consultation for both financial planning and specialised financial services for our private, corporate and individual patrons. We have empanelled a dedicated team of Chartered Accountants and financial advisors to assist you to sustain and grow long-term wealth.
We understand that each client has unique financial aspirations and thus aim to be a one-stop financial solutions provider of world class wealth management services; and to offer each of our clients services designed to meet their individual needs and circumstances. Understanding them personally ??? their challenges and aspirations ??? is the key to ensuring that our collective enterprise provides financial solutions appropriate to our client's needs.
Products Offerings:
Mutual Funds
We offer specially designed mutual funds for wealth creation, tax saving, personal savings and regular income. We have a plan for every kind of investor, conservative or aggressive. Whether you want a monthly income plan or are looking for wealth creation, whether you are seeking a fixed income investment vehicle or want short term funds, there is something for everyone.
Life Insurance
We suggest best options based on our understanding of NRIs diverse financial needs and help them through all their life stages.
General Insurance
We have solutions for almost every emergency life may throw at your loved ones or assets here in India. Whether it is insuring your vehicle against accidental damage, providing strong financial support during a medical crisis, or during any travel emergency.
Bonds
We provide services like Bonds / Debentures / Financial Service & Entitlements Financial Service.Servicing deposit holders from inception that is receiving of applications till its maturing. Such services include,processing of applications along with DD/pay orders / cheques & issuing F.D receipts /renewal receipts. We trade both in Primary and Secondary Market Bonds.
Equity
Our financial services unit deals in Stock Market. Equity Financial Services is your one stop for comprehensive financial planning services. We offer individual and business financial planning and/or retirement services.
Fixed deposits
We have Fixed deposit schemes for private, corporate and institutional clientswith different risk appetite.
Portfolio Management Services
We provide professional services to cater to the investment objectives of different investor segments and help them achieve a sustainable growth, and create wealth through necessary periodic modifications.
Structured Products
Structured products are designed to facilitate highly customised risk-return objectives. We accomplish this by taking a traditional security, such as a conventional investment grade bond, and replacing the usual payment features (e.g. periodic coupons and final principal) with non-traditional payoffs derived not from the issuer's own cash flow, but from the performance of one or more underlying assets.