0

FIXED DEPOSIT

Current Value

₹100000 invested in FD in 1979.

0

GOLD

Current Value

₹100000 invested in Gold in 1979.

0

SENSEX

Current Value

₹100000 invested in SENSEX in 1979.


Disclaimer: This is as of 1st September 2017.

Customized Investments Solution

Transparency

In Depth Research

Who We Are? Meet Our Team!

We listen, we discuss, we advise and develop.

Vinay Nagori

Co-Founder

Vinay started his journey of investing in stock markets at the age of 18 by interning at a stock broker’s office in Pune. With a vision of growing his wealth and attaining financial freedom, he started reading various investment books and meeting equity experts to discover the process of consistently making money in equities. During this quest of knowledge he cleared Chartered Financial Analyst (USA) Level 3 exam and also became CERTIFIED FINANCIAL PLANNER (CFP CM ).

He has previously worked with firms like Motilal Oswal Financial Services and Wealth Creators which gave him good exposure and insights into financial planning and wealth management of different types of clients.


Jay Mehta

Co-Founder

A Chartered Accountant by qualification, Jay has been fascinated by the world of equity markets since the tender age of 16. Coming from a family of stock brokers, he made his first investment in the stock market at the age of 18. Jay has been learning the intricacies of the stock market and the mutual funds industry since then and aimed of starting his own wealth management and financial advisory firm.

He is a firm believer of financial independence and his mission is to make all clients financially independent so that they can retire early and live the life they have dreamt of.





The Fintegrity Edge:


FINTEGRITY is a combination of FINANCE and INTEGRITY. The core crux of FINTEGRITY is to provide clients with quality unbiased advice to grow their wealth and achieve their financial goals.

By aligning our values and principles with our clients, we strongly believe we can touch their lives by helping them manage their money and fulfill their dreams.


Our Approach To Wealth Building:


With right people guiding your wealth in the right direction, there is no limit to what you can achieve. The biggest risk for people who run fast is running in the wrong direction. Fintegrity Wealth’s expertise and advice can make that critical difference, helping you enjoy the good and relaxed life while we take care of your wealth strategies.

Fintegrity Wealth provides end-to-end integrated wealth advice, tailor-made to suit your specific needs.


Look for 3 things in a person - intelligence, energy & integrity. If they don't have the last one, don't even bother with the first two.
-Warren Buffet





Our Amazing Products

Right here we've got something you gonna love

Equity Mutual Funds


Insurance


Fintegrity Wealth will assist you in investing in professionally managed equity funds. Our coverage encompasses a wide universe of themes and strategies. Benefits of investing in Mutual funds are provided below:


Equity Portfolio Management Service


Fintegrity Wealth shall assist you on selecting the best PMS from various service providers. The investment criteria used by us to evaluate PMS providers include an appropriate fit to your asset allocation plan, track record of PMS and Portfolio manager and its costs.



Equity Mutual Funds


Debt Mutual Funds:

Debt funds invest in money market instruments, government securities, corporate bonds of different tenures. There are different types of debt funds available considering your needs and risk appetite.

Insurance

Corporate Bonds/ FD’s:

Corporate Bonds/ FD’s can be purchased from the issuers. Fintegrity Wealth will assist you in identifying and investing in best rated and lowest credit risk bonds/ FD’s. These are suitable for investors who prefer long term buy and hold debt.

PSU Bonds:

These provide a fixed return for defined maturity. These include tax free bonds and capital gain bonds.

Insurance

Insurance



Fintegrity Wealth will assist in safeguarding you and your family from unknown future uncertainties. We will help you plan all your life and general insurance requirements. Investment products available:


  • Life Insurance
  • Property Insurance
  • Health Insurance
  • Vehicle Insurance

Structered Products

Structured product, also known as market-linked investment, is pre-packaged investment strategy based on a single security, a basket of securities, options, indices, commodities,debt issuance or foreign currencies.

Our recommended structured offerings are principal protected. This offers principal protection and helps reduce downside from investments in equities while substantially retaining the upside. These products can be tailor-made to meet your objectives.

Alternate Investment Funds (AIF):


AIF’s are tailor made investment arrangements like Private Equities/ Hedge Funds that aims to utilize investment opportunities. These funds invest in private entities (Ola, Snapdeal), companies which have IPO’s coming up, special situations such as mergers, derivative strategies etc.

Plan Your Retirment


Fintegrity Wealth will assist you in planning for your retirement and create a sizable retirement corpus for your post-retirement life.


Table

Table

*Tax free return considered is a conservative 12%.


As evident from the above table, even after considering a conservative rate of return of 12%, a small sum of Rs. 10,000 invested monthly grows to become Rs. 6.43 crores in 35 years. This is the benefit of starting out early.

Goal Planning

Insurance


We all need to be in control of our money, but too often - money controls us. This can happen when we have no clear idea of what we want from our life, and no real plan to help us achieve it.

At Fintegrity, we will help you realise your personal and financial objectives. By developing a clear financial plan capturing your incomes and expenses, we will provide you with the structure to help you achieve what you really want from life.

Got a Question? We’re Here to Help!

Get in touch with us!

Disclaimer: All information expressed here is available to the public and the sources, we believe, are reliable. Readers should use this information at their own risk. Fintegrity Wealth shall not be held responsible for any direct or indirect loss caused by relying on this information.

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