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Navigating Financial Services:

Your Premier Investment Planning Portal & Advisory Firm in India

In the realm of financial services in India, finding a trustworthy partner is paramount for building a secure financial future. As a leading Investment Planning Portal & Advisory Firm, we distinguish ourselves among financial consulting firms in India.

Specialized in a spectrum of financial services like, SIPs, Mutual Funds, NPS, Equities, Bonds, NCDs, Insurance - Life & Health. We have a dedicated workforce to guide you through the process of wealth management.

Plan Your Investments

There are different asset classes to invest & every Asset Class will function differently. The key to have a solid Wealth Creation Plan is to have appropriate balance between different Asset Class based on your requirement. We suggest to consider 3 important factors i.e.,
Growth, Income & Protection while finalising your Investment Plans.


To Create your Financial Security by long term wealth creation


To Meet your short-term financial requirements & providing stability to your portfolio


To Protect your Family by providing a safety net against unforeseen events

Our Financial Services

SIP: A Stepping Stone to Financial Discipline

Systematic Investment Planning (SIP) serves as the cornerstone of prudent financial management. Our commitment is to instill financial discipline by offering SIP solutions tailored to your risk tolerance and financial goals. Through regular investments, you embark on a journey of wealth accumulation, ensuring a brighter financial future.

MUTUAL FUNDS: Tailored to Your Financial Aspirations

Dive into the world of Mutual Funds with our expertly curated solutions. Whether you aim for long-term wealth creation or short-term gains, our array of Mutual Funds is designed to align with your financial aspirations. Trust us to be your guiding light in navigating the ever-evolving landscape of the Indian financial market.

NPS: Crafting Your Path to a Secure Retirement

Retirement planning is a cornerstone of financial stability, and the National Pension System (NPS) is an invaluable tool for securing your future. Our advisory services ensure that your NPS investments are optimized, paving the way for a financially independent retirement.

Demat and Trading Accounts: Streamlining Your Investment Journey

Navigating the share markets can be intimidating, but with our expert guidance, you can confidently explore the opportunities they present. We simplify the intricacies of Demat accounts and Trading accounts, ensuring a seamless entry into the exciting world of share markets. Stay informed with market insights and trends, empowering you to make informed decisions. Trust in our transparency and reliability as you execute trades and manage your portfolio effortlessly.

Insurance Solutions- Protect Your Financial Future

Shielding your financial future is as crucial as growing it. Our Financial Services Company in India extends its expertise to insurance, offering a range of policies that safeguard you and your loved ones. From life insurance to health and general insurance, we tailor solutions to match your unique needs.

Expert Financial Advisory Services: Personalized Guidance for Your Success

As your trusted Investment Planning Portal & Advisory Firm, we offer more than just a platform. Our team of seasoned financial experts is ready to provide personalized advice, ensuring that your financial strategy aligns with your goals and risk tolerance. Stay ahead with timely market updates and insights from our experienced advisors.

Investment Simplified with iInvest App

The rise of mobile devices transform the way we consume information entirely.

User-Friendly Platform:

Our online platform is designed with simplicity in mind, making it easy for you to access and manage your investments. From account setup to portfolio tracking, our user-friendly interface ensures a hassle-free experience. Our commitment to transparency and ease of use sets us apart among financial consulting firms in India.

Download our App now


A Customer of Integrated for 30 years. "My experience with Integrated has been Very Good. I would call Integrated a Good Financial Advisor."

Customer of Integrated since 2010. "My experience with Integrated has been very nice. I would recommended Integrated to others too."

Investment Update

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Customer Service

Toll Free:
1800 425 23456

In case of any queries, feel free to call or write to us. We will revert back to you as early as possible.