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The company offers mutual fund distribution, financial goal mapping, and portfolio support services.

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Financial Goal Mapping and Portfolio Support
Family Office
Portfolio Management & Alternative Investments
Will and Estate Planning
Tax Planning

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Mutual Funds
Insurance
Fixed Income & Debt Strategies
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Versatile Financial Training Programs

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Integriti Investments ( Sonal J Kotak )

Sonal J Kotak AMFI Registered Mutual Fund Distributor | ARN - 47875| Validity: 01 Oct 2027

Sonal J Kotak Registered EUIN | E-053043| Validity: 01 Oct 2027

AMFI Registered SIF Distributor | NISM-201800098228| Validity: 29 Jul 2028

Sonal Kotak | Life Insurance Agent With LIC. | Agent Code - 01924-87F

Meghana Iyer | Life Insurance Agent with Bajaj Life Insurance Co. Ltd. | 1003265478

Sonal Jayanti Kotak APMI Registered PMS Distributor | APRN-03966 | Validity: 28 Aug 2029

Investments in securities markets are subject to market risks. Mutual Fund investments are subject to market risks. Please read all scheme-related documents carefully before investing. Past performance is not indicative of future returns.

The value of investments may fluctuate due to various factors including market conditions, interest rate movements, credit quality of underlying securities, and liquidity in the market.

Different types of financial products carry different levels of risk. Investors should evaluate their risk appetite and investment objectives before making any investment decision.

Please refer to the respective offering documents such as the Scheme Information Document (SID), Key Information Memorandum (KIM), Disclosure Documents, or other product-specific materials for detailed risk factors.

Integriti Investments ( Sonal J Kotak ) is an AMFI Registered Mutual Fund Distributor and provides distribution services only.

Integriti Investments ( Sonal J Kotak ) is NOT a SEBI Registered investment professionals.

Portfolio Management Services are subject to market risks. Please read the Disclosure Document of the PMS provider carefully before investing. Past performance is not indicative of future returns.

Specialised Investment Funds are subject to market risks. Please read all related documents carefully before investing. Past performance is not indicative of future returns.

GSTIN: 24AIEPK3535AIZW | Office: 509, Aurum Complex, Makrand Desai Road Off Vasna Road, Vadodara-390015, Gujarat, Vadodara

Grievance Redressal Officer: Sonal J Kotak | sonal.integriti@gmail.com | 9925047781

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