Even legends needed guidance — Rakesh Jhunjhunwala had Radhakishan Damani, Raamdeo Agrawal learned from Warren Buffett, and even Buffett followed Benjamin Graham — your financial journey deserves a mentor too.
If the world's greatest investors didn't walk alone, why are you still making financial decisions alone?
Behind every successful investor is a mentor — behind your wealth journey, there should be one too.
Markets are complex, money is emotional — a trusted financial advisor turns both into your advantage.
You don't need more tips… you need the right guidance at the right time.
Wealth is not built by chance, it is built by guidance, discipline, and the right advisor.
In a world full of opinions, choose expert guidance that compounds your wealth.
India's most actionable financial guide — covering investments, mutual funds, tax planning & goal-setting with Budget 2026-27 data. Written by a 25-year capital markets expert. Absolutely free.
Click below to download Master Your Wealth 2026 instantly.
⬇ Download Now — Master Your Wealth 2026Where 25+ years of capital market expertise meets modern technology — delivering financial clarity and lasting wealth creation.
Sanjeev Kumar Sharma is the Founder, Managing Director and CEO of Integrato Financial Services Private Limited, a SEBI, AMFI, and IRDA-registered wealth advisory firm headquartered in NCR, Delhi. With over 25 years of extensive experience in the capital markets, he has held pivotal leadership roles at reputed financial institutions such as ICICI Securities, Geojit Financial Services, and Motilal Oswal Financial Services Ltd. His strong academic foundation, complemented by an MBA in Self-Management & Crisis Management, equips him with a unique ability to navigate complex financial landscapes and deliver strategic, client-centric solutions.
Every recommendation backed by rigorous fundamental, technical, and macro-economic analysis.
No cookie-cutter solutions. Every plan tailored to your goals, life stage, and risk appetite.
Full fee transparency. Client interest always comes before commissions.
Seamless blend of in-person advisory and digital tools for maximum accessibility.
From wealth creation to protection — every financial need served through one trusted relationship.
Research-backed stock recommendations for delivery, intraday, and long-term wealth creation in Indian equity markets.
Explore →Goal-based investing through regular plans with SIP planning, portfolio construction, and asset allocation strategies.
Explore →Comprehensive life-stage planning covering retirement, child education, marriage, tax planning, and debt management.
Explore →Customised portfolio construction with thorough risk profiling, asset allocation, and ongoing performance monitoring.
Explore →Holistic life insurance advisory — protection planning, ULIPs, and risk management to safeguard your family's future.
Explore →Deep market insights with macro-economic analysis, geopolitical assessment, and proprietary equity research.
Explore →From Mutual Funds to PMS, AIFs to Bonds — comprehensive research-backed product recommendations across every asset class.
Plan smarter. Every calculator is free, instant, and personalised. Explore all 50+ Calculators →
Get instant, personalised financial guidance 24/7 — powered by cutting-edge AI and backed by Integrato's 25+ years of capital market expertise. Ask about SIPs, tax planning, retirement, insurance or any financial goal.
Goal-based investment suggestions tailored to your profile
Budget 2026-27 updated tax-saving strategies
Corpus calculations and retirement readiness checks
Coverage gap analysis and product comparisons
Transparent, structured, and keeping you in control at every step.
Deep conversation about your goals, situation, risk appetite, and priorities.
Thorough risk profiling, gap analysis, and financial health assessment.
A tailored plan with specific recommendations, timelines, and milestones.
Regular reviews, performance tracking, and proactive rebalancing.
3 questions. 60 seconds. Your personalised investor profile.
Every financial concept explained simply — like talking to a friend, not a textbook. SIP, ELSS, Asset Allocation, Tax Planning and 50+ topics.
Expert-curated articles to help you invest smarter, plan better, and build lasting wealth.
The trust of our clients is the only metric we truly measure ourselves by.
Sanjeev ji's advice transformed how I think about investing. From zero clarity to a structured SIP portfolio well on track for retirement. The transparency and patience he shows is unmatched in this industry.
The personalised financial plan for our daughter's education and retirement gave us real peace of mind. The thoroughness before any recommendation was truly impressive. Highly professional service.
Integrato's equity research insights are sharp and actionable. My portfolio has significantly outperformed my previous advisors. Highly recommend for serious investors who want real results.
I was always scared of equity markets. Sanjeev sir explained everything so patiently — risk, returns, tax. Now I invest confidently via SIP every month. My ₹8,000/month SIP has grown remarkably!
Got my entire insurance portfolio reviewed. My agent had sold me 3 ULIPs with poor returns. Integrato helped me switch to term + mutual funds — saving ₹40,000 per year with better coverage!
The tax planning session was eye-opening. I was overpaying by ₹1.2 lakh annually. Sanjeev sir restructured my HRA, 80C and NPS correctly. Money I was losing is now invested and growing.
As an NRI returning to India, I was confused about where to invest. Integrato guided me on taxation, FCNR accounts, mutual funds, and repatriation rules. Outstanding, reliable service.
My father's ₹80 lakh FD was sitting idle at renewal. Sanjeev ji helped us deploy it smartly across debt and equity — earning almost double what the FD would have given. Brilliant advice!
I started my first SIP at 23 with Integrato's guidance. Now at 26, I have ₹5.2 lakh invested and growing at 16% CAGR. Sanjeev sir's long-term thinking changed my financial mindset completely.
Anonymised case studies showing how we've helped families and professionals build lasting wealth.
Came with ₹15L in FDs and no investment plan. We restructured into a diversified mutual fund portfolio with SIPs aligned to retirement at 60.
Needed ₹50L for IIT/MBA in 18 years. Built a goal-based SIP plan with ELSS and equity diversified funds from day one.
Unorganised investments across multiple products. We consolidated, eliminated underperformers, and optimised asset allocation completely.
₹18L income, overpaying under old regime. Restructured 80C, NPS, HRA and switched to optimal regime saving maximum tax legally.
Paying ₹1.2L/year in 3 ULIPs with poor returns and inadequate coverage. Switched to ₹1Cr term plan + 3 equity mutual funds.
Earning ₹3L/month, targeting financial independence by 50. Built step-up SIP strategy with aggressive equity allocation and annual rebalancing.
Every service backed by formal NISM certification — your assurance of regulated advice.
NISM-201400033574 — Sanjeev Kumar Sharma
National Institute of Securities Markets (Established by SEBI)
To become a trusted, innovative phygital financial platform that helps investors achieve long-term prosperity — combining human expertise with technology to democratise wealth creation across India.
Everything you need to know before getting started with Integrato Financial Services.
Book a paid 60-minute session via our website (₹2,999 onwards, by prior appointment only). We conduct a focused consultation to understand your goals, risk appetite, and financial situation — and provide you with a written action plan. All sessions are with Sanjeev Kumar Sharma personally.
You can start a SIP with as little as ₹500 per month. However, we recommend ₹2,000-5,000/month as a starting point to meaningfully build wealth toward your goals over time.
Your investments are held directly in your name with SEBI-registered mutual fund companies, brokers, and insurance companies. Integrato Financial Services is your advisor — we never hold your funds. You maintain full ownership and control.
Our advisory sessions start at ₹2,999 for a 60-minute focused consultation — by prior appointment only. No free consultations. Fees cover insurance advisory (IRDAI licensed), financial education, and incidental goal-based guidance. For mutual fund distribution, we earn AMFI-regulated trail commissions — there are no hidden charges to you. We are a Registered & Qualified Financial Product Distributor.
Yes! We have integrated with FundzBazar for seamless online mutual fund investments. Click "Sign Up" in the navigation to open your account and start investing directly online.
Regular plans are distributed through advisors like Integrato — you benefit from personalised advice, portfolio monitoring, and goal-based planning. Direct plans have lower expense ratios but require you to manage everything yourself.
We conduct quarterly portfolio reviews for all clients. We also reach out proactively during major market events, when rebalancing is needed, or when better opportunities arise aligned with your goals.
Absolutely. We serve clients across India through online consultations via Zoom/Google Meet. Our physical office is in Greater Noida West for clients who prefer face-to-face meetings.
A focused 60-minute one-to-one session with Sanjeev Kumar Sharma — online or face-to-face. Paid sessions only, by prior appointment. You receive a written action plan after every session. No free consultations.
Roadmap built specifically around your unique goals and life stage
Your financial data is strictly private — never shared
Receive a written financial action plan post every session
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