• Fintegic Investments, Bareilly Road, Haldwani (Hills View Petrol Pump)
  • +917455899555, 05946251555
  • fintegicrta@gmail.com

About us

About Fintegic Investments

Fintegic Investments, a full financial solution company, is an imminent firm set up with the motivation to help it’s clients get all his financial problems solved at one place and also show its clients how various financial goals can be achieved if we have discipline in our investment approach through strategically diversifying the market risk and simultaneously getting higher returns. We provide financial advise and aids in managing wealth in accordance with the clients future goals. Be it tax saving schemes or retirement schemes, be it Systematic Investment Plans or Equity Investments Schemes, Fintegic Investments understands the purpose of investments of their clients and provides a detailed financial assistance accordingly.

We at Fintegic Investments have expertise in many financial services ranging from financial advisory to wealth management, mutual funds to online share trading, bonds to commodity market and much more. All blended to bring you a gamut of financial services to ensure that you have the advantage in every financial decision, no matter where you are. We also offer Portfolio Management Services which enables our clients to create wealth through equity. Fintegic Investments also provides products such as insurance policies (health, general, vehicle, life and term) as well as loans pertaining to home loan, property loan, vehicle loan, personal loan, loans against property etc. We also provide assistance to companies in the field of corporate lending.

Our staff is well equipped, skilled and are all qualified MBA’s in finance who are trained to proficiently assist our clients as per their requirements. We have also adapted various modern techniques in collaboration with our partners where opening a De-mat account is just a few minutes. We have also developed a Smart App for our Smart Investor to provide them a detailed statement of their investments and to help them with various other investment solutions.

For the purpose of serving our clients, Fintegic Investments have also collaborated with various prominent and renowned institutes like Kotak Securities, Indiabulls Home Loans, HDFC Bank, ICICI Prudential, ICICI Lombard, Star Health Insurance, Vyana Wealth Management. Each of our partners are huge conglomerates having an experience of more than a decade, and boast of serving a huge number of happy and satisfied investors proudly.

We are driven to break the myth that all investments are risky. We believe that if an investment is channelized through secured platforms and through right financial strategies the risks can be optimized and profits maximized. That is how we have reached to our name Fintegic Investments –FINancial straTEGIC Advise Cube meaning advising the clients based on a strategy for their financial well-being.

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Mission

To provide our clients with the right financial solutions and help our clients reach their financial goals.

Vision

To change the financial services sector in urban India by integrating and professionalizing the finance sector with the help of technology and by providing good services in an ethical manner.

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Promoters Profile-

The art of effective and efficient management of funds is carried out very proficiently by Fintegic Investments, an imminent company under the leadership of Mr. Ishaan Kumar Agrawal.
Mr. I.K. Agrawal, the Founder and Managing Director of Fintegic Investments is a young ingenious and enterprising financer driven by the modern and complicated strategies of financial management. Mr. I.K. Agrawal is a Chartered Financial Analyst(CFA), Level 2and has also various qualifications from the National Institute of Securities and Markets. He is also an alumunus of prestigious Symbiosis International University. He also boasts a past record of working in financial institutions like Kotak and Wealth Discovery in Delhi before opening Fintegic Investments.