Sonal Kotak

Sonal Kotak Email and Phone Number

MBA Finance (Gold Medalist) | NRI Investments | Corporate Treasuries | Long term Wealth Creation for Individuals | Holistic Financial Management & Goal Based Finance Planning with Client Centric Approach. @ Integriti Investments
Sonal Kotak's Location
Vadodara, Gujarat, India, India
About Sonal Kotak

Sonal is the founder of Integriti Investments. She is a gold medalist in MBA Finance and has 20 years of experience in Financial Markets.She started her career with HDFC Bank in operations and moved on to CITIBANK as a Wealth Management Specialist. She was a top performer at CITI during her stint with the bank.After 8 years of banking experience, she started Integriti Investments, a boutique Financial Consultancy firm, in May 2007. The company offers services in the areas of Financial Planning and Wealth Management.The company is based in Baroda, and it offers complete digital solutions to its clients across India and abroad, including NRIs.In its 15th year of operations, the company has a full-fledged team handling operations and services for clients. The company offers online transactions for its clients through its website and mobile app. It has tie-ups with key research agencies in India and abroad and hence has access to proprietary research on Indian and global financial markets.At Integriti Investments, it’s a client centric approach with the highest levels of ethics and honesty. It assists you in managing all types of financial assets so that wealth creation occurs and lasts for generations.The company currently manages more than 250 crore in assets across 102 families.Sonal is the recipient of the "Times Icons of Vadodara 2020" award. Recently, her company, Integriti Investments, was named one of the "10 Most Promising Online Financial Companies 2021" by Silicon India Magazine.

Sonal Kotak's Current Company Details
Integriti Investments

Integriti Investments

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MBA Finance (Gold Medalist) | NRI Investments | Corporate Treasuries | Long term Wealth Creation for Individuals | Holistic Financial Management & Goal Based Finance Planning with Client Centric Approach.
Sonal Kotak Work Experience Details
  • Integriti Investments
    Founder
    Integriti Investments May 2007 - Present
    Vadodara, Gujarat, India
  • Citi India
    Relationship Manager
    Citi India Dec 2000 - Jan 2007
    Vadodara, Gujarat, India
  • Hdfc Bank
    Relationship Manager
    Hdfc Bank Jun 2000 - Dec 2000
    Vadodara, Gujarat, India

Sonal Kotak Education Details

Frequently Asked Questions about Sonal Kotak

What company does Sonal Kotak work for?

Sonal Kotak works for Integriti Investments

What is Sonal Kotak's role at the current company?

Sonal Kotak's current role is MBA Finance (Gold Medalist) | NRI Investments | Corporate Treasuries | Long term Wealth Creation for Individuals | Holistic Financial Management & Goal Based Finance Planning with Client Centric Approach..

What schools did Sonal Kotak attend?

Sonal Kotak attended Sardar Patel University, Vallabh Vidyanagar, Sardar Patel University, Vallabh Vidyanagar.

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