All of us, in some way or another, are involved in some kind of planning related to our financial matters. Be it tax planning, cash flow planning, or retirement planning.
Financial Planning, simply put, is the process of meeting life’s goals through proper management of your finances. The goals may be different for each one of you, however, in most cases it includes buying a home, saving for your child’s education or planning for retirement.
Integra Profit is an Independent Financial Planner and Investment Advisor. This means that we take great care to be completely independent in our Research and Financial Planning output. Our Fixed Fee model helps us to sustain this and remain independent and keep our client’s best interest always in mind. Our core philosophy is, and always will be, to keep our clients’ best interest in mind while recommending any investment. We have set processes that ensure that our clients a wrong investment or given biased advice. This helps us retain the trust of our clients over the long term.
Our Research is very objective and does not take the commercial aspects of the business into consideration. We insist that all our clients follow a chosen Asset Allocation strategy to build wealth over the long term.
Integra Profit will provide direction and meaning to all your financial decisions. We will help you adapt more easily to changes and feel more secure that your goals are on track.