Book Your 60-Minute Financial Session

A focused, personalised session with Sanjeev Kumar Sharma — Managing Director & CEO, 25+ years capital market expertise. Online or face-to-face. Written action plan included.

⚠️

Paid Sessions Only — Prior Appointment Required NO FREE CONSULTATIONS

All sessions at Integrato Financial Services are paid, 60-minute focused consultations by prior appointment only. This ensures your session is 100% dedicated to your financial needs — not a sales pitch. You receive a written action plan after every session. No walk-ins. No complimentary calls. Your investment in the session guarantees our undivided attention and expertise.

Step 1: Choose Your Session Type

✓

🏥 Financial Health Check & Existing Portfolio Review

Complete financial assessment + insurance review + action plan

₹2,999

✓

🛡️ Insurance Portfolio Audit

Full policy review + restructuring recommendations (IRDAI)

₹3,999

✓

🎯 Goal-Based Planning

Life goals mapping + SIP estimation + 90-day roadmap

₹4,999

✓

💰 Tax Planning Education

Old vs New regime + 80C/NPS optimisation + tax report

₹2,999

✓

🌅 Retirement Planning

Corpus calculation + SIP strategy + NPS analysis

₹3,999

✓

✈️ NRI Financial Facilitation

FCNR/NRE/NRO + DTAA + India investment facilitation

₹4,999

Step 2: Your Details

Full Name *

Phone Number *

Email Address *

Preferred Session Mode *

Preferred Date

Preferred Time

Brief Description of Your Financial Situation / Questions

Step 3: Payment & Confirm

Session Type Financial Health Check & Existing Portfolio Review

Duration 60 Minutes (1-on-1 with Sanjeev sir)

Includes Written Action Plan (PDF)

Total Amount ₹2,999

Pay via any UPI app to confirm your appointment

📱 Pay via UPI GPay PhonePe Paytm

UPI ID: 9599181681@ybl · After payment, submit the form below for instant confirmation

You will receive a confirmation email and a Google Calendar invite link after booking.

What Every 60-Minute Session Includes

🎯

Personalised Focus

Every session is tailored to your specific financial situation and goals — no templated advice.

🔒

100% Confidential

Your financial data is strictly private. We sign NDAs upon request.

📋

Written Action Plan

Post-session PDF with clear next steps, priorities, and timeline.

👨‍💼

Direct with Founder

1-on-1 with Sanjeev Kumar Sharma — not a junior associate.

📊

25+ Years Expertise

Capital market veteran. 6 NISM certifications. AMFI + IRDAI licensed.

🔄

Satisfaction Guarantee

Not satisfied? We schedule a complimentary follow-up session.

Disclaimer: Integrato Financial Services Private Limited is a Registered & Qualified Financial Product Distributor — AMFI-registered Mutual Fund Distributor (ARN Holder) and IRDAI-licensed Insurance Advisor, holding 6 NISM certifications. Consultation fees are charged for insurance advisory (IRDAI-licensed), financial education, document preparation, and incidental goal-based guidance related to our regulated distribution activities. Investments in securities markets are subject to market risks. NISM Reg: NISM-201400033574 | CIN: U74140UP2021PTC149502 | GSTIN: 09AAGCI2359R1ZT | ARN: 173155 | IRDAI: F1047480. All sessions are 60 minutes, paid, by prior appointment only. No free consultations are offered.