25+ years in India's capital markets, helping 1,500+ families organise, protect and grow their wealth — and the creator of FamilyVault, so that every family knows what it has, where it is, and what to do.
Founder, MD & CEO · Greater Noida West, Delhi NCR
Mr. Sanjeev Kumar Sharma is the Founder, Managing Director and CEO of Integrato Financial Services Private Limited — a phygital wealth management firm headquartered in Greater Noida West, NCR. Integrato is an AMFI-registered Mutual Fund Distributor and an IRDAI-licensed insurance distributor.
Over more than 25 years in India's capital markets he has worked across mutual funds, insurance, equity broking, Portfolio Management Services (PMS), Alternative Investment Funds (AIF) and goal-based financial planning — including leadership roles at ICICI Securities, Geojit Financial Services and Motilal Oswal Financial Services.
His focus today is family wealth continuity: making sure that what a family has built is organised, protected and passed on smoothly. That conviction led him to create FamilyVault — so that no family is left searching for policies, accounts and nominees in a crisis.
A career built across India's leading financial institutions.
Built a phygital wealth management firm serving 1,500+ families, entrepreneurs and professionals across India — mutual fund distribution, life & health insurance, PMS / AIF / SIF distribution, goal-based planning, and FamilyVault for family wealth continuity.
Capital markets and wealth businesses at one of India's leading broking and financial services groups.
Equity broking and investment products for retail and HNI clients.
Capital markets distribution and client relationships at one of India's largest retail brokerages.
Where 25+ years of experience make the difference for your family.
Goal-based fund selection, SIP planning and regular portfolio reviews.
Protection gap analysis, the right cover, and help when claims are made.
Distribution of Portfolio Management Services, Alternative Investment Funds and Specialised Investment Funds for eligible investors.
Retirement, children's education and major goals — mapped, funded and reviewed.
Nominations, Will readiness and smooth transfer of wealth to the next generation.
Creator of FamilyVault — every asset on record, known to the whole family.
Qualified, certified and registered to serve your family — including the Chartered Wealth Manager (CWM®) designation from AAFM.
NISM certifications are qualifications, not registrations. Integrato is an AMFI-registered Mutual Fund Distributor and IRDAI-licensed insurance distributor; it is not a SEBI-registered Investment Adviser or Research Analyst.
Personal guidance drawn from 25+ years of experience — by appointment, in person at Greater Noida West or by video call.