IMMPL Way
IMMPL Way
For over two decades, International Money Management (IMMPL) has dedicated itself to transforming the relationships people have with money. Our commitment has been to offer cutting-edge, research-based financial planning and wealth management services to our clients across the world. Whether you are seeking to achieve specific financial goals or to simply maximize the value of your assets, IMMPL will empower you to achieve the most you can, with your money.
Investment Excellence
IMMPL is a leader in modern, customer-centric financial planning. Our advice, backed by our collective experience, aims to provide the best wealth management advice. Aligning to your needs, IMMPL strives to offer comprehensive financial plans for a richer life.
Financial Research
Take advantage of our in-house financial research team to stay informed about the latest market trends and innovations. We work systematically, considering various factors to help you make informed and meaningful financial choices. Our detailed reports offer practical insights into current market trends and future predictions, empowering you with the knowledge to navigate the complexities of the financial world confidently
Our Approach
At IMMPL, we strongly believe that investments aren’t just about money. So we offer personalized plans crafted to align with your unique aspirations, your life stage and financial objectives. Whether you’re planning for retirement, navigating transitions, or seeking to grow your wealth, our dedicated teams will work with you to design comprehensive solutions tailored specifically for you.
With our commitment to excellence, you can trust that your wealth is managed with the utmost care and expertise. Our philosophy is simple: to guide you towards achieving your goals while ensuring a smooth and stress-free financial journey every step of the way.
4 Pillars of Product Selection
4 Pillars of
Product Selection
We understand the investment
decision making process, risk management framework of the product
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Here are a few resources to help you out.
Pocket money for retirees
When we think of pocket money, it often takes us back to our childhood days when our parents would give us a few “bucks” for little treats or personal expenses.
Read More Pocket money for retirees
When we think of pocket money, it often takes us back to our childhood days when our parents would give us a few “bucks” for little treats or personal expenses.
Read More Pocket money for retirees
When we think of pocket money, it often takes us back to our childhood days when our parents would give us a few “bucks” for little treats or personal expenses.
Read MoreOur Story
Lovaii Navlakhi starts Money Matters in Bangalore after 18 years of corporate experience (all in Finance), with the objective of offering financial advice genuinely in the interest of the client, through mutual funds.
"Protecting risks needs to gain greater priority than the focus on generating returns" is an oft-repeated mantra at our firm. Life insurance products introduced.
An annual fee for financial advice introduced, to focus on relationships rather than transactions -- a decision that was well ahead of its time.
Financial planning becomes a formal way of life after Lovaii is conferred the CFP (Certified Financial Planner) designation at the first convocation in India.
Money Matters transitions to become a private limited company -- starting to deal with global clients gives International Money Matters (IMMPL) birth.
One of IMMPL's goals was to spread financial literacy. Learning begins at home, and getting freshers passionate about personal finance and training them the IMMPL Way is a great start.
Spreading Its Wings As we cross 100 clients, we open a local office in Mumbai. Finally, Lovaii's natural market (where he grew up, studied and worked initially) has representation.
Doing right for clients was one of the reasons for IMMPL's birth. We stood strong with a well balanced asset allocation for our clients and hand holding them & keeping them in a safe place.
Strength in Numbers Following a tough year, the number of clients grew and so did assets. Crossing and staying above Rs. 100 crores in assets was no mean feat.
The Big Award Winning the Best Performing Regional Financial Advisor awarded by CNBC TV18 & UTI MF adds many feathers to our cap. Feeling top of the world!
Financial Literacy Thrust Saturday workshops for clients in our office; talking to small groups in offices & coffee shops; curated sessions & workshops for employees in organisations -- financial literacy is ingrained in every conversation with our clients.
Consistency Pays Apart from offices in Bangalore, Mumbai and Delhi; IMMPL was servicing clients in Chennai & Hyderabad. Across the shores, clients from US, UK, Middle East & Singapore were benefiting from our expertise; and we continue to gain experience from these interaction
Mission Statement
01
Our mission is to assist clients achieve their financial goals with ethical, client-focused strategies.
02
Our approach, guided by conservative assumptions, ensures care and wisdom are always exchanged in all our relationships.
03
We are committed to continual knowledge enhancement and technological investments to support our operations.
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Our team is encouraged to foster an environment of integrity, financial acumen, enthusiasm, and learning, encouraging ownership and intrapreneurship.
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We are committed to legal compliance, our profitable business prioritizes rewarding stakeholders – ensuring sustained growth.
01
Our mission is to assist clients achieve their financial goals with ethical, client-focused strategies.
02
Our approach, guided by conservative assumptions, ensures care and wisdom are always exchanged in all our relationships.
03
We are committed to continual knowledge enhancement and technological investments to support our operations.
04
Our team is encouraged to foster an environment of integrity, financial acumen, enthusiasm, and learning, encouraging ownership and intrapreneurship.
International Money Matters Pvt. Ltd. / IMMPL / International Money Matters (SEBI Registered Investment Advisor) | SEBI RIA Registration no. – INA200010676 | Type of registration – Non individual | Validity of registration – (24th May, 2018)— Perpetual | Registered office address – 101-103, Mittal Tower, A Wing, 1st Floor, M G Road, Bengaluru-560001 | BASL membership Id- 1519 | ARN – 30846 | CIN – U36941KA2002PTC031245 | GST No. – 29AABCI3975Q1ZQ | Principal Officer & Managing Director – Lovaii Navlakhi ( Lovaii@immpl.com) | SEBI local office address – Securities and Exchange Board of India, 2nd Floor, Jeevan Mangal Building, No.4 , Residency Road, Bangaluru – 560025, Karnataka.
Investment in securities market are subject to market risks. Read all the related documents carefully before investing.
Registration granted by SEBI, membership of BASL and the certification from National Institute of Securities Markets (NISM) in no way guarantee performance of the intermediary or provide any assurance of returns to investors.
Secure your financial future now
International Money Matters Pvt. Ltd. / IMMPL / International Money Matters (SEBI Registered Investment Advisor) | SEBI RIA Registration no. – INA200010676 | Type of registration – Non individual | Validity of registration – (24th May, 2018)— Perpetual | Registered office address – 101-103, Mittal Tower, A Wing, 1st Floor, M G Road, Bengaluru-560001 | BASL membership Id- 1519 | ARN – 30846 | CIN – U36941KA2002PTC031245 | GST No. – 29AABCI3975Q1ZQ | Principal Officer & Managing Director – Lovaii Navlakhi ( Lovaii@immpl.com) | SEBI local office address – Securities and Exchange Board of India, 2nd Floor, Jeevan Mangal Building, No.4 , Residency Road, Bangaluru – 560025, Karnataka.
Investment in securities market are subject to market risks. Read all the related documents carefully before investing.
Registration granted by SEBI, membership of BASL and the certification from National Institute of Securities Markets (NISM) in no way guarantee performance of the intermediary or provide any assurance of returns to investors.