Listening to you and your Changing Needs
Since 2001, we’ve transformed lives unconventionally. Our core values — Honesty, Competence, Relationships — define us. We’re not about quick gains; we’re here to secure your finances for meaningful pursuits. Trust fuels our transparent partnerships, uncovering life’s treasures.
We have Evolved because of You
"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.
Fees in India
An annual fee for financial advice introduced, to focus on relationships rather than transactions -- a decision that was well ahead of its time.
arrives
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.
of Life
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.
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.
Financial Crisis
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.
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.
Winning the Best Performing Regional Financial Advisor awarded by CNBC TV18 & UTI MF adds many feathers to our cap. Feeling top of the world!
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.
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 interactions.
are here
Charging fees for advice, a decade after we started, is incorporated in the Registered Investment Advisor regulations. We apply for the licence upfront, of course -- we love transparency.
Communication with clients is key. We continue to experiment with meeting clients in small groups, inviting new clients to our offices. We see every opportunity to meet as a step to deepening client engagement.
IMMPL, entering its 15th year, perseveres in its dream to make a difference to people's lives by helping them meet their financial goals. Success comes to those that wait & big things are waiting to happen.
IMMPL
With over 500 families & over 50 team members to take care of, the investment by the TVS Group led by Gopal Srinivasan lends IMMPL stability & solidity. The alignment of values of conservatism & client-centricity make the deal a win-win for clients.
Lovaii qualifies as India's first Certified Financial Transitionist, trained in understanding & managing the personal side of money for clients going through a transition. The client engagement gets deeper as more team members enroll in the program.
IMMPL gets local team members in Chennai, Hyderabad & Pune & crosses Rs. 1000 crores in assets managed for its clients. Continuous investments in technology & strengthening of its product selection process is aimed at making the client offering robust.
Local Recognition
After twice finishing first runner-up in the past, Lovaii wins the Global Financial Planner award (Asia). In India, IMMPL financial planners finish in the top 3 for the second year running.
Mission Statement
“Assist clients to achieve financial goals with ethical, client-focused strategies. Our approach, guided by conservative assumptions, ensures care and wisdom in client relations. Continual knowledge enhancement and technological investments guarantee efficient operations worldwide. Our dedicated team fosters an environment of enjoyment, integrity, financial acumen, enthusiasm, and learning, encouraging ownership and intrapreneurship. Committed to legal compliance, our profitable business prioritizes rewarding stakeholders and ensuring sustained growth.”
Mission Statement
“Assist clients to achieve financial goals with ethical, client-focused strategies. Our approach, guided by conservative assumptions, ensures care and wisdom in client relations. Continual knowledge enhancement and technological investments guarantee efficient operations worldwide. Our dedicated team fosters an environment of enjoyment, integrity, financial acumen, enthusiasm, and learning, encouraging ownership and intrapreneurship. Committed to legal compliance, our profitable business prioritizes rewarding stakeholders and ensuring sustained growth.”
Our Team
Recognitions
Explore careers
Role of An
IMMPL
Employee
Explore roles
Operations: Build and adapt systems for seamless investment experiences.
Investment Advisory: Execute strategies, track markets, and expand client portfolios.
Financial Planning and Analysis: Efficiently guide clients in achieving financial goals.
Research: Monitor markets, upgrade strategies, and create growth-maximizing plans. Join us today.
IMMPL Way
Invest Wisely Today
Invest Wisely Today
We are your SEBI registered Investment Advisor
Two decades of transforming lives globally through cutting-edge, customer-centric financial planning. Our advice, backed by extensive research, ensures the best wealth management experience. Whatever be your needs or financial goals, IMMPL delivers a comprehensive plan for a richer life – act now
Unlock Market Insights: Leverage our in-house financial research team for the latest market trends. Systematic and meticulous, we consider multiple factors to equip you with smarter decisions. Our in-depth reports offer actionable insights into the current market and guide you on utilizing these insights effectively.
Our Product selection process
Qualitative factors
We analyze funds based on mandate conformity, decision-making processes, and the expertise of the fund management team. This informs our final investment decision, followed by categorizing each investment according to risk-return dynamics for clear alignment with investors’ profiles
Qualitative factors
We analyze funds based on mandate conformity, decision-making processes, and the expertise of the fund management team. This informs our final investment decision, followed by categorizing each investment according to risk-return dynamics for clear alignment with investors’ profiles
Quantitative Factors
We prioritize risk-adjusted returns through our proprietary IMM Investment Indicators model, evaluating fund performance and consistency. Using rolling returns and various risk metrics, this model identifies top quartile funds, marking the initial step in our meticulous screening process
Quantitative Factors
We prioritize risk-adjusted returns through our proprietary IMM Investment Indicators model, evaluating fund performance and consistency. Using rolling returns and various risk metrics, this model identifies top quartile funds, marking the initial step in our meticulous screening process