International Money Matters Pvt. Ltd. (IMMPL) is a financial advisory established to help people achieve their goals. Back in the day, India hardly had any reliable and upstanding financial advisors who had the client's interest at heart and we wanted to step in and fill that space. Making the right investment at the right time can make all the difference and our expertise in financial planning can guide you towards making the right decisions. We focus on the client's interest above our own because the way we understand it, when our client grows, we grow. Each of our advisors and relationship managers take up the 'Certified Financial Planner' programme as recommended by the Financial Planning Standards Board, India.
At IMMPL, honesty, competence and relationships are the greatest support in our inventory to help you achieve your financial goals. We are as of now, 50 members strong with offices in Bangalore, Mumbai and Delhi. We manage assets of over Rs.1000+ Crores and run a risk cover of Rs.300 Crores while advising 500+ clients from across India and the world including the US, UK, Middle East and South East Asia.
The three pillars on which our business stands:
Our mission is to enable our clients to achieve their financial goals. In doing so, we will be ethical, sincere and governed by our client's interests, ahead of ours. Our approach will be based on reasonable and, if necessary, conservative assumptions. We will treat our clients with honesty, wisdom and care.
We will constantly upgrade our knowledge and expertise on markets worldwide. We will ensure that operations are run efficiently at all times and to that end, continually invest in technology.
We recognize that our people are important. We will create an environment where people enjoy their work. Our people shall have integrity, financial knowledge, enthusiasm and a willingness to learn. They shall take ownership for their actions. We will encourage intrapreneurship.
We will always follow the laws of the land in the markets where we function.
Our business must make profits. The profits shall be used to reward our shareholders and other stakeholders and also ensure continuity and growth of the business.
Founder and CEO,
International Money Matters Pvt. Ltd.
Everyone has goals set out for themselves and money can either be an obstacle or an access to those goals. With IMMPL, you will have a financial expert as a trusted friend by your side to count on while you make the journey forward. We go beyond the financial portfolio and dive deep into the heart of the matter to make it happen.
We firmly believe that transparency is a pre-requisite for any lasting relationship and the more we know each other, the better our chances of success. We keep you fully informed through financial planning and transactions, every step along the way. So why choose us you ask? Because we're the expert with a heart!
The core of IMMPL offerings rest on the combined expertise and abilities of our team.
Founder and CEO
With over 30 years of industry experience, Lovaii is one of the first Certified Financial Planners(CFP) of India. He comes equipped with an MBA (Finance), an ICWA and a stellar reputation of success. He firmly believes in continuing education as a way of life. Lovaii has also been a board member of Financial Planning Standard Board, India.
IMMPL's real estate division, Square Feet, is headed by Arwa. Her excellent personalisation skills and ardent professional service makes her an expert in property management, especially in and around Bangalore. She also assists clients in purchase and sale of property and rentals.
A BBM graduate and a CFP to boot, Shweta brings her excellent management skills to the table and is an integral part of our think tank. She spearheads "The Financial Alphabet" initiative which is into financial literacy.
Shantala comes with 20 years of work experience in the financial services industry. She is an IRDA-Certified Life Insurance Consultant and a certified Cost Accountant. She heads our compliance team and also doubles up as our resident tax-expert.
As an MBA(Finance) graduate with over 9 years of experience in the capital markets, Rahul confidently heads our equity research team. He optimizes our internal processes and execution plans on a regular basis.
Prashant is a Chartered Accountant with 23 years of work experience in the financial sector. He is an all-round performer with deep understanding of the securities and bond market.