Our Services

IMMPL advises, manages and reviews all aspects of your financial portfolio including investments, taxes, insurance protection, retirement needs and will preparation. We closely monitor market changes and tailor financial plans that maximize the growth on your savings and investments while protecting you against risk.

At IMMPL, We understand that different people have different needs. We provide financial advice that is best suited to the client based on their preferences. Our research team studies various industrial sectors, compares investment options like stocks, bonds and mutual funds, and monitors global economic policies to give you an edge over financial obstacles. Our primary focus will always be on helping you achieve your goals while we deliver a seamless and hassle-free experience throughout your financial journey with us. We leave no stone unturned when it comes to reducing your costs and improving your investment performance.

Financial Education

The Financial Alphabet (TFA) is an IMMPL initiative established to help our clients take educated and informed decisions with their money, so that there are no regrets tomorrow. TFA brings experienced Certified Financial Planners and Associate Financial Planners together with budding clients who want to learn the financial lingo so they can be guided to make the right decisions.

We conduct workshops for our clients, corporates, investors where we discuss money matters that help them understand the world of finance. Our sessions can prepare people to confidently deal with their own money and increase their productivity. We train advisors on guiding individuals to invest.

We work closely with schools and colleges to teach wise money habits to children. We also run programs for students seeking a career in the line of personal finance such as CFP applicants.

Financial Education from imm


One size does not fit all

Tue, 11 Aug 2015 10:08:36

Lovaii Navlakhi


While we know this line holds true in all aspects of our existence, whether it comes to buying clothes, a car , jewellery etc, but we tend to forget it when we invest. You may face situations where you hope for the best while the reality can be very different...

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Credit Cards are Here to Stay!

Tue, 11 Aug 2015 09:40:27

Dipika Kalra


Banking from home may have sounded absurd to earlier generations but it's a reality now without which life would be unthinkable. With a shift in the mindset and the convenience offered, technology has entered every sphere of our lives. Today, distance doesn't matter as we skype and see our loved ones on a daily basis even if we are thousands of miles away from them. With this cultural shift, of course some of it has now become pretty much impossible to live without and one of those few things is the credit card...

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Basics of Mutual Funds

Tue, 11 Aug 2015 09:22:12

Shweta Jain


You receive your pay-check and you have the usual expenditure - rent, utilities and household expenses and that little discretionary spending as a reward for all the hard work you put in. But what happens to the portion you save? With the array of investment options out there,...

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