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