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.

Life is an adventure and one of the crucial lessons it teaches us is that money matters. Whether its that dream house you wanted to buy, that IVY league school your children want to study at, that dream holiday you wanted to go on or an early retirement, financial planning is key to achieving your goals and IMMPL is here to help you do just that. fianacial planning process


Investment Advisory

We develop investment strategies that matches your aspirations as well your financial portfolio. We assess each client individually to ensure viable investment options are available while keeping potential risks at bay.

Equity

We believe that equities is a solid investment option for long term wealth accumulation. Volatility may cause concern for short term but rising share prices can multiply your gains in the long run if your investments are managed by IMMPL. We are empanelled with 31 mutual fund houses and follow systematic and open methods of analysis, evaluation and recommendation of funds.


Here's a look at how an investment of Rs.10,000 fared over 31 years, across different asset classes - Gold, Silver, PPF and the Sensex.

Valuation Date Every 10 Years (INR)
Gold Silver PPF Sensex
March 31, 1981 10,000 10,000 10,000 10,000
March 31, 1991 20,754 24,479 26,270 67,514
March 31, 2001 25,090 26,575 81,580 2,08,324
March 31, 2010 97,725 99,182 1,67,840 10,13,121
March 31, 2011 1,21,216 2,05,893 1,81,267 11,24,001
CAGR 8.7% 10.6% 10.1% 17.0%

(Data source: Alternate Channels Training Services TALIC)

Fixed Income

Fixed income investments are a safe option that guarantee income for a fixed tenure. An ideal choice for clients who are averse to risks as it ensures a steady stream of income with low or zero volatility. We offer company fixed deposits, debt mutual funds, fixed maturity plans and bonds.

Gold and other commodities

Gold has always been popular as a hedge against inflation and a safe haven in times of economic and political turmoil. With the global economy going through turbulent times and definite slowdown, the glitter of this commodity is all the more shiny now. Investment in gold can be done through various means such as gold biscuits and coins,mutual funds that invest in gold or in gold mining companies and Gold ETFs (exchange traded funds).


Insurance Planning

We consider it our priority to protect our clients and cover their risks. Insurance helps us significantly in meeting this objective. We evaluate your need for insurance, including existing policies and map them to your goals. Product offerings from various insurance companies are evaluated on parameters such as geographical presence and financial strength, performance and track record, claim settlement procedure and history, service and of course, insurance premiums or costs.


Health Insurance

While medical care has become much better and more advanced, it has also become very expensive. When you or your loved ones are in need of medical care, a mediclaim or health insurance policy can come in handy. We've added Apollo Munich and Max BupaHealth to our offerings so you don't have to worry the next time you visit a hospital.

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