Transforming Lives, One Investment At A Time

Award Winning Financial Planning Services

Private Wealth Management You Can Bank Upon

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Road to The Richer Life

Our relationship with International Money Matters is since its inception. We have grown with it and so has our modest savings. IMMPL's smart financial plans keep us focused on regular savings. Their wisdom to think long term goes hand-in-hand with their adaptability towards market trends.
Sunil Lulla

Group Chief Executive Office , Balaji Telefilms Ltd.

IMMPL ensured that I was able to articulate and achieve my financial goals. The team at IMMPL embodies professionalism, empathy, friendship and trust. I thank them for all that they have done and continue to do for me.All the awards and industry recognition they receive are well-deserved.
Mr. C.E. Sridhar

Consultant - Process Improvement & People

I find their advice sound and am happy to rely on them to ensure that I am financially secure! To be honest, there were occasions when I had some doubts and concerns, especially when markets swing downwards but the folks at IMMPL have provided more than adequate reassurances that they care for my financial health.
Dr. Anand Kasturi

Consultant Trainer, Executive Coach

My relationship with IMMPL began 5 years ago. Lovaii was a friend and took a personal interest in managing my portfolio. While that has remained, I have been impressed by the caliber of the team he has built: young, knowledgeable and diligent. They put the client's interest first.
Mr. Vijay Bhat

Transitions Coach, Roots & Wings Consulting Services Pvt. Ltd.

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What We Have To Offer

What We Have To Offer

Our comprehensive financial planning services are tailored to help new investors, NRI’s, and businesses decipher their true financial goals and realise them as well.

By putting your most-valued needs and goals first, we are able to craft financial plans that are unbiased, highly-personalised, and also, highly-effective. Our aim is to ensure that you have the right amount of money at the right point of time, at different points of time in the future.

Talk to one of our certified financial planners to find out how we can be of assistance to you.

What We Have To Offer

Understanding the true worth of your assets and investments, and knowing what to do with idle money is our forte. We work closely with you to create investment strategies that not only put your money to work, but also tie in with your life goals.

With the help of comprehensive research and years of expertise, we are able to identify the best opportunities for you to invest in. Talk to one of our certified financial planners to find out how we can be of assistance to you.

What We Have To Offer

Whether you’re an NRI, or just someone exploring investment opportunities overseas, IMMPL wields a demonstrated capability of successfully navigating the international financial landscape.

Our team works with accomplished firms and financial advisors in different geographies to leverage their expertise, while also doing extensive research to understand all the nuances like tax and legal constraints. Get in touch with us for a seamless international investment experience.

What We Have To Offer

While switching jobs, building a career, or dealing with major life changes, your finances often take a backseat. As you transition through different phases of life, changing your needs and requirements, your portfolio must change with each transition as well.

With the privilege of being led by India’s first and only certified financial transitionist, our CEO, Lovaii Navlakhi, we offer you seamless financial transitions on every step of the way.

What We Have To Offer

Hanging up the gloves is an inevitable part of every working professional’s journey. When you have no obligations to work anymore, it is the best time to enjoy the fruits of the diligent financial planning you’ve been doing all your life.

With our personalised retirement plans, we can help you live the good life well into your golden years. Rekindle your lost interests and hobbies, and indulge in the richer life; get in touch with a certified financial planner today.

Putting People First

IMMPL stands firm on top of it’s three core pillars

Each and every member of our team lives by these three virtues and is committed to empowering our clients to achieve the life that they desire. We offer no false promises; our goal is clear from the get-go. To put you on a well-planned, and well-executed journey to personal and financial fulfilment.

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IMMPL Pillars
Lovaii Navlakhi

Lovaii Navlakhi

Managing Director & CEO

Shantala Kumble

Shantala Kumble

Chief Compliance Officer

Devanshu Saluja

Devanshu Saluja

Business Head, Mumbai & Pune

Anupama Aggarwal

Anupama Aggarwal

Business Head NCR

Abhinav Sethi

Abhinav Sethi

Business Head, Bangalore & Tamilnadu

Shweta Rai

Shweta Rai

Head - Operations & Financial Planning

Rahul Jain

Rahul Jain

Sr. Vice President - Research

Know more about the people that make it possible.

Awards

Award

Money Today FPCIL Awards for Financial Excellence 2014

Institutional Financial Planner of the Year, Runner up

Award

UTI MF & CNBC 18’s Financial Advisor Awards 2014 – 2015

Best Performing Regional Advisor (South)

Award

Outlook Money Awards 2015

Best Investment Advisor

Award

Outlook Money Awards 2016

Best Financial Advisor - Runner Up

Award

Outlook Money Awards 2017

Winner Registered Investment Advisor Category

Award

Plan Plus Global Financial Planning Awards 2018

Winner Asia Region

Award

Outlook Money Award 2018

Registered Investment Advisor Silver Winner

Award

Outlook Money Award 2019

Registered Investment Advisor Silver Winner

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News & Media

News & Media Image

Retirement is a long way off; why think about it now?

News & Media Image

Here’s how you can reduce tax liability through indexation

News & Media Image

Tips to insure your home effectively

Lovaii Navlakhi Speaks To ET Now

Know how to plan investment in mutual funds for good returns

Lovaii Navlakhi, Founder And CEO, International Money Matters I The Money Show

Start saving earlier rather than later – Anand Kasturi
Plan the little money that you get, wisely – Hari Menon
Clean up portfolios during market opportunities

Secure Your Financial Future Now