International Money Matters is a financial advisory business, which helps individuals define their financial objectives, works out a financial plan to meet these objectives, and then executes and manages this plan.
When you become an International Money Matters client, we would review the investments that you already have and advise you on whether to hold or sell specific schemes. Thereafter, we would monitor and update you on these along with your new investments.
At International Money Matters, we look at various factors while selecting schemes for a particular portfolio such as:
Your personal goals – If your goals require an aggressive portfolio, the schemes we select will reflect this.
Your personal preferences – You may not want to invest in say Tobacco companies or because of the company you work for, they may be a conflict in investing in competitor companies and hence we will keep away from funds which are invested in such companies.
Your risk appetite – Your willingness to invest in more volatile or aggressive schemes, this is also assessed with a risk profiling that we ensure is done for all clients.
Diversification – The portfolio needs to be well diversified without heavy exposure to any sector or market cap, unless that is doing well at that particular time. Care will have to be taken to reduce such exposure when this does not hold true.
Scheme Attributes – Objectives of the schemes; sectors and companies it plans to invest in, track record over markets ups and downs.
Fund Manager – His past track record, views and philosophy
Fund House – Philosophy, credibility and track record.
Earnings From Mutual Funds
Trail 1st Yr P.A.
Trail 2nd Yr Onwards P.A.
Liquid and Floating Schemes
Ultra short Term Schemes
Short Term Schemes
Medium Term/Long/Dynamic Bond
Fund of Funds
Equity & Balanced
Disclosure of Brokerage
As per the regulatory guidelines and for investor awareness, please find
below links to the brokerage structures of our various associates.