Financial Planning

Crafting your Financial future

At International Money Matters, we empower you to live the life you envision. Contrary to conventional wisdom, our approach to financial planning begins with understanding your aspirations and life goals. By gaining insight into your dreams and ambitions, we tailor our strategies to align with your unique vision for the future. From there, we meticulously craft a roadmap to optimize your finances, ensuring every decision is a step towards realizing your desired way of life.

Our Approach

At IMMPL, our process begins with understanding you and your family on a personal level. We delve into what truly matters to you and identify your core values. Through meaningful conversations, we explore how to translate these values into actionable steps. From there, we craft customized plans meticulously tailored to your individual needs, ensuring they align with your long-term personal and financial goals.

Our Comprehensive Financial Blueprint

Cash Flow Planning

Strategic allocation of savings into investments for a stable financial foundation.

RISK PROTECTION

Comprehensive assessment of insurance needs and coverage options tailored to your requirements.

Investment Palnning Review

Strategic allocation of savings into investments for a stable financial foundation.

TAX PLANNING

Efficient management of tax obligations, including considerations for domestic and international taxation.

GOALS PLANNING

Detailed strategies to bridge the Gap to achieve goals, ensuring clarity and feasibility.

ESTATE PLANNING

Insights into estate planning options and key considerations for WILL creation and asset distribution.

Other Services

Wealth
Management

Borderless
Investing

Financial
Transitions

Retirement
Planning

International Money Matters Pvt. Ltd. / IMMPL / International Money Matters (SEBI Registered Investment Advisor) | SEBI RIA Registration no. – INA200010676 | Type of registration – Non individual | Validity of registration – (24th May, 2018)— Perpetual | Registered office address – 101-103, Mittal Tower, A Wing, 1st Floor, M G Road, Bengaluru-560001 | BASL membership Id- 1519 | ARN – 30846 | CIN – U36941KA2002PTC031245 | GST No. – 29AABCI3975Q1ZQ | Principal Officer & Managing Director – Lovaii Navlakhi ( Lovaii@immpl.com) | SEBI local office address – Securities and Exchange Board of India, 2nd Floor, Jeevan Mangal Building, No.4 , Residency Road, Bengaluru – 560025, Karnataka.

Investment in securities market are subject to market risks. Read all the related documents carefully before investing.

Registration granted by SEBI, membership of BASL and the certification from National Institute of Securities Markets (NISM) in no way guarantee performance of the intermediary or provide any assurance of returns to investors.

Quick Links

About Us Corporate Wellness Careers FAQ’s Contact Us

Services

Financial Planning Wealth Management Borderless Investing Financial transitions Retirement Planning

Secure your financial future now

International Money Matters Pvt. Ltd. / IMMPL / International Money Matters (SEBI Registered Investment Advisor) | SEBI RIA Registration no. – INA200010676 | Type of registration – Non individual | Validity of registration – (24th May, 2018)— Perpetual | Registered office address – 5th Floor (South Wing) Capsule Works, Shubharam Complex, 144, MG Road, Bengaluru, Karnataka 560001 | BASL membership Id- 1519 | AMFI Registered Mutual Fund Distributor | ARN – 30846 | CIN – U36941KA2002PTC031245 | GST No. – 29AABCI3975Q1ZQ | Principal Officer & Managing Director – Lovaii Navlakhi ( Lovaii@immpl.com) | SEBI local office address – Securities and Exchange Board of India, 2nd Floor, Jeevan Mangal Building, No.4 , Residency Road, Bengaluru – 560025, Karnataka.

Investment in securities market are subject to market risks. Read all the related documents carefully before investing.

Registration granted by SEBI, membership of BASL and the certification from National Institute of Securities Markets (NISM) in no way guarantee performance of the intermediary or provide any assurance of returns to investors.

Quick Links

About Us Corporate Wellness Careers FAQ’s Contact Us Terms Of Use And Privacy Policy

Services

Financial Planning Wealth Management Borderless Investing Financial transitions Retirement Planning

We are committed to providing prompt services to our shareholders. In case of grievances for any of the services, our shareholders can write to a designated e-mail address: complaincce@immpl.com. This is monitored by the Company Secretary of the Company.

Details of Investor Grievance Officer

Shanthala Kumble (Chief Compliance Officer)
Address: 5th Floor, Capsule Works, South Wing, Shubharam Complex, 144, Mahatma Gandhi Rd, above HDFC BANK, Bengaluru, Karnataka 560001
Tel: +91 9845145572
Email: shantala@immpl.com

To lodge your complaints using SEBI SCORES, click here. Please see our Grievance Redressal Mechanism for the detailed procedure. You can also lodge your complaints on the Smart Online Dispute Resolution Platform. Mandatory details to register: Name, PAN, Address, Mobile Number, E-mail ID.
Benefits: Effective communication, speedy redressal of grievances.

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| SEBI SCORES
| BSE
| Terms & Conditions & Privacy Policies

Secure Your Financial Future Now