Company Name : International Money Matters Pvt. Ltd
Address : Phoenix Primus, 1st Floor, No 590, 12th main, HAL 2nd stage, Indira Nagar, Bangalore 560038
Tel No : 080 4049 3939
Email : [email protected]
Website : http://immpl.com/
Company Profile
In its 13th year of operations, International Money Matters Pvt. Ltd. is a financial planning-cum-investment advisory organisation, in the business of helping clients achieve their financial goals. We firmly believe that the ‘Financial Planning’ route is the way forward in advising our clients on their financial matters. This is also advocated by the Financial Planning Standards Board, India which is affiliated to the FPSB, Denver USA. We are committed to this path and have made it mandatory for all our advisors and relationship managers to enroll in the ‘Certified Financial Planner’ programme promoted by the FPSB The pillars of our business are honesty, competence and relationship. We believe that the client’s interest comes foremost, and we stand with him in all matters related to personal finance. Therefore his trust is sacrosanct to us and we ensure that our advice is always unbiased, impartial and objective. We also believe there is no substitute for knowledge and each of us is committed to a path of learning and constant up gradation of our skills; so as to deliver the best in terms of products and services to our clients.
Having been founded as “Money Matters” in 2001 in Bangalore by Lovaii Navlakhi, Money Matters at first used to be an office from his home with a laptop and a client base of 15-20 investors. He added on by 2002, clients in cities other than Bangalore, specially Mumbai, two employees, Shweta Jain and Uday Dhoot, an office by 2003, 100 clients by 2005, a transformation to a private limited company by 2006, another branch office, this time in Delhi by 2007.
Today International Money Matters Pvt.Ltd is a 40 people strong organisation, with offices in Bangalore, Mumbai and Delhi, a client base of 400+ families from across India and the world – US, UK, Middle East and South East Asia. Assets under management of over Rs.500 Crores and a risk cover of Rs.250 Crores, and a belief that it will only get better.
Having being at the helm of affairs always, Lovaii has made sure that his attitude permeates through the entire team at IMMPL and therefore their focus is always on long term relationships, and ensuring that the client’s interest always comes first.
Ethics, Integrity and Expertise are a way of life at IMMPL and perhaps this is how we have been able has been able to create a niche for ourselves in this business of financial advisory.
