IMMPL’s Lovaii Navlakhi Announced As Second Runner-up (Asia Region) by PlanPlus Global Financial Planning Awards 2019

Top Quote CEO of IMMPL, Lovaii Navlakhi adjudged as Second Runner-Up (Asia Region) in the PlanPlus Global Financial Planning Awards 2019. End Quote
  • (1888PressRelease) September 05, 2019 - Bangalore - The Seventh Annual PlanPlus Global Financial Awards recently announced Lovaii Navlakhi, CEO of International Money Matters Pvt. Ltd., as the Second Runner-Up for the Asia region. This was the fourth time that Lovaii Navlakhi has been placed in the top 3 in the Asia region. He was the first runner up in 2014 and again in 2017, and was also chosen as the Asia Region winner in the year 2018. Talking about being placed as the Second Runner-up this year, he said, “Reaching the pinnacle of the Asia Region in the PlanPlus Global Financial Planning awards is sweet reward for the sustained work over the years in global financial planning. Our focus is on understanding the global client and their financial needs, keeping in mind cross-border issues of returns, currency movements, inflation, taxes and reporting requirements. This win uplifts the entire team to strive better in their areas of specialisation, and it is as much a win for the team & the financial planning movement in India as it is for me personally.” After the announcement was made, he tweeted - The organisational strength shines through once again. Financial planning, client servicing & client-centric approach wins, once again - referring to IMMPL’s continued dedication to providing a holistic and personalised financial planning service to investors across the globe.

    The awards were launched seven years ago to help increase global awareness and understanding of the important role played by financial planners around the world. Recognizing the global reach of PlanPlus, the awards invites entries from financial planners in the three regions in which the firm operates – the Americas, Asia and Europe/Australia. Winners receive a fully paid trip to the 2019 FPA annual Conference - this year being held in Minneapolis, Minnesota from October 16 to 18. Winners receive their awards during the annual PlanPlus Global International Breakfast on October 15th.

    “We launched the Awards to showcase financial planners doing professional, fiduciary-level planning while transforming their clients’ lives,” said Shawn Brayman, CEO of PlanPlus Global. “We had absolutely no idea the snowball effect that the Global Awards would have on advisors worldwide. The response from countries like Australia, Malaysia, and India has been incredible.” said Brayman

    The PlanPlus Global Financial Planning Awards were formed in 2013 to further establish financial planning as a recognized profession. This unique competition has a stringent three stage adjudication process where financial advisors submit existing plans, which are scrutinised to gauge how much value they brought to the clients. After two gruelling stages, the top 2 to 4 plans are shortlisted for the presentation phase, followed by an online presentation by the financial advisor to an international jury before the final decision is made.

    You can read more about the awards here. -

    International Money Matters is a SEBI Registered Investment Advisor with offices in Bangalore, Mumbai, New Delhi, Hyderabad, Chennai and Pune servicing its client base spread across India and the globe. The services offered include wealth management, financial planning, financial transitions ,NRI consulting and retirement planning.
    International Money Matters contact -
    Sridharan V
    Email -info ( @ ) immpl dot com
    Ph. - +91 80 4049 3939

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