International Money Matters Pvt. Ltd. Celebrates 18 Years of Existence

Top Quote International Money Matters Pvt. Ltd., one of India's leading financial services firm has just completed 18 years of existence. End Quote
  • (1888PressRelease) November 14, 2019 - Bangalore - One of India’s leading financial planning and advisory firms, International Money Matters Private Limited, completes 18 years of existence today. Founded by Mr. Lovaii Navlakhi, its Managing Director and CEO, in 2001, IMMPL has been at the forefront of the Indian financial services industry ever since. Over the years, IMMPL has helped numerous investors with their expertise and client-centric financial planning and wealth management services. They have recently extended their International service offering and have tied up with leading financial services firms across the globe to provide holistic cross border financial planning services.

    “The journey so far, has been replete with ups and downs, with every down providing deep insight and learning. Constantly striving to change and upgrade the service offering has driven IMMPL to newer heights. Not resting on our laurels have ensured that we do stay complacent. We have not hesitated in innovating with new products, new approaches to work and even new fee structures, all of which are driven by our core value of doing right for our clients,” said Lovaii. “I am grateful to everyone who has crossed our path and contributed to IMMPL’s standing today -- clients, both past and present; team members, both past and present; industry staff, et al.”

    Continuing their award-winning streak from the last year, IMMPL has claimed 5 top 20 spots in the Wealth Forum TV's Wise Advice Case Competition Awards 2019, including a joint runner-up won by Khushboo Dudhoria and Khushboo Agarwal of IMMPL. CEO Lovaii Navlakhi was also adjudged as the Second Runner-up (Asia Region) by PlanPlus Global Financial Planning Awards 2019. This is the fourth year that Mr. Navlakhi has submitted an award-winning entry at the PlanPlus Global Financial Planning awards, the other instances being 2014, 2017, and 2018.

    Both the wins showcase IMMPL’s unwavering customer-centricity and attention to detail, going deeper into the investor’s challenges in order to help them achieve their financial goals for a better life. IMMPL also bagged the Registered Investment Advisor Of The Year 2018 award (Silver) at the 17th Edition of The Outlook Money Awards, held in conjunction with the Outlook Money Conclave 2019 in Mumbai. This is the fourth year in a row, since the very inception of the award, that IMMPL has been nominated and awarded under this category.

    When asked what the future plans were, Mr. Navlakhi said, “Responsibilities only increase with time, we have a strong senior management team with strong ownership and open to change, which will drive our business to the next level. We aim to make a greater impact to our clients’ lives as our understanding of human behaviour gets deeper.”

    International Money Matters is a SEBI Registered Investment Advisor with a presence in Bangalore, Mumbai, New Delhi, Hyderabad, Pune and Chennai servicing its client base spread across India and the globe. The services offered include wealth management, financial planning, Cross Border Solutions, Financial Transitions, and Retirement Planning.

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