Talking about the journey so far, CEO of International Money Matters Pvt. Ltd., Lovaii Navlakhi, said, “I always wanted to make sure that what we did was in the interest of the client. The other thing that has always been on my mind is that I didn’t want people to realise too late that they should have done something different with their money. I wanted to make sure they were informed and educated, understood why they were doing what they were doing, and do it as early as possible.”
He added, “Over the last 17 years, we have been fortunate to have been able to retain these two core essential reasons of our existence. At the same time the range of products and the type of service we offer has grown and the depth with which we analyse financial plans along with the ability to understand client psyche and behaviour has enhanced .”
IMMPL has recently been in the news for submitting award winning cases at the Wealth Forum TV’s Wise Advice Case Competition Awards, and the The PlanPlus Global Asia Region Award 2018. The latter saw IMMPL CEO, Lovaii Navlakhi, bagging the top award in the Asia region. In both instances the key differentiator was IMMPL’s unique approach of creating customised plans that bring real value to a client’s life.
Talking about their clients, Lovaii Navlakhi said, “I think that these 17+ years would not have been possible without the help of our clients. Not only were they appreciative of the work we were doing for them, some even went to the extent of nudging us to charge fees, which led us to realise the added responsibility we had and rise to the occasion to deliver a new level of consistency, quality, and excellence.”
International Money Matters is a SEBI Registered Investment Advisor with presence in Bangalore, Mumbai, New Delhi, Hyderabad, Pune, Chennai, Coimbatore, Tiruchirapalli, and Madurai servicing its client base spread across India and the globe. The services offered include wealth management, financial planning, financial education and NRI consulting.
International Money Matters contact –
Email – info ( @ ) immpl dot com
Ph. – +918040493939
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