CRD: 329433
International Money Matters PVT LTD
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- Custodian
- Empower
- Clients
- Retail
- Platforms
- --
- Established Date
- 11-01-2002
- Office Locations
- 1
Office Locations
About International Money Matters PVT LTD
International Money Matters Pvt. Ltd. (IMMPL) is a SEBI-registered investment advisor providing financial planning, wealth management, retirement planning and cross-border (“borderless”) investing support, with research-led investment strategy aligned to life goals. The firm works with NRIs, new investors and businesses, and coordinates with partner advisors across geographies to navigate tax and legal constraints. Led by CEO Lovaii Navlakhi, described as India’s first certified financial transitionist.
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Custodian
Investment Themes
Investment Vehicles
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Owner & Executives
lovaii anees navlakhi
DIRECTOR
- CRD
- --
- Ownership
- 25% but less than 50%
Anupama Aggarwal
Sr. Vice President, Advisory
- CRD
- --
- Ownership
- Less than 5%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $278,307,720 | $240,127 |
| Total | $278,307,720 | $240,127 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Private Funds | Available | Available |
| Public Funds | Available | Available |
| Equity - OTC | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Other | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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