CRD: 329433
International Money Matters PVT LTD
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- 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.
Reported data analysis
What the numbers show
Between March 11, 2025 and June 29, 2026, reported AUM decreased 10.7%, from $311.6M to $278.3M.
Of the latest reported AUM, 0.0% is discretionary and 100.0% is non-discretionary.
The firm reports 22 advisory representatives and 1,292 clients, or 58.7 clients per representative. That equates to $215.4K in reported AUM per client.
The profile lists 1 reported office location and 23 years in operation. The source data was last updated on June 29, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
Explore the complete firm intelligence record
AdvizorPro subscribers can review International Money Matters PVT LTD's detailed market signals, platform relationships, investment themes, and prospecting intelligence in one place.
Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Services
Unlock the underlying categories and values
The full International Money Matters PVT LTD record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
lovaii anees navlakhi
DIRECTOR
- CRD
- --
- Ownership
- 25% but less than 50%
Anupama Aggarwal
Sr. Vice President, Advisory
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 9 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 9 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $278,307,720 | $240,127 |
| Total | $278,307,720 | $240,127 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
SMA allocation detail is available
International Money Matters PVT LTD has reported separately managed account data across 7 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.