We are pleased to introduce our group of experts from International Money Matters Pvt. Ltd.
Lovaii Navlakhi, designated as Managing Director and Chief Financial Planner, is the founder of International Money Matters, a 9-year old financial planning and investment advisory business, headquartered in Bangalore. With over 27 years of top-notch industry experience, an MBA (Finance) from SP Jain Institute of Management, an ICWA, the distinction of being one of the first Certified Financial Planners (CFP) from India and a stellar reputation in the world of personal finance, Lovaii firmly believes in continuing education as a way of life. He is oft quoted and widely read across publications and personal finance websites. He has authored a book “A Layman’s Guide to Retirement Planning” published by Outlook Money in 2007; and writes a regular personal finance column in Economic Times, apart from customized financial plans for readers of Outlook Money.
Lovaii is the first practicing Financial Planner to be recently appointed to the Board of Directors of Financial Planning Standards Board, (FPSB) India, which runs the Internationally-recognized Certified Financial Planner qualification in India.
Uday Dhoot, probably one of the youngest to qualify as a CFPCM, is also India's first CIPM Certificate holder and currently pursuing his international CFA (Level 3 candidate). He is responsible for the research and infrastructure that gives International Money Matters Pvt. Ltd. the edge in providing excellent service to its clients. Currently designated as Deputy CEO, he plays an active role in training people.
Shweta Jain, a Graduate of Business Management from Jain College and a CFPCM, brings excellent organizational and management skills and a razor-sharp brain to the table. Being the Business Head- Financial Education, she is an important part of the team that spreads financial literacy and conducts seminars for individuals. Being one of the first recruits, International Money Matters is as much an integral part of her as she is of the organisation.
About International Money Matters Pvt. Ltd.
Established in November 2001, International Money Matters is a financial planning *** investment advisory company, in the business of helping their clients achieve their financial goals. Currently a 35+ people operation, headquartered in Bangalore with presence in Mumbai and Delhi, IMM has over 350 families as clients from across India and rest of the world - US, UK, Middle East, South East Asia and Africa. International Money Matters currently manages assets of over Rs. 150 crores and a risk cover of Rs.50 crores.
International Money Matters believes that the 'Financial Planning' route is the way forward in advising their clients on any and every financial matter as advocated by the Financial Planning Standards Board, India which is affiliated to the FPSB, Denver USA.