Investment Yogi : India's Leading Investment Advisory Firm offering Investment Planning, Personal Financial Planning and Retirement Planning Services.
InvestmentYogi has some new faces! We're pleased to introduce our group of experts from International Money Matters Pvt. Ltd.
Lovaii Navlakhi, Managing Director and Chief Financial Planner, is the founder of International Money Matters. With over 18 years of previous 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.
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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 COO, he plays an active role in training people.
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Shweta Jain, a Graduate of Business Management from Jain College and a CFPCM to boot, brings excellent organizational and management skills and a razor-sharp brain to the table. Executive Assistant to the MD and Manager in charge of Alternate Products, she is an important part of the think tank. Being one of the first recruits, International Money Matters is as much an integral part of her as she is of the organisation.
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About International Money Matters Pvt. Ltd.
Established in November 2001, IMM is a financial planning and 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 500 families as clients from across India and rest of the world - US, UK, Middle East, South East Asia and Africa. IMM currently manages assets of over Rs. 150 crores and a risk cover of Rs.50 crores.
IMM 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.
Investment Yogi : India's Best Investment Advisory Firm offering Tax Planning, Personal Financial Planning and Retirement Plans.