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Investmentyogi Introduces Financial Planning Services

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Investment Yogi : Offers Financial Planning Services and Online Financial Planning Management Services at Affordable Prices.

InvestmentYogi has partnered with International Money Matters to offer fee based financial planning services. We will assist our customers in identifying, defining and prioritizing their financial goals over their life time and then in designing a customized game plan to achieve these very goals. Our range of services will include all aspects of financial planning including retirement planning, risk management & insurance planning, tax planning, investment planning, cash flow planning and estate planning.

“InvestmentYogi will be the first to offer an integrated personal finance portal in India. We have tied up with a team of competent Certified Financial Planners to bring high quality advise to our customers, combined with an online experience to support all of their financial needs. ” says Mamtha Banerjee, CEO of InvestmentYogi.

“Our core financial planning services combined with InvestmentYogi’s online platform will give our customers a rich experience.” says Lovaii Navlakhi, the Chairman of International Money Matters.

Financial Planning Services in India, Online Financial Planning Management in India, Personal Financial Planning in India


About International Money Matters:

Established in November 2001, International Money Matters is a financial planning and investment advisory company, in the business of helping their clients achieve their financial goals. International Money Matters Pvt. Ltd. is one of the very few companies where the sales team is not driven by incentives. Currently a 35+ people operation, headquartered in Bangalore with presence in Mumbai, Delhi and Hyderabad they have over 500 families as clients from across India and the rest of the world – US, UK, Middle East, South East Asia and Africa and manage assets of over Rs. 150 crores and a risk cover of Rs.50 crores.

About InvestmentYogi:

InvestmentYogi.com is a Hyderabad based Internet startup that offers personalized financial planning tools and services that are typically only offered by wealth managers to HNIs (High Net-worth Individuals). InvestmentYogi does this through innovative and scalable technology that is tightly integrated into a social networking platform. It is managed by a team with over 20 years of combined experience in high volume Internet web properties. InvestmentYogi is registered under InvestmentYogi FinAdvisory Services Private Limited.

Investment Yogi : India’s Best Financial Service Providers offering Financial Planning Services and Online Financial Planning Management.

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