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Lovaii Navlakhi | International Money Matters Pvt Ltd | BengaluruLovaii Navlakhi | International Money Matters Pvt Ltd | Bengaluru

Lovaii Navlakhi

International Money Matters Pvt Ltd•Bengaluru,KA
101-103, Mittal Tower, A Wing 1st Floor, M G Road ,
Bengaluru, KA, 560001
101-103, Mittal Tower, A Wing 1st Floor, M G Road , Bengaluru, KA, 560001
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About

Founder of International Money Matters, a SEBI Registered Investment Advisory firm. With 35 years of top-notch industry experience, an MBA (Finance) from SP Jain Institute of Management, 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 and heard across personal finance shows on television. He has authored a book “A Layman’s Guide to Retirement Planning” published by Outlook Money in 2007. He is the first Certified Financial Transitionist from India, a profession that allows him to have a deeper understanding of humans. International Money Matters currently has a team of 50+ spread over its offices in Bangalore, Mumbai, New Delhi, Hyderabad and Chennai, which services its client base spread across India and the globe.

Practice at a glance

40
Years of Experience
500
Families Served
₹2,000
Crores Managed

Practice Details

Min Monthly Investment: --
Min Lumpsum Investment: --
Nature of earnings:Hybrid (Comissions + Fees)
Mode of Meetings:Hybrid (Physical + Virtual)
Specialises working with:
Language Spoken:

Qualification Completed

CFP – Certified Financial Planner

Licenses Held

AMFI Registered Mutual Fund Distributor

IRDAI Licensed Insurance Agent (General)

IRDAI Licensed Insurance Agent (Life)

SEBI Registered Investment Adviser

Education

Industry Education

NISM X-A – Investment Adviser Level 1, NISM X-B – Investment Adviser Level 2, NISM V-A – Mutual Fund Distributors Certification

Can help you to

Plan Complete Finances
Children’s Goals
Organize Financials
Buy a Home
Invest for Goals
Plan Retirement
Save Taxes
Build Wealth
Make a Will / Trust

Can help you buy / invest in

Fixed Deposits & Bonds
Other Insurances
Health Insurance
Global Investing
Life Insurance
Mutual Funds

Complimentary Services

Get any of the free services to experience working with Lovaii Navlakhi.

30 Minute Q&A — Ask Me Anything