Anupama Aggarwal

International Money Matters

Wealth Advisory Firm

Service Location

Delhi

Professional Licenses

FPSB

#IN150884

Fee Based Fiduciary Financial Advisor

No commission-based products

This financial advisor operates on a hybrid structure, offering professional advisory services for a fee, while often providing integrated execution services that may involve separate distribution arms.

Contact Information

Address

#C/6, ABL Workspaces, M 130-131, 2nd Floor, Connaught Circle, Connaught Place, New Delhi- 110001.

Website

https://www.immpl.com/

Client Focus & Services

Best suited for

High-net-worth individuals, families, and institutions requiring sophisticated wealth management services. Clients with investable assets typically exceeding ₹1 crore who need multi-disciplinary teams handling complex financial needs.

Problems solved

Complex wealth management, multi-generational planning, tax-efficient portfolio construction, alternative investment strategies, risk parity management, concentrated position diversification, family office services, sophisticated estate planning, international wealth management, philanthropic advisory.

What this advisor does NOT do

This advisor does not offer independent investment products outside their platform. They do not provide guaranteed returns or fixed-income promises. They do not offer tax return preparation or legal document drafting. They do not provide daily market speculation or short-term trading strategies. Distribution arm products may involve separate compensation.

About Anupama Aggarwal

Anupama derives immense satisfaction from the ability to translate her personal learnings and experiences into a positive impact on others' lives. As the business head of IMMPL, she fulfills this purpose wholeheartedly.

At the heart of all activities within their New Delhi office, Anupama has played a pivotal role in orchestrating business operations and assembling a talented team. Her contributions extend to the significant expansion of their services in the Delhi-NCR region.

What sets Anupama apart is her knack for nurturing genuine relationships with clients that transcend the confines of conventional financial planning. She is a firm believer in providing financial guidance that aligns with each client's individual needs. As a result, some clients perceive her as more than a financial advisor; they regard her as a trusted friend. With a strong background in financial planning and advisory, Anupama makes a sincere and positive impact on the lives of each client she serves.

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