Lovaii Navlakhi

International Money Matters

Wealth Advisory Firm

Service Location

Bengaluru

Professional Licenses

FPSB

#IN149883

SEBI RIA

#INA200010676

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

101-103, Mittal Tower A Wing, 1st Floor, MG Road, Bengaluru - 560001.

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 Lovaii Navlakhi

The journey to the top is one that many aspire to, but only a select few attain the distinction of being pioneers in their field. Lovaii Navlakhi's illustrious career in Financial Planning is marked by a series of firsts, highlighting the brilliance of his work. With nearly four decades of experience to his name, Lovaii Navlakhi has touched the lives of countless individuals through his invaluable financial guidance.

Following the completion of his MBA at the esteemed SP Jain Institute in Mumbai, Lovaii Navlakhi pursued his CFP certification, distinguishing himself as part of the very first batch of CFPs in India. Furthermore, he holds the prestigious title of the first certified financial transitionist (CeFT) in Asia. Throughout his remarkable career, Lovaii has lent his expertise to renowned organizations such as NELCO, Alpic Finance, Cipla, and Microland. In November 2001, after a brief tenure as Vice President, Personal Finance & Online Transactions at indya.com, he took the momentous step of founding International Money Matters Pvt. Ltd.

Over the past 17 years, Lovaii Navlakhi has been at the helm, guiding IMMPL to become one of the most prolific and highly acclaimed financial planning firms in the subcontinent. Cross-border financial planning is his specialty, a subject he is always eager to delve into. His charismatic leadership serves as an inspiration for every member of IMMPL, fostering a deep commitment to the customer-first approach he is renowned for. He firmly believes that every individual needs a trusted financial planner to assist them in realizing their financial and personal goals along life's journey.

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