Financial Advisor

Lovaii Navlakhi won the global PlanPlus Financial Planning Award 2018 from the Asia region.

The Journey of an Award-Winning Financial Advisor from Bengaluru

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International Money Matters, a Sebi-registered investment advisory firm with assets under advisement (AUA) of approximately ₹1,800 crore, is majority owned by Gopal Srinivasan, Chairman of TVS Capitals (in a personal capacity). Navlakhi owns the remaining stake and directs its operations. The co-ownership, he says, is to ensure the continuity of the business, which has 400 …

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All registered financial advisers is required to provide clients with a standardized disclosure form about client disputes (Photo: iStock)

What you don’t know about your financial advisor

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After all, people like me have been telling you for years that advisors need to disclose a lot more about themselves than stockbrokers, so you can make more informed decisions about their services and their integrity. As I’ve learned to my surprise in recent weeks, however, that’s not always true. In some ways, financial advisors …

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Do I need a financial advisor or should I go it alone?

Do I need a financial advisor or should I go it alone?

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Do you need a financial adviser? The answer depends on different factors: the complexity of your finances, your comfort with managing investments, where you are in your wealth journey and where you would like to be. The advisor’s mission is to bridge the gap between your financial situation and where you would like to be. …

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