International Money Matters Private Limited
- Regulatory AUM
- $278M
- Discretionary
- $0
- Clients
- 646
- Avg AUM / client
- $431K
- Accounts
- 1,159
- Employees
- 54
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jun 29, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 494 | $78.0M | 28.0% |
| High net worth individuals | 152 | $200M | 72.0% |
People (9)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Navlakhi, Lovaii, Anees | Director | Nov 2002 (24y) | 25% – 50% | |
| Raghavan, R S | Director | Mar 2017 (9y) | Less than 5% | |
| Jain, Rahul | Senior Vice President Advisory & Head Research | Apr 2019 (7y) | Less than 5% | |
| Kumble, Shantala | Principal Officer Insurance | Nov 2019 (7y) | Less than 5% | |
| Rai, Shweta | Senior Vice President & Head Financial Planning & Operations | Apr 2020 (6y) | Less than 5% | |
| Rangan, Gc | Director | Sep 2020 (6y) | Less than 5% | |
| Aggarwal, Anupama | Senior Vice President Advisory | Apr 2021 (5y) | Less than 5% | |
| Jaggar, Sneha | Svp Client Relationships | Apr 2024 (2y) | Less than 5% | |
| Thakur, Vikram | Finance Controller And Chief Compliance Officer | Oct 2024 (2y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Tvs Capital Funds Limited | Manaing Member | Sep 2001 | A | 50% – 75% |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/29/2026 | 936 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
- • Commissions
Services
- • Financial planning services
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 29, 2026.
View current Form ADV (SEC/IAPD) ↗