Established in November 2001, we are a SEBI registered financial planning-cum-investment advisory company. AMFI Registered Mutual Fund Distributor | ARN – 30846
Join us for an exclusive webinar — *Breaking Silent Barriers: Conversations Women Deserve Around Money.*
🎙 Speaker: Amit Trivedi, Author of Moneywise – Perspectives for Women
📅 12 March 2026 ⏰4:00 PM – 5:00 PM
Registration link:
https://t.co/xRHTiAu8sD
📢 Webinar Invite:
🌍 Relocating abroad or returning to India? Cross-border moves come with important financial decisions—and clarity makes all the difference.
Join our expert-led webinar to understand:
👉 Register now : https://t.co/DL1SgW3DW9
🔮 Is Your Retirement is Financially future ready?
Economic shifts, changing markets, and evolving lifestyles are reshaping how we think about retirement. The question is—are you prepared?
👉 Watch the full podcast here: https://t.co/VNYzjiLMzQ
The Smart Reset – Building Resilient Wealth for the Future
The Indo-American Chamber of Commerce (IACC) hosted an exclusive webinar in collaboration with International Money Matters Pvt Ltd (IMMPL) on “The Smart Reset: A Practical Framework for Resilient Wealth Building,” focused on helping investors adapt to changing global realities and build future-ready wealth strategies.
This insightful session featured distinguished speakers:
Lovaii Navlakhi – Founder, Managing Director & CEO, IMMPL
Rahul Jain – Senior Vice President – Advisory & Head of Research, IMMPL
Chandrika Kadur – Senior Tax Manager, PP&Co Advisors, USA
We were privileged to have Mr. Vijai Velu, Vice Chairman – IACC Karnataka Chapter & CEO & Co-Founder, Elfonze Technologies Pvt. Ltd., share impactful opening insights. The session was moderated by Ms. Amrita Tiwary, Head – IACC Karnataka.
Key Takeaways
- Build “Smart Reset” Mindset
- Global Diversification is Essential
- Always Reality Check on Market Dynamics
- Tax Compliance Matters
- Avoid indulging in regret-led Human Side of Money
- Evaluate Emerging Opportunities for Indian Investors
As Vijai Velu highlighted: “Successful wealth building is not about timing the market, but about time in the market — supported by the right professional guidance.”
Active engagement from participants played a crucial role in shaping the dialogue, bringing real-world questions and perspectives that enriched the discussion and deepened insights shared by our experts.
A Thoughtful Analogy
Building a resilient global portfolio is like constructing a weatherproof home. Build your “financial home” using diverse materials — international equities, varied currencies and strong assets like gold to survive global storms.
If you missed it or would like to watch it again, here’s the link: https://t.co/R0otQaJkje
A heartfelt thank you to our speakers, partners, and attendees for making this session impactful and meaningful. More knowledge-driven initiatives ahead — stay tuned!
#SmartReset #ResilientWealth #WealthBuilding #IACCIndia #GlobalInvesting #FutureReadyFinance #InvestorEducation #LongTermWealth #FinancialPlanning #GlobalDiversification #CrossBorderInvestments #TaxEfficiency #WealthStrategy #MarketInsights #BusinessLeaders #CXOInsights #EntrepreneurMindset #InvestmentEducation #FinancialWellbeing #GlobalPortfolio #IndiaInvests #InvestorMindset #KnowledgeSession #WebinarHighlights
@IMMPL@ppandco@LovaiiNavlakhi@AmritaTiwary4@JerryManoharan@ckpairee@Vijai_Velu@KumbleShantala@anupama352@benglurjay@Elfonze_Tech
Introducing SIF: A New Category Beyond Mutual Funds
Looking for smarter stability and stronger risk-adjusted returns? Join us for an exclusive session on SIF: SBI Magnum Hybrid
Date: 5th December 2025 \Time: 04:00 PM IST
Register Now:
https://t.co/WgfNwySe4U
@SBIMagnumSIF
Family tax planning just became a lot more powerful.
With SEBI simplifying the gifting of Mutual Fund units, families now have smarter ways to optimize taxes & enhance post-tax returns.
Read the full post
https://t.co/twDfX6DXjJ
Freedom to Travel: Live Your Dream Retirement with Smart Money Moves ✈️
What if retirement wasn’t about slowing down — but about seeing the world?
🎧 Watch / Listen to the full podcast here: https://t.co/dmQvGWYj7O
https://t.co/207JxOroj5
#FinancialFreedom
October 8 | Financial Planning Day
A good life doesn’t happen by chance — it happens by planning. Today, we celebrate the power of smart financial decisions — not just to grow wealth, but to protect dreams, provide for loved ones, & create peace of mind that lasts a lifetime.
🌍 Financial Planning Month Begins: With Real Stories. Real Clarity. Real Freedom.
What happens when life spans countries, currencies, and complexities?
🔗 https://t.co/mg6qyN3xkr
@IIL2004 IMMPL is in UK- London!
Meet Sneha Jaggar (Senior Vice President – Client Relationships)
Available in London | 22nd – 26th September 2025 https://t.co/ByPqlnqTbP
📲 Scan the QR to reserve your slot today!
Upcoming Webinar:
From Assets to Legacy – Building Generational Wealth Through Trusts That Last
Date :- 29th August 2025 | Time:- 4:00 – 5:00 PM IST | Platform :- Zoom
🔗 Reserve your spot: https://t.co/ucskHj2Yyp
Is a Will Enough to Protect Your Legacy? Most people think writing a will is enough to safeguard their family’s future. The truth? A will alone can leave your assets open to disputes, taxes, and long delays.
👉 Watch now: https://t.co/pTgUveqFF1
🔔 Don’t forget to subscribe
Freedom is more than history—it’s the future we shape.
This #IndependenceDay, let’s secure not just our nation’s freedom, but our financial freedom too.
Plan today. Live free tomorrow.
Happy Independence Day 🇮🇳
#India#FinancialFreedom#IndependenceDay2025