International Money Matters Pvt. Ltd. is a financial planning-cum-investment advisory organization, in the business of helping clients achieve their financial goals and managing assets of over Rs.500 Cr and for about 400 families in India and overseas. We are SEBI Registered Investment Advisors.
A Risk Profiling questionnaire and financial planning checklist will be used to evaluate your risk tolerance and asset allocation.
A Service Agreement will be signed between International Money Matters and the client upon signing up for our services.
KYC (Know Your Customer) norms will need to be adhered to as per regulatory requirement.
Fees once paid will not be refunded.
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