International Money Matters Pvt Ltd

RIASEC RegisteredEst. 2025
Total AUM
$312M
Discretionary
$0
0% of AUM
Avg account
$269K
Accounts
1,157
Employees
51
Advisory reps
9

Firm details

Headquarters
Bangalore Karnataka,
CRD number
329433
Registered since
March 13, 2025
Fee structure
Percentage of AUM, Fixed Fees, Commissions
Client types
  • Individuals52.77%
  • HNWI47.23%
Services
Financial Planning

Firm profile

FINTRX

Overview

International Money Matters Pvt Ltd operates as an independent registered investment advisor, focusing on providing financial planning services primarily to individuals and families. The firm is structured as a corporation and is recognized as a foreign entity. It engages in various business activities, including serving as an insurance broker. The firm does not participate in ESG investing and does not operate as a multi-state adviser. Its fee structure includes a combination of percentage of assets under management, fixed fees, and commissions, allowing for flexibility in client billing.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Non-Exchange Traded Equities 50%, Exchange Traded Equities 24%, Investment Grade Corp Bonds 15%, Private Funds 6%, Other 3%, Cash & Cash Equivalents 1%50%
  • Non-Exchange Traded Equities50%
  • Exchange Traded Equities24%
  • Investment Grade Corp Bonds15%
  • Private Funds6%
  • Other3%

Contacts

3 of 9
  • Sneha Jaggar

    Sneha Jaggar

    Senior Vice President, Client Service & RelationsCRD 8003889

  • Gc Rangan

    Gc Rangan

    Independent DirectorCRD 8000025

  • Anupama Aggarwal

    Anupama Aggarwal

    Sr. Vice PresidentCRD 8000021

Unlock 6 more contacts

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

Bangalore Karnataka, null

Location

Bangalore Karnataka, null

Headquartered in Bangalore Karnataka, null.

Address
101103 Mittal Tower A Wing
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth