Wealth manager, independent · Bengaluru, Karnataka, India
International Money Matters PVT LTD
International Money Matters Private Limited · SEC-registered investment adviser · CRD 329433 · SEC 801-131875
At a glance
International Money Matters PVT LTD is an SEC-registered investment adviser based in Bengaluru, Karnataka, India, with $278 million in regulatory assets under management as of its Form ADV filed June 29, 2026. Its largest client group by assets is high-net-worth individuals, and it reports 646 individual clients. By Form ADV it is a wealth manager, ranked 4,638th of 8,915 wealth managers and 10,564th of 17,210 SEC-registered advisers by assets.
Main office +918049904565immpl.comAs filed on Form ADV
- Regulatory AUM
- $278M
- Rank among wealth managers
- #4,638 of 8,915
- Rank among all SEC RIAs
- #10,564 of 17,210
- Individual clients
- 646
- High-net-worth clients
- 152
- Accounts
- 1,159
- Discretionary
- 0% of AUM
- Employees
- 54
- Advisory staff
- 22
- Offices
- 4
Owners and executives on its Form ADV
- Rahul JainSenior Vice President - Advisory & Head-Research
- Shweta RaiSenior Vice President & Head - Financial Planning & Operations
- Anupama AggarwalSenior Vice President - Advisory
- Shantala KumblePrincipal Officer - Insurance
- GC RanganDirector
- R S RaghavanDirector
- Lovaii A. NavlakhiDirector
- Sneha JaggarSVP Client Relationships
- Khushboo AgrawalChief Compliance Officer
Custody and brokerage
Custodian
International Money Matters PVT LTD’s Form ADV lists no custodian for separately managed accounts. Firms report one only when they manage $10 million or more in those accounts.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 152 | $200M | 72% |
| Individuals | 494 | $78M | 28% |
Disciplinary disclosures
International Money Matters PVT LTD reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
How it’s paid
- A percentage of assets under management
- Fixed fees
- Commissions
Form ADV and brochures on the SEC’s adviser search ↗immpl.com ↗
AtlasMembers
The full record on International Money Matters PVT LTD
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, 1 years of filings
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- Growth over one, three and five years
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- Rank against 6,477 peers of its type and size
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- Owners and executives, with titles and stakes
- 9 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does International Money Matters PVT LTD manage?
International Money Matters PVT LTD reports $278 million in regulatory assets under management across 1,159 accounts, on its Form ADV filed June 29, 2026.
What kind of firm is International Money Matters PVT LTD?
International Money Matters PVT LTD is a wealth manager by its Form ADV answers. At least half of its regulatory assets are managed for individuals and high-net-worth individuals.
Who are International Money Matters PVT LTD’s clients?
By assets, its largest client types are high-net-worth individuals ($200 million, 152 clients); individuals ($78 million, 494 clients).
Does International Money Matters PVT LTD have any disciplinary history?
International Money Matters PVT LTD reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is International Money Matters PVT LTD’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-06-29), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →