International Money Matters Pvt Ltd

RIASEC RegisteredEst. 2025
Total AUM
$278M
Discretionary
$0
0% of AUM
Avg account
$240K
Accounts
1,159
Employees
54
Advisory reps
9

Firm details

Headquarters
Bengaluru Karnataka,
CRD number
329433
Registered since
March 13, 2025
Fee structure
Percentage of AUM, Fixed Fees, Commissions
Client types
  • HNWI71.96%
  • Individuals28.04%
Services
Financial Planning

Firm profile

FINTRX

Overview

International Money Matters Pvt Ltd is an independent registered investment adviser that serves individual and family clients. The firm is SEC-registered (2025) and is organized as a corporation with foreign and individual ownership. Its service mix combines financial planning and insurance brokerage, and it charges a blend of percentage-of-AUM fees, fixed fees, and commissions. The adviser is not positioned as a capital allocator and reports no active ESG investing program. The firm operates non-discretionary client relationships rather than managing discretionary portfolios.

Assets & Accounts

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: Public Funds/Mutual Funds 35%, Private Funds 35%, Non-Exchange Traded Equities 14%, Investment Grade Corp Bonds 7%, Other 5%, Exchange Traded Equities 3%, Cash & Cash Equivalents 1%35%
  • Public Funds/Mutual Funds35%
  • Private Funds35%
  • Non-Exchange Traded Equities14%
  • Investment Grade Corp Bonds7%
  • Other5%

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

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Location

Primary office

Bengaluru Karnataka, null

Location

Bengaluru Karnataka, null

Headquartered in Bengaluru Karnataka, null.

Address
144, Mahatma Gandhi Rd
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth