Financial Planning in India Over the Last 20 Years with Lovaii Navlakhi [Ep24]

Updated: Jul 8

Welcome to episode 24 of the Innovating Advice show.

I’m joined by Lovaii Navlakhi, Founder & CEO of International Money Matters. 

Lovaii is my first guest from India so he provides a look at the evolving financial services landscape, technology developments and growing middle class. 

We also chat about how Lovaii started doing financial planning in India nearly 20 years ago, before he had even been introduced to what financial planning was. 

So if you’re one of the many listeners from countries where financial planning doesn’t yet exist, or you’re curious how Lovaii has built a strong cross-border planning practice, this episode is for you. 

Resources

Guest Bio

Lovaii Navlakhi is Managing Director and CEO of International Money Matters Pvt Ltd. He was among the first batch of CFP professionals in India and believes in continuing education as a way of life and in speaking in English, rather than in Finance. In 2018, he won the Global Financial Planner award for the Asia region. 

Lovaii is also a Certified Financial Transitionist and obtained an MBA in Finance from S.P. Jain Institute of Management and Research. 


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