Imovina Management is a mutual fund distributor firm that delivers–Trusted, Customised & Strategic financial advice.
With a collective team experience of 70 man years in Financial advisory and client personal finance and wealth management services, we are here to assist you in Wealth creation & Long term Financial security.
“Advising people to help them change their financial lives and make them attain financial freedom at earliest possible stage of their life”
We strongly believe our core strength is our Expertise, Professionalism & commitment to our client.
Meet the Imovina Management Team:
Total Experience in Personal Finance – 29 Years
Previous Organizations & Experience – Deutsche Bank, DSP Merrill Lynch Mutual Fund, Fidelity Investment MF, BNP Paribas MF, Tata MF
Expertise Area – Banking, Private Banking, Personal Finance, Financial Planning, Mutual Funds, Insurance, Goal Based Planning, Loans, Credit Management, Wealth Management, Investment & Retirement Planning, Tax Planning etc.
Education and Financial Certifications – MBA, NISM MF certifications
Total Experience in Personal Finance – 17 Years
Previous Organizations & Experience – Standard Chartered Bank as an Investment Advisor (9 Years)
Expertise Area – Personal Finance, Financial Planning, Mutual Funds, Insurance, Goal Based Planning, Loans, Credit Management, Wealth Management, Investment & Retirement Planning, Tax Planning etc.
Education and Financial Certifications – BSc, NISM MF certifications and IRDA Certifications
Total Experience in Personal Finance – 10 Years
Previous Organizations & Experience – Star Health Insurance
Expertise Area – Client Servicing and office operations (Personal Finance)
Education and Financial Certifications – B. Com, IRDA certification