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About Us
Welcome to Imovina Management, your trusted financial companion in India. We understand that your financial journey is more than just numbers; it's a story of dreams, aspirations, and the legacy you want to leave behind. At Imovina Management, we are driven by the belief that everyone deserves a secure and prosperous future.

Our journey began with a simple promise: to empower every individual in India to achieve their financial goals and protect what matters most. We know that life's uncertainties can be overwhelming, but with the right guidance and support, you can navigate them successfully.

Our dedicated team of financial experts is committed to providing you with the best guidance and services tailored to your unique needs. We take pride in the relationships we've built with our clients, and their success stories inspire us every day.

In a rapidly changing world, we remain steadfast in our dedication to helping you secure your financial future. Your dreams are our top priority, and your trust is the cornerstone of our service.

Join us on this journey towards your financial freedom. Let's create a future that's not just financially sound but also peaceful. Together, we can turn dreams into reality.

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.

Our Mission

“Advising people to help them change their financial lives and make them attain financial freedom at earliest possible stage of their life”

Our Values

  • Be Fiduciary
  • Client First
  • Unbiased Views and Consultations
  • Ensure Client Gets Best Experience & Services
  • Be part of Clients Wealth Creation journey at all the times

Our Approach

  • Assess your current financial health ,set up realistic future financial goals
  • Identify your risks that you hadn't thought of
  • Help you increase savings & cash flow
  • Develop a tailored, comprehensive plan to meet these financial goals
  • Efficiently integrate wealth accumulation–protection, Investment & Risk Management, Retirement Planning
  • Put plan into action & enable you to measure the progress of your goals
  • Provide on–going support for changing life events & goals.
  • Ensure you stay focused & achieve your goals & long term financial security.
Our Team

We strongly believe our core strength is our Expertise, Professionalism & commitment to our client.

Meet the Imovina Management Team:

Uday Suri – Co founder
imovinamanagement@gmail.com

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

Priyadarshini Roy – Co founder
imovinamanagement@gmail.com

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

Shrikant Choudhary – Client Service & Business Operations
imovinamanagement@gmail.com

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