IMM Way

Investment Excellence

With close to two decades of successfully transforming investors’ lives all over the globe, IMMPL is the torchbearer of new-age, customer-centric, financial planning today.

Our investment advice is backed by extensive research and a never-ending thirst to provide the best possible wealth management and financial planning experience to all our clients.

No matter what your needs or financial goals are, IMMPL strive to provide you with a comprehensive financial plan that does exactly what you expect it to do; move towards a richer life.

Our Approach

At IMMPL, we strongly believe that investments aren’t just about the money. Each and every client we serve, whether it’s financial planning or wealth management, is provided with a customised plan that is tailored to fit their individual needs, and, in the long run, achieve all their personal and financial goals.

With multiple teams working tirelessly to create the perfect financial plan for you, you can be rest assured that your wealth is in good and safe hands. Our philosophy is simple – to help you achieve your goals and have a seamless and hassle-free financial journey in the process.

Start Your Journey

Financial Research

Take advantage of our exceptional in-house financial research team to stay abreast of the latest trends and activities in the market. We work systematically and meticulously, taking into account multiple factors that help investors like you make smarter, and more meaningful financial decisions.

Our in-depth reports provide actionable insights into the current market scenario, what to expect in the near future, also advise you on how to make use of these insights

At IMMPL we follow a committee-based approach to investment decision making-

Product Scrutiny

We scrutinise different products to figure out which one can provide maximum benefit from our market views.
Avoid Overlooking

We also factor in what other brokers and asset managers are saying to avoid overlooking some information.
Focus on Performance

Each month the investment committee will discuss and debate key drivers of each asset class.
Investment Decisions

All our investment decisions are made by the IMMPL investment committee.
Collective Wisdom

We believe in collective wisdom over individual brilliance.
Regular Review

All our calls are reviewed regularly, and we make changes only after assessing the impact of the incremental information we receive.

Product Scrutiny

We scrutinise different products to figure out which one can provide maximum benefit from our market views.

Avoid Overlooking

We also factor in what other brokers and asset managers are saying to avoid overlooking some information.

Focus on Performance

Each month the investment committee will discuss and debate key drivers of each asset class.

Investment Decisions

All our investment decisions are made by the IMMPL investment committee.

Collective Wisdom

We believe in collective wisdom over individual brilliance.

Regular Review

All our calls are reviewed regularly, and we make changes only after assessing the impact of the incremental information we receive.

We focus on risk adjusted returns ratios, i.e. Amount of return given by our investments compared to the amount of risk that is taken, over just performance.

IMM Investment Indicators is our in-house proprietary model which is used to assess fund performance and consistency over a period of time. Rolling returns and various risk metrics ratios which constitutes the III model determine the top quartile funds. This is just the first step in our screening process.

Conformity to the fund mandate, investment decision making process, and the knowledge and expertise of the fund management team are a few things that help us analyse funds at a deeper level. This forms the basis for the final investment decision.

After deciding our final recommendation, we bucket each investment based on the risk-return dynamics of the investment so that the investor understands the value added by the product and how the product fits into the investor's risk profile.

Deeper Insights

Need a little more clarity on what we can do for you? Here are a few resources to help you out.

Rahul Jain / November 20,2018

5 Tips To Help You Deal With The Next Market Correction...

If you’re new to financial planning, you may be wondering; what is a market correction? In the simplest of terms, a ‘correction’ occurs when there is a ten percent or greater decline in the price of a sec...

Rahul Jain / January 14, 2019

Corrections Are Temporary, Growth Is Permanent...

Whether you’ve just started your financial planning journey or whether you’re an experienced traveller on the route to financial independence, a market correction affects us all. Market corrections, charact...

Rahul Jain / October 26, 2018

Why Indian Rupee is Falling Against the US Dollar...

Recent INR depreciation has been very sharp. The INR depreciated to a low of INR 74.39 a decline of more than 14% since the start of the year. Through this article, I intend to cover a few parameters to conside...