Lovaii Navlakhi

Visionary
DISC Type : Ds

Managing Director & CEO at International Money Matters Pvt Ltd

Bengaluru, Karnataka, India

Overview

Lovaii Navlakhi is the Managing Director and CEO of International Money Matters Pvt Ltd, a firm he founded in 2001. A pioneer in his field, he was among the first Certified Financial Planners (CFP) and the very first Certified Financial Transitionist (CeFT) in India, specializing in cross-border financial planning and the human behavior aspects of money. People often describe him as cool-headed, trustworthy, meticulous, and dependable.

He is a strong believer in lifelong learning, not only for himself but also for his clients, emphasizing clear communication over financial jargon. This passion extends to empowering his team, fostering a strong learning environment where they can grow. He is fascinated by human behavior, which drew him to his specialized certifications and drives his client-first approach to financial guidance.

Unique fact: Lovaii was in the first-ever batch of the MBA in Finance program from the S P Jain Institute of Management & Research (SPJIMR).

Personality Overview

Early Adopter

Direct & Assertive

Goal-Oriented

They might take some time to make their mind up but once they do, they don't change it easily.  Reading between the lines and seeing beyond your words comes naturally to them. They are very professional in their approach and can weigh multiple perspectives together.

Topics They Care About

Financial Transitions
As India's first Certified Financial Transitionist (CeFT), he specializes in guiding clients through the human side of managing money during major life events and changes.
Client Education
He is a strong advocate for communicating financial concepts in simple English, believing that educating clients is a core part of his advisory role.
Behavioral Finance
His certifications and professional philosophy show a deep interest in understanding the psychology behind how people make financial decisions, especially during stressful periods.

Media Appearances

Lovaii has no verified media appearances

Work History

6-2005
Managing Director & CEO at International Money Matters Pvt Ltd
11-2001
Founder & CEO at International Money Matters Pvt Ltd
7-2000 - 11-2001
Vice President, Personal Finance & Online Transactions at indya.com
Vice President, Karnataka Operations at Alpic Finance Limited
6-1992 - 11-1993
Controller Finance & Systems at Microland

Education

2013 - 2015
Certified Financial Transitionist from Sudden Money Institute
2004 - 2005
Certified Financial Planner from International College of Financial Planning

More Information

Social Presence :

Prographics :

Exp : 26 Location : Bengaluru, Karnataka, India Job Level : Leadership Designation : Managing Director & CEO at International Money Matters Pvt Ltd
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Insights For Selling To Lovaii

During A Call Or A Meeting

DO's

  • Ask them at the end if they see a strong value prop in your product; expect an honest answer
  • Use phrases like 'your team deserves', 'best in class' etc.
  • Suggest clear next steps with confidence, don't be vague or hesitant

DONT's

  • Don't shy away from asking hard questions, but be extra polite
  • Don't go over them unless you are left with no other option
  • Don't get into pricing discussions early on, steer conversation towards proven results

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Lovaii is

  • Strong proof of impact and their conviction will matter the most, but they wouldn't want to act unilaterally either
  • Will you ever get a clear answer from Lovaii

  • They will say no if they are not convinced but you will have to prompt them.

Insights For Deal Planning

    How fast (or slow) will Lovaii move?

  • They will want to understand things well but can move fast once they have a clear picture.
  • Can Lovaii take some risk or not?

  • They have good risk tolerance but are likely to think it through once or twice.

You And Lovaii

Personality Compatibility


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