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International Money Matters PVT Ltd

Bengaluru, Karnataka, IndiaSEC-registered investment adviserCRD 329433

Filed as INTERNATIONAL MONEY MATTERS PVT LTD · Legal name International Money Matters Private Limited

International Money Matters PVT Ltd is an SEC-registered investment advisory firm in Bengaluru, Karnataka, India, registered since 2025, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated June 29, 2026.

1 year
registered since 2025
$278,307,720
assets under management
3 arrangements
Percentage of assets, Fixed fees and more
None
disclosure items (Item 11)

Quick answers

From the filing

How is International Money Matters PVT Ltd compensated?

On its Form ADV (Item 5.E, October 2026), International Money Matters PVT Ltd reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); commissions. The amounts are in Item 5 of its Form ADV Part 2A brochure.

Where is International Money Matters PVT Ltd located?

International Money Matters PVT Ltd's principal office is in Bengaluru, Karnataka, India, according to its Form ADV; the July 2026 filing also lists 3 other offices (Schedule D, Section 1.F).

Is International Money Matters PVT Ltd registered with the SEC or a state?

International Money Matters PVT Ltd is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 329433.

How much does International Money Matters PVT Ltd manage?

International Money Matters PVT Ltd reports $278,307,720 in regulatory assets under management in its Form ADV filing dated June 29, 2026 (0% discretionary).

How have International Money Matters PVT Ltd's assets and staff changed since 2025?

In the Form ADV data for International Money Matters PVT Ltd: Regulatory assets under management: $311,624,091 in the October 2025 data and $278,307,720 in the October 2026 data, down 11%. Total employees: 51 in October 2025 and 54 in October 2026. Assets under management move with markets as well as with clients coming and going.

What types of clients does International Money Matters PVT Ltd serve?

By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (494); high net worth individuals (152).

Does International Money Matters PVT Ltd report any disciplinary disclosures?

Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/329433

What changed in International Money Matters PVT Ltd's recent Form ADV filings?

In the July 2026 filing data: Regulatory assets under management went from $311,624,091 to $278,307,720 (-11%). Employees performing advisory functions went from 21 to 22. Updated its list of owners and control persons (Schedule A).

From the Form ADV filing

Every figure below is as the firm filed it with regulators, as of October 2026.

How the firm is compensated

Item 5.E
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions

Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ

Fees and minimums

Form ADV Part 2A

The brochure lists different fees for different services or strategies. See the firm's brochure (dated June 29, 2026) for its fees and any account minimum, on the SEC's IAPD site.

Regulatory assets under management

Item 5.F
$278,307,720

$278,307,720 as of October 2026, filing dated June 29, 2026.

Discretionary: $0.Non-discretionary: $278,307,720.

A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means

Who the firm serves

Item 5.D
Individuals (other than high net worth individuals)
Clients 494 Assets $78,035,788 (28%)
High net worth individuals
Clients 152 Assets $200,271,932 (72%)

A firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.

Advisory services

Item 5.G
  • Financial planning services

Registration and firm details

Items 1, 2, 5
Legal name
International Money Matters Private Limited
Registration
SEC-registered investment adviser. Status as filed: Approved.
Registered since
2025 (1 year)
Employees
Total: 54. Performing investment advisory functions: 22.
Wrap fee program participation
No.
Other offices (Schedule D, Section 1.F)
3 other offices, as of the July 2026 filing
Kokapet, HyderabadMumbai, MaharashtraNew Delhi, Delhi
States registered or notice-filed
Not reported.

SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration

Disclosures

Item 11

None Reports no disclosure items on Form ADV Item 11. View on IAPD.

Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures

Assets and staff over time

Items 5.A, 5.F
$312M 2025 $278M 2026
Data periodAssets under managementEmployeesFiling dated
October 2026$278,307,72054June 29, 2026
October 2025$311,624,09151March 11, 2025

Regulatory assets under management: $311,624,091 in the October 2025 data and $278,307,720 in the October 2026 data, down 11%.

Total employees: 51 in October 2025 and 54 in October 2026.

As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.

Changes in the filing

Last 12 months
  1. July 2026
    • Regulatory assets under management went from $311,624,091 to $278,307,720 (-11%).
    • Employees performing advisory functions went from 21 to 22.
    • Updated its list of owners and control persons (Schedule A).

Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.

Websites listed on Form ADV

Item 1.I
immpl.com

Source: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."

Cite this page

AdvisorCensus. International Money Matters PVT Ltd (CRD 329433): Form ADV filing data as of October 2026.
https://advisorcensus.com/firm/international-money-matters-pvt-ltd-bengaluru-karnataka-329433