Money can turn your dreams into reality. Earn, save and live your life just the way you want it. Simple, isn't it? Or maybe not so simple? It takes time, expertise, experience and never-ending vigilance to make your hard-earned money do your bidding. Here is Lovaii Navlakhi who brings you all of those to make it simple for you. Among the first certified financial planners in India and the first financial transitionist in Asia, he is passionate about helping you grow your money through dips a ...
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IMMPL Podcasts
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19: Ep 019 : Financial Footprints: Stories That Shape Financial Futures
27:20
27:20
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In this insightful episode, we explore how personal experiences, relationships, and shifting priorities shape financial decisions. Lovaii Navlakhi and Khushboo Aggarwal share real-life stories and reflections that highlight the human side of financial planning—from missed goals to meaningful breakthroughs. Episode Snapshot & Key Highlights: How cli…
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18: Ep 018 : When Life Changes Over Night: Finding Financial Stability
28:25
28:25
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28:25
In this episode, we delve into the real-life story of a woman who suddenly lost her spouse and was left to face emotional and financial uncertainty. Through her journey, we uncover the importance of thoughtful financial planning during life transitions and how a CeFT® professional helped her move from confusion to clarity. Episode Snapshot After th…
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17: Ep 017 : Navigating Major Life Changes – The Role of Financial Transition Planning
20:50
20:50
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20:50
Overview: Significant life changes like inheritance, retirement, sudden loss of a loved one, or divorce can deeply impact your financial world. In this episode, we unpack the emotional and practical sides of money management during such transitions. We also highlight the unique role a Certified Financial Transitionist® (CeFT®) plays in helping you …
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16: Ep 016 : Understanding Health Insurance: What You Must Know
20:33
20:33
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🎧 Episode Snapshot: This episode dives into the essentials of health insurance—demystifying policies, premiums, and exclusions. We cover everything from choosing the right plan and understanding claim processes to decoding terms like deductibles, co-payments, and waiting periods. Listeners will walk away with clarity on how to select a plan that fi…
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🎧 Episode Snapshot: This episode demystifies Portfolio Management Services (PMS)—a premium investment option for high-net-worth individuals. We break down how PMS works, compare it with mutual funds, and explore key strategies like equity, debt, and hybrid models. Listeners will also learn how to evaluate a portfolio manager, understand tax implica…
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14: Ep 014 : Budget 2025: The Impact on Investor Behaviour
18:36
18:36
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What does an investor do when a budget growls round the corner? Hold tight? Leave everything and run? Let’s sit back and listen as the experts make it simple for us in the second part of our post-budget episode of Simmply Lovaii! Tune in to insights from Lovaii Navlakhi, CEO and MD, IMMPL; Rahul Jain, Senior Vice President, Research and Advisory, I…
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The Union Budget 2025 made one number very famous - 12. But it takes more than that to form the big picture. A few questions come to mind at this point. How are you really going to be affected by the budget if you belong to the bulging middle? Will you be able to save more and, consequently, invest more? Which are the new favourite sectors for inve…
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12: Ep 012 : The Final Piece - Mistakes to avoid while handling cross border finances.
23:57
23:57
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In this compelling conclusion of the series on Cross-Border Financial Planning under Simply Lovai, Lovai Navlakhi and Paresh Shah discuss technical challenges, tax implications, and the importance of having the right advisors when navigating multiple jurisdictions and demonstrate the value of collaboration among advisors across jurisdictions to get…
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11: Ep 011 : Seeking the Missing Piece! Cross-Border Finance Post-COVID
21:35
21:35
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21:35
Caught in the maze of cross-border finance? Tune in to the second episode of our 3-part series on Cross-Border financing and subscribe to #SimplyLovaii for expert insights you won’t want to miss! #LovaiiNavlakhi of #InternationalMoneyMattersPrivateLimited, and #PareshShah, from PareShah Partners LLC help us understand the complexities of cross-bord…
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10: Ep 010 : Finding the Missing Piece : Cross-Border Financial Planning with Insights from Experts!
17:46
17:46
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Grappling with the complexities of cross-border finance? Tune in to our latest episode of Simply Lovaii for expert guidance on mastering #crossborder #finance and making informed decisions for a secure financial future! Join #LovaiiNavlakhi the CEO and MD of #InternationalMoneyMattersPrivateLimited and #PareshShah the CEO of PareShah Partners LLC, …
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9: Ep 009 : Is Cross-Border Financial Planning the Missing Piece?
21:10
21:10
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Is cross-border financial planning the missing piece in your financial puzzle? In this introductory episode of Cross Border Finance, Lovaii Navlakhi shares his insightful perspective: "I think people look at their sort of situations in life from the window they're seated at. And they don't look at the 360-degree view. We benefit from the fact of ha…
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8: Ep 008 : Budget 2024: Insights & Impact
27:57
27:57
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27:57
In this episode of Simmply Lovaii, experts Lovaii Navlakhi and Rahul Jain delve into the immediate insights and impacts of Union Budget 2024. Join us as they explore the key highlights, initial market reactions, and short-term impacts on various sectors. Discover significant tax changes for individuals and investments and learn how the strategic ro…
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7: Ep 007 : Deeper Conversations on Life's Financial Transitions: Challenges, Learnings, and New Beginnings
24:01
24:01
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24:01
Curious about how to turn life's financial challenges into opportunities for growth? Join us in "Deeper Conversations on Life's Financial Transitions: Challenges, Learnings, and New Beginnings" as we uncover profound insights from Lovaii Navlakhi and Susan Bradley. Lovaii Navlakhi inspires with his belief that "Every financial setback is a chance t…
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6: Ep 006 : Deeper Conversations on Life's Financial Transitions: Growth, Resilience, and Emotional Well-being
26:31
26:31
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26:31
“Resilience isn’t just about bouncing back; it’s about adapting and thriving despite the challenges,” shares Lovaii Navlakhi in this episode of "Deeper Conversations on Life's Financial Transitions." Join Lovaii Navlakhi and Susan Bradley as they dive into the intricate world of financial transitions. Whether it's navigating career changes, making …
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5: Ep 005 : Deeper Conversations on Life's Financial Transitions: Retirement, Loss, and Business Sale
23:28
23:28
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23:28
“Many people don't realize they're in a transition until it's pointed out to them. Whether it's retirement, the loss of a loved one, or selling a business, these are profound life events that demand more than just financial planning." - Lovaii Navlakhi In this episode of Simmply Lovaii, financial expert Lovaii Navlakhi and Susan Bradley from the Su…
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4: Ep 004 : Are You Ready for Life’s Sudden Changes and Financial Impact?
21:30
21:30
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21:30
Ever thought if you're ready to handle life's sudden changes that may impact your financial journey? Lovaii says, "The important thing during transition is that—why did this happen to me? Am I alone? Am I the only person who has faced this? And I think having a transitionist to go to who will normalize this and try and communicate to you that you'r…
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3: Ep 003 : Retirement Reimagined - Planning for a Fulfilling Future
21:12
21:12
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Have you ever wondered what retirement really means and when you should start planning for it? In this episode of Simmply Lovaii, we dive deep into the evolving concept of retirement, discussing how perceptions and realities have shifted over the years. Lovaii says - "Fifteen years ago, people thought retiring at 40 was the ultimate goal. But what …
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2: Ep 002 : The 3 Smart Moves for Your Bonus or Appraisal
22:07
22:07
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22:07
Ever felt like life has its own plans while you’re busy making yours? Well, you’re not alone! As Lovaii Navlakhi says, 'You are not going to live your life based on the plans. Life is to happen as the plan gets modified.' Bonuses and appraisals—do they come with a side of tax headaches? Lovaii shares a cheeky solution: 'Avoid the income tax? Simple…
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1: Ep 001 : Financial planning for the salaried
19:18
19:18
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19:18
Is financial independence a big struggle? Just a mirage? Or done right, is it simmple? Lovaii says … “I think financial planning and advice has changed quite dramatically in the last few decades in the world. When financial planning first came to India, it was all about numbers. “Now, suddenly, it is ‘Oh, you know, I want to pursue a dream’. “Every…
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