STEP-1
We design your financial wellness plan to stay ahead of curve.
Trusted by 2000+ affluent Clientele of Founders, CEOs, CXOs & Family Offices.
We are a 15-year-old SEBI registered private wealth management firm, established in 2005. We have been responsibly designing life & legacy for 2200+ affluent investors, family offices and managing over 500 Cr. worth of assets.
Our credentialed CFA analysts hold an impeccable track record in developing a constructive net worth. We believe in empowering financial education in community i.e., help them focus on better things in life by securing financial independence in the early stages. To accomplish this, our strategic investment advisory services have helped Promoters, senior leadership executives build financial stability in the long run.
We design your financial wellness plan to stay ahead of curve.
Our Dedicated CFA Research Analysts effectively curate portfolios and focus on your financial happiness.
We deliver scalable Asset Allocation strategies into Mutual funds, ETFs, PMS, AIFs, Bonds, Global investing, that provides the depth & originality of investment thinking.
We adapt Robust valuation driven investment process to optimize your returns.
Stay on top of your financial Well-being. Our powerful research tools can assess your emotional biases.
Learning to invest is an essential part of any comprehensive financial plan. Without it, you will eventually hit a plateau in your financial well-being. Here are a few challenges that seasoned & first-time investors struggle with.
- Sustainable diversity
- Strategic Asset Allocation
- Capturing opportunities
- Managing Loss Aversion
- Prudent operational Excellence
When we think of relationships, we often think of our healthy interactions with people. However, how often do we consider having a good relationship with money? We at iVentures help you manage your relationship with money in myriad ways.
- Focus on compounding your financial Returns.
- On-demand Research Experts
- Strategic Asset Allocation into PMS, AIFs, Bonds, Global ETFs & more. Exposure into emerging themes
- Consolidate your family assets in one app
- Consolidate your family assets in one app
iVentures leadership is dedicated to building a meaningful relationship. Our board of directors hold the belief that financial empowerment should transform into financial well-being of all.
“People often talk about making money, but nobody really talks about how to create wealth. I’ve been an active investor for a long period of time but nobody ever guided me on how to 10X my net worth. Upon meeting with the iVentures Private Wealth team, they showed me data points proving this was possible. Thanks to their science-backed research, I’m already on my path to 10X my net worth.”
- CA Anand Garg
“Being into a corporate profession, I’m always looking for the most time-efficient options in all my pursuits. A big reason for why I refused to onboard with any financial coach was that there was a severe lack of organisation and UI/UX. I took a meeting with iVentures when a reference showed me their app on her phone. All assets consolidated under one app, amazing UX with zero bugs or lags. It saves a lot of time and has tons of features too — probably one of the best user experiences in a while."
- Manish Memani. Founder & CEO, Protectt.AI
“I have been an investor for quite some time but I’ve never come across a unique selection of PMS & AIF like iVentures does. They have the best options with access to top fund managers from Whiteoak, Abakkus, Marcellus etc.”
- Jasdeep Singh Chadha. CEO, Sage Apothecary
“I always wanted to go beyond domestic market and diversify into global emerging themes & Global companies giving historical alpha. Krishna Makhariya CFA at iVentures made me understand their Global ETF process which was so simple to implement. Thanks to the team, my portfolio is now well balanced between domestic and global markets. ”
- Air Commodore, Gyanendra Sharma
“Passive income seemed like a distant dream a while back. Thanks to the iVentures CFA analyst team’s guidance, post my working years, I’m never stressed about my finances.
- Madhav Pai, NGO