Why India's Wealthy Families Are Key to a Climate-Resilient Future
Exploring the role of family wealth in sustainable investment strategies.
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Expert wealth management solutions tailored to your unique needs and goals. Trust our award-winning team to guide you.
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Comprehensive investment strategies designed to maximize returns while managing risk effectively.
From Aspiration to Achievement: Bridge the gap between your reality and your purpose with our wealth management advisor team
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Comprehensive financial solutions delivered with expertise and personalized attention
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Our award winning CFA team holds an impeccable track record in curating personalized life and legacy solutions
At iVentures, we believe in providing you with the necessary education, guidance, and support
We are dedicated to helping you achieve your investment goals and build a secure financial wellbeing
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"iVentures' transparency and expertise gave me the confidence I needed to make informed investment decisions."
"The personalized approach and strategic guidance helped us achieve our financial goals."
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"With iVentures, I found the right partner for the next 25 years."
"Investment experts at iVentures have a solid investment thesis."
"iVentures brought simplicity and clarity to my investments."
"I am sure iVentures will invest my money better than I could."
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The Indian investment market is rapidly evolving, becoming an attractive destination for NRIs...
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iVentures is your trusted partner in life's financial pursuits. Established in 2005, we are an award winning and SEBI registered investment advisory firm.
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Expert Governance
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We help you to successfully transition ownership, leadership and management of your business and family's assets to your successors.
Comprehensive estate planning solutions to ensure seamless wealth transfer.
Empowering the next generation with financial knowledge and skills.
Our comprehensive approach combines strategic advisory with dynamic portfolio management to deliver exceptional results for your family's wealth.
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Our bespoke services to bring your authentic vision to life.
Comprehensive wealth management solution for a multi-generational family business, including estate planning, succession strategy, and portfolio diversification.
Strategic liquidity event planning and post-exit wealth management for technology sector entrepreneurs.
Complete family office setup and management, including investment advisory, tax planning, and legacy preservation.
Our bespoke services to bring your authentic vision to life.
This case study pertains to the various issues that arose for the Promoter of a large, listed rubber chemicals company after a family business separation. As a part of the family settlement, the Promoter needed to obtain access to a substantial amount of funds. With many multi-layer entities being split between the family, the Promoter also needed to re-structure his various holdings / interests to simplify operations and be able to access the wealth in a tax-efficient manner.
This case study pertains to a listed company in the pharma space. The business is run by a third-generation family member. The firm has a professional management team, business interests across the globe and members of the family are amongst the top billionaires in India.
This case study pertains to a Single-Family Office whose assets have been generated through the Promoter holdings of the family in one of India's largest consumer appliance companies that was founded by the principal of the family office. The brand was sold to a foreign company in its entirety. Out of the proceeds received from the exit of the Company, the family carved out three portions of capital for the following:
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From experienced partners at the forefront of today's financial trends and beyond.
ARTICLE
Exploring the role of family wealth in sustainable investment strategies.
ARTICLE
Key considerations for successful wealth transition and liquidity planning.
ARTICLE
Analysis of India's economic resilience and investment opportunities.
ARTICLE
Insights into women's entrepreneurship and wealth creation strategies.
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Comprehensive estate planning solutions to ensure seamless wealth transfer across generations.
Empowering the next generation with financial knowledge and skills for responsible wealth management.
Establishing governance structures to maintain family harmony and business continuity.
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+91 9999 985 113
info@iventures.in
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Core investment solutions designed for established wealth management needs.
Tailored strategies crafted specifically for your unique financial objectives.
Complete investment office solutions for families and institutions.
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Our services have two clear objectives: the preservation of family wealth and the management of family assets. Our ability to deliver packages of coordinated services tailored to individual needs sets us apart from our competitors. As a client, you always receive advice that is meritocratic and without any conflict of interest.
We help you with impartial and independent advice across asset classes, portfolio manager selection, and strategic asset allocation.
We help you successfully transition ownership, leadership & management of your business and family's assets to your successors.
We help you to establish a clear family governance strategy against which major decisions can be made and conflicts resolved.
We help you in your philanthropic journey and ensure that your generosity has a lasting impact.
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We combine your passion and interest with extensive research, data and evidence to provide independent, neutral and informed insights that can maximize your impact.
Our vantage point in the ecosystem gives us access to leaders and experts who are working towards sustainable development. This coupled with our varied network of Partner Organizations and aggregators help us leverage expertise and resources to meet various philanthropic goals.
Waterfield's robust partner selection process focuses on credibility, capability and fit to ensure that we work with only the best organizations within the ecosystem.
Our passionate advisory team comes with more than 20 years of experience in the social sector. They have a keen understanding of individual/family philanthropy and CSR, as well as the on-ground socio-economic realities, and are seamlessly able to deliver on both fronts.