Mobile App
Your Legacy, Fully Orchestrated.
Complexity is the enemy of wealth. One app unifies scattered assets and family accounts.
Complexity is the enemy of wealth. One app unifies scattered assets and family accounts.
iVentures Group empowers families to focus on what matters by managing wealth across generations. The app gives you a single place to track and manage investments—so you spend less time juggling statements and more time on your goals.
128-bit SSL encrypted with bank-grade security so your data stays safe.
Seamlessly toggle between individual, family, and HUF portfolios. Because generational wealth shouldn't be tracked in silos.
View a consolidated breakdown of your entire financial landscape, from standard mutual funds and SIPs to bespoke Alternative Investment Funds (AIFs).
Instantly assess your portfolio's health with unified dashboards displaying current value, daily changes, absolute gains, and annualized returns (CAGR).
Visualize your asset allocation at a glance to ensure your capital is positioned exactly where it needs to be.
See current value, purchase cost, and day change across your holdings. Drill into mutual funds, shares & bonds, fixed deposits, and other assets—including PMS and AIFs—with clarity and control.
Track performance with clear visualisations. Current value, gain since inception, and allocation by fund, category, or asset—so you can make informed decisions without the guesswork.
