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Drawing from decades of experience in investment banking, ๐๐ข๐ซ๐ฆ๐๐ฅ ๐๐๐ง๐ฌ๐๐ฅ, ๐ ๐จ๐ฎ๐ง๐๐๐ซ ๐๐ข๐ซ๐๐๐ญ๐จ๐ซ & ๐ ๐ฌ๐๐๐ฌ๐จ๐ง๐๐ ๐๐ง๐ฏ๐๐ฌ๐ญ๐ฆ๐๐ง๐ญ ๐๐๐ง๐ค๐๐ซ ๐ซ๐๐๐จ๐ ๐ง๐ข๐ณ๐๐ ๐ญ๐ก๐ ๐ง๐๐๐ ๐๐จ๐ซ ๐๐ข๐ง๐๐ง๐๐ข๐๐ฅ ๐ฅ๐ข๐ญ๐๐ซ๐๐๐ฒ ๐๐ฆ๐จ๐ง๐ ๐ฌ๐ญ ๐ญ๐ก๐ ๐๐จ๐ฆ๐ฆ๐ฎ๐ง๐ข๐ญ๐ฒ. iVentures Wealth Management was thus set up in 2005 along with a team of CFA analysts with a vision to empower individuals & families to make money work in their favour & achieve financial well-being to create an enduring legacy.
Built on the fundamentals of ๐ญ๐ซ๐ฎ๐ฌ๐ญ, ๐ข๐ง๐ญ๐๐ ๐ซ๐ข๐ญ๐ฒ ๐๐ง๐ ๐ญ๐ซ๐๐ง๐ฌ๐ฉ๐๐ซ๐๐ง๐๐ฒ, ๐ข๐๐๐ง๐ญ๐ฎ๐ซ๐๐ฌ ๐จ๐๐๐๐ซ๐ฌ ๐๐ข๐๐ฎ๐๐ข๐๐ซ๐ฒ ๐ฌ๐๐ซ๐ฏ๐ข๐๐๐ฌ ๐ญ๐ก๐๐ญ ๐ง๐๐ข๐ญ๐ก๐๐ซ ๐ฆ๐ข๐ฌ-๐ฌ๐๐ฅ๐ฅ๐ฌ ๐ง๐จ๐ซ ๐ฆ๐ข๐ฌ๐ซ๐๐ฉ๐ซ๐๐ฌ๐๐ง๐ญ๐ฌ.
We instead take pride in fostering 2000+ meaningful relationships & managing over 500 CR. worth of assets on behalf of prominent UHNI CEOS, CXOs, CTOs, Founders, Promoters & Family Offices.
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Our bespoke investing landscape offers a wide array of financial products & services:
๐ Portfolio Management Services
๐ Alternative Funds
๐ Global ETFs, Bonds
๐ Fixed Income Securities
๐ Hedge Funds
๐ Mutual Funds
๐ Estate Plan
๐ Trading
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๐ Exclusive strategies that compounds your financial returns.
๐ Thematic investment opportunities in disruptive innovation technologies.
๐ Tailor made portfolios across asset classes AIF, PMS, Fixed Income securities,
International Pre-IPO.
๐ Client centric research experts.
๐ Access to leading fund managers and market veterans.
๐ Join the path of 2000+ investors to 10X your net-worth.
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Rely on us as your accountable partners who are there to assist you in achieving your financial vision.
๐๐ข๐๐ค ๐ ๐๐๐ญ๐ & ๐ญ๐ข๐ฆ๐ ๐ญ๐จ ๐ซ๐๐ฌ๐๐ซ๐ฏ๐ ๐ ๐ฉ๐๐ซ๐ฌ๐จ๐ง๐๐ฅ ๐ฌ๐๐ฌ๐ฌ๐ข๐จ๐ง ๐ฐ๐ข๐ญ๐ก ๐จ๐ฎ๐ซ ๐๐ ๐ ๐๐ง๐๐ฅ๐ฒ๐ฌ๐ญ๐ฌ.