Can I Consolidate All My Assets Under One Roof?

Managing one’s finances is daunting enough, but adding the complexity of planning across multiple institutions can make it seem not worth the effort. You get a much more comprehensive wealth plan, when all investments are under one roof.

At iVentures, our CFA team can help you consolidate your assets, provide a complete a prudent view of your finances, make it easier to track your asset mix, tax situation, and financial life.

Ask Yourself?

Have I listed all my assets and investments?

If anything happens to me, how can my family access my investments?


of people say once of their main motivations to make money now is to live a sustainable lifestyle after retirement.

Get in touch with our CFA team to secure your financial portfolio post your working years.