Expert Comprehensive Global Wealth Management Solutions

Global wealth management in banking refers to coordinated advisory for clients with assets, income, liabilities, or family members across multiple countries. It typically covers investment management, currency exposure, tax structuring, estate planning, lending, reporting, and succession. Unlike basic banking, it focuses on preserving and growing wealth across jurisdictions while addressing compliance, risk, liquidity, and long-term family objectives.

These solutions are suited for HNIs, UHNIs, NRIs, OCIs, founders, CXOs, family offices, and business-owning families with complex assets or cross-border exposure. If your wealth spans multiple accounts, custodians, asset classes, currencies, properties, or jurisdictions, integrated advice can reduce fragmentation, improve reporting, align investments with goals, and support smoother tax and estate outcomes.

iVentures Wealth operates as a SEBI-registered, fee-only investment adviser, which means advisory fees are paid directly by clients and the firm does not accept commissions, kickbacks, or product trail income. This differs from many distributor or bank wealth models where recommendations may be influenced by proprietary shelves or commissions. The focus is open-architecture, conflict-free, research-led advice.

A comprehensive mandate may include strategic asset allocation, global investing, tax optimization, estate planning, family office services, asset consolidation, real estate advisory, AIF and PMS selection, succession planning, philanthropy, governance, and consolidated reporting. The exact scope is customized around the client’s goals, family structure, jurisdictions, liquidity needs, risk tolerance, and existing portfolio complexity.

Yes. iVentures Wealth supports NRIs and OCIs globally through NRI-compliant investment structures, India investment advisory, GIFT City opportunities, cross-border tax coordination, FEMA and LRS considerations, estate planning, and global diversification. Advisory can address both Indian assets and overseas exposures, including USD-denominated reporting or allocation structures where suitable and permitted.

The service catalog indicates fee-only pricing, typically through AUM-based fees, fixed retainers, or mandate-based pricing depending on complexity. HNI, UHNI, and family office mandates may have tiered fee schedules, while estate, tax, or transaction-specific engagements can be quoted separately. Fees are disclosed transparently during onboarding and documented in the advisory agreement.

Yes. Estate and succession planning are core parts of comprehensive wealth management, especially for families with significant assets or cross-border holdings. The work can include wills, private family trusts, lifetime gifting strategies, inheritance planning, family governance frameworks, succession protocols, and coordination with legal or tax counsel in India and relevant foreign jurisdictions.

Portfolio reviews depend on the mandate, but comprehensive advisory typically includes periodic performance reporting, allocation reviews, rebalancing recommendations, and consolidated views across custodians and family members. For complex portfolios, reporting may track asset allocation, manager performance, capital calls, cash flows, tax considerations, risk concentrations, and progress against goals such as retirement, education, liquidity events, or generational transfer.