Portfolio Construction
Build a diversified portfolio across equity, debt, real estate, alternatives, gold, and global assets, aligned to your goals, liquidity needs, risk tolerance, and investment horizon.
Build, review, and refine your investment portfolio with research-driven Portfolio Management Services (PMS) from iVentures Wealth. Since 2005, our SEBI-registered advisory team has helped HNIs, UHNIs, founders, CXOs, NRIs, and family offices make disciplined allocation decisions across equities, debt, alternatives, global markets, and curated PMS strategies with transparent, fee-only guidance.
Comprehensive PMS advisory support for asset allocation, manager selection, risk control, reporting, and long-term wealth growth.
Build a diversified portfolio across equity, debt, real estate, alternatives, gold, and global assets, aligned to your goals, liquidity needs, risk tolerance, and investment horizon.
Evaluate portfolio managers, investment styles, benchmark fit, fees, concentration risk, and historical consistency before allocating capital to curated PMS and related strategies.
Access research-led advisory on Category I, II, III, and private-credit AIFs, including fund due diligence, lot sizing, capital-call planning, and performance monitoring.
Create fixed-income allocations using G-Secs, SDLs, tax-free bonds, 54EC bonds, SGBs, corporate bonds, and NCDs with duration and tax treatment reviewed carefully.
Diversify beyond India through curated ETFs, hedge funds, GIFT City structures, and dollar-denominated opportunities across US, European, and Asian markets.
Track investments across custodians, family members, PMS providers, AIFs, demat accounts, and overseas holdings through consolidated reporting and periodic rebalancing reviews.
We begin by mapping your financial goals, risk capacity, existing investments, liquidity requirements, tax position, family entities, and cross-border considerations so every PMS recommendation starts with a complete balance-sheet view.
Long-term advisory relationships built around clarity, discipline, transparency, and measurable portfolio progress.
"The investing decisions I made along with iVentures Private Wealth team, have yielded great results so far! Brilliant team led by Nirmal Bansal who helped me make the right choices. Their Head of Research Krishna Makhariya CFA guided me on how to 10X my holdings with Stock SIP and took..."
"The global investing strategy recommended by iVentures has been exceptional. Diversifying my portfolio across international markets has not only reduced risk but also provided excellent returns. Their expertise in global markets is truly impressive."
A fiduciary-minded wealth partner for sophisticated investors seeking transparent, research-led portfolio guidance.
Registered Investment Adviser framework supports transparent, regulated, client-first investment recommendations.
No commissions, kickbacks, or trail income influence portfolio recommendations or manager selection.
CFA-led research evaluates allocation, manager quality, risk, taxation, and market cycles.
20+ years, ₹1146+ Cr AUM, and 150+ affluent relationships demonstrate institutional depth.
Experienced investment leaders guiding sophisticated wealth mandates.
Founder & Director
Nirmal A Bansal is the Founder and Director of iVentures Wealth, bringing over two decades of experience in wealth advisory and capital markets. He established iVentures Wealth in 2005 with a vision to provide true fiduciary services to affluent investors across India. An alumnus of UCLA Anderson School of Management and a former Merrill Lynch professional, Nirmal has deep expertise in family office advisory and institutional investing. Under his leadership, iVentures has grown to manage over ₹1200+ Cr in assets, serving 150+ affluent families, UHNIs, CEOs, and corporates. Nirmal is committed to building lasting financial legacies through personalized strategies, transparent advice, and unwavering client partnerships that transcend market cycles.
Head of Research, Executive Director
Krishna Makhariya serves as Head of Research and Executive Director at iVentures Wealth, where he drives the firm's investment research strategy and portfolio construction. A CFA charterholder, Krishna brings extensive expertise in equity research, macro analysis, and building data-driven investment strategies for high-net-worth clients. His rigorous, research-first approach ensures that every investment decision is grounded in thorough analysis and aligned with each client's financial objectives. As a key member of iVentures' award-winning leadership team, Krishna plays a pivotal role in maintaining the firm's strong track record and its reputation as a SEBI-registered, research-driven advisory firm serving UHNIs, family offices, and corporates across India.
Executive Director
Rishi Kapur is an Executive Director at iVentures Wealth, specializing in client relationship management and investment execution for ultra-high-net-worth individuals and families. With a strong background in financial markets, wealth structuring, and personalized advisory, Rishi is dedicated to delivering tailored solutions that align with each client's unique goals and risk profile. He plays a central role in ensuring that iVentures' clients receive consistent, high-quality guidance across all aspects of their financial journey. Rishi's commitment to building meaningful, long-term partnerships reflects the firm's core philosophy of treating wealth management as a relationship rather than a transaction, earning the trust of CEOs, CXOs, founders, and affluent families across India.
Executive Director, Compliance Officer
Nitin Jindal serves as Executive Director and Compliance Officer at iVentures Wealth, bringing deep expertise in portfolio management, client solutions, and regulatory compliance. As a core member of the firm's leadership team, Nitin is instrumental in building and strengthening iVentures' advisory and execution capabilities. He ensures that all client strategies are implemented with precision while maintaining the highest standards of regulatory adherence as a SEBI-registered investment advisory firm. Nitin's dual focus on portfolio excellence and compliance reflects iVentures' commitment to transparent, conflict-free wealth management. His work directly supports the firm's mission to provide trustworthy, fiduciary-grade services to UHNIs, corporates, and family offices across India.
A discretionary portfolio management service allows an appointed portfolio manager to make investment decisions on behalf of the client within an agreed mandate, risk profile, and regulatory framework. The client does not approve every trade individually. iVentures Wealth helps investors evaluate whether discretionary PMS strategies fit their goals, compare managers, review fees and risks, and monitor performance within a broader allocation plan.
Speak with our advisory team for transparent, research-led guidance.
Regulated investment advisory framework for client protection.
Advanced investment research and portfolio expertise credential.
Recognition for trusted wealth advisory leadership.
Share your goals, current holdings, and investment concerns. Our team will help you understand suitable PMS strategies, risks, fees, and next steps through a transparent advisory conversation.
For immediate assistance, feel free to give us a direct call at +91 99999 85113. You can also send us a quick email at wealth@iventures.in.
For immediate assistance, feel free to give us a direct call at +91 99999 85113. You can also send us a quick email at wealth@iventures.in.
This material is confidential and intended solely for the personal use of the recipient. Any reproduction, distribution, or dissemination without prior written authorization from I VENTURES CAPITAL PRIVATE LIMITED is strictly prohibited. The information contained herein is for informational and educational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any financial products. It is not intended to serve as the basis for any investment decision or to substitute for professional advice. We recommend consulting with a SEBI-registered investment advisor before making any financial decisions. While every effort has been made to ensure that the information provided is accurate and up to date, I VENTURES CAPITAL PRIVATE LIMITED makes no representations or warranties, express or implied, as to the completeness, accuracy, or reliability of the content. The firm assumes no liability for any direct or indirect loss or damage arising from reliance on this information. All investments carry inherent risks, including but not limited to market risk, credit risk, interest rate risk, concentration risk, and liquidity risk. Investment products are subject to price fluctuations and may result in gains or losses. Diversification does not ensure a profit or protect against loss in declining markets. Investors should assess their risk appetite, investment horizon, and financial goals before making any investment. Investment in securities market are subject to market risks. Read all the related documents carefully before investing. Registration granted by SEBI, enlistment as IA with Exchange and certification from National Institute of Securities Markets (NISM) in no way guarantee performance of the intermediary or provide any assurance of returns to investors. Securities mentioned here are for Illustrations only and are not recommendatory. Past performance is not indicative of future results as well.
The securities quoted, if any, are for illustration only and are not recommendatory. Registration granted by SEBI (INA000019026), BSE IA Enlistment (2148) and certification from NISM in no way guarantee the performance of the intermediary or provide any assurance of returns to Investors/ Clients.
This document is intended to serve only as a general source and shall not be construed as a form of recommendation.
I VENTURES CAPITAL PRIVATE LIMITED (CIN: U74900DL2009PTC188312) : SEBI Reg. No. - NSE Cash: INB231356735 | NSE F&O: INF231356735 | NSE Currency Derivative: INE231356735 | MCX-SX: INE261356735
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