Succession Planning
Structure the transfer of ownership, leadership, and management responsibilities to successors with a clear roadmap that supports continuity, reduces uncertainty, and helps preserve both enterprise value and family relationships.
Plan leadership, ownership, and wealth transfer with guidance built for business-owning families. iVentures Wealth helps align succession, governance, estate planning, and next-generation readiness so transitions happen with less conflict, stronger continuity, and long-term family harmony. From promoter-led enterprises to multi-generational family offices, our advisory is structured, fiduciary-led, and designed to protect both relationships and legacy.
Integrated advisory for ownership transition, governance, legacy planning, and next-generation preparedness for business-owning families.
Structure the transfer of ownership, leadership, and management responsibilities to successors with a clear roadmap that supports continuity, reduces uncertainty, and helps preserve both enterprise value and family relationships.
Create family charters, decision-making protocols, and conflict-resolution mechanisms that support accountability, clarify roles, and provide a stable framework for major business and family decisions.
Coordinate wills, trusts, gifting strategies, and cross-border inheritance considerations so family wealth and business interests can move across generations with less friction and dispute risk.
Prepare future heirs and leaders through financial education, stewardship guidance, and structured onboarding so the next generation can take responsibility with confidence and discipline.
Bring succession, governance, investments, reporting, philanthropy, and legacy planning under one coordinated advisory structure for complex multi-generational family needs.
Align charitable goals with family values and legacy priorities through thoughtful planning that helps future generations participate in giving with purpose and continuity.
Family business succession planning is about more than naming a successor. It requires aligning ownership transfer, leadership readiness, governance rules, estate structures, and family expectations into one workable plan. iVentures Wealth helps business-owning families build orderly transition strategies that reduce ambiguity, preserve enterprise stability, and support long-term harmony. Our fiduciary, fee-only approach keeps advice objective while coordinating succession with broader wealth, tax, and legacy priorities.
See how thoughtful planning helps families navigate transition with clarity, continuity, and confidence.
"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..."
"Extremely reliable, very strong team and eager to support on new and old portfolios at all times"
"The iVentures app has revolutionized how I manage my investments. The user experience is outstanding, and the real-time portfolio tracking gives me complete visibility into my wealth. The team's responsiveness and expertise make all the difference."
"Working with iVentures has been transformative for my financial journey. Their personalized approach and deep understanding of wealth management helped me achieve my goal of 10X net worth growth. The CFA team's expertise is unmatched."
"iVentures brought simplicity and clarity to my investments."
"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."
"Best service at such a reasonable brokerage charge..Have been a great experience with respect to advisory as well as trading with Iventures till date."
"Quick response times and efficient execution. When market opportunities arise, they act fast to capitalize on them. Never had to wait long for important portfolio adjustments"
"iVentures' transparency and expertise gave me the confidence I needed to make informed investment decisions."
"The investing decisions I made along with iVentures Private Wealth team, have yielded great results so far! Brilliant team led by Nirmal Bansal."
"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..."
"Extremely reliable, very strong team and eager to support on new and old portfolios at all times"
"The iVentures app has revolutionized how I manage my investments. The user experience is outstanding, and the real-time portfolio tracking gives me complete visibility into my wealth. The team's responsiveness and expertise make all the difference."
"Working with iVentures has been transformative for my financial journey. Their personalized approach and deep understanding of wealth management helped me achieve my goal of 10X net worth growth. The CFA team's expertise is unmatched."
"iVentures brought simplicity and clarity to my investments."
"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."
"Best service at such a reasonable brokerage charge..Have been a great experience with respect to advisory as well as trading with Iventures till date."
"Quick response times and efficient execution. When market opportunities arise, they act fast to capitalize on them. Never had to wait long for important portfolio adjustments"
"iVentures' transparency and expertise gave me the confidence I needed to make informed investment decisions."
"The investing decisions I made along with iVentures Private Wealth team, have yielded great results so far! Brilliant team led by Nirmal Bansal."
"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..."
"Extremely reliable, very strong team and eager to support on new and old portfolios at all times"
"The iVentures app has revolutionized how I manage my investments. The user experience is outstanding, and the real-time portfolio tracking gives me complete visibility into my wealth. The team's responsiveness and expertise make all the difference."
"Working with iVentures has been transformative for my financial journey. Their personalized approach and deep understanding of wealth management helped me achieve my goal of 10X net worth growth. The CFA team's expertise is unmatched."
"iVentures brought simplicity and clarity to my investments."
"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."
"Best service at such a reasonable brokerage charge..Have been a great experience with respect to advisory as well as trading with Iventures till date."
"Quick response times and efficient execution. When market opportunities arise, they act fast to capitalize on them. Never had to wait long for important portfolio adjustments"
"iVentures' transparency and expertise gave me the confidence I needed to make informed investment decisions."
"The investing decisions I made along with iVentures Private Wealth team, have yielded great results so far! Brilliant team led by Nirmal Bansal."
Families trust our team for objective guidance on complex transition decisions.
SEBI-registered, fee-only advisory keeps succession recommendations objective and free from product-driven conflicts.
With 20+ years in advisory, we understand the complexity of multi-generational family wealth decisions.
We connect succession with governance, estate structures, tax strategy, and consolidated family reporting.
Trusted by 150+ affluent relationships, including UHNIs, founders, and business-owning families across India.
Experienced leaders guiding complex family transitions.
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.
Planning for succession in a family business requires aligning ownership transfer, leadership readiness, governance rules, estate structures, and family expectations into one workable plan. The process typically includes identifying successor roles, defining governance protocols, coordinating wills or trusts, and preparing the next generation. It is best to start several years before a transition becomes urgent, allowing time to assess successor readiness, clarify ownership structures, and reduce emotional strain. Effective planning usually involves discovery, stakeholder discussions, framework design, documentation, and periodic review rather than a one-time meeting.
Speak with our advisors for clear, confidential guidance.
Regulated fiduciary advisory standard
Recognition from Haryana leadership
Advanced investment research expertise
Share your family, business, and transition priorities with our team. We’ll review your goals, current structures, and planning needs to outline the right next steps.
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.
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