Investment Advisory
Open-architecture, fee-only advisory across equity, debt, real estate, alternatives, and global assets, with portfolio construction aligned to goals such as retirement, FIRE, education, business exits, and wealth transfer.
Choosing the right advisor matters when your wealth spans salary income, ESOPs, real estate, family goals, and global opportunities. iVentures Wealth brings SEBI-registered, fee-only guidance to Bangalore’s founders, CXOs, NRIs, and affluent families—combining research-driven portfolios, tax-aware planning, and long-term stewardship for India’s fast-moving innovation and business community. Explore how disciplined advisory can turn complexity into a clear financial roadmap.
Integrated, fee-only wealth advisory for investors, founders, families, NRIs, and corporates seeking disciplined financial decisions.
Open-architecture, fee-only advisory across equity, debt, real estate, alternatives, and global assets, with portfolio construction aligned to goals such as retirement, FIRE, education, business exits, and wealth transfer.
SEBI-registered investment advisory where clients pay a transparent advisory fee directly, while recommendations remain free from commissions, trail income, kickbacks, or restricted product shelves.
Specialized HNI and UHNI wealth management for affluent families, CEOs, CXOs, founders, and family offices requiring reporting, asset allocation, tax-aware structuring, and long-term stewardship.
Cross-border and India-focused tax planning covering DTAA, FEMA, LRS, GIFT City, TDS, capital gains, and coordinated structuring for NRIs, OCIs, residents, and corporates.
Wealth-transfer advisory for wills, trusts, lifetime gifting, cross-border inheritance, family legacy planning, and succession coordination to reduce dispute risk and probate friction.
Real estate investment guidance across direct property, REITs, InvITs, rental-yield strategies, and fractional ownership, including title, RERA, FEMA, and tax review.
We begin by mapping income, existing portfolios, ESOPs, real estate, liabilities, insurance, family responsibilities, and global exposure. For Bangalore clients, this often includes founder equity, RSUs, startup liquidity events, and multi-city assets.
Helping affluent investors simplify complex wealth decisions through research, transparency, and long-term partnership.
A fiduciary-grade advisory partner for complex personal, family, and cross-border wealth decisions.
A regulated RIA model designed for transparent, commission-free financial advice.
Serving India’s affluent families since 2005, including business leaders and entrepreneurs.
Strong fit for Bangalore’s startup ecosystem, ESOP complexity, and liquidity planning needs.
CFA-led investment research supports disciplined portfolios for Indian and global markets.
Experienced leaders guiding research, compliance, and client relationships.
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.
Look for a SEBI-registered investment adviser, transparent fee structure, clearly documented conflicts of interest, and proven experience with your situation—such as ESOPs, founder liquidity, NRI assets, HNI portfolios, or family wealth. A strong advisor should provide goal-based planning, portfolio reporting, tax-aware recommendations, and open-architecture product access rather than pushing commission-linked products.
Speak with a SEBI-registered advisory team about your goals.
Regulated investment adviser registration in India.
Recognized credential for investment research expertise.
Depository services credential supporting market operations.
Share your goals, portfolio concerns, and advisory needs. The iVentures Wealth team will help you understand the right next step with transparent expectations.
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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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.
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