Investment Advisory
Open-architecture, fee-only portfolio guidance across equities, debt, real estate, alternatives, global markets, PMS, AIFs, mutual funds, ETFs, and private investments, aligned to your goals and risk profile.
Plan, invest, and protect your wealth with iVentures Wealth’s Certified Financial Advisor Services in Chandigarh. Our SEBI-registered, fee-only advisory model combines CFA-led research, tax-aware planning, and open-architecture investment access for professionals, founders, NRIs, and affluent families across the Tri-City region who want transparent guidance without product commissions, while accounting for India’s evolving regulations and local lifestyle goals.
Comprehensive, fee-only advisory covering investments, tax, estate planning, reporting, and complex family wealth decisions for affluent clients.
Open-architecture, fee-only portfolio guidance across equities, debt, real estate, alternatives, global markets, PMS, AIFs, mutual funds, ETFs, and private investments, aligned to your goals and risk profile.
As a SEBI-registered Investment Adviser, iVentures Wealth accepts no commissions, trail income, kickbacks, or placement fees, helping clients receive recommendations designed around their interests.
Dedicated HNI and UHNI wealth management for affluent families, founders, CXOs, and family offices, covering asset allocation, reporting, succession, alternatives, and long-term legacy planning.
Cross-border tax advisory covering DTAA, FEMA, LRS, GIFT City structures, capital gains, TDS, NRI income, and investment taxation in coordination with broader wealth mandates.
Structured wealth transfer support through wills, private family trusts, lifetime gifting, inheritance planning, and cross-border coordination for families with assets across India and abroad.
Unified family balance sheet creation across bank accounts, demat accounts, mutual funds, PMS, AIFs, insurance, real estate, overseas holdings, and multiple family entities.
We begin by understanding your family priorities, cash flows, existing assets, liabilities, risk appetite, and lifestyle goals in Chandigarh. This discovery helps clarify whether your focus is wealth creation, retirement, children’s education, liquidity, tax efficiency, or legacy transfer.
See how disciplined, fiduciary advice supports affluent families, founders, CXOs, and NRIs across market cycles.
"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."
"The investing decisions I made along with iVentures Private Wealth team, have yielded great results so far! Brilliant team led by Nirmal Bansal."
A fiduciary, research-led advisory partner for complex wealth decisions.
SEBI registration and fee-only advice reduce conflicts for Chandigarh families comparing bank-led recommendations.
CFA-led research converts complex market data into disciplined portfolios for long-term capital preservation.
Twenty-plus years serving Indian HNIs helps us understand Tri-City professionals, founders, and NRI families.
The Wealth Monitor App gives consolidated visibility across custodians, entities, portfolios, and family accounts.
Experienced fiduciaries guiding complex wealth decisions with research-led discipline.
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 certified financial advisor helps you structure investments, manage risk, plan taxes, prepare for retirement, and align financial decisions with long-term goals. At iVentures Wealth, this includes fee-only investment advisory, portfolio construction, asset allocation, estate planning coordination, and consolidated reporting. The advice is research-led and tailored to your income, assets, liabilities, family goals, liquidity needs, and regulatory situation.
Speak with a fiduciary advisor about your goals and portfolio.
Regulatory registration for fiduciary investment advisory.
Globally respected credential for rigorous investment research.
Recognized for trusted wealth partnership in 2022.
Share your goals, current portfolio concerns, and preferred consultation details. The iVentures Wealth team will help you understand the right advisory scope and 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.
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.
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