Fee-Only Advisory
Work with a SEBI-registered RIA model where clients pay transparent advisory fees directly, with no commissions, kickbacks, trail income or restricted product shelf influencing recommendations.
Navigate wealth decisions with a SEBI-registered financial advisor trusted by HNIs, founders, NRIs and families across Delhi NCR and Gurugram. iVentures Wealth combines fee-only advice, research-driven portfolios, tax-aware planning and consolidated reporting for the region’s fast-moving professionals and business owners, from Cyber City executives to multi-generational family offices seeking long-term clarity, control and confidence through every market cycle.
Comprehensive, conflict-free wealth advisory covering investments, tax, estate, alternatives and family-office needs for affluent Indian and NRI clients.
Work with a SEBI-registered RIA model where clients pay transparent advisory fees directly, with no commissions, kickbacks, trail income or restricted product shelf influencing recommendations.
Build open-architecture portfolios across equity, debt, real estate, alternatives and global markets, aligned to goals such as retirement, child education, FIRE, property purchase and liquidity events.
Dedicated wealth management for HNIs, UHNIs, founders, CXOs and NRIs, including strategic allocation, AIF and PMS access, portfolio reporting and multi-generational planning.
Integrated multi-family and single-family office support covering investments, governance, succession, philanthropy, real estate oversight, reporting and cross-border coordination for affluent families.
Coordinate DTAA, FEMA, LRS, GIFT City, capital gains, TDS and cross-border tax planning for residents, NRIs, OCIs and families with assets across jurisdictions.
Plan wills, trusts, lifetime gifting, cross-border inheritance and wealth transfer structures to reduce probate friction, family disputes and tax leakage across generations.
We begin with a detailed discovery of your assets, liabilities, family priorities, cash flows, risk comfort and existing advisor arrangements, including Delhi NCR property exposure, business interests and NRI-linked accounts where relevant.
Long-term advisory relationships built with affluent families, founders, CEOs, CXOs, NRIs and corporates.
A fiduciary wealth partner built for sophisticated investors who value transparency, research and long-term relationships.
RIA registration supports conflict-free advice, transparent fees and regulatory discipline for Indian investors.
Serving affluent Delhi NCR and Gurugram families since 2005 through multiple market cycles.
CFA-led research, macro analysis and portfolio construction guide every investment recommendation.
₹1146+ Cr AUM and 150+ affluent relationships across India, NRIs, founders and family offices.
Experienced advisors supporting complex wealth decisions with fiduciary care.
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 financial advisor helps structure your wealth around clear goals such as retirement, child education, passive income, tax efficiency, estate transfer and business liquidity events. iVentures Wealth provides fee-only, SEBI-registered advisory across regulated products, including mutual funds, PMS, AIFs, bonds, real estate, global investments and family office mandates, with research-led recommendations and consolidated reporting.
Speak with a fiduciary advisor about your goals and portfolio.
Registered investment adviser under SEBI regulations.
Research leadership backed by CFA credentials.
Recognized business credibility and corporate verification.
Share your goals, portfolio complexity and advisory needs. The iVentures Wealth team will help you understand the right mandate, fee structure 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.
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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