Investment Advisory
Open-architecture investment advice across equity, debt, real estate, alternatives, and global assets, with asset allocation, portfolio selection, rebalancing, and tax-aware implementation aligned to your goals.
Build, protect, and transfer wealth with SEBI-registered, fee-only financial advice tailored for Goa’s entrepreneurs, professionals, NRIs, and families planning long-term security. iVentures Wealth brings research-driven portfolio strategy, tax-aware planning, and family office depth to clients who want transparent guidance without product commissions or conflicted recommendations.
Explore fee-only advisory solutions built around wealth creation, protection, tax efficiency, and legacy planning.
Open-architecture investment advice across equity, debt, real estate, alternatives, and global assets, with asset allocation, portfolio selection, rebalancing, and tax-aware implementation aligned to your goals.
SEBI-registered RIA guidance with no commissions, trail income, kickbacks, or restricted product shelf, helping clients receive transparent recommendations from regulated investment options.
Dedicated strategies for HNIs, UHNIs, CEOs, founders, and affluent families, covering portfolio construction, AIF and PMS access, succession, reporting, and family office coordination.
Planning across DTAA, FEMA, LRS, capital gains, TDS, GIFT City structures, and cross-border reporting to improve post-tax outcomes while staying compliant.
Structured wealth transfer support through wills, private family trusts, lifetime gifting, inheritance planning, and cross-border succession coordination for multi-generational families.
Integrated multi-family and single-family office advisory combining investments, governance, tax, philanthropy, consolidated reporting, real estate oversight, and next-generation education.
We begin with a detailed discovery of your goals, liquidity needs, risk profile, family obligations, existing assets, and Goa-specific lifestyle priorities such as retirement relocation, property exposure, or business income cycles.
Helping affluent families, founders, CXOs, and NRIs make informed financial decisions across market cycles.
A fiduciary, research-driven advisory partner for long-term wealth decisions.
Transparent advisory fees with no product commissions, trail income, or hidden distribution incentives.
Regulated RIA framework supports Goa clients seeking accountable, compliance-led investment guidance.
20+ years guiding affluent families through wealth creation, preservation, and transfer.
Plans reflect Goa lifestyles, NRI needs, property exposure, liquidity goals, and family priorities.
Experienced leaders guiding research-driven wealth decisions.
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 professional financial advisor helps you make structured decisions about investing, cash flow, taxes, risk, retirement, estate transfer, and family wealth. iVentures Wealth begins by understanding your full financial picture, then builds an asset allocation and implementation roadmap across regulated products. The goal is not product selling, but helping your money support defined life, family, and legacy outcomes.
Speak with our advisory team about your goals and concerns.
Regulated fiduciary advisory under Indian investment adviser rules.
Research leadership backed by globally recognized investment expertise.
Recognized business credibility and institutional trust indicator.
Share your goals, portfolio concerns, and planning priorities. Our team will help you understand the right advisory mandate, required documentation, fee structure, and next steps before any engagement begins.
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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