Investment Advisory
Open-architecture, fee-only investment advisory across equity, debt, real estate, alternatives, mutual funds, ETFs, PMS, AIFs, and global opportunities, aligned to your goals and risk profile.
Plan, invest, and protect your wealth with iVentures Wealth’s SEBI-registered, fee-only financial advisor services in Nagpur. From Vidarbha business families and medical professionals to founders, CXOs, NRIs, and women investors, our advisory team builds research-driven portfolios, tax-aware strategies, and long-term wealth plans designed for your goals, risk profile, and life stage.
Comprehensive, conflict-free advisory for investment planning, wealth creation, tax efficiency, succession, and family financial goals.
Open-architecture, fee-only investment advisory across equity, debt, real estate, alternatives, mutual funds, ETFs, PMS, AIFs, and global opportunities, aligned to your goals and risk profile.
SEBI-registered fiduciary advice with no commissions, kickbacks, or product trail income. Clients pay transparent advisory fees for unbiased recommendations from the regulated investment universe.
HNI and UHNI wealth management for families, founders, CXOs, and professionals, covering portfolio construction, diversification, reporting, family office coordination, and long-term legacy planning.
Cross-border and India-focused tax planning covering DTAA, FEMA, LRS, capital gains, TDS, GIFT City structures, and investment tax efficiency for residents and NRIs.
Structured wealth transfer advisory through wills, trusts, lifetime gifting, inheritance planning, and cross-border coordination to reduce probate friction and protect family harmony.
Goal-based planning for education, marriage, and future corpus needs, including inflation projections, foreign education funding, tax-efficient instruments, and responsible financial literacy onboarding.
We begin with a detailed discovery of income, assets, liabilities, goals, family responsibilities, and existing investments. For Nagpur clients, this often includes business income, property exposure, professional cash flows, and multi-generational family priorities.
Helping affluent families, founders, professionals, and NRIs make confident, research-backed financial decisions.
"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."
"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 advisory partner built for serious, long-term wealth decisions.
Registered Investment Adviser with transparent fiduciary standards and compliance-led recommendations for Nagpur investors.
No commissions, trails, kickbacks, or product bias—only client-paid, conflict-free financial advice.
CFA-led investment research supports portfolio decisions across markets, asset classes, and risk cycles.
Serving clients across India, including Nagpur families needing sophisticated wealth advice without local product bias.
Experienced wealth leaders guiding complex financial 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 financial advisor helps you organize your finances, define goals, select suitable investments, manage risk, and review progress over time. At iVentures Wealth, advisory covers asset allocation, portfolio construction, tax-aware investing, estate planning, child education goals, retirement or FIRE planning, and consolidated reporting across custodians and family members.
Speak with our advisory team for clear, fiduciary guidance.
Regulated fiduciary investment advisory framework.
Advanced investment research and ethics credential.
Recognition for wealth advisory leadership.
Share your goals, portfolio concerns, and planning priorities. Our team will help you understand the right advisory path 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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