Investment Advisory
Open-architecture, fee-only portfolio guidance across equity, debt, real estate, alternatives, global assets, PMS, AIFs, mutual funds, ETFs, and goal-linked allocations for long-term wealth building.
Make confident, tax-aware money decisions with iVentures Wealth’s Expert Financial Advisor Services in Nashik. From portfolios and retirement goals to succession, AIF access, and NRI structures, our SEBI-registered team brings fee-only guidance to families, CXOs, founders, and entrepreneurs in a city known for growing businesses, vineyards, disciplined wealth creation, and life stages.
Comprehensive, fee-only advisory for investments, tax efficiency, retirement, estate planning, and consolidated family wealth decisions.
Open-architecture, fee-only portfolio guidance across equity, debt, real estate, alternatives, global assets, PMS, AIFs, mutual funds, ETFs, and goal-linked allocations for long-term wealth building.
Dedicated advisory for HNIs and UHNIs covering asset allocation, AIF and PMS access, family office needs, NRI structuring, reporting, and strategies for concentrated wealth.
Integrated planning for DTAA, FEMA, LRS, TDS, capital gains, GIFT City structures, and cross-border tax coordination for residents, NRIs, OCIs, and corporates.
End-to-end wealth transfer advisory covering wills, trusts, lifetime gifting, cross-border inheritance, probate friction reduction, and succession coordination for multi-generational families.
Early retirement planning with FIRE-number computation, corpus sizing, accumulation strategy, glide-path planning, SWP design, healthcare buffers, and tax-aware withdrawal structures.
A unified family balance sheet across brokers, banks, demat accounts, PMS, AIFs, insurance, real estate, overseas holdings, and family entities for clearer decisions.
iVentures Wealth helps Nashik families, professionals, founders, and NRIs turn scattered financial decisions into a coordinated wealth strategy. As a SEBI-registered, fee-only RIA, the firm recommends regulated products without commissions or product-shelf restrictions. Whether you are building wealth from business surplus, planning retirement, or transferring assets across generations, every recommendation is tailored to goals, risk, tax, and liquidity.
See how disciplined, research-led advisory helps clients protect, grow, and transfer wealth confidently.
"Best service at such a reasonable brokerage charge..Have been a great experience with respect to advisory as well as trading with Iventures till date."
A fiduciary, research-driven partner for complex wealth decisions.
RIA registration supports transparent, regulated advice for Nashik investors seeking fiduciary-grade guidance.
No commissions, kickbacks, or trail income means recommendations stay aligned with your goals.
Since 2005, the team has advised affluent families through changing Indian market cycles.
CFA-led research and ₹1146+ Cr AUM support sophisticated decisions for Nashik entrepreneurs and families.
Experienced leaders supporting complex wealth decisions across India.
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.
Financial advisor fees are commonly structured as a fixed annual retainer, an AUM-based advisory fee, or a mandate-based fee for specific work such as estate planning or tax structuring. iVentures Wealth follows a fee-only model: clients pay the advisory fee directly, and the firm does not accept commissions, trail income, kickbacks, or placement fees from product manufacturers.
Speak with a SEBI-registered advisor about your goals.
Registered investment adviser under SEBI regulations.
Research leadership backed by CFA expertise.
Recognized market infrastructure credentials in India.
Share your goals, portfolio concerns, or family wealth questions, and the iVentures Wealth team will help define the right advisory scope for your next decision.
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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