Investment Advisory
Open-architecture, fee-only portfolio guidance across equity, debt, real estate, alternatives, global assets, PMS, AIFs, mutual funds, ETFs, and goal-based strategies.
Get conflict-free, research-driven financial guidance from iVentures Wealth, a SEBI-registered, fee-only adviser serving investors across India. From tax-aware portfolio construction to family office, NRI, estate, and HNI wealth strategies, our team helps you make confident decisions within India’s regulatory, market, and tax landscape.
Comprehensive, fee-only advisory across investments, tax, estate, family office, and wealth management needs.
Open-architecture, fee-only portfolio guidance across equity, debt, real estate, alternatives, global assets, PMS, AIFs, mutual funds, ETFs, and goal-based strategies.
SEBI-registered advice where clients pay transparent advisory fees directly, with no commissions, kickbacks, trail income, or restricted product shelves.
Dedicated HNI and UHNI mandates covering retirement, FIRE, child planning, AIF/PMS access, real estate, succession, and concentrated wealth diversification.
Multi-family and single-family office advisory integrating investment management, governance, succession, philanthropy, reporting, tax coordination, and cross-border family needs.
Cross-jurisdiction tax planning for residents, NRIs, OCIs, and corporates, including DTAA, FEMA, LRS, GIFT City, TDS, and capital gains strategies.
Wealth transfer advisory covering wills, private family trusts, lifetime gifting, cross-border inheritance, probate coordination, and legacy planning for multi-generational families.
We begin by mapping your assets, liabilities, goals, risk tolerance, family structure, tax position, and residency status. For India-based and NRI clients, this includes reviewing FEMA, DTAA, and account-holding considerations early.
Helping affluent families, NRIs, founders, and corporates make disciplined wealth decisions across market cycles.
"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 wealth partner built for complex financial lives.
Regulated advisory framework with transparent disclosures for investors across India and global NRI families.
No commissions, trail income, kickbacks, or product-shelf bias influencing client recommendations.
Founded in 2005, with deep experience across Indian markets, family offices, and capital cycles.
CFA-led investment research supports portfolio construction, manager selection, and disciplined rebalancing decisions.
Experienced leaders guiding complex 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 financial advisor helps clients make structured decisions about investments, risk, tax, retirement, estate planning, and long-term wealth goals. At iVentures Wealth, advisory includes asset allocation, product selection, portfolio reviews, consolidated reporting, tax-aware planning, and regulatory guidance. The focus is not on selling products, but on aligning financial decisions with each client’s goals, liquidity needs, and risk profile.
Speak with our team about your portfolio, goals, and mandate fit.
Regulated investment adviser registration.
Recognized investment research credential.
Recognized capital market association.
Share your goals, portfolio context, and advisory needs. Our team will review the fit and guide you on the 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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