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Certified Financial Advisor and Consultant in Ranchi

Build, protect, and transfer wealth with iVentures Wealth, a SEBI-registered advisory firm serving investors in Ranchi through fee-only, research-driven guidance. From portfolio strategy and tax-aware investing to estate planning and family office solutions, our team helps professionals, founders, HNIs, and families make confident decisions amid India’s evolving market landscape.

Financial advisor reviewing portfolio documents with a client in Ranchi

Our Financial Advisory Services

Comprehensive, fee-only wealth advisory for investors, families, founders, NRIs, and corporates seeking structured financial decisions.

Investment Advisory

Open-architecture, fee-only advisory across equity, debt, real estate, alternatives, and global assets, with strategic allocation, manager selection, portfolio construction, rebalancing, and consolidated reporting.

Fee-Only RIA

Independent advisory under the SEBI Registered Investment Adviser framework, with transparent client-paid fees and no product commissions, trail income, kickbacks, or restricted product shelves.

HNI Wealth

Dedicated HNI and UHNI wealth management covering goal-based planning, AIF and PMS access, founder diversification, family-office reporting, succession strategy, and cross-border coordination.

Tax Optimization

Tax-aware advisory covering DTAA, FEMA, LRS, GIFT City structures, TDS planning, capital-gains optimization, and cross-border coordination for residents, NRIs, OCIs, and corporates.

Estate Planning

Structured wealth-transfer guidance for wills, trusts, lifetime gifting, inheritance planning, and cross-border succession, helping families reduce probate friction and preserve generational harmony.

Family Office

Integrated multi-family and single-family office advisory that combines investments, governance, reporting, succession, tax coordination, philanthropy, real estate oversight, and next-generation education.

Fee-Only Advisory

Fiduciary Wealth Guidance For Clearer Decisions

For Ranchi investors managing surplus income, family wealth, business proceeds, or NRI-linked assets, iVentures Wealth brings structured advice without commission-led bias. Our SEBI-registered model combines research, risk profiling, product-neutral recommendations, and consolidated reporting so every decision supports your goals, tax position, liquidity needs, and long-term family priorities.

SEBI registered financial advisor analyzing an Indian investment portfolio
Trusted By Families

Client Success

Helping affluent families, founders, professionals, and corporates make disciplined wealth decisions across market cycles.

"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."

CA Anand Garg
The iVentures Difference

Why Choose iVentures Wealth?

A fiduciary-first advisory partner for serious investors seeking clarity, structure, and long-term discipline.

SEBI Registered

Registered Investment Adviser INA000019026, operating under a transparent, fiduciary advisory framework.

20+ Years

Founded in 2005, advising Indian families through multiple market and interest-rate cycles.

Research-Led

CFA-led research supports Ranchi clients with disciplined allocation, fund diligence, and portfolio reviews.

Fee-Only

No commissions or product kickbacks, helping Ranchi investors avoid conflicted distribution-led advice.

Meet The Advisory Team

Experienced leaders guiding complex wealth decisions with discipline.

Portrait of Nirmal A Bansal, Founder and Director of iVentures Wealth

Nirmal A Bansal

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.

Portrait of Krishna Makhariya, Head of Research and Executive Director at iVentures Wealth

Krishna Makhariya

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.

Portrait of Rishi Kapur, Executive Director at iVentures Wealth

Rishi Kapur

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.

Portrait of Nitin Jindal, Executive Director and Compliance Officer at iVentures Wealth

Nitin Jindal

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.

Frequently Asked Questions

What does a certified financial advisor in Ranchi help with?

A certified financial advisor helps you structure investments, define goals, manage risk, optimize taxes, and plan wealth transfer. For Ranchi clients, iVentures Wealth provides SEBI-registered, fee-only guidance across equity, debt, alternatives, real estate, global assets, estate planning, and family office needs, with recommendations aligned to your cash flows, risk profile, time horizon, and family priorities.

Is iVentures Wealth a SEBI-registered investment adviser?

How is fee-only financial advisory different from commission-based advice?

Can clients in Ranchi work with iVentures Wealth remotely?

What types of clients does iVentures Wealth advise?

Do you provide tax planning along with investment advice?

How often should my investment portfolio be reviewed?

What information is needed before starting financial advisory?

Still Have Financial Planning Questions?

Speak with our advisory team for clear, fee-only guidance.

Certified & Trusted

Awards and Recognition

SEBI Registered Investment Adviser certification logo

SEBI Registered Adviser

Regulated fiduciary advisory under SEBI framework.

CFA Charterholder credential logo

CFA Charterholder

Research leadership backed by global investment credential.

Preferred Wealth Partners 2022 recognition logo

Preferred Wealth Partners

Recognized for wealth advisory leadership in 2022.

Start Your Wealth Advisory Conversation

Share your goals, current portfolio, and key concerns. Our team will help you understand the right advisory mandate, documentation, and next steps.

Contact Us Today

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.

Disclaimer

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.

Registration & Office Details

SEBI Registration Number: INA000019026
BSE IA Enlistment No.: 2148
Registered Office Address: 17, First Floor Hemkunt Colony, Greater Kailash, New Delhi
Correspondence Address: 12A & 12B, GROUND FLOOR, VIPUL AGORA, MG ROAD, GURUGRAM, 122002

Principal Officer

Name: KRISHNA MAKHARIYA
Contact No: +91 99999 85119 +91 99999 85113 +91 124 463 4433

Compliance & Grievance Officer

Name: NITIN JINDAL
Contact No: 9818515141

External Grievance Redressal

SCORES Portal: If you are not satisfied with the resolution provided, you can lodge your complaint online at https://scores.sebi.gov.in
ODR Portal: You can access ODR Portal at https://smartodr.in/

I VENTURES CAPITAL PRIVATE LIMITED (CIN: U74900DL2009PTC188312) : SEBI Reg. No. - NSE Cash: INB231356735 | NSE F&O: INF231356735 | NSE Currency Derivative: INE231356735 | MCX-SX: INE261356735

SEBI Reg. No. - BSE Cash: INB011356731 | BSE F&O: INF011356731 | IN-DP-221-2016 DP ID-12067500

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