Investment Advisory
Open-architecture, fee-only portfolio guidance across equity, debt, real estate, alternatives, and global assets, with goal-based allocation, tax-aware design, rebalancing, and consolidated reporting.
Plan, protect, and grow your wealth with iVentures Wealth’s fee-only advisory for Mumbai families, founders, CXOs, and NRIs. From volatile equity markets to high-value real estate decisions across South Mumbai, BKC, and suburban hubs, our SEBI-registered team builds tax-aware, goal-linked financial plans designed for clarity, control, and lasting confidence through every market cycle and family milestone.
Integrated, fee-only planning across investments, tax, succession, family goals, and long-term wealth protection.
Open-architecture, fee-only portfolio guidance across equity, debt, real estate, alternatives, and global assets, with goal-based allocation, tax-aware design, rebalancing, and consolidated reporting.
Dedicated planning for HNIs, UHNIs, founders, CEOs, and family offices, covering portfolio construction, private-market access, reporting infrastructure, risk management, and legacy-focused decision making.
Cross-border and India-focused tax planning covering DTAA, FEMA, LRS, GIFT City structures, capital gains, TDS, foreign tax credits, and investment-linked tax efficiency.
Structured wealth-transfer advisory for wills, trusts, lifetime gifting, cross-border inheritance, succession coordination, and family legacy planning to reduce disputes and probate friction.
Goal-based corpus planning for Indian or overseas education, marriage, future capital support, inflation-adjusted funding, insurance continuity, and financial literacy for the next generation.
Early-retirement planning for Lean, Regular, and Fat FIRE, including corpus sizing, withdrawal strategy, bucket planning, healthcare buffers, and post-work cash-flow design.
Mumbai’s wealth landscape moves quickly, from concentrated founder equity and ESOP liquidity to property decisions and global diversification. iVentures Wealth brings SEBI-registered, research-led financial planning that connects every decision to your family’s goals. Our fee-only model removes product commissions, while tax-aware allocation, consolidated reporting, and long-term advisory discipline help you plan confidently across generations.
Long-term advisory relationships built around clarity, disciplined execution, and wealth decisions that span generations.
"The investing decisions I made along with iVentures Private Wealth team, have yielded great results so far! Brilliant team led by Nirmal Bansal who helped me make the right choices. Their Head of Research Krishna Makhariya CFA guided me on how to 10X my holdings with Stock SIP and took..."
"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."
"Quick response times and efficient execution. When market opportunities arise, they act fast to capitalize on them. Never had to wait long for important portfolio adjustments"
"The investing decisions I made along with iVentures Private Wealth team, have yielded great results so far! Brilliant team led by Nirmal Bansal who helped me make the right choices. Their Head of Research Krishna Makhariya CFA guided me on how to 10X my holdings with Stock SIP and took..."
"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."
"Quick response times and efficient execution. When market opportunities arise, they act fast to capitalize on them. Never had to wait long for important portfolio adjustments"
"The investing decisions I made along with iVentures Private Wealth team, have yielded great results so far! Brilliant team led by Nirmal Bansal who helped me make the right choices. Their Head of Research Krishna Makhariya CFA guided me on how to 10X my holdings with Stock SIP and took..."
"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."
"Quick response times and efficient execution. When market opportunities arise, they act fast to capitalize on them. Never had to wait long for important portfolio adjustments"
A fiduciary advisory partner built for complex wealth, long horizons, and transparent decision-making.
Regulated advisory framework with transparent fees, direct client accountability, and no product commissions.
Two decades guiding affluent families through India’s market cycles, including Mumbai’s capital-driven wealth ecosystem.
CFA-led investment research supports portfolio construction, manager selection, and risk-adjusted allocation decisions.
Mumbai clients can track multi-asset holdings through unified reporting and the Wealth Monitor App.
Experienced leaders guiding complex wealth decisions with discipline.
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.
iVentures Wealth operates as a SEBI-registered Investment Adviser under a fee-only model. That means clients pay an agreed advisory fee directly, while the firm does not accept product commissions, trail income, kickbacks, or placement fees. This structure helps reduce conflicts of interest and allows recommendations across a broad universe of regulated products.
Speak with a fiduciary advisor about your goals and portfolio.
Regulated fiduciary advisory under Investment Advisers Regulations.
Research leadership supported by globally respected credentials.
Recognised for wealth advisory leadership in 2022.
Share your goals, portfolio complexity, and advisory needs. The iVentures Wealth team will help you understand the right planning mandate 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.
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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