Global Investing
Access US, European, and Asian markets through curated ETFs, hedge funds, and dollar-denominated allocations tailored for NRIs and OCIs seeking diversified global exposure.
Build a resilient global portfolio with iVentures Wealth’s fee-only, SEBI-registered advisory. We help HNIs, UHNIs, NRIs, OCIs, founders, and family offices access US, European, Asian, Indian, and GIFT City opportunities through research-led allocation, currency-aware planning, tax optimization, and transparent recommendations aligned to long-term wealth goals.
Research-driven advisory for diversified cross-border portfolios, currency exposure, tax efficiency, and consolidated wealth oversight.
Access US, European, and Asian markets through curated ETFs, hedge funds, and dollar-denominated allocations tailored for NRIs and OCIs seeking diversified global exposure.
Manage India-linked investments in home currency through GIFT City registered funds, helping benchmark results globally while addressing currency risk and reporting clarity.
Invest in Indian equities, mutual funds, and real estate using NRI-compliant structures designed to simplify access, compliance, and long-term portfolio construction.
Coordinate DTAA, FEMA, LRS, TDS, GIFT City, and cross-border tax considerations for globally exposed residents, NRIs, OCIs, families, and corporates.
Receive fee-only SEBI-registered investment advice across equity, debt, real estate, alternatives, PMS, AIFs, ETFs, and global opportunities without product-shelf restrictions.
Consolidate assets across brokers, custodians, demat accounts, PMS providers, AIFs, real estate, and overseas accounts into one family balance sheet.
Global investing requires more than buying overseas products. iVentures Wealth builds tax-aware, currency-conscious portfolios across India, the US, Europe, Asia, and GIFT City structures. As a fee-only SEBI-registered RIA, the firm aligns recommendations with your residency, risk profile, liquidity needs, and family goals while avoiding product commissions and proprietary platform conflicts.
Helping affluent families, NRIs, founders, and corporates build resilient portfolios 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 advisory partner for globally minded investors and multi-generational wealth.
Registered Investment Adviser operating under SEBI regulations with transparent, client-first advisory standards.
No commissions, kickbacks, or trail income, keeping recommendations structurally aligned with clients.
20+ years of experience and ₹1146+ Cr AUM supporting affluent investors.
Specialized NRI, OCI, GIFT City, DTAA, FEMA, and multi-jurisdiction wealth expertise.
Experienced leaders guiding research-led global 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.
Global market investment means allocating capital across multiple countries, currencies, and asset classes rather than relying only on one domestic market. It can include US, European, Asian, and Indian equities, ETFs, bonds, hedge funds, real estate, and GIFT City structures. The objective is diversification, currency balance, access to global growth themes, and reduced dependence on a single economy.
Speak with a SEBI-registered advisory team about your portfolio.
Regulated fiduciary investment advisory framework.
Research leadership with global investment credentials.
Recognized market infrastructure associations and accreditation.
Share your residency, investment goals, risk profile, and current portfolio details. The iVentures Wealth team will help outline the right advisory path, documentation, and next steps for a tax-aware global investment strategy.
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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